| B61 | O'ROURKE & COMPANY, INCORPORATED CRD 132481 | MA | $555.1M | 3 | E*Trade→ |
| B52 | J.P. MARVEL INVESTMENT ADVISORS, INC. CRD 144364 | MA | $820.7M | 3 | E*Trade→ |
| B52 | FLAGSHIP WEALTH ADVISORS, LLC. CRD 131962 | MA | $748.6M | 8 | E*Trade→ |
| B52 | RIVERSIDE PARTNERS, LLC CRD 160754 | MA | $923.7M | — | E*Trade→ |
| C48 | TWIN OAK ETF COMPANY CRD 330365 | MA | $566.1M | — | E*Trade→ |
| C45 | BOSTONPREMIER WEALTH, LLC CRD 282268 | MA | $525.2M | 8 | E*Trade→ |
| C44 | ASTIRA CAPITAL PARTNERS LP CRD 327034 | MA | $777.3M | — | E*Trade→ |
| C43 | OPALEYE MANAGEMENT INC. CRD 124513 | MA | $802.8M | — | E*Trade→ |
| C42 | ASSET STRATEGY ADVISORS, LLC CRD 139879 | MA | $649.3M | 12 | E*Trade→ |
| C42 | BAYHAWK CAPITAL LP CRD 328829 | MA | $730.8M | — | E*Trade→ |
| C41 | TURAS CAPITAL MANAGEMENT LP CRD 336516 | MA | $613.5M | — | E*Trade→ |
| C40 | CARL P. SHERR & CO., LLC CRD 3394 | MA | $505.4M | 3 | E*Trade→ |
| C39 | LONG WHARF CAPITAL LLC CRD 158038 | MA | $919.1M | — | E*Trade→ |
| C38 | COMPASS CAPITAL CORPORATION CRD 112323 | MA | $663.6M | 12 | E*Trade→ |
| C38 | RANGE ROCK CAPITAL LLC CRD 334203 | MA | $548.3M | — | E*Trade→ |
| C36 | CALLODINE CREDIT MANAGEMENT, LLC CRD 313165 | MA | $603.0M | — | E*Trade→ |
| C36 | EAGLECLAW CAPITAL MANAGEMENT LLC CRD 134045 | MA | $803.3M | 5 | E*Trade→ |
| C35 | WAVE EQUITY PARTNERS LLC CRD 170642 | MA | $563.8M | — | E*Trade→ |
| C34 | HARBOURVEST REGISTERED ADVISERS L.P. CRD 332106 | MA | $538.7M | — | E*Trade→ |
| C32 | CLEAR BROOK ADVISORS, INC. CRD 132045 | MA | $817.8M | 4 | E*Trade→ |
| C31 | THORNTREE CAPITAL PARTNERS LP CRD 283643 | MA | $955.3M | — | Morgan Stanley→ |
| C31 | LINCOLN PEAK CAPITAL MANAGEMENT, LLC CRD 292864 | MA | $706.5M | — | E*Trade→ |
| C31 | DINALE MANAGEMENT, LLC CRD 312887 | MA | $802.1M | — | E*Trade→ |
| C31 | RENAISSANCE INVESTMENT GROUP, LLC CRD 153679 | MA | $726.1M | 5 | E*Trade→ |
| C30 | KELLY FINANCIAL SERVICES LLC CRD 291996 | MA | $623.6M | 6 | E*Trade→ |
| C29 | TAC PARTNERS, INC. CRD 158249 | MA | $983.4M | — | E*Trade→ |
| C29 | FORT POINT CAPITAL, LLC CRD 164067 | MA | $522.6M | — | E*Trade→ |
| C29 | STRIDE CONSUMER PARTNERS LLC CRD 311501 | MA | $740.3M | — | E*Trade→ |
| C29 | BRIGHT ROCK CAPITAL MANAGEMENT LLC CRD 152820 | MA | $536.0M | — | E*Trade→ |
| C26 | NEW HERITAGE CAPITAL, LLC CRD 160083 | MA | $830.0M | — | E*Trade→ |
| C25 | CONSTITUTION CAPITAL PM, L. P. CRD 319678 | MA | $910.8M | — | E*Trade→ |
| C23 | TREMONT REALTY CAPITAL LLC CRD 283569 | MA | $763.3M | — | E*Trade→ |
| C23 | TENSOR EDGE CAPITAL, LLC CRD 335633 | MA | $584.8M | — | Morgan Stanley→ |
| C22 | 424 CAPITAL, LLC CRD 167462 | MA | $584.5M | — | E*Trade→ |
| C19 | SINGLE POINT PARTNERS, LLC CRD 163793 | MA | $641.3M | 11 | E*Trade→ |
