| Lpk Investment Group, LLP | New York | $98M | — |
| Manispace Capital, LP | New York | $97.4M | — |
| Aspire Strategist Portfolios LLC | New York | $97.3M | — |
| Stratacore Capital Management, LLC | New York | $97M | — |
| Uob Global Capital LLC | New York | $96.8M | 3 |
| S. Muoio & Co. LLC | New York | $95.1M | 4 |
| Nosuris, Inc. | Lynbrook | $95M | — |
| Mon Capital Management LLC | New York | $95M | — |
| Lyon Capital Management, LLC | Pittsford | $94.8M | — |
| Wingspan Capital, LLC | New York | $94.5M | 6 |
| Circle N Advisors, LLC | Fishkill | $94.2M | — |
| Bayridge Financial Group, Inc. | Rockville Centre | $94.2M | — |
| Luesink Financial Planning LLC | New York | $94.1M | — |
| Gravity Capital Management LLC | New York | $94M | — |
| Target Rock Wealth Management, LLC | New York | $94M | — |
| Walnut Investment Services LLC | Brooklyn | $94M | — |
| Henley & Company Wealth Management LLC | Uniondale | $93.9M | — |
| Voss Wealth Management LLC | Endicott | $93.9M | — |
| Thinking Big Financial Inc. | Brooklyn | $93M | — |
| Oppenheimer + Close, LLC | New York | $93M | — |
| Tekmen Wells LLC | New York | $92.4M | — |
| Buffalo First Wealth Management, LLC | Williamsville | $91.7M | — |
| Pura Vida Investments, LLC | New York | $91.5M | 3 |
| Conrad Capital Management, Inc. | Hauppauge | $90.7M | — |
| Weatherhelm Capital Management LLC | Cambridge | $90.6M | — |
| Washington Square Capital Management LLC | New York | $90.4M | — |
| Oak Crest Advisory, LLC | Rochester | $90.2M | — |
| Weiss Financial Group LLC | Mahopac | $90M | — |
| Redwood Advisory, LLC | New York | $88.5M | — |
| Lexion Capital Management LP | New York | $87.9M | 1 |
| Ibn Financial Services, Inc. | Liverpool | $87.7M | — |
| The Wealthplan LLC | Great Neck | $87.5M | — |
| Yearwood Young Advisors LLC | Brooklyn | $87.1M | — |
| Lk Financial Planning LLC | New York | $86.9M | — |
| Seahorse Financial Advisers Inc. | Millbrook | $86.7M | — |
| Eagan Capital Management, LLC | Fayetteville | $86.2M | — |
| Mace Capital Management, LLC | New York | $86.2M | — |
| Arrow Investment Management, LLC | New York | $85.6M | — |
| Private Equity Investors, Inc | New York | $85.4M | 2 |
| Atw SPAC Management LLC | New York | $85.4M | 1 |
| Idyllic Partners Manager, LP | Sleepy Hollow | $85M | 1 |
| Group Rmc Investment Advisor LLC | New York | $84.6M | 13 |
| Erez Asset Management, LLC | New Rochelle | $84.3M | 1 |
| Complete Advisors Plus LLC | Valley Stream | $84.2M | — |
| Lehmann, Livian, Fridson Advisors, LLC | New York | $84.2M | — |
| Western New York Financial Group, LLC | Buffalo | $84.1M | — |
| Greycliff Wealth Management, LLC | New York | $83.8M | — |
| Double Duty Money Management LLC | New York | $83.7M | — |
| Northstar Capital Funds, LLC | New York | $83.3M | 1 |
| Lumiere Financial Group LLC | New York | $82.7M | 1 |