| A87 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CRD 309943 | MA | $166.3M | 3 | Fidelity→ |
| A72 | TWIN GRYPHON ADVISORS LLC CRD 297264 | MA | $126.5M | 1 | Fidelity→ |
| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A68 | FENTON GREGORY COLEMAN CRD 133301 | MA | $194.8M | 1 | Fidelity→ |
| A65 | DIAMANT ASSET MANAGEMENT, INC. CRD 107788 | CT | $211.5M | 4 | Fidelity→ |
| A65 | MOORE FINANCIAL ADVISORS, LTD. CRD 130421 | MA | $127.2M | 5 | Fidelity→ |
| B63 | LBB HOLDING COMPANY LLC CRD 282285 | CT | $199.5M | — | JPMorgan→ |
| B62 | MRM-HORIZON ADVISORS, LLC CRD 130585 | MA | $403.5M | 4 | Fidelity→ |
| B62 | DOWLING FINANCIAL SERVICES, INC CRD 155624 | CT | $179.3M | 2 | Fidelity→ |
| B62 | NOBSCOT INVESTMENT MANAGEMENT LLC CRD 283289 | MA | $164.2M | 1 | Fidelity→ |
| B61 | ESSEX PRIVATE WEALTH MANAGEMENT LLC CRD 149991 | MA | $330.5M | 4 | Fidelity→ |
| B60 | ACA II ADVISORS, LLC CRD 156128 | CT | $206.9M | — | JPMorgan→ |
| B60 | TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | MA | $636.8M | 3 | Fidelity→ |
| B59 | SREP CAPITAL MANAGEMENT, LLC CRD 296281 | CT | $157.9M | — | JPMorgan→ |
| B55 | CANBY FINANCIAL ADVISORS, LLC CRD 338797 | MA | $729.4M | 5 | Fidelity→ |
| B54 | SIPPICAN CAPITAL ADVISORS LLC CRD 155188 | MA | $175.0M | 2 | Fidelity→ |
| 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→ |
| B51 | ALLIANCE PRIVATE WEALTH, LLC CRD 316612 | MA | $466.2M | 7 | Fidelity→ |
| B50 | KRAEMATON INVESTMENT ADVISORS, INC. CRD 126869 | MA | $201.5M | 1 | Fidelity→ |
| B50 | BREAKWATER FINANCIAL, LLC CRD 282401 | MA | $127.9M | 1 | Fidelity→ |
| B50 | COLMAN KNIGHT ADVISORY GROUP, LLC CRD 119696 | MA | $187.7M | 5 | Fidelity→ |
| C49 | WINTHROP CAPITAL ADVISORS, LLC CRD 289487 | MA | $82.4M | — | JPMorgan→ |
| C49 | ALPINE HILL ADVISORS LLC CRD 325412 | CT | $114.5M | 2 | Fidelity→ |
| C49 | MINOT DEBLOIS ADVISORS LLC CRD 140170 | MA | $2.04B | 1 | Fidelity→ |
| C48 | ETRE LLC CRD 121355 | MA | $216.8M | 1 | Fidelity→ |
| 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 | MARATHON WEALTH ADVISORS, LLC CRD 338006 | MA | $307.8M | 4 | Fidelity→ |
| C45 | WEALTH EFFECTS LLC CRD 315244 | MA | $472.0M | 8 | Fidelity→ |
| C45 | TOOMEY INVESTMENT MANAGEMENT, INC CRD 127346 | CT | $321.0M | 3 | Fidelity→ |
| C45 | COOPER FINANCIAL SERVICES, INC. CRD 104671 | CT | $195.6M | 3 | Fidelity→ |
| C45 | POLARIS INVESTMENT ADVISORS, LLC CRD 324093 | MA | $217.1M | 2 | Fidelity→ |
| C44 | GRANDVIEW PROPERTY PARTNERS, LLC CRD 299814 | CT | $890.1M | 1 | JPMorgan→ |
| C44 | ASSABET ADVISORS, LLC CRD 127795 | MA | $171.4M | 3 | Fidelity→ |
| C43 | CUTLER CAPITAL MANAGEMENT LLC CRD 107463 | MA | $430.8M | 2 | Fidelity→ |
| C43 | MONACHIL CAPITAL PARTNERS LP CRD 311376 | CT | $71.7M | — | JPMorgan→ |
| C43 | GENESIS WEALTH ADVISORS, LLC CRD 158388 | MA | $200.1M | 6 | Fidelity→ |
| C43 | HARBOUR POINT MANAGEMENT LP CRD 226521 | CT | $302.4M | — | JPMorgan→ |
| C42 | FLOREK FINANCIAL, LLC CRD 152235 | MA | $511.0M | 2 | Fidelity→ |
| C42 | PAR CAPITAL MANAGEMENT, INC. CRD 156596 | MA | $1.47B | — | Fidelity→ |
| C42 | MAY HILL CAPITAL, LLC CRD 332076 | MA | $548.6M | 3 | Fidelity→ |
| C42 | RETIREMENT RESOURCES INVESTMENT CORPORATION CRD 47723 | MA | $2.44B | 2 | Fidelity→ |
| C42 | TFJ MANAGEMENT, LLC CRD 312132 | MA | $198.4M | — | Fidelity→ |
| C42 | GARDEN INVESTMENT MANAGEMENT, L.P. CRD 330358 | CT | $507.7M | — | JPMorgan→ |
| C41 | ASSETGRADE, LLC CRD 168779 | MA | $337.7M | 3 | Fidelity→ |
| C40 | EDGEWOOD MANAGEMENT LLC CRD 106647 | CT | $21.52B | 2 | JPMorgan→ |
