| A65 | BUTTERWORTH FINANCIAL LLC CRD 325026 | MA | $103.3M | 1 | LPL Financial→ |
| B61 | THE SHER WEALTH MANAGEMENT GROUP, INC. CRD 172369 | MA | $145.6M | 2 | LPL Financial→ |
| B51 | WEIS ADVISORY, LLC CRD 217517 | IA | $225.6M | 4 | LPL Financial→ |
| B50 | AJOVISTA, LLC CRD 314924 | MA | $269.0M | — | Northern Trust→ |
| 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 | BYRNE FINANCIAL FREEDOM, LLC CRD 167893 | MA | $546.4M | 6 | LPL Financial→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | 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→ |
| C41 | FAYERWEATHER MANAGEMENT, LLC CRD 187517 | MA | $289.6M | — | Northern Trust→ |
| C40 | ARCADIA FUNDS, LLC CRD 166087 | MA | $192.8M | — | U.S. Bank→ |
| C40 | FRONTIER CAPITAL MANAGEMENT CO LLC CRD 106274 | MA | $9.60B | — | Northern Trust→ |
| C40 | FLAGSHIP HARBOR ADVISORS, LLC CRD 155733 | MA | $3.42B | 50 | LPL Financial→ |
| C39 | COLUMBIA CENT CLO ADVISERS, LLC CRD 310864 | MA | $3.00B | — | U.S. Bank→ |
| 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 | COMPASS FINANCIAL SERVICES, INC. CRD 109441 | IA | $407.4M | 7 | LPL Financial→ |
| C33 | WGI DM, LLC CRD 334219 | MA | $7.78B | — | Northern Trust→ |
| C33 | FOLIUM CAPITAL LP CRD 284801 | MA | $960.3M | — | Northern Trust→ |
| C31 | UNION PARK CAPITAL MANAGEMENT, L.P. CRD 169842 | MA | $928.5M | — | Northern Trust→ |
| C29 | ABRY PARTNERS III, LLC CRD 323712 | MA | $1.11B | — | U.S. Bank→ |
| C29 | FIRST EAGLE ALTERNATIVE CREDIT, LLC CRD 150900 | MA | $12.56B | — | U.S. Bank→ |
| C28 | GOODMAN ADVISORY GROUP, LLC CRD 285637 | MA | $415.5M | 6 | LPL Financial→ |
| C26 | CHARLESBANK CAPITAL PARTNERS, LLC CRD 160256 | MA | $21.06B | — | U.S. Bank→ |
| C26 | STRENGTHENING FAMILIES & COMMUNITIES, LLC CRD 282573 | MA | $610.0M | 11 | LPL Financial→ |
| C25 | MACKENZIE INVESTMENTS CORPORATION CRD 165899 | MA | $18.07B | — | Northern Trust→ |
| C22 | ALTA WEALTH ADVISORS LLC CRD 293675 | MA | $664.6M | 12 | LPL Financial→ |
| C22 | NEPC, LLC CRD 110562 | MA | $152.72B | 4 | U.S. Bank→ |
| C22 | MARCUS PARTNERS, LLC CRD 161326 | MA | $2.68B | — | U.S. Bank→ |
| C21 | SOLAMERE CAPITAL, LLC CRD 156902 | MA | $5.74B | — | Northern Trust→ |
| C20 | JOHCM (USA) INC CRD 167596 | MA | $9.01B | — | Northern Trust→ |
| C19 | LUMINT CORPORATION CRD 324443 | MA | $3.67B | — | Northern Trust→ |
| C19 | EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC CRD 292216 | MA | $4.12B | — | U.S. Bank→ |
| C15 | FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC CRD 307987 | IA | $256.0M | 5 | LPL Financial→ |
