| Outerlands Capital Management, LLC | New York | $6.9M | 1 |
| Ct Investment Management Co., LLC | New York | $6.6M | 3 |
| Aspire Wealth Advisory Group, LLC | New York | $6.2M | — |
| Lionshares LLC | Brooklyn | $6M | — |
| Sauberan & Company, LLC | Lockport | $5.8M | — |
| Revolut Wealth Inc. | New York | $5.5M | — |
| Adler Asset Management, LLC | New York | $4.4M | — |
| 21shares US LLC | New York | $4.4M | — |
| Meta Investment Management Company LLC | Brooklyn | $3.9M | — |
| Msa Power Funds LLC | New York | $3M | — |
| Worth Charting Group LLC | New York | $2.5M | — |
| Elphinstone, Inc. | New York | $1.4M | — |
| Pmc Wealth, LLC | Clarence | $550K | — |
| Valley Financial Management, Inc. | New York | $473K | — |
| Pinnacle Advisors LLC | East Syracuse | $433K | — |
| Wealthmeup Advisors LLC | New York | $76K | — |
| Autonomous Wealth Management LLC | Brooklyn | $46K | — |
| Vantar Inc. | New York | $40K | — |
| Omen Advisory, LLC | New York | $36K | — |
| Wealthie Advisors, LLC | Brooklyn | $27K | — |
| Valur Robo Advisors LLC | New York | $27K | — |
| Musaffa LLC | New York | $2K | — |
| Mrbl Management, LLC | New York | — | — |
| Third Point Private Capital LLC | New York | — | — |
| Harrison Fiduciary Group LLC | New York | — | — |
| United Advisors Investment Management, LLC | New York | — | — |
| Sykon Asset Management LLC | Harrison | — | — |
| Tradeup Wealth Management, Inc. | New York | — | — |
| Scia Ny LLC | New York | — | — |
| Hurricane Advisor Solutions LLC | New York | — | — |
| Wealth Forward Advisors LLC | New York | — | — |
| Framework Digital Advisors LLC | New York | — | — |
| Sharpe Advisors, LLC | New York | — | — |
| Sagewood Capital Management LLC | New York | — | — |
| Franklin Templeton Private Markets Adviser, LLC | New York | — | — |
| Alta Asset Management, LLC | New York | — | — |
| Cantor Fitzgerald Energy Advisors, LLC | New York | — | — |
| Anchr Technologies RIA LLC | New York | — | — |
| Factorpoint Planning, LLC | Pittsford | — | — |
| Jm Financial Private Wealth, Inc. | New York | — | — |
| Greg Jennings, LLC | Dewitt | — | — |
| Guggenheim Asset-Backed Finance Company, LLC | New York | — | — |
| Park Road Partners LP | New York | — | 2 |
| Overwatch Capital Advisors LLC | New York | — | — |
| Raijin Ai, Inc. | Brooklyn | — | — |
| Now Asset Management LLC | Purchase | — | — |
| Jack Creek Partners LLC | New York | — | — |
| Usonia Advisory Group, LLC | Briarcliff Manor | — | — |
| Antarctica Saf Partners, LLC | New York | — | — |
| Applied Academics LLC | New York | — | — |