| 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 | — |
| Welara Asset Management LLC | New York | $83.7M | — |
| 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 |
| Hyjc Capital of Wny, LLC | Lakeville | $82.6M | — |
| Winthrop Partners - Epa, LLC | Orchard | $82.2M | — |
| Ivesta Corp | New York | $82M | — |
| L&l Partners Wealth Management, LLC | Suffern | $81.8M | — |
| Dub Advisors LLC | New York | $81.8M | — |
| Betteredge Capital LLC | New York | $81.4M | — |
| Colucci Wealth Management LLC | Brightwaters | $80.8M | — |
| Mollot & Hardy, Inc. | Amherst | $80.6M | — |
| Nottingham Wealth Partners, Inc. | Syracuse | $80.5M | — |
| Ever Green Wealth Management, LLC | Victor | $80.3M | — |
| Abernathy Group II LLC | New York | $80.2M | 1 |
| Federal Prep Advisors, Inc. | Bohemia | $80.1M | — |
| Seaport Global Asset Management LLC | New York | $80M | 10 |
| 2xideas US Inc. | New York | $79.7M | — |
| Minerva Wealth Advisory LLC | New York | $79.5M | — |
| Constellation Asset Management, Inc. | Fayetteville | $79.3M | — |
| Queenbridge Capital, LLC | Pittsford | $79.1M | — |
| Pathway Partners Wealth Advisors, LLC | Amherst | $78.9M | — |
| J.m. Bruderman & Company, LLC | Locust Valley | $78.5M | — |
| Revere Wealth Management LLC | New York | $78.3M | — |
| Amazz Investment Management, Inc. | Williamsville | $78.3M | — |
| Pearl Lane Advisors, LLC | New York | $78.2M | 7 |
| Arrowhead Investment Management LLC | White Plains | $77.6M | 1 |
| Gps Financial, LLC | Pittsford | $77.3M | — |
| Dryden Capital, LLC | New York | $76.6M | 2 |
| Cathay Capital NA, LLC | New York | $76.6M | 3 |