| Quantech Solution Partners North America Inc. | Ny | $517.9M | — |
| Jordan/Zalaznick Advisers, Inc. | New York | $517.5M | 8 |
| Millennia Global Investors LLC | New York | $516M | 7 |
| Wealthspring Capital LLC | West Harrison | $515M | 1 |
| Elevatus Wealth Management, LLC | Victor | $513.4M | — |
| Canam Capital Management, LLC | New York | $513.3M | 9 |
| St. James Investment Advisors, LLC | Port Jefferson | $511.5M | — |
| Horizon Advisory Services, Inc. | West Henrietta | $510.2M | — |
| Eldridge Gp1 Advisers, LLC | New York | $510M | 3 |
| Madison Advisory Services, Inc. | White Plains | $509.7M | — |
| Nebari Partners, LLC | New York | $509.7M | 5 |
| Mana Advisors LLC | New York | $509M | — |
| Turnspire Capital Partners LLC | New York | $508.9M | 13 |
| Lionheart Strategic Management, LLC | New York | $508.7M | 1 |
| Crossbeam Venture Partners LLC | New York | $507.7M | 12 |
| Mep Capital Management, LLC | New York | $507.3M | 21 |
| Welch Capital Partners LLC | Harrison | $506.2M | 1 |
| Global Credit Advisers, LLC | New York | $505.7M | 6 |
| Saybrook Capital Corp | Sag Harbor | $502.7M | — |
| Humble Management, LLC | New York | $501.6M | 2 |
| Kahn Brothers Advisors LLC | New York | $498.6M | — |
| Blue Opal Capital, LLC | New York | $498.5M | 39 |
| Legeis Capital Advisors, LLC | Great Neck | $497.4M | 3 |
| Riposte Capital LLC | New York | $496.6M | 1 |
| SA Wealth Management LLC | Huntington | $496.4M | — |
| Lincolnshire Management, Inc. | New York | $494.4M | 9 |
| Sellaronda Global Management LP | New York | $493.1M | 1 |
| United American Securities, Inc. | New York | $493M | 1 |
| Victor Capital Partners Management Company, LP | New York | $491M | 7 |
| Samalin Investment Counsel, LLC | Chappaqua | $490.5M | — |
| 10 East Partners LLC | New York | $490.3M | 35 |
| Hillcrest Credit and Income Fund II Manager, LLC | New York | $490M | 2 |
| 1505 Capital LLC | New York | $485.7M | — |
| Armor Advisors, L.L.C. | New York | $485.5M | 3 |
| Anthemis Capital Managers (americas) LLC | New York | $485.5M | 1 |
| Bridger Management LLC | New York | $485.2M | 3 |
| Nine Masts Capital Advisers LLC | New York | $484.6M | — |
| Graney & King, LLC | Latham | $484.4M | — |
| Ping Capital Management, Inc. | New York | $482.2M | 2 |
| Emet Capital Management, LLC | New York | $481.8M | 2 |
| Onyxpoint Global Management LP | New York | $481.2M | 3 |
| Aureon Partners LLC | New York | $481M | — |
| Lion Point Capital, LP | New York | $480.6M | 5 |
| Sound Point Meridian Management Company LLC | New York | $478.5M | — |
| Idb Lido Wealth, LLC | New York | $478.4M | — |
| Broad Sky Partners LLC | New York | $476.9M | 6 |
| Sfw Capital Partners, L.P. | Rye | $476.8M | 9 |
| Horiko Capital Management LLC | New York | $475.1M | 2 |
| Spielberger & Brooks, Inc. | Woodbury | $473.8M | — |
| Sycale Advisors (ny) LLC | New York | $473.1M | 9 |