| A65 | BUTTERWORTH FINANCIAL LLC CRD 325026 | MA | $103.3M | 1 | LPL Financial→ |
| B62 | DAVID P. GILLIAM & ASSOCIATES, INC. CRD 285515 | IN | $186.7M | 3 | LPL Financial→ |
| B61 | THE SHER WEALTH MANAGEMENT GROUP, INC. CRD 172369 | MA | $145.6M | 2 | LPL Financial→ |
| B58 | FINANCIAL CONSULTANTS & ADVISORY CORPORATION CRD 113390 | IN | $333.1M | 14 | LPL Financial→ |
| C50 | SHEPHERD FINANCIAL PARTNERS, LLC CRD 169093 | MA | $1.38B | 8 | LPL Financial→ |
| C49 | ROTHWELL INVESTMENT ADVISORS LLC CRD 337504 | MA | $187.7M | 3 | LPL Financial→ |
| C49 | ALGORITHMIC INVESTMENT MODELS, LLC CRD 306354 | MA | $87.8M | 7 | LPL Financial→ |
| C49 | NAPIER FINANCIAL, LLC CRD 336725 | MA | $550.1M | 8 | LPL Financial→ |
| C48 | ANCHOR CAPITAL ADVISORS LLC CRD 105540 | MA | $2.37B | 17 | LPL Financial→ |
| C47 | BYRNE FINANCIAL FREEDOM, LLC CRD 167893 | MA | $546.4M | 6 | LPL Financial→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C42 | PORTOLAN CAPITAL MANAGEMENT, LLC CRD 157542 | MA | $2.02B | — | BNY Mellon→ |
| C42 | WINTHROP ADVISORY GROUP, LLC CRD 288178 | MA | $3.10B | 27 | LPL Financial→ |
| C41 | FLAGSHIP PRIVATE WEALTH, LLC CRD 175277 | MA | $447.2M | 4 | LPL Financial→ |
| C40 | FLAGSHIP HARBOR ADVISORS, LLC CRD 155733 | MA | $3.42B | 50 | LPL Financial→ |
| C40 | PROVIDER FINANCIAL, INC. CRD 168964 | IN | $304.0M | 2 | LPL Financial→ |
| C38 | ATWATER WEALTH MANAGEMENT, INC. CRD 172749 | MA | $248.2M | 2 | LPL Financial→ |
| C38 | HORIZON INVESTMENT SERVICES, LLC. CRD 110642 | IN | $363.8M | 7 | LPL Financial→ |
| C37 | PANAGORA ASSET MANAGEMENT INC CRD 105201 | MA | $44.13B | — | BNY Mellon→ |
| C29 | POLEN CAPITAL CREDIT, LLC CRD 108468 | MA | $6.13B | 32 | BNY Mellon→ |
| C29 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC CRD 312937 | MA | $59.16B | — | BNY Mellon→ |
| C29 | CVFG LLC CRD 325310 | IN | $1.15B | 11 | LPL Financial→ |
| C28 | GOODMAN ADVISORY GROUP, LLC CRD 285637 | MA | $415.5M | 6 | LPL Financial→ |
| C27 | POLEN CAPITAL CLO MANAGEMENT, LLC CRD 330470 | MA | $808.4M | — | BNY Mellon→ |
| C27 | WINDROSE ADVISORS LLC CRD 152145 | MA | $2.67B | 7 | BNY Mellon→ |
| C26 | ACADIAN ASSET MANAGEMENT LLC CRD 106609 | MA | $177.46B | — | BNY Mellon→ |
| C26 | GREAT HILL PARTNERS, LP CRD 158158 | MA | $18.99B | — | BNY Mellon→ |
| C26 | MERGANSER CAPITAL MANAGEMENT, LLC CRD 169258 | MA | $17.66B | — | BNY Mellon→ |
| C26 | STRENGTHENING FAMILIES & COMMUNITIES, LLC CRD 282573 | MA | $610.0M | 11 | LPL Financial→ |
| C25 | BNY MELLON ETF INVESTMENT ADVISER, LLC CRD 306148 | MA | $11.10B | — | BNY Mellon→ |
| C25 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC CRD 145508 | MA | $48.31B | — | BNY Mellon→ |
| C22 | ALTA WEALTH ADVISORS LLC CRD 293675 | MA | $664.6M | 12 | LPL Financial→ |
| C22 | BAIN CAPITAL CREDIT, LP CRD 134852 | MA | $76.30B | — | BNY Mellon→ |
| C22 | BAIN CAPITAL PRIVATE EQUITY, LP CRD 145653 | MA | $96.43B | — | BNY Mellon→ |
| C22 | BAIN CAPITAL INSURANCE SOLUTIONS, LP CRD 305575 | MA | $5.39B | — | BNY Mellon→ |
| C20 | BOSTON COMMON ASSET MANAGEMENT, LLC CRD 123558 | MA | $4.17B | 2 | BNY Mellon→ |
| C20 | INCOME RESEARCH + MANAGEMENT CRD 104863 | MA | $130.65B | — | BNY Mellon→ |
| C20 | CORWIN COMPANY LLC CRD 285657 | IN | — | 1 | LPL Financial→ |
