| 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→ |
| B60 | ORVIETO PARTNERS, L.P. CRD 313475 | MA | $179.6M | — | Morgan Stanley→ |
| 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→ |
| C46 | GAME CREEK CAPITAL, LP CRD 158973 | MA | $329.0M | — | Morgan Stanley→ |
| C46 | EAST BRIDGE CAPITAL MANAGEMENT LP CRD 167207 | MA | $442.3M | — | Morgan Stanley→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | 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→ |
| C40 | FLAGSHIP HARBOR ADVISORS, LLC CRD 155733 | MA | $3.42B | 50 | LPL Financial→ |
| C39 | EATON VANCE MANAGEMENT CRD 104859 | MA | $97.02B | 50 | Morgan Stanley→ |
| C38 | ATWATER WEALTH MANAGEMENT, INC. CRD 172749 | MA | $248.2M | 2 | LPL Financial→ |
| C38 | KULTURA CAPITAL MANAGEMENT LP CRD 327510 | UT | $244.7M | — | Morgan Stanley→ |
| C36 | SQUARE CIRCLE IA LP CRD 312718 | MA | $448.9M | — | Morgan Stanley→ |
| C32 | MG FINANCIAL LLC CRD 107649 | MA | $1.13B | 3 | Equity Trust→ |
| C31 | THORNTREE CAPITAL PARTNERS LP CRD 283643 | MA | $955.3M | — | Morgan Stanley→ |
| C30 | CROSS CREEK ADVISORS, LLC CRD 165803 | UT | $1.35B | 4 | Morgan Stanley→ |
| C30 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CRD 146990 | MA | $24.40B | 1 | Morgan Stanley→ |
| C28 | GOODMAN ADVISORY GROUP, LLC CRD 285637 | MA | $415.5M | 6 | LPL Financial→ |
| C28 | HILL CITY CAPITAL LP CRD 306709 | MA | $4.86B | — | Morgan Stanley→ |
| C26 | WHALE ROCK CAPITAL MANAGEMENT LLC CRD 140746 | MA | $12.97B | — | Morgan Stanley→ |
| C26 | BERKSHIRE PARTNERS LLC CRD 160675 | MA | $29.00B | — | Morgan Stanley→ |
| C26 | PSG EQUITY L.L.C. CRD 295103 | MA | $30.18B | — | Folio Institutional→ |
| C26 | STRENGTHENING FAMILIES & COMMUNITIES, LLC CRD 282573 | MA | $610.0M | 11 | LPL Financial→ |
| C25 | POLARIS GROWTH MANAGEMENT, LLC CRD 297431 | MA | $4.22B | — | Morgan Stanley→ |
| C25 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CRD 175100 | MA | $4.62B | — | Morgan Stanley→ |
| C25 | ATREIDES MANAGEMENT, LP CRD 301152 | MA | $8.94B | — | Morgan Stanley→ |
| C24 | BOSTON MANAGEMENT AND RESEARCH CRD 104853 | MA | $154.73B | — | Morgan Stanley→ |
| C23 | TENSOR EDGE CAPITAL, LLC CRD 335633 | MA | $584.8M | — | Morgan Stanley→ |
| C22 | ALTA WEALTH ADVISORS LLC CRD 293675 | MA | $664.6M | 12 | LPL Financial→ |
| C22 | HIGHVISTA STRATEGIES LLC CRD 155759 | MA | $9.10B | — | Morgan Stanley→ |
| C22 | BRIDGE MULTIFAMILY FUND MANAGER LLC CRD 159127 | UT | $49.30B | — | Morgan Stanley→ |
| C22 | GHISALLO CAPITAL MANAGEMENT LLC CRD 309856 | MA | $4.89B | — | Morgan Stanley→ |
| C21 | NCP GROUP, LP CRD 293803 | MA | $1.78B | — | Folio Institutional→ |
| C20 | HOWLAND CAPITAL MANAGEMENT LLC CRD 104726 | MA | $3.74B | 11 | Folio Institutional→ |
| C19 | CALLODINE CAPITAL MANAGEMENT, LP CRD 297115 | MA | $2.03B | — | Morgan Stanley→ |
| C19 | EVENTIDE ASSET MANAGEMENT, LLC CRD 147110 | MA | $7.38B | 1 | Morgan Stanley→ |
| C17 | DW MANAGEMENT SERVICES, L.L.C. CRD 160555 | UT | $2.74B | — | Folio Institutional→ |
| C14 | FLYBRIDGE CAPITAL PARTNERS CRD 161961 | MA | — | — | Morgan Stanley→ |
| C13 | FLOWPOINT CAPITAL PARTNERS, LP CRD 281965 | MA | — | — | Morgan Stanley→ |
