| American Triple I, LLC | New York | $832.2M | 2 |
| First Citizens Institutional Asset Management LLC | New York | $829.2M | 2 |
| Edge Wealth Management, LLC | New York | $827.2M | — |
| Argand Partners, LP | New York | $827M | 18 |
| Rithm Capital Advisors LLC | New York | $825.7M | 4 |
| Kennerman Associate Inc | Saratoga Spring | $825.5M | — |
| P2 Capital Partners, LLC | New York | $824.4M | 3 |
| Myda Advisors LLC | Woodmere | $821.2M | 3 |
| Valicenti Advisory Services Inc | Elmira | $820M | — |
| Ccmp Growth Advisors, LP | New York | $818.5M | 6 |
| Shulman Demeo Asset Management, LLC | Lake Success | $815.4M | — |
| Jack Creek Partners LLC | New York | $809M | — |
| Rmwc | New York | $807.4M | 6 |
| Oha Private Credit Advisors II, L.P. | New York | $805.2M | — |
| Cim, LLC | Albany | $804.3M | — |
| Net Return Asset Management LLC | New York | $803.3M | 3 |
| Francis Financial, Inc. | New York | $803.2M | — |
| Hunters Moon Capital (US) LP | New York | $802.6M | — |
| Kain Capital LLC | New York | $801.6M | 20 |
| Fintech Collective Management LLC | New York | $800.8M | 15 |
| 337 Frontier Capital, LP | New York | $795.3M | 3 |
| Kr Capital LP | New York | $792.4M | 1 |
| Maverick Real Estate Partners LLC | New York | $791.8M | 6 |
| Corner Capital Management, LLC | New York | $787.4M | 32 |
| Enhalus Capital, LP | New York | $785.5M | 3 |
| Flagstar Securities, Inc. | New York | $784.3M | — |
| Deltec Asset Management LLC | New York | $782.8M | 4 |
| Sierra Crest Investment Management LLC | New York | $781.1M | 1 |
| Water Asset Management, LLC | New York | $780.9M | 13 |
| Lipe & Dalton,inc. | Syracuse | $779.9M | — |
| Safanad Inc. | New York | $779.8M | 7 |
| Goalvest Advisory LLC | New York | $777.6M | 4 |
| Snow Phipps Group, LLC | New York | $777.1M | 10 |
| Grafine Capital Holdings LLC | New York | $775M | 4 |
| Ampfield Management, L.P. | New York | $774M | 4 |
| Flynn Zito Capital Management, LLC | Garden City | $773.9M | — |
| Lodge Hill Capital, LLC | New York | $768.3M | 1 |
| Apax Partners US, LLC | New York | $768.3M | 3 |
| Compass Advisory Group LLC | Melville | $767.5M | — |
| Wisdomtree Digital Management, Inc. | New York | $766M | — |
| Coinfund Management LLC | New York | $766M | 9 |
| Buffalo Business & Estate Services Ltd | Orchard Park | $764.9M | — |
| Lepercq de Neuflize Asset Management LLC | New York | $763.7M | 1 |
| Stonecastle Advisors, LLC | New York | $763.4M | 5 |
| Perennial Advisors, LLC | New York | $761.9M | — |
| Stempoint Capital LP | New York | $761.3M | 2 |
| Independent Family Office, LLC | Albany | $760.1M | — |
| Riva Ridge Capital Management LP | New York | $757.5M | 5 |
| Summit Street Capital Management, LLC | New York | $757.5M | 1 |
| Mill Hill Capital LLC | New York | $757.2M | 3 |