| Hyjc Capital of Wny, LLC | Lakeville | $82.6M | — |
| Winthrop Partners - Epa, LLC | Buffalo | $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 |
| O Asset Management LLC | Fairport | $76.2M | 2 |
| Sqn Capital Management, LLC | New York | $75.4M | 1 |
| Kane Financial, LLC | Waterville | $75.2M | — |
| Clover Leaf Financial LLC | Fairport | $75M | — |
| Mountain Pass Planning Corporation | Hopewell Junction | $74.9M | — |
| Hlv Ventures | Hauppauge | $74.8M | 10 |
| Financial Planning Associates, LLC | White Plains | $74.7M | — |
| Lytle Investment Services Corp. | Grand Island | $74.3M | — |
| Sage Hill Advisory and Management LLC | Saratoga Springs | $73.3M | — |
| Countryside Financial LLC | Williamsville | $73.2M | — |
| Tactical Rotation Management, LLC | Forest Hills | $73M | — |
| Periphas Capital, LP | New York | $72.6M | 3 |
| Wpm Wealth Advisors LLC | Saratoga Springs | $72.4M | — |
| R. Seeger Wealth Management, Ltd | Lindenhurst | $72.1M | — |
| Franco Financial Advisors, Inc. | New York | $72M | — |
| Silver Advisors, LLC | New York | $71.9M | — |
| Obra Fund Management, LLC | New York | $71.6M | — |
| Schultze Asset Management, LP | Rye Brook | $71.6M | 1 |
| Hv Capital Management, LLC | Montgomery | $71.5M | — |
| Madison Global Advisors LLC | Hauppauge | $71.4M | — |
| Azura Partners US LLC | New York | $71.3M | 1 |
| Main Street Financial LLC | Purchase | $71.1M | — |
| Exclusive Resource Management LLC | Latham | $71.1M | — |
| Fiduciary Management Group, LLC | New York | $70.7M | — |