| Wealthedge Investment Advisors, LLC | New York | $472.1M | — |
| Vanterra Capital LLC | New York | $470.8M | 11 |
| Hs Management Partners, LLC | New York | $469.9M | — |
| Rothschild Capital Partners, LLC | New York | $469.7M | 2 |
| Advantage Advisers Management, LLC | New York | $468.8M | 1 |
| Chesapeake Asset Management LLC | New York | $468.8M | 1 |
| Pembrook Capital Management LLC | New York | $468.5M | 4 |
| Hivemind Capital Partners LLC | New York | $468.2M | 6 |
| Closed Loop Partners, LLC | New York | $466.4M | 12 |
| Peter Kimmelman Asset Management LP | New York | $466.3M | 11 |
| Adit Ventures Management, LLC | New York | $465.9M | 27 |
| Alta Fundamental Advisers LLC | New York | $465.8M | 13 |
| Accountants Proprietary Financial Servicenet, Inc. | Plainview | $464.3M | — |
| Scoggin Management LP | New York | $463.9M | 2 |
| Truman Capital Advisors, LP | Armonk | $462M | 3 |
| Adirondack Financial Services Corp | Utica | $461.8M | — |
| Harspring Capital Management, LLC | New York | $459.1M | 2 |
| Strategas Asset Management, LLC | New York | $458.4M | — |
| Paramount Group Real Estate Advisor LLC | New York | $457.7M | 6 |
| Cove Private Wealth, LLC | Oyster Bay | $455.5M | — |
| Sicart Associates, LLC | New York | $455.4M | 1 |
| Silver Grove Financial Group, Inc. | Orchard Park | $453.6M | — |
| Brant Point Investment Management LLC | New York | $453.3M | 3 |
| Endicott Capital Management, L.L.C. | New York | $452.6M | 3 |
| Edge Focus Capital Management, LLC | New York | $451.3M | 3 |
| Juniper Investment Company, LLC | New York | $451.1M | 5 |
| Ifc Personal Money Managers, Inc. | New York | $450.9M | — |
| Stonecourt Capital LP | New York | $450.5M | 5 |
| Hazard & Siegel Advisory Services LLC | Dewitt | $449.8M | — |
| Osprey Private Wealth LLC | New York | $448.4M | — |
| Bracco Asset Management, LP | Purchase | $446M | 2 |
| Maxim Financial Advisors LLC | New York | $445.5M | — |
| 4x4 Capital, LLC | New York | $445.4M | 3 |
| Beaconlight Capital, LLC | New York | $445.3M | 2 |
| Flower City Capital LLC | Pittsford | $444.6M | 1 |
| CM Investment Partners LLC | New York | $444.2M | 3 |
| Cross Staff Investments Inc. | Pittsford | $443.5M | — |
| Members Advisory Group, LLC | Williamsville | $443.2M | — |
| Landmark Wealth Management, LLC | Melville | $442M | — |
| Durational Capital Management LP | New York | $442M | 2 |
| Paradigm Asset Management Company, L.L.C. | White Plains | $441.7M | — |
| North Island Ventures, LLC | New York | $441.4M | 4 |
| Rise Advisors, LLC | Rochester | $441.2M | — |
| Bluestone Equity Partners, L.P. | New York | $439.9M | 1 |
| Second Alpha Partners, LLC | New York | $438.4M | 8 |
| Note Advisors, LLC | Buffalo | $437M | — |
| Financial Asset Management Corp | Chappaqua | $436.2M | — |
| Off Road Capital Management LLC | New York | $435.8M | 20 |
| Mutual of America Life Insurance Company | New York | $434.1M | — |
| Spark Investment Management LLC | New York | $433.9M | 1 |