| Capra Credit 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 | — |
| Acme Credit Partners LLC | New York | $43.8M | 1 |
| 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 |
| Qapital Invest, LLC | New York | $42.1M | — |
| 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 | — |
| Mwmg Advisors, LLC | New York | $40M | — |
| Msress III Manager, L.L.C. | New York | $39.6M | 1 |
| 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 | — |
| Clearview Financial Planning, Inc. | Southold | $37.9M | — |
| Artesian Capital Management (delaware) LP | New York | $37.7M | 1 |
| Invictus Advisory Services LLC | Buffalo | $37.6M | — |
| Palladium Heritage Management, LLC | New York | $37.2M | 2 |
| Wharton Wealth Planning, LLC | New York | $36.9M | — |
| Dark Horse Wealth LLC | Cazenovia | $36.6M | — |
| Gemcorp Capital Advisors LLC | New York | $36.5M | — |
| Bertolet Capital LLC | New York | $35.8M | — |
| Eudaimonia Wealth LLC | Buffalo | $35.8M | — |
| Rabenold Advisors, Inc. | Williamsville | $35.6M | — |
| Tag Associates Florida LLC | New York | $35.5M | — |
| Wealthnest Capital Inc. | Staten Island | $34.9M | — |
| Berenberg Asset Management LLC | New York | $34.8M | — |
| Empower Private Wealth | New York | $34.5M | — |
| Westchester Capital Partners, LLC | Valhalla | $34.2M | 1 |
| Upstate Advisers Inc. | Pittsford | $34.1M | — |
| Stone Oak Capital LLC | Rochester | $33.7M | — |
| Telsey Consumer Fund Management LP | New York | $33.7M | 1 |
| Benjamin Securities, Inc. | Albany | $33.6M | — |
| Viridian Pe Management LLC | Purchase | $33.2M | 1 |
| Leo Wealth Management, LLC | Staten Island | $33M | — |
| Sage Tree Wealth, Inc. | Fairport | $32.6M | — |