| Icapital Fund Advisors LLC | New York | $1.13B | — |
| Orkila Management, LLC | New York | $1.13B | 17 |
| Ellevest, Inc. | New York | $1.13B | — |
| Edge Principal Advisors, LLC | New York | $1.13B | 10 |
| Trispan (USA) LLC | New York | $1.13B | 20 |
| Investcorp Absolute Return Investments LLC | New York | $1.12B | 3 |
| BlackRock Realty Advisors Inc | New York | $1.12B | 3 |
| Overbrook Management Corporation | New York | $1.12B | 3 |
| Markets Infrastructure Partners LP | New York | $1.11B | 1 |
| Benchstone Capital Management LP | New York | $1.11B | 1 |
| Lyric Capital Management Group, L.P. | New York | $1.1B | 13 |
| Pks Advisory Services, LLC | Albany | $1.09B | — |
| Makarora Management LP | New York | $1.09B | 4 |
| Tri Locum Partners LP | New York | $1.09B | 1 |
| King Wealth Management Group, LLC | Saratoga Springs | $1.08B | — |
| Titan Global Capital Management USA LLC | New York | $1.08B | — |
| Maritime Capital LLC | New York | $1.08B | 4 |
| Pivotal Advisors LLC | New York | $1.07B | — |
| Pinnbrook Capital Management LP | New York | $1.07B | 1 |
| Penso Advisors, LLC | New York | $1.06B | 1 |
| Beekman Investment Advisors, LLC | New York | $1.06B | 9 |
| Gia Partners, LLC. | New York | $1.06B | — |
| Seer Capital Management LP | New York | $1.06B | 5 |
| Armbruster Capital Management, Inc. | Pittsford | $1.06B | — |
| Griffin Asset Management, LLC | New York | $1.05B | — |
| Freedom 3 Capital, LLC | New York | $1.05B | 18 |
| Nordea Investment Management North America, Inc. | New York | $1.05B | — |
| Whitefort Capital Management, LP | New York | $1.05B | 1 |
| Petiole USA Limited | New York | $1.05B | — |
| Mack Real Estate Credit Strategies, L.P. | New York | $1.05B | 11 |
| Matauro, LLC | New York | $1.05B | — |
| High Probability Advisors, LLC | Pittsford | $1.05B | — |
| Stelac Capital Partners LLC | New York | $1.04B | 36 |
| Sterling Investment Counsel, LLC | Buffalo | $1.03B | — |
| Theorem Partners LLC | New York | $1.03B | 3 |
| Burns J W & Co Inc | Dewitt | $1.03B | — |
| Vestwell Advisors LLC | New York | $1.03B | — |
| Thayer Street Partners Management, LLC | New York | $1.02B | 24 |
| Saw Mill Capital L.L.C. | Briarcliff Manor | $1.02B | 10 |
| Alpine Grove Partners LLP | New York | $1.02B | 6 |
| Newbrook Capital Advisors LP | New York | $1.02B | 3 |
| Isometry Capital, LLC | New York | $1.01B | 4 |
| 10x Capital Partners LLC | New York | $1.01B | — |
| Vectors Research Management LLC | New York | $1.01B | — |
| Nomura Asset Management U.s.a. Inc | New York | $1.01B | — |
| The Northstar Group, Inc. | New York | $1.01B | — |
| The Quarry LP | New York | $1.01B | 1 |
| Fincadia Advisors LLC | Melville | $1B | 15 |
| Seeds Investor LLC | New York | $1B | — |
| Dawson Partners (US) Inc. | New York | $999.1M | 1 |