| A65 | BUTTERWORTH FINANCIAL LLC CRD 325026 | MA | $103.3M | 1 | LPL Financial→ |
| B61 | THE SHER WEALTH MANAGEMENT GROUP, INC. CRD 172369 | MA | $145.6M | 2 | LPL Financial→ |
| B57 | MURPHY WEALTH MANAGEMENT GROUP, INC. CRD 277161 | NY | $251.9M | 3 | LPL Financial→ |
| B55 | HUDSON VALLEY WEALTH MANAGEMENT, INC CRD 146338 | NY | $48.8M | 1 | LPL Financial→ |
| B53 | CHANGE GLOBAL INVESTMENT, LLC CRD 167844 | NY | $226.0M | 1 | State Street→ |
| B53 | ISLET MANAGEMENT, LP CRD 290576 | NY | $108.8M | — | State Street→ |
| B53 | MEADOWBROOK WEALTH MANAGEMENT, LLC CRD 110508 | NY | $110.1M | 2 | LPL Financial→ |
| B51 | H PARTNERS MANAGEMENT LLC CRD 161041 | NY | $158.1M | — | State Street→ |
| B50 | LION POINT CAPITAL, LP CRD 174322 | NY | $480.6M | — | State Street→ |
| B50 | GRANEY & KING, LLC CRD 126461 | NY | $484.4M | 4 | LPL Financial→ |
| C50 | SHEPHERD FINANCIAL PARTNERS, LLC CRD 169093 | MA | $1.38B | 8 | LPL Financial→ |
| C50 | 2XIDEAS US INC. CRD 328190 | NY | $79.7M | — | State Street→ |
| C50 | ARISTOTLE CAPITAL BOSTON, LLC CRD 173198 | MA | $1.83B | 2 | State Street→ |
| 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 | CIRCLE N ADVISORS, LLC CRD 271027 | NY | $94.2M | 1 | 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→ |
| C47 | ESSEX INVESTMENT MANAGEMENT COMPANY, LLC CRD 109962 | MA | $712.7M | — | State Street→ |
| C47 | ABDIEL CAPITAL ADVISORS, LP CRD 161410 | NY | $141.9M | — | State Street→ |
| C46 | MWMG ADVISORS, LLC CRD 338376 | NY | $40.0M | 2 | LPL Financial→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C43 | FLYNN ZITO CAPITAL MANAGEMENT, LLC CRD 152689 | NY | $773.9M | 7 | LPL Financial→ |
| C43 | MANNING & NAPIER ADVISORS, LLC CRD 105992 | NY | $17.03B | 47 | State Street→ |
| C43 | PROSPECT FINANCIAL SERVICES LLC CRD 314154 | NY | $431.0M | 9 | LPL Financial→ |
| C42 | THE BAUPOST GROUP, L.L.C. CRD 109530 | MA | $24.68B | — | State Street→ |
| 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 | CLOUGH CAPITAL PARTNERS, LP CRD 131257 | MA | $1.51B | — | State Street→ |
| C40 | FLAGSHIP HARBOR ADVISORS, LLC CRD 155733 | MA | $3.42B | 50 | LPL Financial→ |
| C39 | TRIAN FUND MANAGEMENT, L.P. CRD 154172 | NY | $6.71B | — | State Street→ |
| C39 | ROCKLINE WEALTH MANAGEMENT LLC CRD 324004 | NY | $749.6M | 4 | LPL Financial→ |
| C38 | LAZARD ASSET MANAGEMENT (CANADA)INC CRD 106340 | NY | $2.28B | — | State Street→ |
| C38 | SWS CAPITAL MANAGEMENT, LLC CRD 119043 | NY | $413.1M | — | State Street→ |
| C38 | EPOCH INVESTMENT PARTNERS, INC. CRD 131556 | NY | $29.73B | 1 | State Street→ |
| C38 | ATWATER WEALTH MANAGEMENT, INC. CRD 172749 | MA | $248.2M | 2 | LPL Financial→ |
| C38 | JENNISON ASSOCIATES LLC CRD 107959 | NY | $214.84B | — | State Street→ |
| C38 | FORESIGHT GLOBAL INVESTORS, INC. CRD 281818 | NY | $955.2M | — | State Street→ |
| C37 | BARON CAPITAL MANAGEMENT, INC. CRD 110791 | NY | $5.76B | — | State Street→ |
| C37 | WELLINGTON ALTERNATIVE INVESTMENTS LLC CRD 226715 | MA | $92.17B | — | State Street→ |
| C37 | THE QUARRY LP CRD 323449 | NY | $1.01B | — | State Street→ |
| C36 | 20 GATES MANAGEMENT LLC CRD 155480 | NY | $4.97B | — | State Street→ |
| C36 | BEACON CAPITAL PARTNERS, LLC CRD 158137 | MA | $1.30B | — | State Street→ |
| C36 | MOERUS CAPITAL MANAGEMENT LLC CRD 282399 | NY | $893.1M | — | State Street→ |
| C35 | MML INVESTMENT ADVISERS, LLC CRD 169568 | MA | $24.55B | — | State Street→ |
| C35 | BLACKROCK REALTY ADVISORS INC CRD 109457 | NY | $1.12B | — | State Street→ |
| C35 | DW PARTNERS, LP CRD 155459 | NY | $2.27B | — | State Street→ |
| C35 | APG ASSET MANAGEMENT US, INC CRD 160795 | NY | $141.33B | — | State Street→ |
| C35 | HOLISTIC WEALTH ADVISORS CRD 332918 | NY | $278.7M | 7 | LPL Financial→ |
