| B61 | O'ROURKE & COMPANY, INCORPORATED CRD 132481 | MA | $555.1M | 3 | E*Trade→ |
| B60 | TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | MA | $636.8M | 3 | Fidelity→ |
| 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→ |
| B55 | CANBY FINANCIAL ADVISORS, LLC CRD 338797 | MA | $729.4M | 5 | Fidelity→ |
| B55 | SKYLANDS CAPITAL, LLC CRD 131183 | WI | $746.5M | 2 | Goldman Sachs→ |
| B55 | MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | WI | $877.6M | 7 | Charles Schwab→ |
| B54 | ALPHA INVESTMENT CONSULTING GROUP, LLC CRD 139721 | WI | $713.6M | 3 | E*Trade→ |
| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| B52 | ADVISORS MANAGEMENT GROUP INC CRD 113020 | WI | $819.6M | 12 | Charles Schwab→ |
| 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→ |
| B51 | GOOGINS ADVISORS, INC. CRD 13985 | WI | $501.0M | 4 | Charles Schwab→ |
| C50 | AFFILIATED FINANCIAL ADVISORS INC CRD 108154 | WI | $541.5M | 4 | Charles Schwab→ |
| C49 | REDWOOD INVESTMENTS, LLC CRD 133028 | MA | $710.1M | 4 | Charles Schwab→ |
| C49 | NAPIER FINANCIAL, LLC CRD 336725 | MA | $550.1M | 8 | LPL Financial→ |
| C48 | TWIN OAK ETF COMPANY CRD 330365 | MA | $566.1M | — | E*Trade→ |
| C48 | BERNICKE WEALTH MANAGEMENT, LTD. CRD 335431 | WI | $887.4M | 12 | 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→ |
| C47 | BYRNE FINANCIAL FREEDOM, LLC CRD 167893 | MA | $546.4M | 6 | LPL Financial→ |
| C47 | ESSEX INVESTMENT MANAGEMENT COMPANY, LLC CRD 109962 | MA | $712.7M | — | State Street→ |
| C46 | SIRIOS CAPITAL MANAGEMENT, L.P. CRD 160580 | MA | $937.5M | — | Goldman Sachs→ |
| C45 | BOSTONPREMIER WEALTH, LLC CRD 282268 | MA | $525.2M | 8 | E*Trade→ |
| C44 | ROSE PARK ADVISORS, LLC CRD 162017 | MA | $629.9M | — | Goldman Sachs→ |
| C44 | ASTIRA CAPITAL PARTNERS LP CRD 327034 | MA | $777.3M | — | E*Trade→ |
| C44 | BROADVIEW FINANCIAL MANAGEMENT, LLC CRD 143550 | WI | $699.2M | 6 | Charles Schwab→ |
| C44 | PARK CAPITAL MANAGEMENT, LLC CRD 158965 | WI | $868.0M | 5 | Charles Schwab→ |
| C43 | RIVERVIEW CAPITAL ADVISERS LLC CRD 140377 | MA | $624.1M | 5 | Charles Schwab→ |
| C43 | OPALEYE MANAGEMENT INC. CRD 124513 | MA | $802.8M | — | E*Trade→ |
| C43 | OPENVIEW ADVISORS, LLC CRD 316766 | MA | $839.0M | — | Raymond James→ |
| C42 | FLOREK FINANCIAL, LLC CRD 152235 | MA | $511.0M | 2 | Fidelity→ |
| C42 | MAY HILL CAPITAL, LLC CRD 332076 | MA | $548.6M | 3 | Fidelity→ |
| C42 | ASSET STRATEGY ADVISORS, LLC CRD 139879 | MA | $649.3M | 12 | E*Trade→ |
| C42 | HEADLAND CAPITAL, LLC CRD 332277 | SC | $559.3M | 10 | LPL Financial→ |
| C42 | BAYHAWK CAPITAL LP CRD 328829 | MA | $730.8M | — | E*Trade→ |
| C42 | PINNEY & SCOFIELD, INC. CRD 105365 | MA | $858.7M | 3 | Charles Schwab→ |
| C41 | FRIEDLANDER & CO INC CRD 105150 | WI | $564.8M | 1 | E*Trade→ |
| C41 | BKM WEALTH MANAGEMENT, LLC CRD 323928 | WI | $651.8M | 6 | Wells Fargo→ |
| C41 | TURAS CAPITAL MANAGEMENT LP CRD 336516 | MA | $613.5M | — | E*Trade→ |
| C41 | GROUND SWELL CAPITAL, LLC CRD 159812 | SC | $949.2M | 6 | E*Trade→ |
| C40 | CARL P. SHERR & CO., LLC CRD 3394 | MA | $505.4M | 3 | E*Trade→ |
| C40 | ENRICH FINANCIAL PARTNERS LLC CRD 111234 | WI | $556.8M | 4 | Charles Schwab→ |
| C40 | RICHARDSON CAPITAL MANAGEMENT, LLC CRD 130985 | WI | $582.2M | 10 | Charles Schwab→ |
| C40 | POEHLING CAPITAL MANAGEMENT, INC. CRD 131668 | WI | $591.3M | 6 | Charles Schwab→ |
| C40 | STABLEPOINT PARTNERS, LLC CRD 328503 | MA | $930.0M | 5 | Goldman Sachs→ |
| C39 | BOSTON RESEARCH AND MANAGEMENT, INC. CRD 107643 | MA | $676.2M | 6 | Fidelity→ |
