| 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 | — |
| 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 | — |
| Bh Asset Management, LLC | New York | $136M | — |
| Heights Point Management, LP | New York | $135.2M | 1 |
| Lightsmith Climate Resilience Management LLC | New York | $135.1M | 1 |
| Trotta, John (nmn) | Farmingdale | $135M | — |
| Ap Capital Delaware LLC | New York | $134.8M | 2 |
| Equilibrium Ventures, LLC | New York | $134.2M | 5 |
| Argo Infrastructure Management, LP | New York | $133.5M | 1 |
| Blue Jean Financial LLC | Albany | $133.3M | — |
| Lifecapital Partners LLC | New York | $133.2M | — |
| The Hajdari Group, LLC | Staten Island | $133M | — |
| Grimaldi Portfolio Solutions, Inc | Wappingers Falls | $133M | — |
| Safran Wealth Advisors, LLC | New York | $132.9M | — |
| Schonfeld Wealth Management, LLC | Brooklyn | $132.9M | — |
| Ari Group, LLC | New York | $132.8M | — |
| Jll Partners Fch, Inc. | New York | $132.4M | 1 |
| Rdg Capital Management LLC | Pittsford | $131.8M | — |
| Layline Advisors, LLC | Rochester | $131.3M | — |
| Ronin Equity Partners LLC | New York | $131.1M | 4 |
| Man Capital Management LLC | New York | $130.8M | 1 |
| Montgomery Capital Advisors LLC | New York | $130.1M | — |
| Wise Wealth Management, LLC | New York | $130.1M | — |
| Sophis Investments LLC | New York | $129.9M | — |
| R. F. Lafferty & Co., Inc. | New York | $129.8M | — |
| Hudson Heritage Capital Management, Inc. | Croton-On-Hudson | $128.7M | — |
| Citigroup Alternative Investments LLC | New York | $127.4M | 7 |
| Bone Fide Wealth, LLC | New York | $126.7M | — |
| P&a Capital Advisors, Inc. | New York | $126.4M | 3 |
| Adirondack Research & Management Inc. | Guilderland | $126.1M | — |
| Eagle's Crest Advisors, LLC | Huntington | $125.9M | — |
| Liontree Partners LLC | New York | $125.5M | 9 |
| Maytal Asset Management LLC | White Plains | $125.3M | — |
| Abbondandolo Wealth Management Corp | Glen Cove | $125.1M | — |
| Merryfield Barnes, LLC | Ithaca | $124.2M | — |
| Brooklawn Capital Advisors LLC | New York | $124M | — |
| Valliance Asset Management LLC | New York | $123M | — |