| Invidia Capital Management LP | New York | $150.4M | 2 |
| Secondmarket Financial, LLC | New York | $150M | 25 |
| Alpaca Vc Investment Management LLC | New York | $149.9M | 11 |
| Cavalcade Capital LLC | New York | $149.9M | — |
| Clearbrook Investment Solutions LLC | New York | $149.9M | — |
| Chamonix Partners Capital Management LLC | New York | $149.2M | 1 |
| Vis Advisors, LP | New York | $148.9M | 3 |
| Geovest Advisors Inc | Fairport | $147.9M | — |
| Catchment Capital, L.P. | New York | $147.7M | 3 |
| Chelsea Advisory Services, Inc | Staten Island | $147.4M | — |
| Cross Shore Capital Management, LLC | Great Neck | $147.1M | 6 |
| Moelis Capital Partners LLC | New York | $146.5M | 7 |
| Core Alpha, Inc. | Rochester | $146.1M | — |
| Scalebuilder, LLC | New York | $145.8M | 3 |
| Owlhouse Capital LP | New York | $145.6M | 1 |
| Rho Acceleration, LLC | New York | $144.9M | 6 |
| A.g.p. Asset Management LLC | New York | $144.5M | 7 |
| Totem Point Management, LLC | New York | $144.2M | 4 |
| Rushmont Capital Management, LP | New York | $143.9M | 1 |
| Davidov Financial Coaching, LLC | New Hyde Park | $143.8M | — |
| Ortelius Capital Partners, LLC | New York | $143.8M | 1 |
| Arista Advisory Group, LLC | Albany | $143.7M | — |
| Old Bridge Wealth, Inc | Syosset | $143.7M | — |
| Four Lion Capital, LP | New York | $143.2M | 1 |
| Blank Equity Management LLC | Port Washington | $143M | — |
| Vcp Financial LLC | Staten Island | $142.6M | — |
| Stephen J. Garry & Associates, LLC | Garden City | $142.6M | — |
| Heydorn Stone Capital Management LLC | Larchmont | $142M | — |
| Abdiel Capital Advisors, LP | New York | $141.9M | 1 |
| Integrated Financial Consulting, LLC | Airmont | $141.5M | — |
| Clarity Investments + Planning LLC | Mount Kisco | $141.5M | — |
| Mjb Asset Management LLC | New York | $141.4M | — |
| Excomp Asset Management Ltd | Melville | $140.2M | — |
| Imperity Wealth Alliance LLC | Melville | $139.7M | — |
| Beyond Wealth Management Group, LLC | New Paltz | $139.4M | — |
| Raven Capital Management LLC | New York | $139.3M | 4 |
| Cb Capital Advisors, LLC | New York | $138.6M | — |
| Garrison Bradford & Associates Inc | New York | $138.3M | — |
| Stratton Capital Investment Advisory LLC | New York | $138.3M | — |
| Ashbay Capital, LLC | New York, | $137.7M | — |
| Fien Capital Management, LLC | Rochester | $137.7M | — |
| Argus Investors' Counsel, Inc. | New York | $137.3M | — |
| Milagre Wealth Management, Inc. | White Plains | $137.1M | — |
| Rand Capital Management LLC | Buffalo | $136.7M | 2 |
| Grid 202 LLC | New York | $136.6M | — |
| Galileo Investment Management LLC | New York | $136.4M | 5 |
| Fithian LLC | New York | $136.2M | — |
| Heights Point Management, LP | New York | $135.2M | 1 |
| Lightsmith Climate Resilience Management LLC | New York | $135.1M | 1 |
| Trotta, John (nmn) | Farmingdale | $135M | — |