| A65 | NEW ENGLAND SCHOONER, INC. CRD 129552 | MA | $165.2M | 4 | Pershing→ |
| B62 | IBS CAPITAL LLC CRD 160585 | MA | $123.0M | — | Pershing→ |
| B60 | ORVIETO PARTNERS, L.P. CRD 313475 | MA | $179.6M | — | Morgan Stanley→ |
| B57 | KEIDAN FINANCIAL CONSULTANTS LLC CRD 108093 | OH | $574.9M | 2 | Pershing→ |
| B51 | FINANCIAL MANAGEMENT STRATEGIES, INC. CRD 120818 | OH | $714.2M | 19 | Pershing→ |
| C49 | HENDLEY & CO INC CRD 110465 | OH | $445.0M | 2 | Pershing→ |
| C48 | CLUTTERBUCK CAPITAL MANAGEMENT LLC CRD 140082 | OH | $233.4M | — | Pershing→ |
| C47 | FOUNTAIN SQUARE ASSET MANAGEMENT, LLC CRD 316955 | OH | $233.7M | 3 | Pershing→ |
| 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→ |
| C46 | ELIZABETH PARK CAPITAL ADVISORS, LTD CRD 158416 | OH | $393.9M | — | Morgan Stanley→ |
| C46 | CAPITALWORKS, LLC CRD 160408 | OH | $283.9M | — | Folio Institutional→ |
| C41 | JAMES REED FINANCIAL SERVICES, INC. CRD 112179 | OH | $388.6M | 4 | Pershing→ |
| C41 | BEATON MANAGEMENT CO INC CRD 104728 | MA | $445.7M | — | Pershing→ |
| C39 | EATON VANCE MANAGEMENT CRD 104859 | MA | $97.02B | 50 | Morgan Stanley→ |
| C39 | 71 WEST CAPITAL PARTNERS, LLC CRD 338756 | MA | $5.51B | 6 | Pershing→ |
| C38 | VANTAGE FINANCIAL GROUP, INC. CRD 105950 | OH | $866.9M | 21 | Pershing→ |
| C38 | KANAME CAPITAL, L.P. CRD 300565 | MA | $319.7M | — | Pershing→ |
| C36 | SQUARE CIRCLE IA LP CRD 312718 | MA | $448.9M | — | Morgan Stanley→ |
| C31 | THORNTREE CAPITAL PARTNERS LP CRD 283643 | MA | $955.3M | — | Morgan Stanley→ |
| C30 | MOODY ALDRICH PARTNERS, LLC CRD 106920 | MA | $864.3M | 2 | Pershing→ |
| C30 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CRD 146990 | MA | $24.40B | 1 | Morgan Stanley→ |
| C30 | WESBANCO SECURITIES, INC. CRD 43276 | OH | $285.9M | 50 | Pershing→ |
| C28 | HILL CITY CAPITAL LP CRD 306709 | MA | $4.86B | — | Morgan Stanley→ |
| C27 | VALMARK ADVISERS INC CRD 108050 | OH | $10.17B | 50 | Pershing→ |
| 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→ |
| C25 | GATEWAY WEALTH, INC. CRD 106022 | OH | — | 1 | Pershing→ |
| 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 | EDGEWATER CAPITAL MANAGEMENT, LLC CRD 162735 | OH | $466.8M | — | Folio Institutional→ |
| C24 | BOSTON MANAGEMENT AND RESEARCH CRD 104853 | MA | $154.73B | — | Morgan Stanley→ |
| C24 | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC CRD 174433 | MA | $2.20B | 50 | Pershing→ |
| C23 | TENSOR EDGE CAPITAL, LLC CRD 335633 | MA | $584.8M | — | Morgan Stanley→ |
| C22 | ROCKBRIDGE CAPITAL, LLC CRD 161078 | OH | $5.01B | — | Folio Institutional→ |
| C22 | HIGHVISTA STRATEGIES LLC CRD 155759 | MA | $9.10B | — | 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 | BOLTON SECURITIES CORP CRD 129376 | MA | $8.28B | 50 | Pershing→ |
| C20 | KEY INVESTMENT SERVICES LLC CRD 136300 | OH | $8.88B | 50 | Pershing→ |
| C20 | HOWLAND CAPITAL MANAGEMENT LLC CRD 104726 | MA | $3.74B | 11 | Folio Institutional→ |
| C20 | CRAWFORD FUND MANAGEMENT, LLC CRD 158659 | MA | $356.1M | 3 | Pershing→ |
| C19 | NCA FINANCIAL PLANNERS CRD 120086 | OH | — | — | Pershing→ |
| 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→ |
| C14 | FLYBRIDGE CAPITAL PARTNERS CRD 161961 | MA | — | — | Morgan Stanley→ |
| C13 | FLOWPOINT CAPITAL PARTNERS, LP CRD 281965 | MA | — | — | Morgan Stanley→ |
