| Goode Partners LLC | New York | $317.5M | 7 |
| The Mustico Financial Group, Inc. | Elmira | $316.5M | — |
| Harvest Management, L.L.C. | New York | $316.3M | 2 |
| Lagoda Investment Management, L.P. | New York | $312.6M | — |
| Parkview US LLC | New York City | $312.3M | — |
| Aps Wealth Management, LLC | Melville | $311.5M | — |
| Optimist Ventures LLC | New York | $311.3M | 2 |
| Boussard & Gavaudan America LLC | New York | $311.1M | — |
| Spring Mountain Capital, LP | New York | $310.9M | 5 |
| Two Point Capital Management, Inc. | Pittsford | $310.5M | — |
| General Equity Holdings LP | Brooklyn | $310.4M | 3 |
| Hudson Advisor Services, Inc. | Buffalo | $310.1M | — |
| Samjo Management, LLC | New York | $308.8M | 2 |
| Merit Financial Partners LLC | Maspeth | $308.2M | — |
| Allsquare Wealth Management, LLC | Albany | $307.8M | — |
| Silverpeak Real Estate Partners L.P. | New York | $307.1M | 15 |
| Mountaineer Partners Management, LLC | New York | $305.7M | 3 |
| Adalta Capital Management LLC | New York | $305.5M | 1 |
| Paradigm Funds Advisor LLC | Albany | $305.1M | — |
| Old Slip Registered Investment Advisors, LLC | New York | $305M | — |
| Coltrane Asset Management, L.P. | New York | $304M | 4 |
| Albanyadvisor Group LLC | Albany | $302.8M | — |
| Innovahealth Partners, LP | New York | $301M | 16 |
| Retirable Inc. | New York | $301M | — |
| Pinnacle Capital Management, LLC | East Syracuse | $300.5M | — |
| Krensavage Asset Management, LLC | New York | $300.2M | 1 |
| Mqs Management, LLC | New York | $299.4M | 1 |
| Riverpark Capital Management LLC | New York | $299M | 5 |
| Crescent Hill Partners LLC | Saratoga Springs | $298.8M | — |
| Gs Gamma Advisors, LLC | New York | $298.6M | 1 |
| Consello Management LP | New York | $298.5M | 3 |
| Ananym Capital Management, LP | New York | $297.6M | 3 |
| Infusive Asset Management Inc. | New York | $295.9M | — |
| Bright Futures Wealth Management, LLC | Webster | $294.5M | — |
| Brizo Capital, LP | New York | $294.5M | 1 |
| A.r.t. Advisors, LLC | New York | $294.2M | 1 |
| Enright, Mollin, Cascio & Ramusevic, Inc. | Elmhurst | $293.5M | — |
| Pelkonen and Associates LLC | Melville | $293.3M | — |
| Masterton Capital Management, LP | New York | $293.1M | 1 |
| 22v Asset Management LLC | New York | $293M | 2 |
| Long Island Wealth Management, Inc. | Melville | $291.7M | — |
| Idirect Private Credit Advisors LLC | New York | $290.9M | — |
| Leigh Baldwin & Co., LLC | Cazenovia | $290.6M | — |
| Alcova Capital Management LP | New York | $289.3M | 1 |
| Aifam Group LLC | Rye | $289.2M | — |
| Power Innovation Partners, L.P. | New York | $288.7M | 2 |
| Acadia Infrastructure Capital LP | New York | $288.6M | — |
| Gf Capital Asset Advisors, LLC | New York | $288.5M | 7 |
| Palisade Americas Management LLC | New York | $288.4M | — |
| Eden Global Advisors LLC | New York | $285.6M | 3 |