| American Alpha Advisors, LLC | New York | $362.8M | — |
| University Ventures Funds Management, LLC | New York | $362.6M | 10 |
| Point Windward Advisors, Inc. | New York | $358.6M | — |
| Papamarkou Wellner Asset Management, Inc. | New York | $357.5M | 1 |
| Oakcliff Partners LLC | New York | $356.3M | 2 |
| Twin Point Capital LLC | New York | $355.9M | 5 |
| Acorn Capital Advisors, LLC | New York | $355.3M | 2 |
| Lloyd Harbor Capital Management, LLC | Cold Spring Harbor | $354.5M | 2 |
| Tencore Partners, LP | New York | $354M | 3 |
| Next Management Advisors, LLC | New York | $353.1M | 3 |
| Jones Road Capital Management, L.P. | New York | $350.4M | 1 |
| Sykon Capital LLC | Harrison | $350.1M | — |
| Spx Capital Management LLC | New York | $350M | 10 |
| Guggenheim Private Investments, LLC | New York | $349.5M | 2 |
| Trill Impact Advisory Inc. | New York | $348.2M | — |
| United Financial Planning Group LLC | Hauppauge | $347.5M | — |
| Vedanta Management, L.P. | New York | $345.6M | 16 |
| Continuum Wealth Advisors, LLC | Saratoga Springs | $345.6M | — |
| Placeholder Management, LLC | New York | $345.4M | 3 |
| Bourne Lent Asset Management, Inc. | Pawling | $343.9M | — |
| Formula Growth Management Corp | New York | $343.5M | — |
| Diameter Dcf Advisor LLC | New York | $342.6M | — |
| Chicago Atlantic BDC Advisers, LLC | New York | $342M | — |
| Eaglebrook Advisors, Inc. | New York | $342M | — |
| Post Resch Tallon Group, Inc. | Pittsford | $340.2M | — |
| The Mathes Company, Inc. | New York | $339.8M | — |
| Quantum Portfolio Management, LLC | New York | $339.6M | — |
| Superstring Capital Management LP | New York | $339.5M | 2 |
| Garnet Equity Capital Holdings, Inc. | New York | $339.5M | 1 |
| Millennial Advisers, LLC. | New York | $339.4M | 20 |
| Health Catalyst Capital Management, LLC | New York | $339M | 6 |
| Morgan Rio Capital Management, LLC | New York | $338.7M | 5 |
| 325 Capital LLC | New York | $337.8M | 1 |
| Mutima Capital Management LLC | New York | $337.4M | 1 |
| Cross Rapids Capital LP | New York | $335.8M | 4 |
| Cion Grosvenor Management, LLC | New York | $335.2M | — |
| Bvp Management Company, LLC | New York | $335.2M | 10 |
| Central Pine Capital, LLC | Cedarhurst | $332.4M | — |
| Phoenician Resources Fund Sponsor, LLC | New York | $332.2M | 3 |
| Nokota Management, LP | New York | $332M | 1 |
| Opus Investment Management LLC | New York | $331.9M | 21 |
| General Innovation Capital, LLC | New York | $330.7M | 1 |
| Stella Point Capital, LP | New York | $329.5M | 6 |
| 501 North, LLC | New York | $329.4M | 3 |
| Omc Financial Services Ltd | Dewitt | $328.5M | — |
| Fukoku Life International (america) Inc. | New York | $327.7M | — |
| Hudson Capital Advisory, Inc. | Buffalo | $327.7M | — |
| Financial Decisions, LLC | New York | $327.7M | — |
| Vinci Partners USA LLC | New York | $327M | — |
| Mfg Partners LLC | New York | $326.6M | 19 |