| Summit Partners Public Asset Management, LLC | Boston | $4.62B | 12 |
| Twin Focus Capital Partners, LLC | Boston | $4.58B | 6 |
| Boston Trust Walden Inc. | Boston | $4.58B | — |
| Pallas Capital Advisors, LLC | Braintree | $4.31B | — |
| Trillium Asset Management, LLC | Boston | $4.31B | 1 |
| Reynders, McVeigh Capital Management, LLC | Boston | $4.23B | — |
| Polaris Growth Management, LLC | Boston | $4.22B | 18 |
| Martingale Asset Management LP | Boston | $4.18B | 2 |
| Boston Common Asset Management, LLC | Boston | $4.17B | 5 |
| Tiger Iron Capital, LLC | Andover | $4.17B | 15 |
| Evolution Credit Partners Management, LLC | Boston | $4.12B | 10 |
| Moors & Cabot, Inc. | Boston | $4.03B | — |
| New Frontier Advisors, LLC | Boston | $3.99B | — |
| Castle Rock Advisors LLC | Boston | $3.86B | 6 |
| Cormorant Asset Management, LP | Boston | $3.84B | 7 |
| St. Germain Investment Management, Inc. | Springfield | $3.79B | — |
| Beaumont Financial Advisors, LLC | Needham | $3.76B | — |
| Howland Capital Management LLC | Boston | $3.74B | 6 |
| Lumint Corporation | Boston | $3.67B | — |
| Bcsf Advisors, LP | Boston | $3.65B | — |
| Mpm Asset Management LLC | Boston | $3.56B | 14 |
| Jahd Management Company, LLC | Boston | $3.56B | 13 |
| Dhm Partners LLC | Boston | $3.55B | 9 |
| Pathlight Capital LP | Boston | $3.52B | 8 |
| Flagship Harbor Advisors, LLC | Boston | $3.42B | — |
| Invenomic Capital Management LP | Boston | $3.39B | 2 |
| Northeast Investment Management Inc | Boston | $3.27B | — |
| Falcon Investment Advisors, LLC | Boston | $3.27B | 8 |
| E.p.g., Incorporated | Framingham | $3.2B | — |
| Santander Securities LLC | Boston | $3.14B | — |
| Winthrop Advisory Group, LLC | Boston | $3.1B | — |
| Svb Wealth LLC | Boston | $3.1B | — |
| Ampersand Management LLC | Boston | $3.09B | 4 |
| Alphasimplex Group, LLC | Boston | $3.09B | 1 |
| Aew Capital Management LP | Boston | $3.02B | 1 |
| Columbia Cent CLO Advisers, LLC | Boston | $3B | 10 |
| Nutter Investment Advisors Limited Partnership | Boston | $2.96B | — |
| Birch Hill Investment Advisors LLC | Boston | $2.95B | — |
| Leeward Investments, LLC | Boston | $2.87B | — |
| Strategic Capital Allocation Group, L.L.C. | Boston | $2.84B | — |
| Easterly Investment Partners LLC | Beverly | $2.83B | 2 |
| Marcus Partners, LLC | Boston | $2.68B | 4 |
| Windrose Advisors LLC | Waltham | $2.67B | 66 |
| The Patriot Financial Group Insurance Agency, LLC | Walpole | $2.64B | — |
| Pear Tree Advisors, Inc. | Lincoln | $2.58B | — |
| Sverica Capital Management LP | Boston | $2.46B | 8 |
| S & Co., Inc. | Boston | $2.46B | 6 |
| Retirement Resources Investment Corporation | Andover | $2.44B | — |
| Nichols & Pratt Advisers LLP | Boston | $2.43B | — |
| Moody, Lynn, Lieberson & Walker, LLC | Boston | $2.41B | 1 |