| 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 | WIREGRASS INVESTMENT MANAGEMENT LLC CRD 284608 | GA | $159.7M | 1 | LPL Financial→ |
| B50 | SUMMIT PARTNERS CREDIT ADVISORS, L.P. CRD 153195 | MA | $419.0M | — | Wells Fargo→ |
| B50 | AJOVISTA, LLC CRD 314924 | MA | $269.0M | — | Northern Trust→ |
| 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 | PROACTIVE WEALTH STRATEGIES, LLC CRD 318872 | GA | $315.8M | 5 | LPL Financial→ |
| C48 | CAPITAL AND PLANNING, LLC CRD 321104 | GA | $193.9M | 3 | 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→ |
| C45 | PROSPECT HILL GROWTH PARTNERS, L.P. CRD 171462 | MA | $310.6M | — | Wells Fargo→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C43 | WELLSPRING WEALTH MANAGEMENT LLC CRD 134834 | GA | $584.8M | 5 | LPL Financial→ |
| 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→ |
| C41 | FAYERWEATHER MANAGEMENT, LLC CRD 187517 | MA | $289.6M | — | Northern Trust→ |
| C40 | FRONTIER CAPITAL MANAGEMENT CO LLC CRD 106274 | MA | $9.60B | — | Northern Trust→ |
| C40 | FLAGSHIP HARBOR ADVISORS, LLC CRD 155733 | MA | $3.42B | 50 | LPL Financial→ |
| C39 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CRD 316736 | MA | $532.9M | 5 | Wells Fargo→ |
| C38 | GLOBALT INVESTMENTS LLC CRD 328039 | GA | $3.02B | 12 | LPL Financial→ |
| C38 | ATWATER WEALTH MANAGEMENT, INC. CRD 172749 | MA | $248.2M | 2 | LPL Financial→ |
| C36 | THE JENKINS FINANCIAL GROUP, INC. CRD 125941 | GA | $270.1M | 3 | LPL Financial→ |
| C35 | TA REALTY LLC CRD 108586 | MA | $1.48B | — | Wells Fargo→ |
| C33 | WGI DM, LLC CRD 334219 | MA | $7.78B | — | Northern Trust→ |
| C33 | FOLIUM CAPITAL LP CRD 284801 | MA | $960.3M | — | Northern Trust→ |
| C31 | UNION PARK CAPITAL MANAGEMENT, L.P. CRD 169842 | MA | $928.5M | — | Northern Trust→ |
| C31 | FOREST INVESTMENT ASSOCIATES L.P. CRD 110163 | GA | $5.24B | — | Wells Fargo→ |
| C31 | HAMILTON CAPITAL PARTNERS, LLC CRD 314344 | GA | $444.0M | 2 | LPL Financial→ |
| C30 | MPWM ADVISORY SOLUTIONS LLC CRD 169885 | GA | $326.9M | 16 | LPL Financial→ |
| C30 | ROCKPOINT GROUP, L.L.C. CRD 156630 | MA | $13.04B | — | Wells Fargo→ |
| C28 | GOODMAN ADVISORY GROUP, LLC CRD 285637 | MA | $415.5M | 6 | LPL Financial→ |
| C28 | GER LOFTIN WEALTH ADVISORS, LLC CRD 305359 | GA | $344.5M | 6 | LPL Financial→ |
| C27 | EQUITY INVESTMENT CORPORATION CRD 283930 | GA | $3.51B | 16 | Wells Fargo→ |
| C26 | BENEDICT FINANCIAL ADVISORS, INC. CRD 116690 | GA | $529.4M | 8 | LPL Financial→ |
| C26 | STRENGTHENING FAMILIES & COMMUNITIES, LLC CRD 282573 | MA | $610.0M | 11 | LPL Financial→ |
| C25 | INFINITY CAPITAL ADVISORS, LLC CRD 159852 | GA | $1.53B | — | Northern Trust→ |
| C25 | MACKENZIE INVESTMENTS CORPORATION CRD 165899 | MA | $18.07B | — | Northern Trust→ |
| C24 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC CRD 113106 | GA | $1.07B | 16 | Wells Fargo→ |
| C23 | IFG ADVISORY, LLC CRD 168012 | GA | $4.76B | 50 | LPL Financial→ |
| C22 | ALTA WEALTH ADVISORS LLC CRD 293675 | MA | $664.6M | 12 | LPL Financial→ |
| C21 | SOLAMERE CAPITAL, LLC CRD 156902 | MA | $5.74B | — | Northern Trust→ |
| C20 | JOHCM (USA) INC CRD 167596 | MA | $9.01B | — | Northern Trust→ |
| C19 | LUMINT CORPORATION CRD 324443 | MA | $3.67B | — | Northern Trust→ |
| C17 | SUMMIT PARTNERS, L.P. CRD 135271 | MA | $42.01B | — | Wells Fargo→ |
| C10 | NAVIGATION CAPITAL PARTNERS, INC. CRD 156906 | GA | — | — | Wells Fargo→ |
