| A80 | TRIDENT ADVISORS INC CRD 108920 | PA | $116.9M | 1 | Wells Fargo→ |
| A65 | BUTTERWORTH FINANCIAL LLC CRD 325026 | MA | $103.3M | 1 | LPL Financial→ |
| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | 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→ |
| B50 | SUMMIT PARTNERS CREDIT ADVISORS, L.P. CRD 153195 | MA | $419.0M | — | Wells Fargo→ |
| 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→ |
| C48 | SUMMIT GROUP RETIREMENT PLANNERS, INC. CRD 169823 | PA | $302.3M | 3 | LPL Financial→ |
| C47 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. CRD 157523 | PA | $622.3M | 6 | 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→ |
| 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→ |
| C42 | CORDATUS WEALTH MANAGEMENT LLC CRD 282871 | PA | $630.4M | 6 | Wells Fargo→ |
| C42 | FOX FINANCIAL, INC. CRD 319679 | PA | $271.8M | 5 | LPL Financial→ |
| C42 | JACOBI CAPITAL MANAGEMENT, LLC CRD 147663 | PA | $2.64B | 30 | 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 | RUBENSTEIN PARTNERS, L.P. CRD 156988 | PA | $378.9M | — | Wells Fargo→ |
| C40 | INVARIANT INVESTMENT MANAGEMENT LLC CRD 168772 | PA | $182.7M | 6 | LPL Financial→ |
| C40 | GLOBAL BETA ADVISORS LLC CRD 298176 | PA | $28.8M | 1 | Wells Fargo→ |
| 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→ |
| C39 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CRD 316736 | MA | $532.9M | 5 | Wells Fargo→ |
| C38 | RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC. CRD 323846 | PA | $167.2M | 3 | Wells Fargo→ |
| C38 | ATWATER WEALTH MANAGEMENT, INC. CRD 172749 | MA | $248.2M | 2 | LPL Financial→ |
| C38 | CIM INVESTMENT MANAGEMENT INC CRD 106292 | PA | $1.28B | — | Morgan Stanley→ |
| C38 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 284547 | PA | $356.1M | 6 | LPL Financial→ |
| C38 | HENDERSON BROTHERS FINANCIAL PARTNERS LLC CRD 333732 | PA | $406.8M | 19 | LPL Financial→ |
| C36 | SQUARE CIRCLE IA LP CRD 312718 | MA | $448.9M | — | Morgan Stanley→ |
| C35 | TA REALTY LLC CRD 108586 | MA | $1.48B | — | Wells Fargo→ |
| C34 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST CRD 105390 | PA | $164.32B | 50 | LPL Financial→ |
| C33 | THREE CORD TRUE WEALTH MANAGEMENT, LLC CRD 307480 | PA | $317.9M | 6 | LPL Financial→ |
| C31 | THORNTREE CAPITAL PARTNERS LP CRD 283643 | MA | $955.3M | — | Morgan Stanley→ |
| C31 | INDEPENDENCE SQUARE HOLDINGS, LLC CRD 300139 | PA | $1.83B | 40 | LPL Financial→ |
| C30 | ROCKPOINT GROUP, L.L.C. CRD 156630 | MA | $13.04B | — | Wells Fargo→ |
| 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 | STRENGTHENING FAMILIES & COMMUNITIES, LLC CRD 282573 | MA | $610.0M | 11 | LPL Financial→ |
| C26 | CORTEN REAL ESTATE MANAGEMENT LLC CRD 321897 | PA | $457.4M | — | Wells Fargo→ |
| C26 | PATRIOT FINANCIAL MANAGER, L.P. CRD 159818 | PA | $1.13B | — | Morgan Stanley→ |
| C25 | LBC CREDIT MANAGEMENT, L.P. CRD 157628 | PA | $3.24B | — | Wells Fargo→ |
