| Hurley Capital, LLC | New York | $326.1M | — |
| Galaxy Investment Management, LLC | Uniondale | $323.8M | 4 |
| Carswell Investments, LLC | East Syracuse | $322.5M | — |
| Ig4 Capital Advisors US LLC | New York | $321.5M | 13 |
| Lantern Wealth Advisors, LLC | Melville | $319.9M | — |
| Atomic Invest LLC | New York | $319.5M | — |
| Hamilton Square Partners Management, LP | New York | $319.3M | 2 |
| Goldentree Asset Management Credit Advisor LLC | New York | $318.5M | — |
| Tribune Investment Group LP | New York | $318.1M | 1 |
| Twin Securities, Inc. | New York | $317.7M | 2 |
| Heartwood Funds, LLC | New York | $317.6M | 2 |
| MacQuarie Capital Partners, LLC | New York | $317.6M | 1 |
| Goode Partners LLC | New York | $317.5M | 7 |
| The Mustico Financial Group, Inc. | Elmira | $316.5M | — |
| Harvest Management, L.L.C. | New York | $316.3M | 2 |
| Lagoda Investment Management, L.P. | New York | $312.6M | — |
| Parkview US LLC | New York | $312.3M | — |
| Aps Wealth Management, LLC | Melville | $311.5M | — |
| Optimist Ventures LLC | New York | $311.3M | 2 |
| Boussard & Gavaudan America LLC | New York | $311.1M | — |
| Spring Mountain Capital, LP | New York | $310.9M | 5 |
| Two Point Capital Management, Inc. | Pittsford | $310.5M | — |
| General Equity Holdings LP | Brooklyn | $310.4M | 3 |
| Hudson Advisor Services, Inc. | Buffalo | $310.1M | — |
| Samjo Management, LLC | New York | $308.8M | 2 |
| Merit Financial Partners LLC | Maspeth | $308.2M | — |
| Allsquare Wealth Management, LLC | Albany | $307.8M | — |
| Silverpeak Real Estate Partners L.P. | New York | $307.1M | 15 |
| Mountaineer Partners Management, LLC | New York | $305.7M | 3 |
| Adalta Capital Management LLC | New York | $305.5M | 1 |
| Paradigm Funds Advisor LLC | Albany | $305.1M | — |
| Old Slip Registered Investment Advisors, LLC | New York | $305M | — |
| Coltrane Asset Management, L.P. | New York | $304M | 4 |
| The Operators Fund Investment Management, L.P. | New York | $303M | 1 |
| Albanyadvisor Group LLC | Albany | $302.8M | — |
| Innovahealth Partners, LP | New York | $301M | 16 |
| Retirable Inc. | New York | $301M | — |
| Pinnacle Capital Management, LLC | East Syracuse | $300.5M | — |
| Krensavage Asset Management, LLC | New York | $300.2M | 1 |
| Mqs Management, LLC | New York | $299.4M | 1 |
| Riverpark Capital Management LLC | New York | $299M | 5 |
| Veneroso Wealth Management Inc. | Woodbury | $298.8M | — |
| Crescent Hill Partners LLC | Saratoga Springs | $298.8M | — |
| Gs Gamma Advisors, LLC | New York | $298.6M | 1 |
| Consello Management LP | New York | $298.5M | 3 |
| Ananym Capital Management, LP | New York | $297.6M | 3 |
| Infusive Asset Management Inc. | New York | $295.9M | — |
| Bright Futures Wealth Management, LLC | Webster | $294.5M | — |
| Brizo Capital, LP | New York | $294.5M | 1 |
| A.r.t. Advisors, LLC | New York | $294.2M | 1 |