| 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 | — |
| Lotus Holdings LLC | Rye | $30M | — |
| Castfirm Advisors LLC | Garden City | $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 | — |
| 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 | — |
| Stedfast Capital Management LLC | Canandaigua | $26M | — |
| Derryrush Wealth Management LLC | West Sayville | $25.8M | — |
| Fruitful Advisory, LLC | New York | $25.2M | — |
| Allies Capital Management, LLC | New York | $25M | — |
| Passive Management LLC | New York | $22.6M | — |
| Public Advisors LLC | New York | $18.8M | — |
| Kahn Brothers Asset Management Corp | New York | $18.5M | 1 |
| Spp Credit Advisors LLC | New York | $15.4M | — |
| Peo Partners, LLC | New York | $13.3M | — |
| Arene Capital Management LP | New York | $13M | 1 |
| ML Wealth LLC | New York | $12.4M | — |
| E. Magnus Oppenheim & Co. Inc. | New York | $9.5M | — |
| J.p.morgan Wealth Management Solutions Inc. | New York | $9M | — |
| Tinicum Venture Partners LLC | New York | $8.6M | 3 |
| M.d. Sass-MacQuarie Financial Strategies Management Company, LLC | New York | $8.3M | 2 |
| Masterworks Advisers, LLC | New York | $8.1M | — |
| Stonecastle Asset Management, LLC | New York | $7.5M | — |
| Hypatia Capital Management LLC | New York | $6.9M | — |