| Peconic Asset Planning, Inc. | Riverhead | $64.6M | — |
| Mint Asset Management LLC | New York | $64.5M | — |
| Hudson View Advisors, LLC | Croton-On-Hudson | $64.3M | — |
| Serenity Capital Advisors Inc. | Pittsford | $64.3M | — |
| Sloan Advisory Group, Inc. | Glens Falls | $63.6M | — |
| Wealthunite Advisors, LLC | Manhasset | $63.1M | — |
| Corinthian Partners Asset Management LLC | New York | $62.9M | — |
| Advisor Financial Services Inc | Chatham | $62.6M | — |
| Leslie Marie Giordano | Garden City | $62.6M | — |
| Mountain View Strategic Wealth, LLC | Hopewell Junction | $62.5M | — |
| Birch Wealth, Inc. | Rome | $62.1M | — |
| 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 | — |
| 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 |
| 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 |
| Karani Asset Management LLC | New York | $55.1M | — |
| 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 |
| Lowell Road Asset Management, Inc. | Manhasset | $52.5M | — |
| Roosevelt Management Company LLC | New York | $52.4M | — |
| Qapital Invest, LLC | New York | $52.2M | — |
| 42 Am, LLC | New York | $51.9M | 2 |
| Stash Wealth, LLC | New York | $51.7M | — |
| 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 | — |