| 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 | 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→ |
| C47 | BYRNE FINANCIAL FREEDOM, LLC CRD 167893 | MA | $546.4M | 6 | LPL Financial→ |
| 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→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| 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 | FLAGSHIP HARBOR ADVISORS, LLC CRD 155733 | MA | $3.42B | 50 | LPL Financial→ |
| C39 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CRD 316736 | MA | $532.9M | 5 | Wells Fargo→ |
| 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→ |
| C35 | TA REALTY LLC CRD 108586 | MA | $1.48B | — | Wells Fargo→ |
| C34 | MITCHELL & PAHL PRIVATE WEALTH, LLC CRD 307625 | OK | $449.9M | 2 | Wells Fargo→ |
| C34 | COMPASS FINANCIAL SERVICES, INC. CRD 109441 | IA | $407.4M | 7 | LPL Financial→ |
| C30 | ROCKPOINT GROUP, L.L.C. CRD 156630 | MA | $13.04B | — | Wells Fargo→ |
| C28 | ARGONAUT PRIVATE CAPITAL, LP CRD 283878 | OK | $3.01B | — | Wells Fargo→ |
| C28 | GOODMAN ADVISORY GROUP, LLC CRD 285637 | MA | $415.5M | 6 | LPL Financial→ |
| C27 | FORGE FINANCIAL SERVICES, LLC CRD 306480 | OK | $1.46B | 15 | LPL Financial→ |
| C26 | PSG EQUITY L.L.C. CRD 295103 | MA | $30.18B | — | Folio Institutional→ |
| C26 | STRENGTHENING FAMILIES & COMMUNITIES, LLC CRD 282573 | MA | $610.0M | 11 | LPL Financial→ |
| C25 | ACORN GROWTH COMPANIES, LC CRD 164499 | OK | $893.2M | — | Folio Institutional→ |
| C23 | FOURPATH CAPITAL MANAGEMENT, LLC CRD 313573 | OK | $1.06B | 6 | Wells Fargo→ |
| C23 | PRINCIPAL REAL ESTATE INVESTORS, LLC CRD 109008 | IA | $105.65B | — | Wells Fargo→ |
| C22 | ALTA WEALTH ADVISORS LLC CRD 293675 | MA | $664.6M | 12 | LPL Financial→ |
| C21 | NCP GROUP, LP CRD 293803 | MA | $1.78B | — | Folio Institutional→ |
| C20 | HOWLAND CAPITAL MANAGEMENT LLC CRD 104726 | MA | $3.74B | 11 | Folio Institutional→ |
| C17 | SUMMIT PARTNERS, L.P. CRD 135271 | MA | $42.01B | — | Wells Fargo→ |
| C15 | FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC CRD 307987 | IA | $256.0M | 5 | LPL Financial→ |
