| Colomb Investment Management Company, LLC | Metairie, LA | $4.7M | — |
| Prospera Funds, Inc. | Isle of Palms, SC | $4.6M | — |
| Marketocracy Masters Inc. | Northville, MI | $4.5M | — |
| Berilium Technologies, Inc. | Lake Forest, CA | $4.5M | — |
| Cystein Management LLC | | $4.5M | — |
| Clarivor LLC | | $4.4M | — |
| Adler Asset Management, LLC | New York, NY | $4.4M | — |
| 21shares US LLC | New York, NY | $4.4M | — |
| Tradingvalley Inc. | Taipei | $4.4M | — |
| Oak Creek Private Wealth Management LLC | Tulsa, OK | $4.3M | — |
| Christmas Corporation | | $4.2M | 1 |
| Up Financial USA Inc. | Calgary, Alberta | $4.1M | — |
| Selective Capital Srl | Bucharest | $4.1M | — |
| Get Moving Inc | San Francisco, CA | $4.1M | — |
| Integrated Financial Planning Services | Heidelberg | $4.1M | — |
| Pensionbee Inc. | London | $4M | — |
| Langar Investment Management, LLC | | $4M | — |
| Meta Investment Management Company LLC | Brooklyn, NY | $3.9M | — |
| Significance Capital Management LLC | Milwaukee, WI | $3.8M | — |
| Forester Capital Management Ltd | Libertyville, IL | $3.5M | — |
| Save Advisers LLC | Houston, TX | $3.5M | — |
| Origem International Advisory LLC | Porto Alegre, Rio Grande Do Sul | $3.4M | — |
| Xantos Labs, LLC | | $3.3M | — |
| Wealthface LLC | Al Maryah Island, Abu Dhabi | $3.1M | — |
| Invex Next, LLC | Coral Gables, FL | $3M | — |
| Msa Power Funds LLC | New York, NY | $3M | — |
| Founder Etfs LLC | Dallas, TX | $2.9M | — |
| Golden Jade Capital Management, LLC | | $2.9M | — |
| Marstone LLC | Providence, RI | $2.8M | — |
| Qualivian Investment Partners LP | | $2.8M | 1 |
| Propel Private Wealth LLC | | $2.8M | — |
| Verecan Asset Management Inc. | Halifax, Nova Scotia | $2.7M | — |
| American Expats in Europe Ltd. | | $2.6M | — |
| Namsoft Advisors, LLC | | $2.6M | — |
| Build Whale, Inc. | Chicago, IL | $2.5M | — |
| Penserra Wealth Management LLC | Orinda, CA | $2.5M | — |
| Worth Charting Group LLC | New York, NY | $2.5M | — |
| Bryan Advisory Services, LLC | Canonsburg, PA | $2.4M | — |
| Stackwell Capital Advisers, LLC | Boston, MA | $2.3M | — |
| Ned Davis Research, Inc. | Sarasota, FL | $2.2M | — |
| Fingage Advisors LLC | | $2.1M | — |
| Magnifi LLC | Boulder, CO | $2.1M | — |
| Ai Funds, Inc. | Sausalito, CA | $2.1M | 1 |
| I-Cthru Inc. | | $1.9M | — |
| Savvy Financial, Inc. | Franklin, TN | $1.9M | — |
| Advisifi LLC | St Petersburg, FL | $1.8M | — |
| Lanmar Capital Management LLC | | $1.8M | — |
| El Castillo Investments, LLC | | $1.8M | — |
| Swiss Alpine Wealth Management LLC | | $1.8M | — |
| Insight Advisors, LLC | Los Angeles, CA | $1.7M | 1 |