| Rs Petrell & Associates, LLC | Dewitt | $159.1M | — |
| Phoenician Capital LLC | New York | $158.8M | 1 |
| Bpc Advisors LLC | East Syracuse | $158.3M | — |
| H Partners Management LLC | New York | $158.1M | 2 |
| Clarus Group LLC | New York | $158M | — |
| Merida Capital Holdings LLC | Rye | $157.3M | 11 |
| Ppsgrp LLC | White Plains | $157M | — |
| Irvine Wealth Planning Strategies, LLC | Corning | $157M | — |
| Eltura Capital Management, LLC | New York | $156.5M | 6 |
| Sportsology Capital Partners, L.P. | New York | $156.4M | 3 |
| Quartus Investment Advisors LLC | New York | $155.1M | 3 |
| Elm Ridge Management, LLC | Briarcliff Manor | $155.1M | 1 |
| Union Square Park Capital Management, LLC | New York | $154.5M | 1 |
| Mwmg Advisors, LLC | New York | $153.1M | — |
| The Lind Partners, LLC | New York | $153.1M | 4 |
| Livian & Co., LLC | New York | $152.9M | 3 |
| Cordoba Capital Partners, LLC | New York | $152.6M | 15 |
| Northlanding Financial Partners, LLC | Rochester | $152.2M | — |
| Old Bridge Wealth, Inc | Syosset | $150.6M | — |
| Marathon Wealth Management, Inc. | Melville | $150.5M | — |
| North Woods Asset Management LLC | Buffalo | $150.4M | — |
| 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 |
| Ortelius Capital Partners, LLC | New York | $143.8M | 1 |
| Arista Advisory Group, LLC | Albany | $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 | — |