| A74 | BROADWATER CAPITAL MANAGEMENT LLC CRD 125509 | MA | $161.0M | 1 | E*Trade→ |
| A74 | GARRETT NAGLE & CO., INC. CRD 7071 | MA | $98.4M | 2 | E*Trade→ |
| A68 | KALEEL INVESTMENT ADVISORS, LLC CRD 131216 | MA | $145.4M | 2 | E*Trade→ |
| A68 | BTS ASSET MANAGEMENT INC CRD 105215 | MA | $144.8M | 11 | E*Trade→ |
| A67 | KEYSTONE ASSET MANAGEMENT, INC. CRD 130101 | VA | $261.0M | — | E*Trade→ |
| A66 | ENTREPRENEURSHARES LLC CRD 153615 | MA | $50.4M | 1 | E*Trade→ |
| A65 | UNION STREET PARTNERS LLC CRD 156148 | VA | $86.3M | — | E*Trade→ |
| B64 | HUNTER MICHAEL INVESTMENT ADVISORS INC CRD 107884 | VA | $81.2M | 1 | E*Trade→ |
| B64 | JJSA ADVISORS, LTD. CRD 116460 | VA | $154.3M | 2 | E*Trade→ |
| B63 | EPILOG PARTNERS, LP. CRD 325368 | MA | $181.6M | — | E*Trade→ |
| B63 | OCTAGON FINANCE LLC CRD 289850 | VA | $184.1M | — | E*Trade→ |
| B61 | O'ROURKE & COMPANY, INCORPORATED CRD 132481 | MA | $555.1M | 3 | E*Trade→ |
| B61 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. CRD 114922 | MA | $2.84B | 1 | E*Trade→ |
| B60 | SEAPORT GLOBAL ADVISORS, LLC CRD 154287 | MA | $46.3M | 1 | E*Trade→ |
| B60 | MCGINN PENNINGER INVESTMENT MANAGEMENT INC. CRD 107396 | VA | $204.4M | 4 | E*Trade→ |
| B60 | OT MANAGEMENT, LLC CRD 284192 | MA | $232.4M | — | E*Trade→ |
| B59 | EXCHANGE PLACE ADVISORS, LLC CRD 125240 | MA | $379.7M | 3 | E*Trade→ |
| B59 | U. S. BOSTON CAPITAL CORPORATION CRD 5251 | MA | $359.8M | 18 | E*Trade→ |
| B58 | HARREN EQUITY PARTNERS, LLC CRD 158494 | VA | $201.4M | — | E*Trade→ |
| B58 | JMC MANAGEMENT, LLC CRD 169235 | MA | $211.9M | — | E*Trade→ |
| B58 | MAP FUNDS MANAGEMENT, LLC CRD 165979 | MA | $25.8M | — | E*Trade→ |
| B58 | SPECTRUM FINANCIAL INC CRD 105618 | VA | $236.5M | 2 | E*Trade→ |
| B58 | INVESTMENT MANAGEMENT CORPORATION CRD 107246 | VA | $191.2M | 3 | E*Trade→ |
| B58 | CHESAPEAKE INVESTMENT MANAGEMENT LLC CRD 119010 | VA | $205.0M | 7 | E*Trade→ |
| B57 | 1787FP INVESTMENT SERVICES, LLC CRD 328273 | VA | $9.1M | — | E*Trade→ |
| B57 | CENTURY EQUITY PARTNERS LLC CRD 281939 | MA | $378.3M | — | E*Trade→ |
| B57 | WORLDLY PARTNERS MANAGEMENT, LLC CRD 309792 | MA | $226.8M | — | E*Trade→ |
| B56 | STRATEGIC PLANNING GROUP, INC. CRD 124855 | MA | $218.6M | 2 | E*Trade→ |
| B56 | CAPE ANN CAPITAL, INC. CRD 128942 | MA | $193.0M | 2 | E*Trade→ |
| B56 | OMEGA WEALTH MANAGEMENT LLC CRD 132580 | VA | $309.7M | 4 | E*Trade→ |
| B55 | EMERGENT FINANCIAL SERVICES, LLC. CRD 288434 | VA | $195.2M | 3 | E*Trade→ |
| B54 | HLM MANAGEMENT CO., LLC CRD 162337 | MA | $411.4M | — | E*Trade→ |
| B54 | WATERMILL MANAGEMENT COMPANY, LLC CRD 163370 | MA | $178.1M | — | E*Trade→ |
| B53 | TONE CAPITAL, LLC CRD 285622 | VA | $118.3M | 3 | E*Trade→ |
| B52 | J.P. MARVEL INVESTMENT ADVISORS, INC. CRD 144364 | MA | $820.7M | 3 | E*Trade→ |
| B52 | EMERY PARTNERS, LLC CRD 336787 | MA | $78.4M | 2 | E*Trade→ |
| B52 | FLAGSHIP WEALTH ADVISORS, LLC. CRD 131962 | MA | $748.6M | 8 | E*Trade→ |
| B52 | RIVERSIDE PARTNERS, LLC CRD 160754 | MA | $923.7M | — | E*Trade→ |
| B51 | ALBRIGHT CAPITAL MANAGEMENT LP CRD 133613 | VA | $49.8M | — | E*Trade→ |
| B51 | LANDON CAPITAL PARTNERS, LLC CRD 292398 | MA | $144.8M | — | E*Trade→ |
| B51 | THOMPSON DAVIS & CO., INC. CRD 41353 | VA | $211.3M | 9 | E*Trade→ |
| B51 | CASTANEA PARTNERS INC. CRD 160229 | MA | $239.0M | — | E*Trade→ |
| B51 | EASTWARD CAPITAL PARTNERS, LLC CRD 161422 | MA | $96.0M | — | E*Trade→ |
| B50 | AJOVISTA, LLC CRD 314924 | MA | $269.0M | — | Northern Trust→ |
| C50 | PEAR TREE ADVISORS, INC. CRD 104576 | MA | $3.09B | 2 | E*Trade→ |
| C50 | ABRY PARTNERS, LLC CRD 161153 | MA | $69.3M | — | E*Trade→ |
| C50 | ATLANTIC UNION MUNICIPAL ADVISORS, INC CRD 329425 | VA | $134.3M | 3 | E*Trade→ |
| C50 | BLUESTONE INVESTMENT MANAGER, LLC CRD 296820 | VA | $144.8M | — | E*Trade→ |
| C49 | HASTINGS EQUITY PARTNERS, LLC CRD 167499 | MA | $498.5M | — | E*Trade→ |
| C48 | MIDATLANTIC CAPITAL MANAGEMENT, INC. CRD 116524 | VA | $477.0M | 2 | E*Trade→ |