| Arkhouse Management Co. LP | New York | $122.9M | 4 |
| Fsc Wealth Advisors, LLC | Fishkill | $122.3M | — |
| Connective Portfolio Management, LLC | New York | $121.3M | — |
| Roc Partners (US) LLC | New York | $121.1M | — |
| Jbglobal.com LLC | New York | $120.9M | — |
| Marathon Partners Equity Management, LLC | New York | $120.1M | 2 |
| Exceed Advisory LLC | New York | $119.2M | — |
| Savvy Labs Inc | New York | $118.9M | — |
| Bruckmann, Rosser, Sherrill & Co., Management, L.P. | New York | $118.7M | 4 |
| Hunt Investment Management, LLC | New York | $117.7M | 2 |
| Buckram Securities Ltd | Locust Valley | $117.3M | — |
| Alsworth Capital Management, LLC | Corning | $116.7M | — |
| Hayes Asset Management, LLC | Rochester | $116.6M | — |
| Dynamic Trading Management, LLC. | White Plains | $116.6M | — |
| Serone Capital Management LLC | New York | $116.1M | — |
| Mpm Advisors Group LLC | Liverpool | $116.1M | — |
| Finhabits Advisors, LLC | New York | $116M | — |
| Ridgeline Productions LLC | New York | $115.4M | 3 |
| Kutz and Company Inc. | Great Neck | $115.4M | — |
| Lightedway Advisory Services, Inc. | Harrison | $115M | — |
| Engleson & Associates, Inc. | Rochester | $114.5M | — |
| Point B Planning, LLC | Katonah | $113.9M | — |
| Municipal Asset Management Inc | Rye Brook | $112.8M | — |
| Leeb Capital Management, Inc. | New York | $111.9M | — |
| Ballast Equity Partners Management Company, LLC | New York | $111.9M | 3 |
| The Quick Group LLC | New York | $111.3M | — |
| Summit Planning Group, Inc. | E. Syracuse | $111M | — |
| Dumont Global LP | New York | $111M | 1 |
| Koehler Asset Management, LLC | Babylon | $111M | — |
| Seacrest Investment Management, LLC | Purchase | $110.9M | — |
| Fox Financial Services, Inc. | White Plains | $110.9M | — |
| Mussett Wealth Management, LLC | Rensselaer | $110.4M | — |
| Quint Wealth Management, Inc. | Wappingers Falls | $110.4M | — |
| Aigen Investment Management, LP | New York City | $110.3M | 1 |
| Cornerstone Professional Advisor Services, LLC | Garden City | $110.3M | — |
| Bentham Wealth Advisors Inc | Williamsville | $110.1M | — |
| Meadowbrook Wealth Management, LLC | Garden City | $110.1M | — |
| Gilbert Financial, LLC | Honeoye Falls | $109.8M | — |
| Aspire Advisors, LLC | North White Plains | $109.2M | — |
| Partners Capital Services, Inc. | Hauppauge | $109.1M | — |
| Islet Management, LP | New York | $108.8M | 1 |
| Privacore Capital Advisors, LLC | New York | $108.5M | — |
| Greenbrook Management, LLC | New York | $108.5M | 13 |
| Peapod Lane Capital LLC | Bedford Hills | $108.2M | — |
| Federmann Financial Advisors Inc. | Rocky Point | $108.2M | — |
| Newman Ladd Capital Advisors, LLC. | Camillus | $108.1M | — |
| Laidlaw Wealth Management LLC | New York | $108.1M | — |
| Amber Road Investors LP | New York | $107M | 1 |
| 1230 Advisors, LLC | Pound Ridge | $106.2M | — |
| Steward Advisors Group, LLC | Halfmoon | $105.4M | — |