| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| 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→ |
| C50 | SHEPHERD FINANCIAL PARTNERS, LLC CRD 169093 | MA | $1.38B | 8 | LPL Financial→ |
| 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 | 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→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C42 | HEADLAND CAPITAL, LLC CRD 332277 | SC | $559.3M | 10 | 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→ |
| C38 | ATWATER WEALTH MANAGEMENT, INC. CRD 172749 | MA | $248.2M | 2 | LPL Financial→ |
| C37 | WELLINGTON ALTERNATIVE INVESTMENTS LLC CRD 226715 | MA | $92.17B | — | State Street→ |
| C36 | BEACON CAPITAL PARTNERS, LLC CRD 158137 | MA | $1.30B | — | State Street→ |
| C35 | MML INVESTMENT ADVISERS, LLC CRD 169568 | MA | $24.55B | — | State Street→ |
| C33 | WELLINGTON FUNDS (US) LLC CRD 288313 | MA | $5.41B | — | State Street→ |
| C33 | AEW CAPITAL MANAGEMENT LP CRD 108633 | MA | $3.02B | 1 | State Street→ |
| C32 | WESTVIEW CAPITAL MANAGEMENT LLC CRD 157839 | MA | $2.12B | — | State Street→ |
| C32 | WELLINGTON MANAGEMENT COMPANY LLP CRD 106595 | MA | $1428.05B | 1 | State Street→ |
| C32 | POLARIS CAPITAL MANAGEMENT, LLC CRD 106278 | MA | $5.45B | 4 | State Street→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C30 | GRANTHAM MAYO VAN OTTERLOO & CO LLC CRD 106220 | MA | $80.97B | — | State Street→ |
| C30 | MANULIFE INVESTMENT MANAGEMENT (US) LLC CRD 106435 | MA | $228.04B | — | State Street→ |
| C29 | ABRAMS CAPITAL MANAGEMENT, L.P. CRD 155729 | MA | $13.74B | — | State Street→ |
| C28 | GOODMAN ADVISORY GROUP, LLC CRD 285637 | MA | $415.5M | 6 | LPL Financial→ |
| C28 | CAMBRIDGE ASSOCIATES, LLC CRD 104942 | MA | $326.70B | — | State Street→ |
| C27 | AMUNDI US INVESTMENT ADVISORS LLC CRD 334151 | MA | $1.13B | — | State Street→ |
| C26 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC CRD 104945 | MA | $23.44B | — | State Street→ |
| C26 | MASSACHUSETTS FINANCIAL SERVICES COMPANY CRD 110045 | MA | $514.05B | 5 | State Street→ |
| C26 | BOSTON TRUST WALDEN INC. CRD 111266 | MA | $4.58B | — | State Street→ |
| C26 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CRD 111298 | MA | $351.32B | — | State Street→ |
| C26 | MERCER INVESTMENTS LLC CRD 133449 | MA | $226.04B | — | State Street→ |
| C26 | BRACEBRIDGE CAPITAL, LLC CRD 158343 | MA | $100.35B | — | State Street→ |
| C26 | STRENGTHENING FAMILIES & COMMUNITIES, LLC CRD 282573 | MA | $610.0M | 11 | LPL Financial→ |
| C26 | LPL FINANCIAL LLC CRD 6413 | SC | $819.12B | 50 | LPL Financial→ |
| C26 | LOOMIS, SAYLES & COMPANY, L.P. CRD 105377 | MA | $386.88B | 25 | State Street→ |
| C22 | ALTA WEALTH ADVISORS LLC CRD 293675 | MA | $664.6M | 12 | LPL Financial→ |
| C22 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC CRD 109684 | MA | $76.41B | 1 | State Street→ |
| C22 | RHUMBLINE ADVISERS LTD PARTNERSHIP CRD 107151 | MA | $136.48B | — | State Street→ |
| C21 | SSGA FUNDS MANAGEMENT, INC. CRD 111242 | MA | $1420.65B | — | State Street→ |
| C21 | CATHOLIC INVESTMENT SERVICES, INC. CRD 172467 | MA | $1.52B | — | State Street→ |
| C21 | CORE COMPLIANCE GROUP, LLC CRD 306661 | SC | $338.4M | 10 | LPL Financial→ |
