| Colucci Wealth Management LLC | Brightwaters, NY | $80.8M | — |
| Mollot & Hardy, Inc. | Amherst, NY | $80.6M | — |
| 1 Main Capital Management, LLC | Westport, CT | $80.5M | 2 |
| Nottingham Wealth Partners, Inc. | Syracuse, NY | $80.5M | — |
| Ever Green Wealth Management, LLC | Victor, NY | $80.3M | — |
| Abernathy Group II LLC | New York, NY | $80.2M | 1 |
| Federal Prep Advisors, Inc. | Bohemia, NY | $80.1M | — |
| Seaport Global Asset Management LLC | New York, NY | $80M | 10 |
| General Industrial Partners LLP | London | $80M | 4 |
| 2xideas US Inc. | New York, NY | $79.7M | — |
| Minerva Wealth Advisory LLC | New York, NY | $79.5M | — |
| Constellation Asset Management, Inc. | Fayetteville, NY | $79.3M | — |
| Queenbridge Capital, LLC | Pittsford, NY | $79.1M | — |
| Pathway Partners Wealth Advisors, LLC | Amherst, NY | $78.9M | — |
| St. Columbanus AG | Teufen | $78.6M | — |
| J.m. Bruderman & Company, LLC | Locust Valley, NY | $78.5M | — |
| Emery Partners, LLC | Boston, MA | $78.4M | — |
| Revere Wealth Management LLC | New York, NY | $78.3M | — |
| Amazz Investment Management, Inc. | Williamsville, NY | $78.3M | — |
| Pearl Lane Advisors, LLC | New York, NY | $78.2M | 7 |
| Rsd Advisors, LLC | | $78.1M | — |
| Mgm Innova Cap Management LLC | Miami, FL | $78M | 4 |
| Center Lake Capital Management, LLC | West Palm Beach, FL | $77.9M | 1 |
| Arrowhead Investment Management LLC | White Plains, NY | $77.6M | 1 |
| Alignment Financial Group, LLC | | $77.6M | 1 |
| Connective Wealth Partners, LLC | | $77.6M | — |
| Comprehensive Capital Management, Inc. | Totowa, NJ | $77.5M | — |
| Maureen a. Whelan | | $77.4M | — |
| Gps Financial, LLC | Pittsford, NY | $77.3M | — |
| Palmer Square Private Credit Management LLC | Mission Woods, KS | $77.2M | 1 |
| Fbd Asset Mgmt, LLC | Bloomington, MN | $76.8M | — |
| Vanshap Capital, LLC | Arlington, VA | $76.7M | 2 |
| Dryden Capital, LLC | New York, NY | $76.6M | 2 |
| Highland Consulting Associates International, Inc. | Cleveland, OH | $76.6M | — |
| Cathay Capital NA, LLC | New York, NY | $76.6M | 3 |
| Investment Research Corp | Denver, CO | $76.3M | — |
| Monk, Stanley Earl | | $76.2M | — |
| O Asset Management LLC | Fairport, NY | $76.2M | 2 |
| Weigel Fiduciary Asset Management | | $76.1M | — |
| Bin Yuan Capital (cayman) Limited | Grand Cayman | $76M | 1 |
| Shoreline Capital Management, Ltd. | Guangzhou | $75.9M | 3 |
| As Trigon Asset Management | Tallinn | $75.9M | — |
| Active Wealth Advisors LLC | Woodcliff Lake, NJ | $75.4M | — |
| Sqn Capital Management, LLC | New York, NY | $75.4M | 1 |
| Baseline Partners LLC | Mesa, AZ | $75.3M | 2 |
| Kane Financial, LLC | Waterville, NY | $75.2M | — |
| Tuttle Wealth Partners LLC | | $75.1M | — |
| Clover Leaf Financial LLC | Fairport, NY | $75M | — |
| Mosaic Capital Inc. | George Town, Grand Cayman | $75M | 1 |
| Gensen Asset Management Inc. | | $75M | — |