| 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 | — |
| 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 | — |
| Lattis Management LP | New York | $210.7M | 2 |
| Lone Peak Partners Management LP | New York | $210.4M | 1 |
| Phoenix Realty Group LLC | New York | $208.5M | 15 |
| Wellspring Capital Management LLC | New York | $208.1M | 8 |
| Open Field Capital LLC | New York | $208.1M | 10 |
| Yieldpoint, L.P. | New York | $206.2M | 1 |
| Adc Wealth Management, LLC | Massapequa | $206.1M | — |
| LC Vero Manager LLC | New York | $205.6M | 4 |
| Trident Management LLC | New York | $205.1M | 2 |
| Extant Capital LLC | Albany | $204.3M | — |
| Mb Family Advisors, LLC | New York | $204.1M | 1 |
| Merkkuri Wealth Advisors LLC | Jericho | $204.1M | — |
| Harkness Capital Management LLC | New York | $203.8M | 5 |
| Aria Growth Partners LP | New York | $203.6M | 9 |
| Northsands Capital, L.P. | New York | $202.8M | 2 |
| Cfm Advisors Inc | Hauppauge | $202.7M | — |
| Sterling Manor Financial, LLC | Saratoga Springs | $201M | — |
| Eldridge Sme Advisers, LLC | New York | $200.9M | 2 |
| Farrell Financial LLC | Orchard Park | $200.6M | — |
| Post Capital Management LLC | New York | $200.2M | 5 |