| B60 | TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | MA | $636.8M | 3 | Fidelity→ |
| B55 | CANBY FINANCIAL ADVISORS, LLC CRD 338797 | MA | $729.4M | 5 | Fidelity→ |
| C42 | FLOREK FINANCIAL, LLC CRD 152235 | MA | $511.0M | 2 | Fidelity→ |
| C42 | MAY HILL CAPITAL, LLC CRD 332076 | MA | $548.6M | 3 | Fidelity→ |
| C39 | BOSTON RESEARCH AND MANAGEMENT, INC. CRD 107643 | MA | $676.2M | 6 | Fidelity→ |
| C33 | BARRY INVESTMENT ADVISORS, LLC CRD 144955 | MA | $846.8M | 8 | Fidelity→ |
| C31 | THORNTREE CAPITAL PARTNERS LP CRD 283643 | MA | $955.3M | — | Morgan Stanley→ |
| C30 | CENTERPOINT ADVISORS, LLC CRD 156698 | MA | $731.9M | 9 | Fidelity→ |
| C30 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CRD 309546 | MA | $529.8M | 7 | Fidelity→ |
| C29 | RPG FAMILY WEALTH ADVISORY, LLC CRD 158528 | MA | $700.7M | 13 | Fidelity→ |
| C28 | GREAT POINT WEALTH ADVISORS, LLC CRD 147082 | MA | $725.8M | 3 | Fidelity→ |
| C26 | PEDDOCK CAPITAL ADVISORS, LLC CRD 148216 | MA | $836.2M | 5 | Fidelity→ |
| C26 | AAF WEALTH MANAGEMENT, LLC CRD 164646 | MA | $727.6M | 6 | Fidelity→ |
| C23 | TENSOR EDGE CAPITAL, LLC CRD 335633 | MA | $584.8M | — | Morgan Stanley→ |
