| B57 | AEQUITAS INVESTMENT ADVISORS, LLC CRD 127625 | MA | $826.1M | 5 | Charles Schwab→ |
| B57 | WEST BRANCH CAPITAL LLC CRD 133813 | MA | $690.1M | 4 | Charles Schwab→ |
| C49 | REDWOOD INVESTMENTS, LLC CRD 133028 | MA | $710.1M | 4 | Charles Schwab→ |
| C47 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. CRD 109767 | MA | $701.7M | 5 | Charles Schwab→ |
| C47 | PEAK FINANCIAL MANAGEMENT INC CRD 110559 | MA | $534.4M | 24 | Charles Schwab→ |
| C47 | EXCALIBUR MANAGEMENT CORP CRD 110836 | MA | $712.1M | 12 | Charles Schwab→ |
| C47 | SIHARUM ADVISORS, LLC CRD 147957 | MA | $687.5M | 2 | Charles Schwab→ |
| C43 | RIVERVIEW CAPITAL ADVISERS LLC CRD 140377 | MA | $624.1M | 5 | Charles Schwab→ |
| C42 | PINNEY & SCOFIELD, INC. CRD 105365 | MA | $858.7M | 3 | Charles Schwab→ |
| C39 | MCNAMARA FINANCIAL SERVICES, INC. CRD 154311 | MA | $797.9M | 4 | Charles Schwab→ |
| C38 | NEW WORLD ADVISORS LLC CRD 296798 | MA | $884.9M | 2 | Charles Schwab→ |
| C37 | ARJUNA CAPITAL, LLC CRD 283713 | MA | $642.4M | 3 | Charles Schwab→ |
| C37 | RFG - BRISTOL WEALTH ADVISORS, LLC CRD 330145 | MA | $985.6M | 6 | Charles Schwab→ |
| C36 | SANDY COVE ADVISORS, LLC CRD 152482 | MA | $684.9M | 4 | Charles Schwab→ |
| C35 | MONUMENT GROUP WEALTH ADVISORS, LLC CRD 111908 | MA | $678.9M | 3 | Charles Schwab→ |
| C35 | EMPIRICAL ASSET MANAGEMENT, LLC CRD 155436 | MA | $560.0M | 10 | Charles Schwab→ |
| C35 | CARR FINANCIAL GROUP CORPORATION CRD 317321 | MA | $744.2M | 7 | Charles Schwab→ |
| C31 | THORNTREE CAPITAL PARTNERS LP CRD 283643 | MA | $955.3M | — | Morgan Stanley→ |
| C31 | NORTHSTAR ASSET MANAGEMENT, INC CRD 107138 | MA | $805.9M | 8 | Charles Schwab→ |
| C28 | NEW HARBOR FINANCIAL GROUP, LLC CRD 155528 | MA | $820.9M | 5 | Charles Schwab→ |
| C28 | LITTLE HOUSE CAPITAL, LLC CRD 290070 | MA | $675.2M | 8 | Charles Schwab→ |
| C27 | IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. CRD 106625 | MA | $730.2M | 6 | Charles Schwab→ |
| C26 | 93 FINANCIAL GROUP, LLC CRD 144235 | MA | $899.7M | 5 | Charles Schwab→ |
| C26 | CAPSHIFT ADVISORS, LLC CRD 309860 | MA | $628.0M | — | Charles Schwab→ |
| C25 | BECK BODE LLC CRD 282611 | MA | $666.4M | 17 | Charles Schwab→ |
| C24 | BOSTON STANDARD WEALTH MANAGEMENT, LLC CRD 156452 | MA | $647.6M | 3 | Charles Schwab→ |
| C23 | TENSOR EDGE CAPITAL, LLC CRD 335633 | MA | $584.8M | — | Morgan Stanley→ |
| C22 | GRAY PRIVATE WEALTH, LLC CRD 128547 | MA | $540.7M | 5 | Charles Schwab→ |
