| ML Wealth LLC | New York | $12.4M | — |
| E. Magnus Oppenheim & Co. Inc. | New York | $9.5M | — |
| J.p.morgan Wealth Management Solutions Inc. | New York | $9M | — |
| Tinicum Venture Partners LLC | New York | $8.6M | 3 |
| M.d. Sass-MacQuarie Financial Strategies Management Company, LLC | New York | $8.3M | 2 |
| Masterworks Advisers, LLC | New York | $8.1M | — |
| Stonecastle Asset Management, LLC | New York | $7.5M | — |
| Hypatia Capital Management LLC | New York | $6.9M | — |
| Outerlands Capital Management, LLC | New York | $6.9M | 1 |
| Ct Investment Management Co., LLC | New York | $6.6M | 3 |
| Aspire Wealth Advisory Group, LLC | New York | $6.2M | — |
| Lionshares LLC | Brooklyn | $6M | — |
| Sauberan & Company, LLC | Lockport | $5.8M | — |
| Revolut Wealth Inc. | New York | $5.5M | — |
| Adler Asset Management, LLC | New York | $4.4M | — |
| 21shares US LLC | New York | $4.4M | — |
| Meta Investment Management Company LLC | Brooklyn | $3.9M | — |
| Msa Power Funds LLC | New York | $3M | — |
| Worth Charting Group LLC | New York | $2.5M | — |
| Elphinstone, Inc. | New York | $1.4M | — |
| Pmc Wealth, LLC | Clarence | $550K | — |
| Valley Financial Management, Inc. | New York | $473K | — |
| Pinnacle Advisors LLC | East Syracuse | $433K | — |
| Wealthmeup Advisors LLC | New York | $76K | — |
| Autonomous Wealth Management LLC | Brooklyn | $46K | — |
| Vantar Inc. | New York | $40K | — |
| Omen Advisory, LLC | New York | $36K | — |
| Wealthie Advisors, LLC | Brooklyn | $27K | — |
| Valur Robo Advisors LLC | New York | $27K | — |
| Musaffa LLC | New York | $2K | — |
| Mrbl Management, LLC | New York | — | — |
| Third Point Private Capital LLC | New York | — | — |
| Harrison Fiduciary Group LLC | New York | — | — |
| United Advisors Investment Management, LLC | New York | — | — |
| Sykon Asset Management LLC | Harrison | — | — |
| Tradeup Wealth Management, Inc. | New York | — | — |
| Scia Ny LLC | New York | — | — |
| Hurricane Advisor Solutions LLC | New York | — | — |
| Wealth Forward Advisors LLC | New York | — | — |
| Framework Digital Advisors LLC | New York | — | — |
| Sharpe Advisors, LLC | New York | — | — |
| Sagewood Capital Management LLC | New York | — | — |
| Franklin Templeton Private Markets Adviser, LLC | New York | — | — |
| Alta Asset Management, LLC | New York | — | — |
| Greylock Peak Investments, LLC | New York | — | — |
| Cantor Fitzgerald Energy Advisors, LLC | New York | — | — |
| Anchr Technologies RIA LLC | New York | — | — |
| Jm Financial Private Wealth, Inc. | New York | — | — |
| Park Road Partners LP | New York | — | 2 |
| Overwatch Capital Advisors LLC | New York | — | — |