| 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 |
| Radix Organization, Inc. | New York | $200.1M | — |
| Smbc Asset Management, Inc. | New York | $199.8M | — |
| Saddlerock Capital Management LLC | New York | $199.6M | 1 |
| Feynman Point Asset Management LLC | New York | $198.4M | 2 |
| Gladowsky Capital Management Corp | Smithtown | $197.8M | — |
| Usonia Advisory Group, LLC | Briarcliff Manor | $197M | — |
| Reciprocal Venture Management, L.L.C. | New York | $196.9M | 9 |
| The Bendix Financial Group, Inc. | Garden City | $196.6M | — |
| Rmr Wealth Management | New York | $195.4M | — |
| Aeref Management, LLC | New York | $194.5M | 1 |
| Morgens, Waterfall, Vintiadis & Company, Inc. | New York | $193.6M | 1 |
| Del-Sette Capital Management, LLC | Schenectady | $192.5M | — |
| First American Asset Advisory, LLC. | Garden City | $191.8M | — |
| Variadic LLC | New York | $191.4M | — |
| Aravalli Capital Management LP | New York | $191.4M | 3 |
| Guardian Wealth Partners, LLC | New York | $191.4M | — |
| Bluerock Credit Fund Advisor, LLC | New York | $189.1M | — |
| Timber Point Capital Management LLC | White Plains | $188.3M | — |
| Lanx Management, LLC | White Plains | $187.7M | 4 |
| Durante & Waters, LLC | Brewster | $187.4M | — |
| Gagnon Advisors, LLC | New York | $187.3M | 4 |
| Dutch Asset Corporation | Selkirk | $186.9M | — |
| Winthrop Partners - Wny, LLC | Orchard | $186.2M | — |
| Amber Infrastructure Investment Advisor LLC | New York | $186.2M | — |
| Hudson Portfolio Management LLC | Garrison | $185.9M | — |
| Seven Six Capital Management, LLC | New York | $185.6M | 1 |
| Wynnefield Capital, Inc. | New York | $184.5M | 3 |
| Miller Gesko & Co Inc. | Buffalo | $183.1M | — |
| Greg Jennings, LLC | Dewitt | $183.1M | — |
| Godfrey Financial Associates, Inc. | Glenmont | $182.5M | — |
| Emmett Investment Management, LP | New York | $181.6M | 1 |
| Private Client Asset Management, Inc. | Massapequa | $181.2M | — |