| Spp Credit Advisors II LLC | New York | $50.2M | 2 |
| Foxpath Capital Partners LP | New York | $50M | 1 |
| One68 Global Capital, LLC | New York | $50M | 1 |
| Arene Capital Management LP | New York | $49.1M | 1 |
| Hudson Valley Wealth Management, Inc | Pearl River | $48.8M | — |
| Kpc Terrapin Group LLC | New York | $48.7M | — |
| Swarthmore Asset Management Ltd | New York | $48.6M | — |
| Krane Capital Management, LLC | New York | $48.4M | — |
| American Wealth Administration Group LLC | Glen Cove | $48.3M | — |
| Hilbert 8, LLC | New York | $47.2M | 1 |
| Davis Capital Advisors, LLC | New York | $46.9M | 1 |
| Cbf Advisors, LLC | New York | $46.6M | 2 |
| Cambridge Advisors, LLC | Williamsville | $46.5M | — |
| Boerum Hill Financial Advisors LLC | Brooklyn | $46.4M | — |
| Integrity Advisory Partners LLC | New York | $46.1M | — |
| Quantessence Capital LLC | New York | $45.5M | — |
| Capra Credit Management, LLC | New York | $45.1M | — |
| Capra Ibex Credit Opportunities, LLC | New York | $45.1M | — |
| Coastal Private Wealth Management LLC | New York | $45.1M | — |
| Lincoln Park Capital LLC | Olean | $45.1M | — |
| Bryden-Abrams Investment Management LLC | New York | $45M | — |
| Elkwater Capital Management, LLC | New York | $44.8M | 4 |
| Winthrop Partners - Wpa, LLC | Orchard | $44.1M | — |
| Transparent Wealth Consulting LLC | New York | $43.9M | — |
| Domain Money Advisors, LLC | New York | $43.3M | — |
| Stuyvesant Capital Management Corporation | Armonk | $43M | 1 |
| Arrival Capital Management LLC | New York | $42.4M | — |
| Simpleadvisory LLC | Garden City | $42.1M | 4 |
| Pricap Advisors LLC | New York | $41.7M | — |
| Wgs Management Services, Inc | Rochester | $41.6M | — |
| Neiman Funds Management LLC | Williamsvillie | $41.2M | — |
| Twentythree Advisory LLC | New York | $41.1M | — |
| McNeill Capital, LLC | Saratoga Springs | $40.6M | — |
| O'Brien Capital Management, Inc. | Nyack | $40.6M | — |
| Magellan Financial Solutions LLC | Warwick | $40.4M | — |
| Cio Capital Group LLC | New York | $40.1M | — |
| Four Points Advisors, LLC | New York | $40M | — |
| 2201 Capital, LLC | New York | $40M | — |
| Now Asset Management LLC | Purchase | $39.8M | — |
| Msress III Manager, L.L.C. | New York | $39.6M | 1 |
| Benjamin Securities, Inc. | Albany | $39.5M | — |
| Ihs Wealth Management LLC | Oyster Bay | $39.4M | — |
| Gilead Capital LP | New York | $39.1M | 3 |
| Amidon & Petersen Financials, LLC | Albany | $39.1M | — |
| Peak Wealth Management LLC | Saratoga Springs | $39M | — |
| Gemcorp Capital Advisors LLC | New York | $38.8M | — |
| Clearview Financial Planning, Inc. | Southold | $37.9M | — |
| Artesian Capital Management (delaware) LP | New York | $37.7M | 1 |
| Invictus Advisory Services LLC | Buffalo | $37.6M | — |
| Leo Wealth Management, LLC | Staten Island | $37.3M | — |