| Enright, Mollin, Cascio & Ramusevic, Inc. | Elmhurst | $293.5M | — |
| Pelkonen and Associates LLC | Melville | $293.3M | — |
| Masterton Capital Management, LP | New York | $293.1M | 1 |
| 22v Asset Management LLC | New York | $293M | 2 |
| Long Island Wealth Management, Inc. | Melville | $291.7M | — |
| Idirect Private Credit Advisors LLC | New York | $290.9M | — |
| Leigh Baldwin & Co., LLC | Cazenovia | $290.6M | — |
| Alcova Capital Management LP | New York | $289.3M | 1 |
| Aifam Group LLC | Rye | $289.2M | — |
| Power Innovation Partners, L.P. | New York | $288.7M | 2 |
| Acadia Infrastructure Capital LP | New York | $288.6M | — |
| Gf Capital Asset Advisors, LLC | New York | $288.5M | 7 |
| Factorpoint Planning, LLC | Pittsford | $287.9M | — |
| Jlens | New York | $286.2M | — |
| Eden Global Advisors LLC | New York | $285.6M | 3 |
| Fingerlakes Wealth Management, Inc. | Ithaca | $285.4M | — |
| Full in Partners Management, LLC | New York | $284.4M | 8 |
| Darwins River Capital, LP | New York | $283.8M | — |
| Eden Capital Management LLC | New York | $283.8M | 2 |
| Zoe Financial, Inc. | New York | $283.5M | — |
| Silverberg Bernstein Capital Management LLC | Armonk | $283M | — |
| Beatrice Advisors LP | New York | $282.3M | 1 |
| Caruso McLean & Co., Inc. | Utica | $281.8M | — |
| American Financial & Tax Strategies, Inc. | New York | $279.4M | — |
| Kintayl Capital LP | New York | $279.1M | 1 |
| Stilwell Value LLC | New York | $278.7M | 5 |
| Holistic Wealth Advisors | Clifton Park | $278.7M | — |
| Edenbrook Capital, LLC | Mount Kisco | $278.3M | 2 |
| Future Positive Management, L.L.C. | New York | $278M | 17 |
| Claren Road Private Credit Solutions LLC | New York | $277.9M | — |
| Wilmington Capital Securities, LLC | Garden City | $277.1M | — |
| Hazelview Securities (US) LLC | New York | $276.3M | 1 |
| J.h. Lane Partners, LP | New York | $276M | 1 |
| Lumos Capital Group LLC | New York | $274.5M | 6 |
| Reckoner Capital Management LLC | New York | $273.4M | — |
| Nestegg Advisors, Inc. | Hauppauge | $272.7M | — |
| Tailored Wealth Solutions, LLC | Saratoga Springs | $271.8M | — |
| Accrued Equities Inc. | Melville | $271.8M | — |
| Raffles Capital Management, LLC | New York | $270.2M | 1 |
| Sage Investment Advisers LLC | Wappingers Falls | $268.4M | — |
| Soviero Asset Management, LP | New York | $267.7M | 1 |
| Lionhunter Capital Management LLC | New York | $266.8M | — |
| Livello Capital Management LP | New York | $265.2M | 2 |
| Kize Capital LP | New York | $264.9M | 2 |
| Sender Company & Partners, Inc. | New York | $264.8M | 1 |
| Patricof Co. LLC | New York | $264.2M | 36 |
| Hudson Canyon Capital Management, LLC | New York | $263.9M | — |
| Crestwood Capital Management, L.P. | New York | $263M | 3 |
| Nerdwallet Wealth Partners, LLC | New York | $262.8M | — |
| Empery Asset Management, LP | New York City | $262.5M | 4 |