| Concreit Fund Management LLC | Seattle, WA | $9M | — |
| Sooner Private Financial LLC | Salem, NH | $9M | — |
| J.p.morgan Wealth Management Solutions Inc. | New York, NY | $9M | — |
| Bluevine Advisory LLC | Jersey City, NJ | $8.9M | — |
| Xy Investments (HK) Ltd | Hong Kong | $8.9M | 1 |
| Cbiz Financial Solutions, Inc. | Cleveland, OH | $8.9M | — |
| Mrwm Capital Management, LLC | Nashville, TN | $8.8M | 2 |
| Make the Memory Financial Planning, LLC | | $8.8M | — |
| Khaveen Investments Sdn. Bhd. | Kuala Lumpur, Wilayah Perseketuan | $8.7M | — |
| Tinicum Venture Partners LLC | New York, NY | $8.6M | 3 |
| Lancaster Labs, LLC | | $8.6M | — |
| Brimstone Asset Management Company Limited | Hong Kong | $8.4M | — |
| Matterhorn Investment Management LLP | London | $8.4M | 1 |
| M.d. Sass-MacQuarie Financial Strategies Management Company, LLC | New York, NY | $8.3M | 2 |
| U.S. Cherry LLC | St. Petersburg, FL | $8.3M | — |
| Castleark Alternatives, LLC | Chicago, IL | $8.2M | 1 |
| Cox Gestao de Recursos Ltda. | S?o Paulo | $8.1M | — |
| Masterworks Advisers, LLC | New York, NY | $8.1M | — |
| Alpha-Lab Asset Management Inc. | | $8M | — |
| Agustoni, Emanuele Guiseppe | Urdorf | $7.8M | — |
| Blue Ocean Investment Partners Limited | | $7.7M | — |
| Alphabit Investments, LLC | Forest City, IA | $7.7M | — |
| Channel Investment Partners LLC | | $7.6M | — |
| Stonecastle Asset Management, LLC | New York, NY | $7.5M | — |
| Access Softek Advisory Services, LLC | Naperville, IL | $7.4M | — |
| Coastal Equity Management, LLC | Pensacola, FL | $7.3M | — |
| Global Autotrading Inc. | | $7.3M | — |
| Cornerstone Advisors LLC | Fayetteville, AR | $7.2M | — |
| Unity Wealth Partners LLC | Newport Beach, CA | $7.1M | — |
| Berlin, Jonathan Antonio Meza | Colonia Granada, Mexico City | $7.1M | — |
| Gray Lion Capital LLC | | $7M | — |
| Hypatia Capital Management LLC | New York, NY | $6.9M | — |
| Outerlands Capital Management, LLC | New York, NY | $6.9M | 1 |
| Caltier Advisors, LLC | Poway, CA | $6.9M | — |
| Axxes Advisors I LLC | Coral Gables, FL | $6.8M | — |
| Acorn Asset Management LLC | Princeton, NJ | $6.6M | — |
| Ct Investment Management Co., LLC | New York, NY | $6.6M | 3 |
| Newday Funds, Inc. | Southbury, CT | $6.5M | — |
| Wealthjar Investment Advisory, LLC | Honolulu, HI | $6.4M | — |
| Aspire Wealth Advisory Group, LLC | New York, NY | $6.2M | — |
| Lionshares LLC | Brooklyn, NY | $6M | — |
| Blue Sky Wealth Partners, LLC | | $5.9M | — |
| Sauberan & Company, LLC | Lockport, NY | $5.8M | — |
| Cynosure Portfolio Advisors LLC | Salt Lake City, UT | $5.8M | — |
| Oakhurst Capital Advisors, LLC | Washington, DC | $5.7M | — |
| Revolut Wealth Inc. | New York, NY | $5.5M | — |
| Kingsbarn Capital Management, LLC | Las Vegas, NV | $5.5M | — |
| Precept Management, LLC | Dallas, TX | $5.4M | 3 |
| Haven Capital Advisors, LLC | Charlotte, NC | $5.4M | 1 |
| Distribution Cognizant, LLC | Palo Alto, CA | $5.3M | — |