| Wasserstein Management, LP | New York | $408.5M | 1 |
| New Leaf Venture Partners LLC | New York | $408.4M | 9 |
| Bridge Growth Partners, LLC | New York | $407M | 4 |
| Covara Capital, LLC | New York | $405.1M | 1 |
| Focusgrowth Asset Management, LP | New York | $405.1M | 8 |
| Charter Oak Advisors LP | New York | $403.9M | 1 |
| Henry James International Management, Inc. | New York | $402.4M | — |
| Valuequest Advisers, LLC | New York | $400.8M | 1 |
| Soundcore Capital Partners, LP | New York | $400.4M | 11 |
| Burns Matteson Capital Management, LLC | Corning | $400.4M | — |
| Waterford Advisors, LLC | Orchard Park | $399.1M | — |
| Tactical Infrastructure Partners, LP | New York | $398.3M | 7 |
| Ldr Capital Management, LLC | New York | $397.2M | 1 |
| Sutton Place Investors LLC | Armonk | $397M | — |
| The Visualize Group LP | New York | $396.1M | 1 |
| Derby Copeland Management Group, LLC | New York | $395.8M | 3 |
| Sandler Capital Management | New York | $395M | 11 |
| Siebert Advisornxt, LLC. | New York | $391.5M | — |
| 16th Amendment Advisors LLC | New York | $390.2M | 1 |
| Ascend Interplay, LLC | New York | $390.2M | — |
| Joseph P. Lucia & Associates, LLC | Yorktown Heights | $388M | — |
| Collaborative Capital Advisors LLC | New York | $387.8M | 1 |
| Atlantic Investment Management, Inc | New York | $384M | 4 |
| Arcadia Wealth Management, Inc. | Smithtown | $383.6M | — |
| Volt Investment Holdings LLC | Brooklyn | $383.5M | 12 |
| Pictet Asset Management (USA) Corp | New York | $382M | — |
| Mark J Snyder Financial Services Inc | Medford | $382M | — |
| Palisade Americas Management LLC | New York | $381.4M | — |
| Camber Partners Management LLC | New York | $378.8M | 5 |
| Hidden Lake Asset Management LP | New York | $378.3M | 3 |
| Volterra Technologies LP | New York | $376.9M | — |
| Palm Drive Capital LLC | New York | $376.4M | 30 |
| Findell Capital Management LLC | New York | $375.8M | 2 |
| Melkonian Capital Management, LLC | New York | $375.5M | 4 |
| Retirement Planning Group, LLC | Malta | $375.4M | — |
| Hale Capital Management, LP | New York | $374.6M | 2 |
| Carl Marks Management Company, LLC | New York | $374.5M | 4 |
| The Pitti Group Wealth Management, LLC | Victor | $374.3M | — |
| Hunting Hill Global Capital, LLC | New York | $373M | 3 |
| Fact Capital, L.P. | New York | $370.8M | 2 |
| SA Wealth Management LLC | Huntington | $369.4M | — |
| Eyre Street Capital, LLC | New York | $367.2M | 1 |
| Lattis Management LP | New York | $367.2M | 3 |
| Innovative Private Wealth Management Inc. | Somers | $367M | 8 |
| Saraza Management LP | New York | $366.5M | 1 |
| Fio Advisors LP | New York | $366.5M | 2 |
| Jacobs Asset Management, LLC | New York | $366.4M | 1 |
| Sage Advisors, LLC | New York | $366.1M | 22 |
| Reservoir Operations, L.P. | New York | $364.8M | 5 |
| Redwood Grove Capital, LLC | New York | $364M | 1 |