| Brooks, Wayne I | Utica | $57.5M | — |
| Princeton Value Partners LLC | New York | $57.4M | 3 |
| Network Investment Advisors Incorporated | Commack | $57.4M | — |
| Ngc Financial, LLC | Bayside | $57.1M | — |
| 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 | — |
| Alpha RIA LLC | New York | $54.5M | — |
| Valorem LLC | New York | $54.3M | — |
| 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 |
| 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 |
| Hilbert 8, LLC | New York | $47.2M | 1 |
| Davis Capital Advisors, LLC | New York | $46.9M | 1 |
| Cbf Advisors, LLC | New York | $46.6M | 2 |
| Cambridge Advisors, LLC | Williamsville | $46.5M | — |
| Boerum Hill Financial Advisors LLC | Brooklyn | $46.4M | — |
| Integrity Advisory Partners LLC | New York | $46.1M | — |
| Quantessence Capital LLC | New York | $45.5M | — |
| Capra Ibex Credit Opportunities, LLC | New York | $45.1M | — |
| Capra Credit Management, LLC | New York | $45.1M | — |
| Coastal Private Wealth Management LLC | New York | $45.1M | — |
| Lincoln Park Capital LLC | Olean | $45.1M | — |
| Bryden-Abrams Investment Management LLC | New York | $45M | — |
| Elkwater Capital Management, LLC | New York | $44.8M | 4 |