| 10talents Investors, LLC | Foxborough | $353.0 million | 0 |
| 1620 Investment Advisors, Inc. | Plymouth | $241.6 million | 0 |
| 424 Capital, LLC | Wakefield | $584.5 million | 0 |
| 55ip | Boston | $36.74 billion | 8 |
| 71 West Capital Partners | Boston | $5.51 billion | 0 |
| 93 Financial Group, LLC | Woburn | $899.7 million | 0 |
| Aaf Wealth Management, LLC | Westborough | $727.6 million | 0 |
| Abbot Financial Management, Inc | Andover | $303.0 million | 0 |
| Abrams Capital Management, L.P. | Boston | $13.74 billion | 0 |
| Abry Partners Ii, LLC | Boston | $14.90 billion | 0 |
| Abry Partners Iii, LLC | Boston | $1.11 billion | 0 |
| Abry Partners, LLC | Boston | $69.3 million | 0 |
| Acadian Asset Management | Boston | $177.46 billion | 0 |
| Adage Capital Management, L.P. | Boston | $70.44 billion | 3 |
| Adaptive Advisers, LLC | Boston | $450,000 | 0 |
| Advaita Capital LLC | Boston | $315.7 million | 0 |
| Advent Global Opportunities Management LLC | Boston | $2.02 billion | 0 |
| Advent International, L.P. | Boston | $91.63 billion | 1 |
| Aequitas Investment Advisors, LLC | Hingham | $826.1 million | 0 |
| Aew Capital Management LP | Boston | $3.02 billion | 3 |
| Afg Fiduciary Services | Hingham | $166.3 million | 0 |
| Agf Investments | Boston | $4.92 billion | 0 |
| Ajovista | Boston | $269.0 million | 0 |
| Albany Road Real Estate Partners, LLC | Dedham | $1.25 billion | 0 |
| Algebris Investments (US) Inc. | Boston | $6.94 billion | 0 |
| Algorithmic Investment Models | Boston | $90.9 million | 0 |
| Alliance Private Wealth, LLC | North Reading | $466.2 million | 0 |
| Alphasimplex Group, LLC | Boston | $3.09 billion | 0 |
| Alta Wealth Advisors LLC | Woburn | $664.6 million | 0 |
| Alternative Fund Advisors, LLC | Boston | $245.6 million | 0 |
| American Investment Services Inc | Great Barrington | $1.07 billion | 0 |
| Ampersand Capital Partners | Boston | $3.09 billion | 0 |
| Amundi US | Boston | $1.13 billion | 4 |
| Anchor Capital Advisors LLC | Boston | $2.37 billion | 1 |
| Apex Investment Group | Hudson | $211.1 million | 0 |
| Appleton Partners, Inc. | Boston | $12.55 billion | 0 |
| Applied Fundamental Research, LLC | Cambridge | $142.9 million | 0 |
| Arborstone Financial, LLC | Andover | $476.0 million | 0 |
| Arcadia Funds | Burlington | $192.8 million | 0 |
| Arclight Capital Partners, LLC | Boston | $13.54 billion | 0 |
| Arctaris Impact Investors | Wellesley | $347.3 million | 0 |
| Argonautica Private Wealth Management, Inc | Wellesley | $532.9 million | 0 |
| Aristotle Capital Boston, LLC | Boston | $1.83 billion | 0 |
| Arjuna Capital, LLC | Manchester | $642.4 million | 0 |
| Armstrong Advisory Group Inc. | Needham | $1.67 billion | 0 |
| Arrowstreet Capital, Limited Partnership | Boston | $351.32 billion | 2 |
| Artemis Capital Partners | Boston | $441.5 million | 0 |
| Ascensus Investment Advisors, LLC | Needham | $12.97 billion | 0 |
| Ashwood Advisors | Medfield | $126.9 million | 0 |
| Assabet Advisors, LLC | Holden | $171.4 million | 0 |
| Asset Strategy Advisors, LLC | Wayland | $649.3 million | 0 |
| Assetgrade, LLC | Boston | $337.7 million | 0 |
| Astira Capital Partners LP | Boston | $777.3 million | 0 |
| Atreides Management, LP | Boston | $8.94 billion | 0 |
| Atwater Wealth Management, Inc. | Boston | $248.2 million | 0 |
| Audax Private Equity | Boston | $20.12 billion | 0 |
| Auour Investments LLC | Woburn | $378.0 million | 0 |
| Aureus Asset Management, LLC | Boston | $8.40 billion | 0 |
| Bain Capital Asset Management, LP | Boston | $16.29 billion | 0 |
| Bain Capital Credit, LP | Boston | $76.30 billion | 3 |
| Bain Capital Insurance Solutions, LP | Boston | $5.39 billion | 0 |
| Bain Capital Partnership Strategies, LP | Boston | $1.65 billion | 0 |
| Bain Capital Private Equity, LP | Boston | $96.43 billion | 0 |
| Bain Capital Public Equity, LP | Boston | $242.2 million | 0 |
| Bain Capital Real Estate, LP | Boston | $10.00 billion | 0 |
| Bain Capital Ventures, LP | Boston | $9.84 billion | 0 |
| Balanced Rock Investment Advisors | Roslindale | $193.2 million | 0 |
| Baldwin Wealth Partners, LLC | Marion | $2.33 billion | 0 |
| Ballentine Partners | Waltham | $15.32 billion | 0 |
| Ballyrock Investment Advisors LLC | Boston | $10.99 billion | 2 |
| Barca Capital, LLC | West Newton | $439.0 million | 0 |
| Barry Investment Advisors, LLC | New Bedford | $846.8 million | 0 |
| Bartholomew & Company Wealth Management, LLC | Worcester | $0 | 0 |
| Battery Global Advisors, LLC | Boston | $8.37 billion | 0 |
| Battery Management Corp. | Boston | $15.61 billion | 0 |
| Bay Colony Advisors | Concord | $1.43 billion | 0 |
| Bayhawk Capital LP | Boston | $730.8 million | 0 |
| Baypine Holdings LP | Boston | $5.10 billion | 0 |
| Bcpc Advisors, LP | Boston | $1.74 billion | 3 |
| Bcsf Advisors, LP | Boston | $3.65 billion | 3 |
| Beacon Capital Partners, LLC | Boston | $1.30 billion | 0 |
| Beacon Financial Planning, Inc | Hyannis | $397.1 million | 0 |
| Beaton Management Co Inc | Haverhill | $445.7 million | 0 |
| Beaumont Financial Partners | Needham | $3.76 billion | 0 |
| Beck Bode LLC | Dedham | $666.4 million | 0 |
| Berkshire Money Management, Inc. | Dalton | $1.23 billion | 0 |
| Berkshire Partners LLC | Boston | $29.00 billion | 0 |
| Berkshire Property Advisors, LLC | Boston | $19.24 billion | 0 |
| Betro Mileszko & Company | Foxboro | $144.8 million | 0 |
| Beyond Your Hammock LLC | Boston | $115.4 million | 0 |
| Birch Hill Investment Advisors LLC | Boston | $2.95 billion | 0 |
| Blackstone Life Sciences Advisors L.L.C. | Cambridge | $13.19 billion | 0 |
| Blue Moon Capital Management LLC | Boston | $159.5 million | 0 |
| Bluebird Wealth Management LLC | Medfield | $154.0 million | 0 |
| Bluedoor Private Wealth, LLC | Beverly | $337.3 million | 0 |
| Bny Mellon ETF Investment Adviser, LLC | Boston | $11.10 billion | 4 |
| Bolton Global Asset Management | Bolton | $8.28 billion | 12 |
| Borabond, LLC | Framingham | $83,085 | 0 |
| Boston Common Asset Management, LLC | Boston | $4.17 billion | 0 |
| Boston Family Advisors LLC | Boston | $329.7 million | 0 |
| Boston Family Office LLC | Boston | $2.02 billion | 2 |
| Boston Management and Research | Boston | $154.73 billion | 3 |
| Boston Partners | Boston | $116.17 billion | 0 |
| Boston Portfolio Advisers | Boston | $121.5 million | 0 |
| Boston Research and Management, Inc. | Manchester | $676.2 million | 0 |
| Boston Standard Wealth Management, LLC | Winchester | $647.6 million | 0 |
| Boston Trust Walden Inc. | Boston | $4.58 billion | 0 |
| Bostonpremier Wealth | Hingham | $525.2 million | 0 |
| Boyd Financial Strategies, Inc. | Auburn | $139.6 million | 0 |
| Bracebridge Capital, LLC | Boston | $100.35 billion | 0 |
| Breakwater Financial, LLC | Needham | $127.9 million | 0 |
| Breckinridge Capital Advisors Inc | Boston | $54.28 billion | 0 |
| Bright Rock Capital Management LLC | Hanover | $536.0 million | 0 |
| Bristol Wealth Group | Taunton | $985.6 million | 0 |
| Broadwater Capital Management LLC | Boston | $161.0 million | 0 |
| Brooke Private Equity Associates Management LLC | Boston | $1.94 billion | 0 |
| Brooknoll Advisors LLC | Boston | $1.19 billion | 0 |
| Brookwood Advisors, LLC | Beverly | $964.5 million | 0 |
| Bts Asset Management, Inc. | Lincoln | $144.8 million | 5 |
| Butterworth Financial LLC | Danvers | $103.3 million | 0 |
| Bv Investment Partners, L.P. | Boston | $7.94 billion | 0 |
| Byrne Financial Freedom, LLC | Franklin | $546.4 million | 0 |
| Cabot Properties L.P. | Boston | $9.11 billion | 0 |
| Cabot Wealth Management | Beverly | $1.22 billion | 0 |
| Cadence Wealth Management LLC | Westborough | $448.0 million | 0 |
| Callodine Bdc Advisor, LLC | Boston | $0 | 0 |
| Callodine Capital Management | Boston | $2.03 billion | 0 |
| Callodine Credit Management | Boston | $603.0 million | 2 |
| Cambridge Associates Limited, LLC | Boston | $8.20 billion | 0 |
| Cambridge Associates, LLC | Boston | $326.70 billion | 0 |
| Cambridge Cape Cod Advisors, LLC | Sandwich | $194.8 million | 0 |
| Canby Financial Advisors | Framingham | $729.4 million | 0 |
| Canopy Capital Group | Woburn | $1.32 billion | 0 |
| Cape Ann Capital, Inc. | Concord | $193.0 million | 0 |
| Capital Advisors Group, Inc | Boston | $23.03 billion | 0 |
| Capital Impact Advisors | Boston | $1.49 billion | 0 |
| Capshift Advisors | West Newton | $628.0 million | 0 |
| Carl P. Sherr & Co., LLC | Worcester | $505.4 million | 0 |
| Carr Financial Group | Worcester | $744.2 million | 0 |
| Castanea Partners Inc. | Newton | $239.0 million | 0 |
| Castle Rock Advisors LLC | Boston | $3.86 billion | 0 |
| Catalyst Financial Partners | Boston | $1.72 billion | 0 |
| Catholic Investment Services, Inc. | Boston | $1.52 billion | 0 |
| Centerpoint Advisors, LLC | Needham | $731.9 million | 0 |
| Century Equity Partners LLC | Boston | $378.3 million | 0 |
| Charles River Wealth Management, LLC | Burlington | $110.3 million | 0 |
| Charlesbank Capital Partners, LLC | Boston | $21.06 billion | 0 |
| Charlesbridge Advisors | Dedham | $0 | 0 |
| Choate Investment Advisors | Boston | $10.05 billion | 0 |
| Clarendon Private LLC | Boston | $352.1 million | 0 |
| Clarity Retirement & Wealth, LLC | New Bedford | $139.5 million | 0 |
| Claro Advisors Inc. | Boston | $1.41 billion | 0 |
| Clarus Ventures, LLC | Cambridge | $805.6 million | 0 |
| Clear Brook Advisors, Inc. | Boston | $817.8 million | 0 |
| Clearhaven Partners LP | Boston | $1.04 billion | 0 |
| Clearview Family Wealth, LLC | Peabody | $0 | 0 |
| Clough Capital Partners, LP | Boston | $1.51 billion | 0 |
| Cohere Capital | Boston | $440.6 million | 0 |
| Colman Knight Advisory Group, LLC | Acton | $187.7 million | 0 |
| Colrain Capital LLC | Boston | $222.2 million | 1 |
| Columbia Cent Clo Advisers, LLC | Boston | $3.00 billion | 1 |
| Columbia Management Investment Advisers, LLC | Boston | $502.40 billion | 0 |
| Commons Capital, LLC | Needham | $307.4 million | 0 |
| Commonwealth Financial Network | Waltham | $212.66 billion | 8 |
| Compass Capital Corporation | Braintree | $663.6 million | 0 |
| Concordia Wealth Management, LLC | Concord | $197.1 million | 0 |
| Condon Wealth Management, Inc. | Plymouth | $122.1 million | 0 |
| Congress Asset Management Company, LLP | Boston | $14.20 billion | 0 |
| Constant Guidance Financial, LLC | North Attleboro | $198.0 million | 0 |
| Constitution Capital Equity Partners LP | Andover | $5.27 billion | 0 |
| Constitution Capital Horizon Advisor, LP | Andover | $0 | 0 |
| Constitution Capital Pm, L. P. | Andover | $910.8 million | 0 |
| Contravisory Investment Management, Inc. | Norwell | $701.7 million | 0 |
| Cormorant Asset Management, LP | Boston | $3.84 billion | 0 |
| Cornerstone Financial Management LLC | Burlington | $167.0 million | 0 |
| Cottage Street Advisors | Marion | $333.8 million | 0 |
| Covalent Partners LLC | Concord | $117.3 million | 0 |
| Cove Hill Partners, L.P. | Boston | $5.36 billion | 0 |
| Cox Capital Management LLC | Andover | $361.0 million | 0 |
| Crawford Fund Management, LLC | Boston | $356.1 million | 0 |
| Crestwood Advisors | Boston | $8.02 billion | 0 |
| Cutler Capital Management | Worcester | $430.8 million | 0 |
| Cutter Financial Group LLC | Falmouth | $216.9 million | 1 |
| Cw Advisors, LLC | Boston | $15.22 billion | 4 |
| D/b/a the Davis Companies Or Davis | Boston | $2.05 billion | 0 |
| Dardanelles Capital LP | Boston | $114.2 million | 0 |
| Darrow Wealth Management | Needham | $392.4 million | 0 |
| Datalign | Cambridge | $0 | 0 |
| Delphinus Financial Advisors, LLC | Mansfield | $157.1 million | 0 |
| Denali Growth Partners | Boston | $830.6 million | 0 |
| Denham Capital Management LP | Boston | $5.26 billion | 0 |
| Diametric Capital, LP | Boston | $1.41 billion | 0 |
| Disciplined Alpha LLC | Boston | $36.9 million | 0 |
| Diversified Financial Management | Norwell | $338.8 million | 0 |
| Dividex Management LLC | Westwood | $0 | 0 |
| Donoghue Forlines LLC | Boston | $370.5 million | 0 |
| Dsf Advisors, LLC | Boston | $1.07 billion | 0 |
| Eagleclaw Capital Management LLC | Boston | $803.3 million | 0 |
| East Bridge Capital Management LP | Boston | $442.3 million | 0 |
| East Coast Asset Management, LLC | Essex | $1.01 billion | 0 |
| Easterly Investment Partners LLC | Beverly | $2.83 billion | 1 |
| Eastward Capital Partners, LLC | West Newton | $96.0 million | 0 |
| Eaton Vance Management | Boston | $97.02 billion | 3 |
| Eggz | Charlemont | $0 | 0 |
| Elephant | Boston | $3.56 billion | 0 |
| Emblem Group, L.P. | Boston | $419.4 million | 0 |
| Emery Partners LLC | Boston | $78.4 million | 0 |
| Empirical Asset Management, LLC | Wellesley | $560.0 million | 0 |
| Entrepreneurshares LLC | Boston | $50.4 million | 0 |
| Epg Incorporated | Framingham | $3.20 billion | 0 |
| Epilog Partners, LP. | Boston | $181.6 million | 0 |
| Equality Asset Management | Boston | $1.03 billion | 0 |
| Equity Resource Investments, LLC | Cambridge | $1.34 billion | 0 |
| Eshel Bot | Burlington | $0 | 0 |
| Essex Investment Management Company, LLC | Boston | $712.7 million | 0 |
| Essex Private Wealth Management LLC | Topsfield | $330.5 million | 0 |
| Eterna Growth Partners | Boston | $3.55 billion | 0 |
| Ethos Capital LP | Boston | $6.31 billion | 0 |
| Etre LLC | Cambridge | $216.8 million | 0 |
| Eventide Asset Management, LLC | Boston | $7.38 billion | 0 |
| Evolution Credit Partners Management, LLC | Boston | $4.12 billion | 0 |
| Excalibur Management Corp | Waltham | $712.1 million | 0 |
| Exchange Place Advisors, LLC | Sudbury | $379.7 million | 0 |
| F L Putnam Investment Management Co. | Lynnfield | $9.72 billion | 4 |
| Factor Investing Group | Westborough | $348.8 million | 0 |
| Fairfield Financial Advisors | Wellesley | $333.2 million | 0 |
| Falcon Investment Advisors, LLC | Boston | $3.27 billion | 0 |
| Family Fiduciary Services, Inc. | Beverly | $254.2 million | 0 |
| Family Partners Capital, LLC | Hamilton | $92.3 million | 0 |
| Fayerweather Management, LLC | Cambridge | $289.6 million | 0 |
| Felis Advantage, LP | Boston | $150.0 million | 0 |
| Fidelity Diversifying Solutions LLC | Boston | $18.88 billion | 2 |
| Fidelity Institutional Wealth Adviser LLC | Boston | $9.38 billion | 2 |
| Fidelity Management & Research Company LLC | Boston | $5.69 trillion | 2 |
| Fiduciary Trust International, LLC | Lincoln | $7.67 billion | 0 |
| Fiduciary Wealth Partners, LLC | Newton Lower Falls | $1.54 billion | 0 |
| Financial Solutions Associates | Dedham | $152.9 million | 0 |
| Financial Solutions Associates | Dedham | $171.9 million | 0 |
| Finarc Investments, Inc. | Norwood | $187.6 million | 0 |
| Finepoint Capital LP | Boston | $5.01 billion | 0 |
| Finer Wealth Management, Inc. | Salem | $305.8 million | 0 |
| Finivi Inc. | Westborough | $308.4 million | 0 |
| First Eagle Alternative Credit, LLC | Boston | $12.56 billion | 0 |
| Five Corners Financial Services | Easton | $292.0 million | 0 |
| Flagship Harbor Advisors, LLC | Boston | $3.42 billion | 2 |
| Flagship Private Wealth | Woburn | $447.2 million | 0 |
| Flagship Wealth Advisors, LLC. | Wakefield | $748.6 million | 0 |
| Florek Financial, LLC | Duxbury | $511.0 million | 0 |
| Flying Point Financial, Inc. | North Andover | $206.7 million | 0 |
| Fma Wealth Management, LLC | Duxbury | $174.0 million | 0 |
| Folium Capital LP | Burlington | $960.3 million | 0 |
| Forness Financial LLC | Needham | $202.8 million | 0 |
| Fort Point Capital | Boston | $522.6 million | 0 |
| Foster Dykema Cabot & Partners, LLC | Waltham | $2.22 billion | 0 |
| Fox Hill Wealth Management | Dedham | $290.2 million | 0 |
| Frontier Capital Management Co LLC | Boston | $9.60 billion | 0 |
| Fulham & Co | Wellesley | $200.2 million | 0 |
| Game Creek Capital, LP | Boston | $329.0 million | 0 |
| Garrett Nagle & Co., Inc. | Woburn | $98.4 million | 0 |
| Gc Wealth Management Ria, LLC | Cambridge | $5.83 billion | 0 |
| General Catalyst | Cambridge | $45.50 billion | 0 |
| Genesis Wealth Advisors, LLC | Braintree | $200.1 million | 0 |
| Geode Capital Management, LLC | Boston | $1.74 trillion | 0 |
| Ghisallo Capital Management LLC | Boston | $4.89 billion | 0 |
| Global Delta Capital, LLC | Somerville | $224.9 million | 0 |
| Glouston Capital Partners, LLC | Boston | $1.90 billion | 0 |
| Good Harbor Advisors, Inc. | Gloucester | $333.7 million | 0 |
| Goodman Advisory Group, LLC | Needham | $415.5 million | 0 |
| Gosselin Consulting Group LLC | Braintree | $0 | 0 |
| Granahan Investment Management LLC | Waltham | $2.36 billion | 0 |
| Grantham Mayo Van Otterloo & Co LLC | Boston | $80.97 billion | 3 |
| Gray Private Wealth, LLC | Canton | $540.7 million | 0 |
| Great Hill Partners | Boston | $18.99 billion | 0 |
| Great Oak Capital Partners, LLC | South Easton | $477.9 million | 0 |
| Great Point Wealth Advisors, LLC | Boston | $725.8 million | 0 |
| Green Century Capital Management Inc | Boston | $1.26 billion | 0 |
| Greenport Capital Advisors | Marlborough | $119.2 million | 0 |
| Grimes & Company | Westborough | $6.30 billion | 0 |
| Grovestreet | Newton | $7.14 billion | 0 |
| Guidepost Growth Equity Management Company, L.P. | Boston | $1.72 billion | 0 |
| Gw&k Investment Management, LLC | Boston | $52.78 billion | 0 |
| Harbor Island Capital LLC | Topsfield | $277.6 million | 0 |
| Harbourvest Partners, LLC | Boston | $191.18 billion | 0 |
| Harbourvest Registered Advisers | Boston | $538.7 million | 0 |
| Harbourvest Registered Advisers Ii | Boston | $0 | 0 |
| Harvest Capital Partners LLC | Boston | $0 | 0 |
| Hastings Equity Partners, LLC | Boston | $498.5 million | 0 |
| Heritage Holding | Boston | $277.7 million | 0 |
| Heritage Wealth Management | Woburn | $153.2 million | 2 |
| High Pines Wealth Management LLC | Duxbury | $184.0 million | 0 |
| Highvista Private Capital Management LLC | Boston | $6.48 billion | 0 |
| Highvista Strategies LLC | Boston | $9.10 billion | 0 |
| Hill City Capital LP | Boston | $4.86 billion | 0 |
| Hirst Financial Independence Planning, Inc. | Fall River | $0 | 0 |
| Hite Hedge Asset Management LLC | Braintree | $2.18 billion | 4 |
| Hlm Management Co., LLC | Waltham | $411.4 million | 0 |
| Hoopoe Advisors | Boston | $610.0 million | 0 |
| Howland Capital Management LLC | Boston | $3.74 billion | 0 |
| Ibs Capital LLC | Medfield | $123.0 million | 0 |
| Icapital, LLC | Boston | $1.45 billion | 0 |
| Ifr, Municipal Market Data | Boston | $0 | 0 |
| Impresa Management LLC | Boston | $13.04 billion | 0 |
| Income Research + Management | Boston | $130.65 billion | 0 |
| Innovative Advisory Group | Lexington | $194.0 million | 0 |
| Integrated Wealth Concepts LLC | Waltham | $23.58 billion | 0 |
| Integrity Financial Advisors, LLC | Woburn | $134.9 million | 2 |
| Intercontinental Real Estate Corporation | Boston | $12.18 billion | 0 |
| Invenomic Capital Management LP | Boston | $3.39 billion | 0 |
| Investment Management Trust, LLC | Fitchburg | $123.5 million | 0 |
| Ipswich Investment Management Company, Inc | Beverly | $730.2 million | 0 |
| Ironwood Investment Management, LLC | Boston | $278.2 million | 0 |
| J.M. Forbes & Co. LLP | Boston | $1.67 billion | 0 |
| J.P. Marvel Wealth Management, Inc. | Boston | $820.7 million | 0 |
| J.R. Prunier Capital Management LLC | Holden | $407.0 million | 0 |
| Jmc Management, LLC | Boston | $211.9 million | 0 |
| Johcm (USA) Inc | Boston | $9.01 billion | 0 |
| John Hancock Investment Management LLC | Boston | $212.05 billion | 3 |
| John Hancock Personal Financial Services, LLC | Boston | $2.20 billion | 3 |
| John Hancock Variable Trust Advisers LLC | Boston | $68.59 billion | 3 |
| Julex Capital Management | Natick | $246.7 million | 0 |
| Kaleidoscope Capital | Boston | $706.2 million | 0 |
| Kaname Capital, L.P. | Boston | $319.7 million | 0 |
| Kastel Capital Advisors, LLC | Wellesley | $193.3 million | 0 |
| Keenan Financial | Boston | $202.5 million | 2 |
| Kelly Financial Services LLC | Braintree | $623.6 million | 0 |
| Kraematon Investment Advisors, Inc. | Braintree | $201.5 million | 0 |
| Landon Capital Partners, LLC | Boston | $144.8 million | 0 |
| Leeward Investments | Boston | $2.87 billion | 0 |
| Lenk Ladner Investment Solutions LLC | Osterville | $337.3 million | 0 |
| Levatus LLC | Boston | $173.9 million | 0 |
| Liberty Forge LLC | Boston | $250.8 million | 0 |
| Lincoln Peak Capital Management, LLC | Boston | $706.5 million | 0 |
| Little Harbor Advisors, LLC | Marblehead | $242.6 million | 0 |
| Little House Capital, LLC | Braintree | $675.2 million | 0 |
| Livelife Capital Partners LLC | Southborough | $372.1 million | 0 |
| Lmcg Investments, LLC | Boston | $6.83 billion | 0 |
| Long Wharf Capital LLC | Boston | $919.1 million | 0 |
| Longfellow Investment Management Co. LLC | Boston | $23.44 billion | 0 |
| Longpoint Partners LP | Boston | $5.71 billion | 2 |
| Loomis, Sayles & Company, L.P. | Boston | $386.88 billion | 3 |
| Loon Lake Capital Management LP | Boston | $336.0 million | 0 |
| Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | Boston | $12.84 billion | 0 |
| Ltg Capital LLC | Framingham | $142.2 million | 1 |
| Lumint Corporation | Boston | $3.67 billion | 0 |
| M3 Advisory Group, LLC | Needham Heights | $342.0 million | 0 |
| Mackenzie Investments | Boston | $18.07 billion | 2 |
| Mad River Investors | Boston | $403.5 million | 0 |
| Main Capital Partners North America LLC | Boston | $471.6 million | 0 |
| Man Advisers LLC | Boston | $0 | 2 |
| Manulife Investment Management (US) LLC | Boston | $228.04 billion | 6 |
| Manulife Investment Management Private Markets (US) LLC | Boston | $48.31 billion | 5 |
| Manulife Investment Management Timberland and Agriculture Inc | Boston | $6.74 billion | 3 |
| Map Funds Management, LLC | Marblehead | $25.8 million | 0 |
| Marathon Financial Group | Boston | $307.8 million | 0 |
| Marble Harbor Investment Counsel, LLC | Boston | $1.32 billion | 0 |
| Marcus Partners, LLC | Boston | $2.68 billion | 0 |
| Martha's Vineyard Investment Advisors, LLC | West Tisbury | $342.9 million | 0 |
| Martingale Asset Management | Boston | $4.18 billion | 0 |
| Mason Capital Partners | Boston | $210.6 million | 0 |
| Massachusetts Wealth Management, LLC | North Andover | $301.5 million | 0 |
| May Hill Capital, LLC | Cohasset | $548.6 million | 0 |
| Mayflower Advisors | Boston | $5.82 billion | 0 |
| Mccarter Private Wealth Services LLC | Boston | $427.7 million | 0 |
| Mcintyre, Freedman & Flynn Investment Advisers, Inc. | Orleans | $172.0 million | 0 |
| Mcnamara Financial Services, Inc. | Marshfield | $797.9 million | 0 |
| Mdt Advisers, a Division of Federated Mdta LLC | Boston | $25.95 billion | 0 |
| Meketa Investment Group Inc | Westwood | $9.99 billion | 0 |
| Mercer Investments LLC | Boston | $226.04 billion | 1 |
| Merganser Capital Management, LLC | Boston | $17.66 billion | 0 |
| Meridian Financial Advisors, LLC | Holliston | $283.9 million | 2 |
| Mfn Partners Management, LP | Boston | $12.42 billion | 0 |
| Mfs Institutional Advisors Inc. | Boston | $113.59 billion | 4 |
| Mfs Investment Management | Boston | $514.05 billion | 4 |
| Mg Financial LLC | Braintree | $1.13 billion | 0 |
| Middleton & Company Inc. | Boston | $1.23 billion | 0 |
| Millstreet Capital Management LLC | Boston | $5.82 billion | 0 |
| Minot Deblois Advisors LLC | Boston | $2.04 billion | 2 |
| Miri Capital Management LLC | Boston | $929.7 million | 1 |
| Mirova US | Boston | $13.62 billion | 3 |
| Mml Investment Advisers, LLC | Springfield | $24.55 billion | 2 |
| Mml Investors Services, LLC | Springfield | $115.64 billion | 7 |
| Monashee Investment Management, LLC | Boston | $1.86 billion | 0 |
| Montis Financial, LLC | Waltham | $1.26 billion | 0 |
| Monument Group Wealth Advisors, LLC | Concord | $678.9 million | 0 |
| Moody Aldrich Partners, LLC | Marblehead | $864.3 million | 0 |
| Moody, Lynn, Lieberson & Walker, LLC | Boston | $2.41 billion | 0 |
| Moore Financial Advisors, Ltd. | Belmont | $127.2 million | 0 |
| Moors & Cabot, Inc | Boston | $3.44 billion | 6 |
| Mpm Bioimpact | Boston | $3.56 billion | 0 |
| Msa Financial | Braintree | $1.41 billion | 0 |
| Mwa Asset Management | Danvers | $305.5 million | 0 |
| Napier Financial | Braintree | $587.9 million | 0 |
| Natixis Advisors, LLC | Boston | $108.65 billion | 3 |
| Needham Advisory Corporation | North Andover | $102.4 million | 0 |
| Nefpg | Burlington | $246.1 million | 0 |
| Nepc, LLC | Boston | $152.72 billion | 7 |
| New England Private Wealth Advisors, LLC | Wellesley | $5.09 billion | 0 |
| New England Retirement Consultants, LLC | Boston | $2.11 billion | 0 |
| New England Schooner, Inc. | Peabody | $165.2 million | 0 |
| New Frontier Advisors, LLC | Boston | $3.99 billion | 0 |
| New Harbor Financial Group, LLC | Worcester | $820.9 million | 1 |
| New Heritage Capital, LLC | Boston | $830.0 million | 0 |
| New World Advisors LLC | Hingham | $884.9 million | 0 |
| Newton Investment Management North America | Boston | $59.16 billion | 4 |
| Nextech Ventures (US) LLC | Boston | $1.74 billion | 0 |
| Nichols & Pratt Advisers LLP | Boston | $2.43 billion | 0 |
| Nobscot Investment Management LLC | Wellesley | $164.2 million | 0 |
| Nonantum Capital Partners | Boston | $1.78 billion | 0 |
| North Run Capital, LP | Boston | $334.5 million | 0 |
| Northeast Investment Management Inc | Boston | $3.27 billion | 1 |
| Northstar Asset Management, Inc | Boston | $805.9 million | 0 |
| Novo Holdings US Investment Advisor, Inc. | Boston | $338.6 million | 0 |
| Numeric Investors LLC | Boston | $94.40 billion | 2 |
| Nutter Investment Advisors | Boston | $2.96 billion | 0 |
| O'rourke & Company, Incorporated | Boston | $555.1 million | 0 |
| O.F.O. Partners, LLC | Hingham | $110.0 million | 0 |
| Old Ironsides Energy, LLC | Waltham | $1.21 billion | 4 |
| Omega Fund Management, LLC | Boston | $1.71 billion | 0 |
| Opaleye Management Inc. | Boston | $802.8 million | 1 |
| Openview Advisors, LLC | Boston | $839.0 million | 0 |
| Orvieto Partners, L.P. | Boston | $188.6 million | 0 |
| Osbon Capital Management, LLC | Boston | $205.3 million | 0 |
| Ot Management, LLC | Boston | $232.4 million | 0 |
| Ouellette Wealth Advisory LLC | Lexington | $274.4 million | 0 |
| P/e Global LLC | Boston | $1.71 billion | 0 |
| Pacific Lake Partners, L.L.C. | Boston | $2.18 billion | 0 |
| Palladin Consumer Retail Partners, LLC | Boston | $457.3 million | 0 |
| Pallas Capital Advisors, LLC | Braintree | $4.31 billion | 0 |
| Panagora Asset Management Inc | Boston | $44.13 billion | 1 |
| Par Capital Management, Inc. | Boston | $1.47 billion | 0 |
| Park State Asset Management LLC | Beverly | $192.4 million | 0 |
| Partners Capital Investment Group, LLP | Boston | $50.51 billion | 0 |
| Pathlight Capital | Boston | $3.52 billion | 0 |
| Peak Financial Management Inc | Wellesley | $534.4 million | 0 |
| Pear Tree Advisors, Inc. | Lincoln | $3.09 billion | 1 |
| Pearson Financial Services | Dennis | $885.0 million | 0 |
| Peddock Capital Advisors, LLC | Braintree | $836.2 million | 0 |
| Penobscot Investment Management Company, Inc. | Boston | $1.64 billion | 0 |
| Pension & Wealth Management Advisors | Waltham | $529.8 million | 0 |
| Perennial Advisors Group, LLC | Westford | $397.4 million | 0 |
| Pinnacle Pension Consultants LLC | Needham | $2.17 billion | 0 |
| Pinney & Scofield, Inc. | Cambridge | $858.7 million | 0 |
| Polaris Capital Management, LLC | Boston | $5.45 billion | 0 |
| Polaris Growth Management, LLC | Boston | $4.22 billion | 0 |
| Polaris Investment Advisors, LLC | Framingham | $217.1 million | 0 |
| Polen Capital Clo Management, LLC | Waltham | $808.4 million | 0 |
| Polen Capital Credit, LLC | Waltham | $6.13 billion | 0 |
| Portolan Capital Management, LLC | Boston | $2.02 billion | 0 |
| Proctor Financial | Sherborn | $382.3 million | 0 |
| Proficient Wealth Counselors, LLC | Norwood | $146.9 million | 0 |
| Proficio Capital Partners LLC | Newton | $5.27 billion | 0 |
| Promethos Capital, LLC | Boston | $1.27 billion | 0 |
| Prospect Hill Growth Partners, L.P. | Waltham | $310.6 million | 0 |
| Prosperitea Planning | Greenfield | $176.9 million | 0 |
| Psg Equity L.L.C. | Boston | $30.18 billion | 0 |
| Purefi Wealth, LLC | Boston | $326.4 million | 2 |
| Putnam Investment Management, LLC | Boston | $117.24 billion | 4 |
| Qtron Investments LLC | Boston | $1.23 billion | 0 |
| Quabbin Advisors | Amherst | $109.8 million | 0 |
| Ra Capital Management, LP | Boston | $16.40 billion | 3 |
| Radius Wealth Management, Inc. | Boston | $158.7 million | 0 |
| Range Rock Capital | Wellesley | $548.3 million | 0 |
| Redwood Investments, LLC | Boston | $710.1 million | 0 |
| Renaissance Investment Group, LLC | Lenox | $726.1 million | 0 |
| Renaissance Wealth Advisors, LLC | Newton | $109.9 million | 0 |
| Retirement Resources Investment Corporation | Andover | $2.44 billion | 0 |
| Reynders, Mcveigh Capital Management, LLC | Boston | $4.23 billion | 0 |
| Rf&l Wealth Management, LLC | Acton | $381.1 million | 0 |
| Rheeco, Inc. | Natick | $119.2 million | 0 |
| Rhumbline Advisers | Boston | $136.48 billion | 0 |
| Richardson Financial Services | Medway | $256.1 million | 0 |
| Righthand Capital, LLC | West Newton | $182.3 million | 0 |
| Rise North Capital Investment Advisors | Braintree | $50.6 million | 0 |
| Risk Paradigm Group, LLC | Burlington | $115.6 million | 3 |
| Riverside Partners, LLC | Boston | $923.7 million | 0 |
| Riverview Capital Advisers LLC | Boston | $624.1 million | 0 |
| Rockingstone Advisors | Great Barrington | $280.1 million | 0 |
| Rockpoint | Boston | $13.04 billion | 0 |
| Rocky Hill Advisors Inc. | Peabody | $102.4 million | 0 |
| Rose Grove Capital Management, LLC | Wellesley | $1.94 billion | 0 |
| Rose Park Advisors, LLC | Boston | $629.9 million | 4 |
| Rothwell Investment Advisors | Salem | $187.7 million | 0 |
| Rpg Family Wealth Advisory, LLC | Burlington | $700.7 million | 3 |
| Rwa Wealth Partners | Boston | $19.80 billion | 0 |
| S & Co., Inc. | Boston | $2.46 billion | 0 |
| Sachetta, LLC | Lynnfield | $1.00 billion | 0 |
| Safford Nicholas H & Co Inc | Rockport | $1.80 billion | 0 |
| Sandia Investment Management LP | Boston | $625.4 million | 0 |
| Sandy Cove Advisors, LLC | Hingham | $684.9 million | 0 |
| Santander Securities | Boston | $3.14 billion | 11 |
| Savior Wealth | Wellesley | $140.2 million | 0 |
| Savvi Financial LLC | Waltham | $44.7 million | 0 |
| Sawyer & Co Inc | Boston | $320.1 million | 1 |
| Schwerin Boyle Capital Management, Inc | Springfield | $1.21 billion | 0 |
| Scs Capital Management LLC | Boston | $48.65 billion | 0 |
| Seamans Capital Management, LLC | Waltham | $170.7 million | 0 |
| Seaport Global Advisors, LLC | Boston | $46.3 million | 0 |
| Sechrest Financial Services | Acton | $199.2 million | 0 |
| Sentinel Pension Advisors, LLC. | Wakefield | $11.94 billion | 0 |
| Sequentis Capital LLC | Boston | $101.5 million | 0 |
| Sf Advisers, LLC | Boston | $172.5 million | 0 |
| Shawspring Partners, LLC | Boston | $438.7 million | 0 |
| Shellback Capital, LP | Boston | $1.63 billion | 0 |
| Shepherd Financial Partners, LLC | Winchester | $1.38 billion | 0 |
| Shepherd Kaplan Krochuk, LLC | Boston | $10.88 billion | 1 |
| Shepherd Kaplan LLC | Boston | $10.16 billion | 0 |
| Shp Wealth Management, LLC | Plymouth | $1.92 billion | 1 |
| Signal Ridge Capital Partners, LLC | Framingham | $113.6 million | 0 |
| Siharum Advisors, LLC | Boston | $687.5 million | 0 |
| Silverarc Capital Management, LLC | Boston | $1.61 billion | 0 |
| Silversmith Capital Partners | Boston | $7.16 billion | 0 |
| Single Point Partners | Boston | $641.3 million | 0 |
| Sippican Capital Advisors | Boston | $175.0 million | 0 |
| Sirios Capital Management, L.P. | Boston | $937.5 million | 0 |
| Slc Management | Wellesley Hills | $76.41 billion | 0 |
| Smartleaf Asset Management LLC | Boston | $6.85 billion | 0 |
| Solamere Capital, LLC | Boston | $5.74 billion | 0 |
| Solel Partners LP | Boston | $1.24 billion | 0 |
| Solum Partners | Boston | $1.75 billion | 0 |
| South Shore Capital Advisors, LLC | Boston | $272.8 million | 0 |
| South Shore Investment Services LLC | Norwell | $117.9 million | 0 |
| Spectrum Equity | Boston | $7.32 billion | 0 |
| Spring Lake Equity Gp LLC | Burlington | $179.2 million | 0 |
| Spring Lake Equity Management LLC | Burlington | $0 | 0 |
| Spring Lane Capital | Boston | $424.7 million | 0 |
| Square Circle Ia LP | Boston | $448.9 million | 0 |
| Srb Corporation | Boston | $4.82 billion | 0 |
| Ssga Funds Management, Inc. | Boston | $1.42 trillion | 2 |
| St. Germain Investment Management | Springfield | $3.79 billion | 1 |
| Stablepoint Partners, LLC | Braintree | $930.0 million | 0 |
| Stackwell | Boston | $2.3 million | 0 |
| Stage Harbor Financial | Westwood | $1.10 billion | 0 |
| Stance Capital LLC | Boston | $354.2 million | 0 |
| Stockbridge Investors | Boston | $5.41 billion | 0 |
| Stonehearth Capital Management | Danvers | $425.4 million | 0 |
| Strategic Advisers LLC | Boston | $1.37 trillion | 3 |
| Strategic Capital Allocation Group, L.L.C. | Boston | $2.84 billion | 0 |
| Strategic Planning Group, Inc. | Wellesley | $218.6 million | 6 |
| Stride Consumer | Boston | $740.3 million | 0 |
| Successful Money Strategies Inc | Fall River | $227.1 million | 0 |
| Summit Partners Credit Advisors, L.P. | Boston | $419.0 million | 0 |
| Summit Partners Public Asset Management, LLC | Boston | $4.62 billion | 0 |
| Summit Partners, L.P. | Boston | $42.01 billion | 0 |
| Sv Health Investors, LLC | Boston | $1.08 billion | 0 |
| Svb Wealth | Boston | $3.10 billion | 7 |
| Sverica Capital Management | Boston | $2.46 billion | 0 |
| Ta Associates | Boston | $55.07 billion | 0 |
| Ta Realty LLC | Boston | $1.48 billion | 0 |
| Tableaux Wealth | Great Barrington | $229.7 million | 0 |
| Tac Partners, Inc. | Boston | $983.4 million | 0 |
| Tax & Investment Advisors | Newburyport | $101.5 million | 0 |
| Te Advisors LLC | Quincy | $10,715 | 0 |
| Telemark Asset Management, LLC | Boston | $1.14 billion | 0 |
| Tensor Edge Capital, LLC | Boston | $584.8 million | 0 |
| Tfc Financial Management Inc | Boston | $1.78 billion | 0 |
| Tfj Management, LLC | Somerville | $198.4 million | 0 |
| The Baupost Group, L.L.C. | Boston | $24.68 billion | 2 |
| The Bollard Group LLC | Boston | $6.72 billion | 0 |
| The Clifford Group LLC | Wayland | $248.3 million | 0 |
| The de Burlo Group, Inc. | Boston | $1.13 billion | 0 |
| The Newcastle Network LP | Wellesley | $222.8 million | 0 |
| The Patriot Financial Group, LLC | Walpole | $2.64 billion | 0 |
| The Practical Planner | Groton | $145.3 million | 0 |
| The Putnam Advisory Company, LLC | Boston | $33.19 billion | 5 |
| The Sher Wealth Management Group | Needham | $145.6 million | 0 |
| The Watermill Group | Boston | $178.1 million | 0 |
| Thl Managers Vii, LLC | Boston | $21.48 billion | 0 |
| Thorntree Capital Partners LP | Boston | $955.3 million | 0 |
| Tiaa Kaspick, LLC | Boston | $8.74 billion | 2 |
| Tiger Iron Capital, LLC | Andover | $4.17 billion | 0 |
| Timber Creek Capital Management, LLC | Boston | $636.8 million | 0 |
| Timbuktu Capital Management, LLC | Boston | $98.6 million | 0 |
| Timmons Wealth Management | Attleboro | $179.2 million | 0 |
| Titanium Advisors, LLC | Franklin | $169.7 million | 0 |
| Tqm Wealth Partners | Marblehead | $123.7 million | 0 |
| Traub Capital Management | Needham | $210.8 million | 0 |
| Tremont Realty Capital LLC | Newton | $763.3 million | 0 |
| Trillium Asset Management | Boston | $4.31 billion | 0 |
| Tsw Wealth Management | Framingham | $279.3 million | 0 |
| Turas Capital Management | Boston | $613.5 million | 0 |
| Twelve Points Wealth Management | Concord | $2.24 billion | 0 |
| Twin Focus Capital Partners, LLC | Boston | $4.58 billion | 0 |
| Twin Gryphon Advisors LLC | Marshfield | $126.5 million | 0 |
| Twin Oak ETF Company | Wellesley | $1.06 billion | 0 |
| Tyler Street Capital | Plymouth | $491.5 million | 0 |
| U. S. Boston Capital Corporation | Lincoln | $359.8 million | 1 |
| Union Park Capital Management, L.P. | Boston | $928.5 million | 0 |
| USA Mutuals Advisors, Inc. | Concord | $73.7 million | 0 |
| Valence8 | Cambridge | $1.88 billion | 0 |
| Verdad Advisers, L.P. | Boston | $1.18 billion | 0 |
| Vestmark Advisory Solutions, Inc. | Wakefield | $49.85 billion | 0 |
| Vincent Wealth Advisors LLC | Norwell | $152.9 million | 0 |
| Wainwright Investment Counsel LLC | Boston | $5.52 billion | 0 |
| Washington Financial Group, Inc. | Osterville | $119.0 million | 0 |
| Washington Trust Advisors | Wellesley | $2.39 billion | 0 |
| Wave Equity Partners | Boston | $563.8 million | 3 |
| Wealth Effects | Boston | $472.0 million | 0 |
| Weatherbie Capital, LLC | Boston | $1.34 billion | 0 |
| Webster Equity Partners, L.P. | Waltham | $10.31 billion | 0 |
| Weiss Asset Management | Boston | $15.56 billion | 3 |
| Welch & Forbes LLC | Boston | $9.90 billion | 0 |
| Wellington Alternative Investments | Boston | $92.17 billion | 1 |
| Wellington Funds (US) LLC | Boston | $5.41 billion | 1 |
| Wellington Management Company LLP | Boston | $1.43 trillion | 1 |
| Wernau Asset Management | Gloucester | $202.6 million | 0 |
| West Branch Capital LLC | Amherst | $690.1 million | 0 |
| Westfield Capital Management Company, L.P. | Boston | $29.81 billion | 0 |
| Westview Capital Management LLC | Boston | $2.12 billion | 0 |
| Wgi Dm, LLC | Boston | $7.78 billion | 0 |
| Wh Cornerstone Investments Inc. | Duxbury | $200.0 million | 0 |
| Whale Rock Capital Management | Boston | $12.97 billion | 0 |
| Wilkins Investment Counsel, Inc | Boston | $1.12 billion | 0 |
| Willow Partner Advisors, LLC | Prides Crossing | $0 | 0 |
| Wincap Financial LLC | Boston | $223.1 million | 0 |
| Wincove | Boston | $488.8 million | 0 |
| Windrose Advisors LLC | Waltham | $2.67 billion | 1 |
| Wingate Wealth Advisors, Inc. | Lexington | $1.42 billion | 0 |
| Winthrop Square Capital, L.P. | Boston | $166.8 million | 0 |
| Winthrop Wealth | Boston | $3.10 billion | 0 |
| Wolfstich Capital, LLC | Medfield | $162.1 million | 0 |
| Woodside Wealth Management | Framingham | $266.6 million | 0 |
| Woodstock Corporation | Boston | $1.29 billion | 2 |
| Worldly Partners Management, LLC | Needham | $226.8 million | 0 |
| Wright Financial | Rockland | $0 | 0 |
| Xdus Fund Advisor | East Longmeadow | $414,767 | 0 |
| Yellow Wood Partners | Boston | $2.38 billion | 0 |
| Zevin Asset Management, LLC | Boston | $1.02 billion | 0 |