| 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→ |
| A67 | GALLO PARTNERS LP CRD 329774 | NJ | $179.0M | — | Morgan Stanley→ |
| A65 | MOORE FINANCIAL ADVISORS, LTD. CRD 130421 | MA | $127.2M | 5 | Fidelity→ |
| B63 | VAUGHAN AND COMPANY SECURITIES, INC. CRD 18826 | NJ | $218.9M | 2 | 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 | ORVIETO PARTNERS, L.P. CRD 313475 | MA | $179.6M | — | Morgan Stanley→ |
| B60 | TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | MA | $636.8M | 3 | Fidelity→ |
| B59 | RSW INVESTMENTS HOLDINGS, LLC CRD 302023 | NJ | $2.30B | 2 | Morgan Stanley→ |
| B58 | REVO FINANCIAL, LLC CRD 172646 | OK | $135.4M | 2 | Fidelity→ |
| B55 | CANBY FINANCIAL ADVISORS, LLC CRD 338797 | MA | $729.4M | 5 | Fidelity→ |
| B54 | HIGH POINT WEALTH MANAGEMENT, LLC CRD 147111 | NJ | $192.9M | 2 | Fidelity→ |
| B54 | SIPPICAN CAPITAL ADVISORS LLC CRD 155188 | MA | $175.0M | 2 | Fidelity→ |
| B53 | 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT CRD 124288 | NJ | $150.1M | 1 | Fidelity→ |
| B53 | BISON CAPITAL ADVISORS, LLC CRD 306471 | OK | $250.0M | 2 | Fidelity→ |
| B52 | INVESTRUST CONSULTING, LLC CRD 108037 | OK | $588.2M | 7 | 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 | GOODHAVEN CAPITAL MANAGEMENT, LLC CRD 156032 | NJ | $405.3M | — | Fidelity→ |
| C49 | MINOT DEBLOIS ADVISORS LLC CRD 140170 | MA | $2.04B | 1 | Fidelity→ |
| C48 | ETRE LLC CRD 121355 | MA | $216.8M | 1 | Fidelity→ |
| C47 | LIFTPOINT FAMILY WEALTH ADVISORS, LLC CRD 337973 | NJ | $187.7M | 2 | Fidelity→ |
| C46 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC CRD 104511 | OK | $1.63B | 6 | Fidelity→ |
| C46 | GAME CREEK CAPITAL, LP CRD 158973 | MA | $329.0M | — | Morgan Stanley→ |
| C46 | NCM CAPITAL MANAGEMENT, LLC CRD 151109 | NJ | $539.4M | 3 | Fidelity→ |
| C46 | HUGHES WARREN, INC. CRD 145570 | OK | $220.5M | 2 | Fidelity→ |
| C46 | EAST BRIDGE CAPITAL MANAGEMENT LP CRD 167207 | MA | $442.3M | — | Morgan Stanley→ |
| 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 | PASSAIC PARTNERS LLC CRD 313290 | NJ | $2.24B | — | Morgan Stanley→ |
| C44 | SPC MANAGEMENT CO., INC. CRD 157259 | NJ | $959.6M | — | Folio Institutional→ |
| 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→ |
| 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→ |
| C41 | ASSETGRADE, LLC CRD 168779 | MA | $337.7M | 3 | Fidelity→ |
| C41 | CHERRYDALE WEALTH MANAGEMENT, LLC CRD 171541 | NJ | $495.5M | 1 | Fidelity→ |
| C41 | CADIA PRIVATE CLIENT LLC CRD 337400 | NJ | $192.5M | 2 | Fidelity→ |
| C41 | HUDSON CAPITAL MANAGEMENT LLC CRD 131208 | NJ | $642.6M | 6 | Fidelity→ |
| C39 | EATON VANCE MANAGEMENT CRD 104859 | MA | $97.02B | 50 | Morgan Stanley→ |
