| 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 |
| Futuremoney RIA, LLC | Manchester, NH | $1.6M | — |
| Branson Fowlkes Russell Inc | Houston, TX | $1.6M | — |
| Nemo Capital | | $1.6M | — |
| Bvb and Partners S.A. | Geneva | $1.5M | — |
| Wealthn LLC | Newtown Square, PA | $1.5M | — |
| Puentes Mayorga Advisers, S.a.s | | $1.5M | — |
| The Zillenial Advisors LLC | | $1.5M | — |
| Wolverine Investment Advisors, LLC | Atlanta, GA | $1.4M | — |
| Elphinstone, Inc. | New York, NY | $1.4M | — |
| Maat Investment Group GMBH | Munich | $1.4M | — |
| Colab Capital, LLC | St. George, UT | $1.4M | — |
| Baird Venture Partners Management Company III, LLC | Milwaukee, WI | $1.3M | 2 |
| Oia Ltd | | $1.3M | — |
| Ccm New Opportunities, LLC | Merriam, KS | $1.3M | 2 |
| Allvet Financial LLC | | $1.3M | — |
| Asesordeinversiones.com Ltd | Road Town, Tortola | $1.3M | — |
| Bbae Advisors LLC | Plano, TX | $1.2M | — |
| Activealpha Investment Advisors Private Limited / India | Mumbai, Maharashtra | $1.1M | — |
| Envisage GMBH. | Geneva | $1M | — |
| Ot Advisors LLC | Boca Raton, FL | $1M | — |
| Alamos Capital, LLC | Tucson, AZ | $1M | 1 |
| Hexis Capital Management Limited | London | $1M | — |
| Wallstreetx Etfs, Inc. | | $957K | — |
| RIA Global Research, LLC | Houston, TX | $928K | — |
| Richmond Capital Advisors LLC | Miami, FL | $927K | — |
| Fortuna Funds, LLC | Dallas, TX | $915K | — |
| Sidepocket Inc | San Francisco, CA | $915K | — |
| Fundify Advisors LLC | Austin, TX | $889K | — |
| Lighthouse Wealth Partners, Inc. | | $886K | — |
| Oppenheimerfunds Inc | Atlanta, GA | $828K | 1 |
| Ola Invierte, LLC | | $804K | — |
| Elv8 Inc. | | $798K | — |
| Traders A.i., Inc. | Fairfax, VA | $774K | — |
| Rfj Capital | Santana de Parnaiba, S?o Paulo | $766K | — |
| Onedigital Asset Management, LLC | Overland Park, KS | $762K | — |
| Poket Financial, LLC | Ciudad de Buenos Aires 1414 | $760K | — |