| Hawks Point Capital Partners LLC | Rye Brook | $61.4M | — |
| Anchor Capital Management, LLC | Ithaca | $61.2M | — |
| Iqcio LLC | New York | $60.9M | — |
| Blackstone Real Estate Advisors V L.P. | New York | $60.2M | 4 |
| Goldiron GP LLC | New York | $60.2M | 1 |
| R & R Financial Planners, Inc. | East Meadow | $60.1M | — |
| Halo Investment Services, LLC | Manhasset | $60M | — |
| Liberty Wealth Managers LLC | New York | $59.9M | — |
| Quantel Asset Management LLC | New York | $59.7M | — |
| Wyser-Pratte Management Co., Inc. | Bedford Hills | $58.6M | 1 |
| Capital Insights Group of Wny, LLC. | Buffalo | $58.6M | — |
| Helianth Investment Management LLC | Port Chester | $58.4M | — |
| Truck Capital Management LLC | New York | $58.3M | 2 |
| Brooks, Wayne I | Utica | $57.5M | — |
| Princeton Value Partners LLC | New York | $57.4M | 3 |
| Network Investment Advisors Incorporated | Commack | $57.4M | — |
| Newoak Asset Management LLC | New York | $57.1M | — |
| Moment Advisors, LLC | New York | $56.3M | — |
| Szop Multistrat Management LLC | New York | $55.9M | 1 |
| Sidus Investment Management, LLC | New York | $55.1M | 3 |
| Miano, John Christopher | Utica | $54.5M | — |
| Rena Advisors LLC | Pearl River | $54.5M | — |
| Valorem LLC | New York | $54.3M | — |
| Alpha RIA LLC | New York | $54.1M | — |
| Magnifina, LLC | Bedford Hills | $53.9M | — |
| Lt Advisors LLC | New City | $53.5M | — |
| Visdom Investment Group LLC | Rye Brook | $53.1M | — |
| Kb & Partners Management Co LLC | New York | $52.8M | 1 |
| Roosevelt Management Company LLC | New York | $52.4M | — |
| 42 Am, LLC | New York | $51.9M | 2 |
| Stash Wealth, LLC | New York | $51.7M | — |
| Purevest, LLC | Staten Island | $51.6M | — |
| Legado Wealth Management LLC | New York | $51M | — |
| Bpbi LLC | New York | $51M | — |
| Seaway Advisors,ltd. | Fairport | $50.8M | — |
| Endicott Management Company | New York | $50.8M | 2 |
| Carosa Stanton Asset Management, LLC | Mendon | $50.7M | — |
| Forte Advisory Services,llc | Victor | $50.6M | — |
| Personal Asset Strategies, Inc. | Westbury | $50.6M | — |
| Lowell Road Asset Management, Inc. | Manhasset | $50.3M | — |
| Spp Credit Advisors II LLC | New York | $50.2M | 2 |
| One68 Global Capital, LLC | New York | $50M | 1 |
| Foxpath Capital Partners LP | New York | $50M | 1 |
| Arene Capital Management LP | New York | $49.1M | 1 |
| Hudson Valley Wealth Management, Inc | Pearl River | $48.8M | — |
| Kpc Terrapin Group LLC | New York | $48.7M | — |
| Swarthmore Asset Management Ltd | New York | $48.6M | — |
| Krane Capital Management, LLC | New York | $48.4M | — |
| American Wealth Administration Group LLC | Glen Cove | $48.3M | — |
| Asa Asset Management LLC | New York | $47.6M | 5 |