As of July 2024, per latest ADV filings
1. H.M. PAYSON
Assets Under Management: $6,955,171,652
Client Accounts: 4,017
2. R M DAVIS INC
Assets Under Management: $6,315,757,763
Client Accounts: 5,680
3. GREENBACKER CAPITAL MANAGEMENT LLC
Assets Under Management: $3,800,000,000
Client Accounts: 7
4. MEANS WEALTH MANAGEMENT
Assets Under Management: $976,990,954
Client Accounts: 3,038
5. HEADINVEST
Assets Under Management: $897,644,886
Client Accounts: 1,240
6. PORTLAND GLOBAL ADVISORS LLC
Assets Under Management: $894,628,115
Client Accounts: 813
7. OLD PORT ADVISORS
Assets Under Management: $698,391,919
Client Accounts: 2,276
8. GREAT DIAMOND PARTNERS, LLC
Assets Under Management: $649,123,040
Client Accounts: 1,619
9. FOW PARTNERS, LP
Assets Under Management: $611,986,075
Client Accounts: 5
10. BIGELOW INVESTMENT ADVISORS, LLC
Assets Under Management: $467,432,851
Client Accounts: 884