| B61 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. CRD 114922 | MA | $2.84B | 1 | E*Trade→ |
| B53 | LONGVIEW WEALTH MANAGEMENT, INC. CRD 136214 | GA | $1.15B | 12 | Charles Schwab→ |
| B52 | THE DE BURLO GROUP, INC. CRD 153435 | MA | $1.13B | 4 | Charles Schwab→ |
| B51 | CLEAR INVESTMENT RESEARCH, LLC CRD 172685 | GA | $4.19B | 3 | State Street→ |
| 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→ |
| C50 | HAVEN GLOBAL PARTNERS, LLC CRD 289472 | GA | $1.45B | 1 | State Street→ |
| 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→ |
| 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 | SHAPIRO CAPITAL MANAGEMENT LLC CRD 105581 | GA | $1.97B | 2 | Charles Schwab→ |
| C45 | SVB WEALTH LLC CRD 172832 | MA | $3.10B | 50 | Charles Schwab→ |
| C45 | STADION MONEY MANAGEMENT, LLC CRD 112608 | GA | $2.69B | 13 | State Street→ |
| C45 | BIRCH HILL INVESTMENT ADVISORS LLC CRD 143750 | MA | $2.95B | 9 | Charles Schwab→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C44 | WAINWRIGHT INVESTMENT COUNSEL LLC CRD 108711 | MA | $5.52B | 12 | E*Trade→ |
| C44 | OLD IRONSIDES ENERGY, LLC CRD 168670 | MA | $1.21B | — | E*Trade→ |
| C44 | CORNERSTONE INVESTMENT PARTNERS, LLC CRD 111753 | GA | $2.65B | 8 | Charles Schwab→ |
| C43 | ROLLINS FINANCIAL ADVISORS, LLC CRD 312921 | GA | $1.59B | 7 | Charles Schwab→ |
| C43 | SOUTHEAST ASSET ADVISORS, LLC CRD 107588 | GA | $4.20B | 8 | Charles Schwab→ |
| C43 | AMERICAN INVESTMENT SERVICES INC CRD 110043 | MA | $1.07B | 6 | Charles Schwab→ |
| C43 | WILLIS INVESTMENT COUNSEL INC CRD 111042 | GA | $4.23B | 6 | Pershing→ |
| C43 | LMCG INVESTMENTS, LLC CRD 149936 | MA | $6.83B | 9 | Charles Schwab→ |
| C42 | PAR CAPITAL MANAGEMENT, INC. CRD 156596 | MA | $1.47B | — | Fidelity→ |
| 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 | 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 | WINTHROP ADVISORY GROUP, LLC CRD 288178 | MA | $3.10B | 27 | LPL Financial→ |
| C41 | MIDDLETON & COMPANY INC. CRD 104549 | MA | $1.23B | 6 | Charles Schwab→ |
| C41 | GLENEAGLES INVESTMENT ADVISORS, LLC CRD 312306 | GA | $3.08B | — | E*Trade→ |
| C40 | LCP INSTITUTIONAL, LLC CRD 325133 | GA | $3.18B | 3 | Charles Schwab→ |
| C40 | MFS INSTITUTIONAL ADVISORS INC. CRD 107144 | MA | $113.59B | 50 | JPMorgan→ |
| C40 | NEW FRONTIER ADVISORS, LLC CRD 147181 | MA | $3.99B | 3 | Charles Schwab→ |
| C40 | FIDUCIARYVEST, LLC CRD 134351 | GA | $4.93B | — | E*Trade→ |
| C40 | ABRY PARTNERS II, LLC CRD 161154 | MA | $14.90B | — | E*Trade→ |
| C40 | COMMONWEALTH EQUITY SERVICES, LLC CRD 8032 | MA | $212.66B | 50 | —→ |
| C40 | FRONTIER CAPITAL MANAGEMENT CO LLC CRD 106274 | MA | $9.60B | — | Northern Trust→ |
| C40 | MARCO INVESTMENT MANAGEMENT LLC CRD 108170 | GA | $1.77B | 5 | Charles Schwab→ |
| C40 | CLOUGH CAPITAL PARTNERS, LP CRD 131257 | MA | $1.51B | — | State Street→ |
| C40 | NICHOLAS HOFFMAN & COMPANY, LLC CRD 144516 | GA | $8.26B | 14 | Charles Schwab→ |
| C40 | FLAGSHIP HARBOR ADVISORS, LLC CRD 155733 | MA | $3.42B | 50 | LPL Financial→ |
| C39 | EATON VANCE MANAGEMENT CRD 104859 | MA | $97.02B | 50 | Morgan Stanley→ |
| C39 | FALCON INVESTMENT ADVISORS, LLC CRD 161548 | MA | $3.27B | — | E*Trade→ |
| C39 | THE PUTNAM ADVISORY COMPANY, LLC CRD 106631 | MA | $33.19B | — | JPMorgan→ |
| C39 | CAPITAL IMPACT ADVISORS, LLC CRD 168313 | MA | $1.49B | 1 | E*Trade→ |
| C39 | COLUMBIA CENT CLO ADVISERS, LLC CRD 310864 | MA | $3.00B | — | U.S. Bank→ |
