| 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→ |
| A65 | GLOBAL PORTFOLIO SOLUTIONS, INC. CRD 333381 | AZ | $127.7M | 2 | Fidelity→ |
| B63 | FINANCIAL LIFE PLANNERS LLC CRD 129415 | AZ | $208.4M | 4 | Fidelity→ |
| B62 | MRM-HORIZON ADVISORS, LLC CRD 130585 | MA | $403.5M | 4 | 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 | PHILIP O. JOHNSON & COMPANY, LTD. CRD 104621 | AZ | $301.0M | 2 | Fidelity→ |
| B60 | TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | MA | $636.8M | 3 | 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→ |
| 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 | BREAKWATER FINANCIAL, LLC CRD 282401 | MA | $127.9M | 1 | Fidelity→ |
| B50 | COLMAN KNIGHT ADVISORY GROUP, LLC CRD 119696 | MA | $187.7M | 5 | Fidelity→ |
| C50 | FINANCIAL DIRECTIONS LLC CRD 108475 | AZ | $737.8M | 3 | Fidelity→ |
| C49 | MINOT DEBLOIS ADVISORS LLC CRD 140170 | MA | $2.04B | 1 | Fidelity→ |
| C48 | ETRE LLC CRD 121355 | MA | $216.8M | 1 | Fidelity→ |
| C45 | MARATHON WEALTH ADVISORS, LLC CRD 338006 | MA | $307.8M | 4 | Fidelity→ |
| C45 | WEALTH EFFECTS LLC CRD 315244 | MA | $472.0M | 8 | Fidelity→ |
| C45 | POLARIS INVESTMENT ADVISORS, LLC CRD 324093 | MA | $217.1M | 2 | Fidelity→ |
| C44 | ASSABET ADVISORS, LLC CRD 127795 | MA | $171.4M | 3 | Fidelity→ |
| C44 | VESTPOINTE WEALTH MANAGEMENT, LLC CRD 132591 | AZ | $165.8M | 2 | Fidelity→ |
| C43 | CUTLER CAPITAL MANAGEMENT LLC CRD 107463 | MA | $430.8M | 2 | 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→ |
| C42 | TFJ MANAGEMENT, LLC CRD 312132 | MA | $198.4M | — | Fidelity→ |
| C41 | ASSETGRADE, LLC CRD 168779 | MA | $337.7M | 3 | Fidelity→ |
| C40 | ARCADIA FUNDS, LLC CRD 166087 | MA | $192.8M | — | U.S. Bank→ |
| C40 | INTERWEALTH MANAGEMENT, LLC CRD 155597 | AZ | $298.0M | 5 | Fidelity→ |
| C39 | BOSTON RESEARCH AND MANAGEMENT, INC. CRD 107643 | MA | $676.2M | 6 | Fidelity→ |
| C39 | COLUMBIA CENT CLO ADVISERS, LLC CRD 310864 | MA | $3.00B | — | U.S. Bank→ |
| C39 | OSBON CAPITAL MANAGEMENT, LLC CRD 134731 | MA | $205.3M | 5 | Fidelity→ |
| C39 | WISE WEALTH PARTNERS, LLC CRD 311639 | AZ | $153.5M | 2 | Fidelity→ |
| C39 | BAYNTREE WEALTH ADVISORS, LLC CRD 226708 | AZ | $241.1M | 6 | Fidelity→ |
| C39 | MORTON WEALTH ADVISORS CRD 142912 | MA | $305.5M | 2 | Fidelity→ |
| C38 | SECURE INVESTMENT MANAGEMENT, LLC CRD 141195 | AZ | $42.9M | 21 | Fidelity→ |
| C38 | PETERSON FINANCIAL GROUP, INC. CRD 169519 | IA | $299.2M | 3 | Fidelity→ |
| C38 | THE BOLLARD GROUP LLC CRD 155317 | MA | $6.72B | 1 | Fidelity→ |
| C38 | FOSTER DYKEMA CABOT & PARTNERS, LLC CRD 300282 | MA | $2.22B | — | Fidelity→ |
| C36 | KEENAN, LLC CRD 285673 | MA | $202.5M | 22 | Fidelity→ |
| C35 | CLARITY ASSET MANAGEMENT, INC. CRD 115699 | IA | $257.4M | 4 | Fidelity→ |
| C35 | MARINO, STRAM AND ASSOCIATES LLC CRD 107768 | MA | $1.41B | 8 | Fidelity→ |
| C35 | BALLYROCK INVESTMENT ADVISORS LLC CRD 115324 | MA | $10.99B | — | Fidelity→ |
| C35 | CASTLE ROCK ADVISORS LLC CRD 331429 | MA | $2.38B | — | Fidelity→ |
