| Palladium Heritage Management, LLC | New York | $37.2M | 2 |
| Wharton Wealth Planning, LLC | New York | $36.9M | — |
| Dark Horse Wealth LLC | Cazenovia | $36.6M | — |
| 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 | — |
| Fruitful Advisory, 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 |
| Viridian Pe Management LLC | Purchase | $33.2M | 1 |
| Sage Tree Wealth, Inc. | Fairport | $32.6M | — |
| Lunin-Pack Planning and Advice, LLC | Cold Spring | $32.4M | — |
| Dja Capital Management, LP | New York | $32.2M | 1 |
| Mavros Capital Management, LLC | New York | $32.1M | — |
| Cambridge Wealth Management, LLC | Cambridge | $31.8M | — |
| Alphaquest LLC | New York | $31.4M | 2 |
| Kenmar Preferred Investments, LLC | New York | $31.4M | — |
| Whippoorwill Associates Inc | White Plains | $31.2M | 3 |
| Manikay Partners, LLC | New York | $30.8M | 2 |
| Unfcu Advisors LLC | Long Island City | $30.4M | — |
| Alphyn Capital Management LLC | Hicksville | $30.3M | — |
| Emerge Capital Management Inc. | Buffalo | $30M | — |
| Castfirm Advisors LLC | Garden City | $30M | — |
| Lotus Holdings LLC | Rye | $30M | — |
| Old Bellows Partners L.P. | New York | $30M | 2 |
| Port Capital Management LLC | Massapequa | $29.8M | — |
| S. Williams Capital, LLC | New York | $29.2M | — |
| Ardinall Investment Management LP | New York | $28.5M | 1 |
| Rosenbaum, Lanny, Kevin | Glenville | $28.2M | — |
| Dominari Securities LLC | New York | $28M | — |
| Derivaty Co | White Plains | $28M | — |
| Eden Advisory Services, LLC | Albany | $27.8M | — |
| Maidstone Wealth Management, LLC | Cambridge | $27.4M | — |
| Avrio Wealth LLC | New York | $27.3M | — |
| Rosecliff Capital Advisory LLC | New York | $27.3M | — |
| Global Listing Accelerator Securities Limited | New York | $27M | — |
| Museum Mile Funds LLC | New York | $26.9M | 1 |
| Ddo Advisory Services, LLC | Rhinebeck | $26.8M | — |
| Safe Harbor Asset Management, Inc. | Huntington | $26.8M | — |
| Karagosian Financial Services, Inc | Croton on Hudson | $26.8M | — |
| Quantbase, LLC | New York | $26.6M | — |
| Spring Street Wealth, LLC | New York | $26.4M | — |
| Investall, Inc. | New York | $26.2M | — |
| Triaxx Asset Management LLC | New York | $26.1M | — |