| O Asset Management LLC | Fairport | $76.2M | 2 |
| Kane Financial, LLC | Waterville | $75.2M | — |
| Halo Investment Services, LLC | Manhasset | $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 |
| Purevest, LLC | Staten Island | $72.4M | — |
| 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 | — |
| Ngc Financial, LLC | Bayside | $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 | — |
| Percent Advisors, LLC | New York | $70M | 1 |
| Ibn Advisory Services, Inc. | Liverpool | $69.8M | — |
| Rochester Investments Inc | Rochester | $69.5M | — |
| Capital Management Associates Inc | New York | $68.7M | — |
| Shield Wealth Advisors, LLC. | Williamsville | $68.4M | — |
| Bleecker Street Capital Management, LLC | Brooklyn | $68.3M | 2 |
| Parlin Advisors LLC | Hague | $68.2M | — |
| Iconoclastic Capital Management LLC | Rochester | $68.2M | — |
| Peak Altitude Partners, LP | New York | $68.1M | 1 |
| Occam Capital Management, LLC | Pittsford | $67.4M | — |
| Honeoye Falls Capital LLC | Honeoye Falls | $67M | — |
| Vanquour LLC | New York | $67M | — |
| Alinea Advisory Services LLC | New York | $66.6M | — |
| Clarion Call Capital LLC | New York | $66.5M | — |
| C & C Financial Services, Inc. | Great Neck | $66.2M | — |
| Ace & Company New York, Inc. | New York | $65.8M | 4 |
| Innovative Family Office LLC | Somers | $65.8M | — |
| Shope Financial Planning, Inc. | Camillus | $65.6M | — |
| Stewardship Financial Services, Inc. | Tarrytown | $65.5M | — |
| Kineo Capital LLC | New York | $65.4M | — |
| Long Island Financial LLC | Huntington | $65.2M | — |
| Vazirani Asset Management LLC | New York | $65M | 2 |
| Malatai Capital LLC | New York | $65M | — |
| Rosci Lamb, LLC | New York | $65M | — |