| 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→ |
| A65 | MOORE FINANCIAL ADVISORS, LTD. CRD 130421 | MA | $127.2M | 5 | Fidelity→ |
| B62 | MRM-HORIZON ADVISORS, LLC CRD 130585 | MA | $403.5M | 4 | Fidelity→ |
| B62 | GUNN & COMPANY INVESTMENT MANAGEMENT, INC. CRD 120084 | FL | $213.5M | 3 | 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→ |
| B61 | COLBERT INVESTMENT MANAGEMENT CO CRD 108642 | FL | $295.8M | 2 | Fidelity→ |
| B61 | TARGETED FINANCIAL SERVICES, LLC CRD 129049 | FL | $353.4M | 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 | BASSAM WEALTH MANAGEMENT, LLC CRD 330695 | FL | $241.0M | 1 | Fidelity→ |
| B55 | CANBY FINANCIAL ADVISORS, LLC CRD 338797 | MA | $729.4M | 5 | Fidelity→ |
| B54 | SIPPICAN CAPITAL ADVISORS LLC CRD 155188 | MA | $175.0M | 2 | Fidelity→ |
| B53 | RALICKI & COMPANY, P.A. CRD 141192 | FL | $129.0M | 3 | Fidelity→ |
| B51 | QUANTUM PRIVATE WEALTH, LLC CRD 307358 | FL | $418.0M | 1 | 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 | SUMMIT PARTNERS CREDIT ADVISORS, L.P. CRD 153195 | MA | $419.0M | — | Wells Fargo→ |
| B50 | BREAKWATER FINANCIAL, LLC CRD 282401 | MA | $127.9M | 1 | Fidelity→ |
| B50 | COLMAN KNIGHT ADVISORY GROUP, LLC CRD 119696 | MA | $187.7M | 5 | Fidelity→ |
| C50 | LANDMARK INVESTMENT PARTNERS, L.P. CRD 329543 | FL | $124.9M | — | Morgan Stanley→ |
| C49 | NILES INVESTMENT MANAGEMENT, LLC CRD 329384 | FL | $185.5M | 1 | Morgan Stanley→ |
| C49 | OBION CAPITAL MANAGEMENT LP CRD 329954 | FL | $129.0M | — | Morgan Stanley→ |
| C49 | MINOT DEBLOIS ADVISORS LLC CRD 140170 | MA | $2.04B | 1 | Fidelity→ |
| C48 | ETRE LLC CRD 121355 | MA | $216.8M | 1 | Fidelity→ |
| C48 | ARSENAL VENTURE PARTNERS, INC. CRD 160426 | FL | $393.8M | — | Morgan Stanley→ |
| C47 | ALLEGIANCE FINANCIAL ADVISORS, INC. CRD 127293 | FL | $181.9M | 7 | Fidelity→ |
| C46 | GAME CREEK CAPITAL, LP CRD 158973 | MA | $329.0M | — | Morgan Stanley→ |
| C46 | INVESTMENT ADVISORY GROUP, LLC CRD 109445 | FL | $1.22B | 5 | Fidelity→ |
| C46 | EAST BRIDGE CAPITAL MANAGEMENT LP CRD 167207 | MA | $442.3M | — | Morgan Stanley→ |
| C46 | LYNK CAPITAL MANAGEMENT COMPANY, LLC CRD 329038 | FL | $359.6M | — | 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 | DEUTERIUM CAPITAL MANAGEMENT, LLC CRD 294051 | FL | $603.7M | — | Morgan Stanley→ |
| C45 | PROSPECT HILL GROWTH PARTNERS, L.P. CRD 171462 | MA | $310.6M | — | Wells Fargo→ |
| C45 | TREMBLANT CAPITAL LP CRD 138743 | FL | $744.6M | — | Morgan Stanley→ |
| C45 | ADVUS FINANCIAL PARTNERS, LLC CRD 311990 | FL | $3.97B | 11 | Fidelity→ |
| C45 | POLARIS INVESTMENT ADVISORS, LLC CRD 324093 | MA | $217.1M | 2 | Fidelity→ |
| C44 | BAYSHORE CAPITAL ADVISORS, LLC CRD 110209 | FL | $879.2M | — | Fidelity→ |
| C44 | ASSABET ADVISORS, LLC CRD 127795 | MA | $171.4M | 3 | Fidelity→ |
| C43 | CAYSIDE PARTNERS, LLC CRD 306090 | FL | $353.0M | 5 | Fidelity→ |
| C43 | CUTLER CAPITAL MANAGEMENT LLC CRD 107463 | MA | $430.8M | 2 | Fidelity→ |
| C43 | WHALEROCK POINT PARTNERS, LLC CRD 140781 | FL | $1.04B | 4 | 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→ |
