| Point B Planning, LLC | Katonah | $113.9M | — |
| Municipal Asset Management Inc | Rye Brook | $112.8M | — |
| Abbondandolo Wealth Management Corp | Glen Cove | $112.5M | — |
| Leeb Capital Management, Inc. | New York | $111.9M | — |
| The Quick Group LLC | New York | $111.3M | — |
| Summit Planning Group, Inc. | E. Syracuse | $111M | — |
| Dumont Global LP | New York | $111M | 1 |
| 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 | — |
| 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 | — |
| 1230 Advisors, LLC | Pound Ridge | $106.2M | — |
| Steward Advisors Group, LLC | Halfmoon | $105.4M | — |
| Wallstreeti.com LLC. | New York | $105.2M | — |
| Institutional Investment Advisors Corp | New York | $105.2M | — |
| V&v Management Group Corporation | Melville | $104.8M | — |
| Cedarview Capital Management, LP | Woodmere | $104.6M | 1 |
| Invictus Timing Service Ltd | Westbury | $103M | — |
| Coast Capital Management, LP | New York | $102.6M | 2 |
| Hunt Capital Management, LLC | New York | $102M | — |
| Onewelth Inc | New York | $101.9M | 1 |
| Cornwall Capital Management LP | New York | $101.8M | 1 |
| Blantyre Capital US LLC | New York | $101.6M | 1 |
| Bespoke Investment Group, LLC | Harrison | $101.3M | — |
| Rga Investment Advisors, LLC | Great Neck | $101.1M | 5 |
| Brave Eagle Wealth Management, LLC | New York | $101M | — |
| Social Investment Managers and Advisors, LLC | New York | $100.6M | 4 |
| Acacia Asset Management LLC | New York | $100M | — |
| Ferghana Investment Partners, LP | New York | $100M | — |
| Fama Fiduciary Wealth LLC | Rochester | $99.9M | — |
| Stonebridge Partners LLC | White Plains | $99.4M | 14 |
| 13d Management LLC | New York | $99.4M | — |
| Arex Capital Management, LP | New York | $99.4M | 2 |
| Waterfront Capital Partners LLC | New York | $99.3M | 1 |
| Lake Road Advisors, LLC | Corning | $98.8M | — |
| Luther Forest Wealth Advisors, L.L.C. | Malta | $98.6M | — |
| Muzinich Direct Lending Adviser, LLC | New York | $98M | — |