| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A65 | DIAMANT ASSET MANAGEMENT, INC. CRD 107788 | CT | $211.5M | 4 | Fidelity→ |
| B63 | LBB HOLDING COMPANY LLC CRD 282285 | CT | $199.5M | — | JPMorgan→ |
| B63 | CRUISER CAPITAL ADVISORS, LLC CRD 168739 | CT | $104.4M | — | Pershing→ |
| B62 | DOWLING FINANCIAL SERVICES, INC CRD 155624 | CT | $179.3M | 2 | Fidelity→ |
| B60 | ACA II ADVISORS, LLC CRD 156128 | CT | $206.9M | — | JPMorgan→ |
| B59 | SREP CAPITAL MANAGEMENT, LLC CRD 296281 | CT | $157.9M | — | JPMorgan→ |
| B57 | SEARLE & CO. CRD 13035 | CT | $629.9M | 13 | Pershing→ |
| B52 | LANSDOWNE WEALTH MANAGEMENT, LLC CRD 155422 | CT | $227.7M | 7 | Fidelity→ |
| B51 | TENGRAM CAPITAL PARTNERS L.P. CRD 166930 | CT | $110.7M | — | JPMorgan→ |
| B51 | MONTE FINANCIAL GROUP, LLC CRD 150119 | CT | $482.4M | 6 | Fidelity→ |
| B50 | MATSON FINANCIAL ADVISORS, INC. CRD 122480 | CT | $518.9M | 3 | Pershing→ |
| C50 | PRIVATE CAPITAL ASSET MANAGEMENT LLC CRD 317930 | CT | $13.0M | — | Pershing→ |
| C49 | ALPINE HILL ADVISORS LLC CRD 325412 | CT | $114.5M | 2 | Fidelity→ |
| C48 | GREYLOCK CAPITAL MANAGEMENT, LLC CRD 137825 | CT | $313.9M | — | Pershing→ |
| C48 | GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP CRD 288555 | CT | $299.5M | — | Pershing→ |
| C47 | LITVAK WEALTH, LLC CRD 170805 | CT | $536.1M | 4 | Fidelity→ |
| C46 | ITS ASSET MANAGEMENT LP CRD 106977 | CT | $297.8M | 2 | Fidelity→ |
| C46 | CDM FINANCIAL COUNSELING SERVICES, INC. CRD 126295 | CT | $315.4M | 2 | Fidelity→ |
| C46 | HOPLON ASSET MANAGEMENT, L.P. CRD 318798 | CT | $170.1M | — | JPMorgan→ |
| C45 | TOOMEY INVESTMENT MANAGEMENT, INC CRD 127346 | CT | $321.0M | 3 | Fidelity→ |
| C45 | COOPER FINANCIAL SERVICES, INC. CRD 104671 | CT | $195.6M | 3 | Fidelity→ |
| C44 | JACKSON, GRANT INVESTMENT ADVISERS, INC. CRD 108156 | CT | $577.7M | 4 | Pershing→ |
| C44 | AYRTON CAPITAL LLC CRD 286298 | CT | $358.9M | — | Pershing→ |
| C44 | GRANDVIEW PROPERTY PARTNERS, LLC CRD 299814 | CT | $890.1M | 1 | JPMorgan→ |
| C43 | MONACHIL CAPITAL PARTNERS LP CRD 311376 | CT | $71.7M | — | JPMorgan→ |
| C43 | HARBOUR POINT MANAGEMENT LP CRD 226521 | CT | $302.4M | — | JPMorgan→ |
| C42 | GARDEN INVESTMENT MANAGEMENT, L.P. CRD 330358 | CT | $507.7M | — | JPMorgan→ |
| C40 | EDGEWOOD MANAGEMENT LLC CRD 106647 | CT | $21.52B | 2 | JPMorgan→ |
| C40 | HERBERT J. SIMS CAPITAL MANAGEMENT, INC. CRD 134510 | CT | $436.9M | 37 | Pershing→ |
| C38 | GFG ALTERNATIVE INVESTMENT ADVISORS LLC CRD 160435 | CT | $599.6M | — | JPMorgan→ |
| C38 | VOYA FINANCIAL ADVISORS, INC. CRD 2882 | CT | $3.87B | 50 | Pershing→ |
| C38 | JEFFREY N. MEHLER, CFP LLC CRD 126681 | CT | $416.2M | 3 | Fidelity→ |
| C38 | PETERSON FINANCIAL GROUP, INC. CRD 169519 | IA | $299.2M | 3 | Fidelity→ |
| C38 | SOLAS CAPITAL MANAGEMENT, LLC CRD 159962 | CT | $629.0M | — | JPMorgan→ |
| C37 | WAYPOINT CAPITAL PARTNERS ADVISORS, LLC CRD 333573 | CT | $310.6M | — | JPMorgan→ |
| C36 | H/2 CREDIT MANAGER LP CRD 133693 | CT | $4.52B | — | JPMorgan→ |
| C36 | PROSTAR CAPITAL (US) LLC CRD 166523 | CT | $757.4M | — | JPMorgan→ |
| C35 | CLARITY ASSET MANAGEMENT, INC. CRD 115699 | IA | $257.4M | 4 | Fidelity→ |
| C35 | EMPOWER FINANCIAL ADVISORY, LLC CRD 313968 | CT | $635.8M | 4 | Fidelity→ |
| C35 | CAS INVESTMENT PARTNERS, LLC CRD 170071 | CT | $2.45B | — | Pershing→ |
| C35 | CIGNA INVESTMENTS, INC. CRD 105811 | CT | $25.76B | — | JPMorgan→ |
| C34 | JGB CAPITAL MANAGEMENT L.P. CRD 163658 | CT | $421.0M | — | JPMorgan→ |
| C34 | TITAN ADVISORS, LLC CRD 135805 | CT | $1.53B | 1 | Pershing→ |
| C34 | PRIVATE CAPITAL ADVISORS, INC. CRD 125771 | CT | $1.28B | 1 | Pershing→ |
| C34 | LIME ROCK MANAGEMENT LP CRD 157127 | CT | $5.48B | — | JPMorgan→ |
| C33 | BRADLEY FOSTER & SARGENT INC CRD 106928 | CT | $9.07B | 25 | Fidelity→ |
| C33 | DYNAMIC FINANCIAL GROUP, LLC CRD 288763 | IA | $539.6M | 3 | Fidelity→ |
| C33 | OASIS ADVISORS, LLC CRD 335555 | IA | $277.7M | 20 | Fidelity→ |
| C33 | GENERATIVE INVESTMENT PARTNERS LP CRD 312473 | CT | $293.9M | — | JPMorgan→ |
