| A65 | BUTTERWORTH FINANCIAL LLC CRD 325026 | MA | $103.3M | 1 | LPL Financial→ |
| A65 | BRIDGEWAY WEALTH MANAGEMENT, LLC CRD 326547 | IA | $164.6M | 2 | Raymond James→ |
| B63 | NEW ENGLAND FINANCIAL PLANNING GROUP, LLC CRD 105254 | MA | $246.1M | 3 | Raymond James→ |
| B61 | THE SHER WEALTH MANAGEMENT GROUP, INC. CRD 172369 | MA | $145.6M | 2 | LPL Financial→ |
| B61 | CHARLES RIVER WEALTH MANAGEMENT, LLC CRD 288017 | MA | $110.3M | 1 | Raymond James→ |
| B51 | WEIS ADVISORY, LLC CRD 217517 | IA | $225.6M | 4 | LPL Financial→ |
| 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 | FLYING POINT FINANCIAL, INC. CRD 107915 | MA | $206.7M | 3 | Raymond James→ |
| C47 | BYRNE FINANCIAL FREEDOM, LLC CRD 167893 | MA | $546.4M | 6 | LPL Financial→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C43 | OPENVIEW ADVISORS, LLC CRD 316766 | MA | $839.0M | — | Raymond James→ |
| 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 | QUAD-CITIES INVESTMENT GROUP, LLC CRD 154113 | IA | $425.5M | 7 | Raymond James→ |
| C40 | FLAGSHIP HARBOR ADVISORS, LLC CRD 155733 | MA | $3.42B | 50 | LPL Financial→ |
| C38 | ATWATER WEALTH MANAGEMENT, INC. CRD 172749 | MA | $248.2M | 2 | LPL Financial→ |
| C38 | LSB CAPITAL MANAGEMENT, INC. CRD 310466 | IA | $228.8M | 6 | LPL Financial→ |
| C37 | RETIRERIGHT, LLC CRD 300925 | IA | $561.1M | 5 | LPL Financial→ |
| C34 | PUTNAM INVESTMENT MANAGEMENT, LLC CRD 106629 | MA | $117.24B | 50 | Raymond James→ |
| C34 | COMPASS FINANCIAL SERVICES, INC. CRD 109441 | IA | $407.4M | 7 | LPL Financial→ |
| C28 | BATTERY MANAGEMENT CORP. CRD 160921 | MA | $15.61B | — | Raymond James→ |
| C28 | GOODMAN ADVISORY GROUP, LLC CRD 285637 | MA | $415.5M | 6 | LPL Financial→ |
| C27 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC CRD 139068 | MA | $6.48B | — | Raymond James→ |
| C26 | STRENGTHENING FAMILIES & COMMUNITIES, LLC CRD 282573 | MA | $610.0M | 11 | LPL Financial→ |
| C24 | DAVIS INVESTMENT VENTURES, LLC CRD 161888 | MA | $2.05B | — | Raymond James→ |
| C24 | THL MANAGERS VII, LLC CRD 171042 | MA | $21.48B | — | Raymond James→ |
| C23 | EQUITY RESOURCE INVESTMENTS, LLC CRD 161186 | MA | $1.34B | — | Raymond James→ |
| C22 | ALTA WEALTH ADVISORS LLC CRD 293675 | MA | $664.6M | 12 | LPL Financial→ |
| C18 | BATTERY GLOBAL ADVISORS, LLC CRD 158508 | MA | $8.37B | — | Raymond James→ |
| C15 | FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC CRD 307987 | IA | $256.0M | 5 | LPL Financial→ |
