| B61 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. CRD 114922 | MA | $2.84B | 1 | E*Trade→ |
| B56 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B54 | TWEEDY, BROWNE COMPANY LLC CRD 6857 | CT | $7.13B | 9 | BNY Mellon→ |
| B52 | THE DE BURLO GROUP, INC. CRD 153435 | MA | $1.13B | 4 | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| C50 | PEAR TREE ADVISORS, INC. CRD 104576 | MA | $3.09B | 2 | E*Trade→ |
| C50 | SHEPHERD FINANCIAL PARTNERS, LLC CRD 169093 | MA | $1.38B | 8 | LPL Financial→ |
| C50 | ARISTOTLE CAPITAL BOSTON, LLC CRD 173198 | MA | $1.83B | 2 | State Street→ |
| C49 | BOURGEON CAPITAL MANAGEMENT LLC CRD 108054 | CT | $1.07B | 4 | Charles Schwab→ |
| C49 | MINOT DEBLOIS ADVISORS LLC CRD 140170 | MA | $2.04B | 1 | Fidelity→ |
| C48 | ANCHOR CAPITAL ADVISORS LLC CRD 105540 | MA | $2.37B | 17 | LPL Financial→ |
| C48 | PHILLIPS FINANCIAL MANAGEMENT, LLC CRD 131344 | IN | $2.64B | 15 | Charles Schwab→ |
| C47 | CRAMER ROSENTHAL MCGLYNN LLC CRD 107911 | CT | $2.27B | — | E*Trade→ |
| C47 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 10 | Charles Schwab→ |
| C47 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC CRD 141573 | MA | $2.11B | 4 | E*Trade→ |
| C46 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC CRD 105004 | MA | $1.21B | 4 | Charles Schwab→ |
| C46 | E.P.G., INCORPORATED CRD 106821 | MA | $3.20B | 4 | E*Trade→ |
| C46 | WINTHROP CAPITAL MANAGEMENT, LLC CRD 145216 | IN | $3.97B | 3 | State Street→ |
| C46 | K2/D&S MANAGEMENT CO., L.L.C. CRD 123826 | CT | $6.53B | — | BNY Mellon→ |
| C46 | KENSICO CAPITAL MANAGEMENT CORP. CRD 157934 | CT | $7.88B | — | Goldman Sachs→ |
| C46 | FORESTER CAPITAL, L.L.C. CRD 160806 | CT | $1.07B | — | State Street→ |
| C45 | SVB WEALTH LLC CRD 172832 | MA | $3.10B | 50 | Charles Schwab→ |
| C45 | BEIRNE WEALTH CONSULTING SERVICES, LLC CRD 167103 | CT | $1.37B | 4 | E*Trade→ |
| C45 | BIRCH HILL INVESTMENT ADVISORS LLC CRD 143750 | MA | $2.95B | 9 | Charles Schwab→ |
| C44 | VERBENA VALUE LP CRD 337379 | CT | $1.00B | — | E*Trade→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C44 | MAIN STREET RESEARCH LLC CRD 114629 | CT | $2.68B | 17 | Charles Schwab→ |
| C44 | WALLINGTON ASSET MANAGEMENT, LLC CRD 143360 | IN | $1.32B | 8 | Charles Schwab→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C44 | WAINWRIGHT INVESTMENT COUNSEL LLC CRD 108711 | MA | $5.52B | 12 | E*Trade→ |
| C44 | CZECH ASSET MANAGEMENT, L.P. CRD 159308 | CT | $1.48B | — | U.S. Bank→ |
| C44 | OLD IRONSIDES ENERGY, LLC CRD 168670 | MA | $1.21B | — | E*Trade→ |
| C43 | OXFORD LANE MANAGEMENT, LLC CRD 154380 | CT | $2.31B | — | E*Trade→ |
| C43 | BAXTER BROTHERS INC. CRD 106548 | CT | $1.17B | 5 | Charles Schwab→ |
| C43 | AMERICAN INVESTMENT SERVICES INC CRD 110043 | MA | $1.07B | 6 | Charles Schwab→ |
| C43 | SYMMETRY PARTNERS, LLC. CRD 120982 | CT | $4.73B | 23 | Charles Schwab→ |
| C43 | LMCG INVESTMENTS, LLC CRD 149936 | MA | $6.83B | 9 | Charles Schwab→ |
| C42 | PAR CAPITAL MANAGEMENT, INC. CRD 156596 | MA | $1.47B | — | Fidelity→ |
| C42 | 1919 INVESTMENT COUNSEL, LLC CRD 133370 | MD | $26.04B | 32 | Charles Schwab→ |
| C42 | RETIREMENT RESOURCES INVESTMENT CORPORATION CRD 47723 | MA | $2.44B | 2 | Fidelity→ |
| C42 | PORTOLAN CAPITAL MANAGEMENT, LLC CRD 157542 | MA | $2.02B | — | BNY Mellon→ |
| C42 | CHILTON INVESTMENT COMPANY, INC. CRD 120107 | CT | $1.32B | — | Morgan Stanley→ |
| C42 | BRIDGEWATER ASSOCIATES, LP CRD 105129 | CT | $150.16B | — | Goldman Sachs→ |
| C42 | THE BAUPOST GROUP, L.L.C. CRD 109530 | MA | $24.68B | — | State Street→ |
| C42 | SAFFORD NICHOLAS H & CO INC CRD 104740 | MA | $1.80B | 4 | E*Trade→ |
| C42 | HARBOR INVESTMENT ADVISORY, LLC CRD 151085 | MD | $6.87B | 32 | Pershing→ |
| C42 | WINTHROP ADVISORY GROUP, LLC CRD 288178 | MA | $3.10B | 27 | LPL Financial→ |
| C41 | MV CAPITAL MANAGEMENT, INC. CRD 139034 | MD | $1.44B | 8 | E*Trade→ |
| C41 | AXIA ADVISORY CORP CRD 107571 | IN | $1.88B | 4 | Charles Schwab→ |
| C41 | ABRAMS BISON INVESTMENTS, L.L.C. CRD 137183 | MD | $2.51B | — | Northern Trust→ |
