| Union Park Capital Management, L.P. | Boston | $928.5M | 4 |
| Riverside Partners, LLC | Boston | $923.7M | 6 |
| Long Wharf Capital LLC | Boston | $919.1M | 4 |
| Constitution Capital Pm, L. P. | Andover | $910.8M | — |
| 93 Financial Group, LLC | Woburn | $899.7M | — |
| Eagleclaw Capital Management LLC | Boston | $896.2M | — |
| New World Advisors LLC | Hingham | $884.9M | — |
| Moody Aldrich Partners, LLC | Marblehead | $864.3M | 3 |
| Pinney & Scofield, Inc. | Cambridge | $858.7M | — |
| Barry Investment Advisors, LLC | New Bedford | $846.8M | — |
| New Harbor Financial Group, LLC | Worcester | $845.7M | — |
| Openview Advisors, LLC | Boston | $839M | 9 |
| Peddock Capital Advisors, LLC | Braintree | $836.2M | — |
| Carr Financial Group Corporation | Worcester | $835.9M | — |
| Dinale Management, LLC | Boston | $830.6M | 7 |
| New Heritage Capital, LLC | Boston | $830M | 10 |
| Aequitas Investment Advisors, LLC | Hingham | $826.1M | — |
| J.p. Marvel Investment Advisors, Inc. | Boston | $820.7M | — |
| Clear Brook Advisors, Inc. | Boston | $817.8M | — |
| Polen Capital CLO Management, LLC | Waltham | $808.4M | 2 |
| Northstar Asset Management Inc | Boston | $805.9M | — |
| Clarus Ventures, LLC | Cambridge | $805.6M | 9 |
| Opaleye Management Inc. | Boston | $802.8M | 1 |
| McNamara Financial Services, Inc. | Marshfield | $797.9M | — |
| Astira Capital Partners LP | Boston | $777.3M | 2 |
| Tremont Realty Capital LLC | Newton | $763.3M | — |
| Flagship Wealth Advisors, LLC. | Wakefield | $748.6M | — |
| Stride Consumer Partners LLC | Boston | $740.3M | 5 |
| Centerpoint Advisors, LLC | Needham | $731.9M | — |
| Bayhawk Capital LP | Boston | $730.8M | 5 |
| Ipswich Investment Management Company, Inc. | Beverly | $730.2M | — |
| Canby Financial Advisors, LLC | Framingham | $729.4M | — |
| Aaf Wealth Management, LLC | Westborough | $727.6M | — |
| Renaissance Investment Group, LLC | Lenox | $726.1M | — |
| Great Point Wealth Advisors, LLC | Boston | $725.8M | 1 |
| Essex Investment Management Company, LLC | Boston | $712.7M | — |
| Excalibur Management Corp | Waltham | $712.1M | — |
| Redwood Investments, LLC | Boston | $710.1M | — |
| Lincoln Peak Capital Management, LLC | Boston | $706.5M | 5 |
| Kaleidoscope Capital LP | Boston | $706.2M | 2 |
| Contravisory Investment Management, Inc. | Norwell | $701.7M | 2 |
| Rpg Family Wealth Advisory, LLC | Burlington | $700.7M | — |
| Compass Capital Corporation | Braintree | $695.5M | — |
| West Branch Capital LLC | Amherst | $690.1M | — |
| Siharum Advisors, LLC | Boston | $687.5M | — |
| Sandy Cove Advisors, LLC | Hingham | $684.9M | — |
| Arjuna Capital, LLC | Manchester | $679.7M | 7 |
| Monument Group Wealth Advisors, LLC | Concord | $678.9M | — |
| Boston Research and Management, Inc. | Manchester | $676.2M | — |
| Little House Capital, LLC | Braintree | $675.2M | — |