| Bay Colony Advisory Group, Inc. | Concord | $1.43B | — |
| Wingate Wealth Advisors, Inc. | Lexington | $1.42B | — |
| Diametric Capital, LP | Boston | $1.41B | 2 |
| Claro Advisors Inc. | Boston | $1.41B | 1 |
| Marino, Stram and Associates LLC | Braintree | $1.41B | — |
| Shepherd Financial Partners, LLC | Winchester | $1.38B | — |
| Green Century Capital Management Inc | Boston | $1.36B | — |
| Equity Resource Investments, LLC | Cambridge | $1.34B | 62 |
| Weatherbie Capital, LLC | Boston | $1.34B | 2 |
| Marble Harbor Investment Counsel, LLC | Boston | $1.32B | 2 |
| Goldenx Company | Woburn | $1.32B | — |
| Beacon Capital Partners, LLC | Boston | $1.3B | 4 |
| Woodstock Corporation | Boston | $1.29B | — |
| Promethos Capital, LLC | Boston | $1.27B | — |
| Montis Financial, LLC | Waltham | $1.26B | — |
| Albany Road Investment Advisers, LLC | Dedham | $1.25B | — |
| Solel Partners LP | Boston | $1.24B | 1 |
| Middleton & Company Inc. | Boston | $1.23B | — |
| Berkshire Money Management, Inc. | Dalton | $1.23B | — |
| Qtron Investments LLC | Boston | $1.23B | 2 |
| Cabot Wealth Management | Beverly | $1.22B | — |
| Old Ironsides Energy, LLC | Waltham | $1.21B | 8 |
| Schwerin Boyle Capital Management Inc | Springfield | $1.21B | 1 |
| Brooknoll Advisors LLC | Boston | $1.19B | — |
| Verdad Advisers, L.P. | Boston | $1.18B | 7 |
| Telemark Asset Management, LLC | Boston | $1.14B | 1 |
| The de Burlo Group, Inc. | Boston | $1.13B | — |
| Amundi US Investment Advisors LLC | Boston | $1.13B | — |
| Mg Financial LLC | Braintree | $1.13B | 21 |
| Wilkins Investment Counsel Inc | Boston | $1.12B | — |
| Abry Partners III, LLC | Boston | $1.11B | 4 |
| Stage Harbor Financial, LLC | Westwood | $1.1B | — |
| One Charles Private Wealth Services, LLC | Hingham | $1.09B | — |
| Sv Health Investors, LLC | Boston | $1.08B | 15 |
| American Investment Services Inc | Great Barrington | $1.07B | — |
| Dsf Advisors, LLC | Boston | $1.07B | 8 |
| Twin Oak ETF Company | Wellesley | $1.06B | — |
| Clearhaven Partners LP | Boston | $1.04B | 4 |
| Equality Asset Management, LP | Boston | $1.03B | 8 |
| Zevin Asset Management, LLC | Boston | $1.02B | — |
| East Coast Asset Management, LLC | Essex | $1.01B | 1 |
| Sachetta, LLC | Lynnfield | $1B | — |
| Rfg - Bristol Wealth Advisors, LLC | Taunton | $985.6M | — |
| Tac Partners, Inc. | Boston | $983.4M | 6 |
| Brookwood Advisors, LLC | Beverly | $964.5M | — |
| Folium Capital LP | Burlington | $960.3M | 8 |
| Thorntree Capital Partners LP | Boston | $955.3M | 3 |
| Sirios Capital Management, L.P. | Boston | $937.5M | 3 |
| Stablepoint Partners, LLC | Braintree | $930M | — |
| Miri Capital Management LLC | Boston | $929.7M | 3 |