As of July 2024, per latest ADV filings
1. PRIME BUCHHOLZ LLC
Assets Under Management: $10,409,452,909
Client Accounts: 70
2. IMPAX ASSET MANAGEMENT LLC
Assets Under Management: $9,078,719,479
Client Accounts: 21
3. GLOBAL FOREST PARTNERS LP
Assets Under Management: $3,554,771,000
Client Accounts: 18
4. LAKE STREET ADVISORS
Assets Under Management: $3,108,813,749
Client Accounts: 1,858
5. WELLESLEY ASSET MANAGEMENT, INC.
Assets Under Management: $2,104,334,424
Client Accounts: 2,188
6. THE HARBOR GROUP, INC.
Assets Under Management: $1,532,470,964
Client Accounts: 3,450
7. DHK FINANCIAL ADVISORS INC
Assets Under Management: $1,514,041,032
Client Accounts: 190
8. TIDE CYCLE RESOURCES LLC
Assets Under Management: $1,396,569,716
Client Accounts: 1
9. DAVID WENDELL ASSOCIATES, INC.
Assets Under Management: $1,270,956,000
Client Accounts: 487
10. CHARTER OAK CAPITAL MANAGEMENT
Assets Under Management: $1,109,715,192
Client Accounts: 4,048