| Axiom Investment Management LLC | New York | $236.8M | — |
| Rpm Capital Partners, LLC | New York | $233.9M | 4 |
| Reynolds Channel Management, L.P. | New York | $233.2M | 2 |
| Oberon Asset Management, LLC | New York | $232.7M | 1 |
| Shelter Rock Management, LLC | Jericho | $232M | — |
| Crowdstreet Advisors, LLC | New York | $231.9M | 30 |
| Draper Asset Management, LLC | Smithtown | $231M | — |
| Arch Global Advisors, LLC | New York | $230.9M | — |
| Lionshead Wealth Management, LLC | New York | $229.8M | — |
| Lonetree Capital, LLC | New York | $229.3M | 4 |
| Forsyth Street Asset Management LLC | New York | $228.9M | 4 |
| Hemisphere Partners LLC | New York | $228.9M | — |
| Dilation Capital Management LP | New York | $228.8M | 3 |
| Boyar Asset Management Inc | New York | $228.2M | 2 |
| Beacon Financial Advisors, Inc. | Rye Brook | $228M | — |
| Magnolia Capital Management, Ltd. | Cold Spring | $227.7M | — |
| R.m.sincerbeaux Capital Management, LLC. | New York | $227.1M | — |
| Shikhara Investment Management LP | New York | $226.9M | 1 |
| Bqs Financial Advisors, LLC | New York | $226.4M | — |
| Change Global Investment, LLC | New York | $226M | 2 |
| Secfi Advisory Limited | New York | $225.9M | 3 |
| Professional Financial Strategies, Inc | Pittsford | $225.8M | — |
| Cais Advisors LLC | New York | $225.3M | 2 |
| Prato Capital Management, Inc. | White Plains | $224.6M | — |
| Iadvise Partners LLC | New York | $224.5M | — |
| Milestones Private Investment Advisors LLC | Fairport | $222.6M | — |
| Capital Preservation Partners Inc. | Bronxville | $222.4M | — |
| Ferghana Investment Partners, LP | New York | $222.2M | 2 |
| Cross Border Wealth, LLC | New York | $221.9M | — |
| Muzinich BDC Adviser, LLC | New York | $220.9M | — |
| Sunstone Asset Management, LP | New York | $220.2M | 1 |
| Terra Nova Asset Management LLC | New York | $220.2M | — |
| Stabilis Capital Management, LP | New York | $220.2M | 1 |
| Tolis Advisors, LP | New York | $219.6M | 1 |
| Forteris Wealth Management, Inc. | Armonk | $219M | — |
| Ally Bridge Group (ny) LLC | New York | $218.9M | 3 |
| Ripple Effect Asset Management LP | New York | $218.4M | 1 |
| Great Hill Advisory Ltd. | Port Washington | $218.4M | — |
| Irth Capital Management LP | New York | $218.3M | 1 |
| Oppvest, LLC | New York | $217.8M | 3 |
| New Horizon Financial Strategies, LLC | Ithaca | $217.2M | — |
| Prosperity Advisory Group LLC | Victor | $216M | — |
| Florian Financial Group LLC | Williamsville | $215M | — |
| Broadway Advisor Group | Albany | $214.9M | — |
| 4thought Financial Group Inc. | Syosset | $214.3M | — |
| Long Point Capital, Inc | New York | $213.5M | 7 |
| Aifg Consultants Ltd. | Halfmoon | $213M | — |
| Bck Partners, Inc. | Corning | $212.7M | — |
| Brixton Capital Wealth Advisors, LLC | Garden City | $212.4M | — |
| Lone Peak Partners Management LP | New York | $210.4M | 1 |