| 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→ |
| A68 | FENTON GREGORY COLEMAN CRD 133301 | MA | $194.8M | 1 | Fidelity→ |
| A65 | MOORE FINANCIAL ADVISORS, LTD. CRD 130421 | MA | $127.2M | 5 | Fidelity→ |
| B62 | MRM-HORIZON ADVISORS, LLC CRD 130585 | MA | $403.5M | 4 | 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 | TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | MA | $636.8M | 3 | Fidelity→ |
| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B55 | CANBY FINANCIAL ADVISORS, LLC CRD 338797 | MA | $729.4M | 5 | Fidelity→ |
| B54 | SIPPICAN CAPITAL ADVISORS LLC CRD 155188 | MA | $175.0M | 2 | 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 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C49 | MINOT DEBLOIS ADVISORS LLC CRD 140170 | MA | $2.04B | 1 | Fidelity→ |
| C48 | ETRE LLC CRD 121355 | MA | $216.8M | 1 | Fidelity→ |
| C45 | MARATHON WEALTH ADVISORS, LLC CRD 338006 | MA | $307.8M | 4 | Fidelity→ |
| C45 | WEALTH EFFECTS LLC CRD 315244 | MA | $472.0M | 8 | Fidelity→ |
| C45 | POLARIS INVESTMENT ADVISORS, LLC CRD 324093 | MA | $217.1M | 2 | Fidelity→ |
| C44 | CATAWBA RIVER CAPITAL CRD 134217 | SC | $325.1M | 6 | Fidelity→ |
| C44 | CONCORDE FINANCIAL RESOURCES I INC. CRD 117836 | SC | $231.0M | 2 | Fidelity→ |
| C44 | ASSABET ADVISORS, LLC CRD 127795 | MA | $171.4M | 3 | Fidelity→ |
| C43 | CUTLER CAPITAL MANAGEMENT LLC CRD 107463 | MA | $430.8M | 2 | Fidelity→ |
| C43 | GENESIS WEALTH ADVISORS, LLC CRD 158388 | MA | $200.1M | 6 | Fidelity→ |
| C43 | STONEBRIAR WEALTH, LLC CRD 327618 | UT | $139.0M | 4 | Fidelity→ |
| 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 | SEPIO CAPITAL, LP CRD 285645 | UT | $5.64B | 18 | Fidelity→ |
| C41 | ASSETGRADE, LLC CRD 168779 | MA | $337.7M | 3 | Fidelity→ |
| C41 | TETON WEALTH GROUP LLC CRD 311230 | UT | $204.0M | 7 | Fidelity→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 4 | Fidelity→ |
| C39 | BOSTON RESEARCH AND MANAGEMENT, INC. CRD 107643 | MA | $676.2M | 6 | Fidelity→ |
| C39 | OSBON CAPITAL MANAGEMENT, LLC CRD 134731 | MA | $205.3M | 5 | Fidelity→ |
| C39 | MEDICUS WEALTH PLANNING, INC. CRD 282904 | UT | $160.8M | 4 | Fidelity→ |
| C39 | NAVIGATE PRIVATE WEALTH, LLC CRD 170774 | UT | $529.2M | 7 | Fidelity→ |
| C39 | MORTON WEALTH ADVISORS CRD 142912 | MA | $305.5M | 2 | Fidelity→ |
| C38 | THE BOLLARD GROUP LLC CRD 155317 | MA | $6.72B | 1 | Fidelity→ |
| C38 | FOSTER DYKEMA CABOT & PARTNERS, LLC CRD 300282 | MA | $2.22B | — | Fidelity→ |
| C36 | KEENAN, LLC CRD 285673 | MA | $202.5M | 22 | Fidelity→ |
| C36 | NET WORTH ADVISORY GROUP, LLC CRD 126983 | UT | $838.4M | 20 | Fidelity→ |
| C35 | MARINO, STRAM AND ASSOCIATES LLC CRD 107768 | MA | $1.41B | 8 | Fidelity→ |
| C35 | BALLYROCK INVESTMENT ADVISORS LLC CRD 115324 | MA | $10.99B | — | Fidelity→ |
| C35 | CASTLE ROCK ADVISORS LLC CRD 331429 | MA | $2.38B | — | Fidelity→ |
| C33 | BARRY INVESTMENT ADVISORS, LLC CRD 144955 | MA | $846.8M | 8 | Fidelity→ |
| C32 | WILKINS INVESTMENT COUNSEL INC CRD 104913 | MA | $1.12B | 5 | Fidelity→ |
