| Washington Trust Advisors, Inc. | Wellesley | $2.39B | — |
| Yellow Wood Partners LLC | Boston | $2.38B | 10 |
| Anchor Capital Advisors LLC | Boston | $2.37B | — |
| Granahan Investment Management LLC | Waltham | $2.36B | — |
| Baldwin Wealth Partners, LLC | Marion | $2.33B | 1 |
| Twelve Points Wealth Management LLC | Concord | $2.24B | — |
| Foster Dykema Cabot & Partners, LLC | Waltham | $2.22B | 8 |
| John Hancock Personal Financial Services, LLC | Boston | $2.2B | — |
| Hite Hedge Asset Management LLC | Braintree | $2.18B | 4 |
| Pacific Lake Partners, L.L.C. | Boston | $2.18B | 12 |
| Pinnacle Pension Consultants LLC | Needham | $2.17B | — |
| Westview Capital Management LLC | Boston | $2.12B | 3 |
| New England Retirement Consultants, LLC | Boston | $2.11B | — |
| Davis Investment Ventures, LLC | Boston | $2.05B | 21 |
| Minot Deblois Advisors LLC | Boston | $2.04B | — |
| Callodine Capital Management, LP | Boston | $2.03B | 2 |
| Portolan Capital Management, LLC | Boston | $2.02B | 3 |
| Boston Family Office LLC | Boston | $2.02B | — |
| Advent Global Opportunities Management LLC | Boston | $2.02B | 4 |
| Brooke Private Equity Associates Management LLC | Boston | $1.94B | 14 |
| Rose Grove Capital Management, LLC | Wellesley | $1.94B | 4 |
| Shp Wealth Management, LLC | Plymouth | $1.92B | — |
| Glouston Capital Partners, LLC | Boston | $1.9B | — |
| Valence8 US LP | Cambridge | $1.88B | 8 |
| Fifth Down Cap LLC | Boston | $1.87B | 60 |
| Monashee Investment Management, LLC | Boston | $1.86B | 1 |
| Aristotle Capital Boston, LLC | Boston | $1.83B | — |
| Safford Nicholas H & Co Inc | Rockport | $1.8B | — |
| Tfc Financial Management, Inc. | Boston | $1.78B | — |
| Ncp Group, LP | Boston | $1.78B | 12 |
| Solum Partners LP | Boston | $1.75B | 5 |
| Nextech Ventures (US) LLC | Boston | $1.74B | — |
| Bcpc Advisors, LP | Boston | $1.74B | — |
| Catalyst Financial Partners LLC | Boston | $1.72B | — |
| Guidepost Growth Equity Management Company, L.P. | Boston | $1.72B | 5 |
| Omega Fund Management, LLC | Boston | $1.71B | 5 |
| P/E Global LLC | Boston | $1.71B | 2 |
| J.m. Forbes & Co. LLP | Boston | $1.67B | — |
| Armstrong Advisory Group Inc. | Needham | $1.67B | — |
| Bain Capital Partnership Strategies, LP | Boston | $1.65B | 7 |
| Penobscot Investment Management Company, Inc. | Boston | $1.64B | — |
| Shellback Capital, LP | Boston | $1.63B | 1 |
| Silverarc Capital Management, LLC | Boston | $1.61B | 3 |
| Fiduciary Wealth Partners, LLC | Newton Lower Falls | $1.54B | — |
| Catholic Investment Services, Inc. | Boston | $1.52B | 7 |
| Clough Capital Partners, LP | Boston | $1.51B | 4 |
| Capital Impact Advisors, LLC | Boston | $1.49B | — |
| Ta Realty LLC | Boston | $1.48B | 3 |
| Par Capital Management, Inc. | Boston | $1.47B | 1 |
| Icapital, LLC | Boston | $1.45B | — |