| Astara Capital Partners, L.P. | New York | $731.9M | 16 |
| Carbon Direct Capital Management LLC | New York | $729.6M | 9 |
| Unofficial Management, Inc. | New York | $729.2M | 8 |
| Lesko Securities, Inc. | Vestal | $728.5M | — |
| Minichmacgregor Wealth Management, LLC | Saratoga Springs | $722.9M | — |
| Decagon Asset Management (US) LP | New York | $720.8M | — |
| Dopkins Wealth Management, LLC | Williamsville | $717M | — |
| Aisling Capital Management LP | New York | $716.4M | 2 |
| Grant Avenue Capital LLC | New York | $716.1M | 8 |
| Davern Capital Partners, LP | New York | $715.1M | 1 |
| Covision Advisors LLC | New York | $708.4M | 2 |
| Northcape Wealth Management, LLC | Williamsville | $706.1M | — |
| Entrypoint Capital, LLC | New York | $700.3M | 1 |
| Maltese Capital Management, LLC | New York | $695.7M | 5 |
| Wembley Strategic Advisory LLC | New York | $695.2M | 6 |
| High Falls Advisors, Inc. | Rochester | $694.7M | — |
| Moneda USA, Inc. | New York | $694M | — |
| Newpoint Real Estate Investment Management LLC | New York | $690.1M | — |
| Intervest Capital Partners LLC | New York | $689.3M | — |
| East End Financial Group, Inc. | Riverhead | $689.2M | — |
| 9yards Capital Management LP | New York | $687.6M | 31 |
| Topspin Management Company Lbo LLC | Mamaroneck | $685.6M | 13 |
| Belltower Partners LLC | New York | $681.4M | 6 |
| Eagle Bay Advisors LLC | New York | $680.8M | — |
| Bryant Woods Investment Advisors, LLC | Getzville | $679.7M | — |
| Castle Harlan, Inc. | New York | $678M | 21 |
| Good Springs Capital LP | New York | $677.9M | 4 |
| Dlj Real Estate Capital Partners, LLC | New York | $673M | 12 |
| Warana Capital, LLC | New York | $672.9M | 11 |
| Achieve Partners Management, LLC | New York | $672.3M | 15 |
| Spire Capital Management LLC | New York | $671.5M | 4 |
| Montrose Advisors Incorporated | New York | $670.8M | 1 |
| Dynasty Equity Partners Management, LLC | New York | $669.8M | 4 |
| Saxon Woods Advisors LLC | Purchase | $669.6M | — |
| Pave Investment Advisors, LLC. | New York | $669.6M | — |
| Stone Temple Partners LLC | New York | $668.7M | 2 |
| Radial Equity Partners LP | New York | $668.5M | 1 |
| A.w. Jones Advisors, LLC | New York | $667M | 4 |
| Opengate Capital Management, LLC | New York | $666.8M | 11 |
| Hiddenite Capital Partners LP | New York | $665.8M | 1 |
| Cornell Pochily Investment Advisors, Inc. | Ithaca | $654.4M | — |
| Australis Partners (advisers) LLC | New York | $651.8M | 4 |
| Oco Capital Partners LP | New York | $651.8M | 2 |
| Weber Asset Management, Inc. | Lake Success | $651.5M | — |
| Nomura Capital Management LLC | New York | $651.3M | 1 |
| Rosecliff Venture Management, LLC | New York | $649.8M | 10 |
| Altum Capital Management, LLC | New York | $647.8M | 2 |
| Standard General L.P. | New York | $647.3M | 21 |
| Ssw Partners LP | New York | $646.4M | 2 |
| Cadent Management Services, LLC | Rye Brook | $643.5M | 4 |