| B57 | CENTURY EQUITY PARTNERS LLC CRD 281939 | MA | $378.3M | — | E*Trade→ |
| B57 | LTG CAPITAL LLC CRD 128216 | MA | $142.2M | 3 | Charles Schwab→ |
| B57 | WORLDLY PARTNERS MANAGEMENT, LLC CRD 309792 | MA | $226.8M | — | E*Trade→ |
| B57 | WEST BRANCH CAPITAL LLC CRD 133813 | MA | $690.1M | 4 | Charles Schwab→ |
| B57 | MERIDIAN FINANCIAL, LLC CRD 119679 | MA | $283.9M | 2 | Charles Schwab→ |
| 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 | SOUTH SHORE CAPITAL ADVISORS, LLC CRD 142915 | MA | $272.8M | 3 | Charles Schwab→ |
| B55 | ASHWOOD ADVISORS, LLC CRD 128811 | MA | $126.9M | 2 | —→ |
| B55 | CANBY FINANCIAL ADVISORS, LLC CRD 338797 | MA | $729.4M | 5 | Fidelity→ |
| B54 | OUELLETTE WEALTH ADVISORY LLC CRD 289242 | MA | $274.4M | 2 | Charles Schwab→ |
| B54 | HLM MANAGEMENT CO., LLC CRD 162337 | MA | $411.4M | — | E*Trade→ |
| B54 | SIPPICAN CAPITAL ADVISORS LLC CRD 155188 | MA | $175.0M | 2 | Fidelity→ |
| B54 | LEVATUS LLC CRD 287811 | MA | $173.9M | 2 | Charles Schwab→ |
| B54 | WATERMILL MANAGEMENT COMPANY, LLC CRD 163370 | MA | $178.1M | — | E*Trade→ |
| B53 | VINCENT WEALTH ADVISORS LLC CRD 332759 | MA | $152.9M | 1 | Charles Schwab→ |
| B53 | APPLIED FUNDAMENTAL RESEARCH, LLC CRD 167645 | MA | $142.9M | 2 | Goldman Sachs→ |
| B52 | J.P. MARVEL INVESTMENT ADVISORS, INC. CRD 144364 | MA | $820.7M | 3 | E*Trade→ |
| B52 | COTTAGE STREET ADVISORS, LLC CRD 173487 | MA | $333.8M | 2 | Charles Schwab→ |
| B52 | EMERY PARTNERS, LLC CRD 336787 | MA | $78.4M | 2 | E*Trade→ |
| B52 | DISCIPLINED ALPHA LLC CRD 167254 | MA | $36.9M | — | Charles Schwab→ |
| B52 | FLAGSHIP WEALTH ADVISORS, LLC. CRD 131962 | MA | $748.6M | 8 | E*Trade→ |
| B52 | THE DE BURLO GROUP, INC. CRD 153435 | MA | $1.13B | 4 | Charles Schwab→ |
| B52 | RIVERSIDE PARTNERS, LLC CRD 160754 | MA | $923.7M | — | E*Trade→ |
| B51 | LANDON CAPITAL PARTNERS, LLC CRD 292398 | MA | $144.8M | — | E*Trade→ |
| B51 | CASTANEA PARTNERS INC. CRD 160229 | MA | $239.0M | — | E*Trade→ |
| B51 | SEMPOLINSKI, WILLIAM JOHN CRD 338120 | MA | $292.0M | 2 | Charles Schwab→ |
| B51 | EASTWARD CAPITAL PARTNERS, LLC CRD 161422 | MA | $96.0M | — | E*Trade→ |
| B51 | RENAISSANCE WEALTH ADVISORS, LLC CRD 300007 | MA | $109.9M | 2 | —→ |
| B51 | ALLIANCE PRIVATE WEALTH, LLC CRD 316612 | MA | $466.2M | 7 | Fidelity→ |
| B50 | SUSTAINABLE INVESTMENT SOLUTIONS, LLC CRD 111456 | MA | $152.9M | 1 | Charles Schwab→ |
| B50 | KRAEMATON INVESTMENT ADVISORS, INC. CRD 126869 | MA | $201.5M | 1 | Fidelity→ |
| B50 | THE PRACTICAL PLANNER, LLC CRD 130601 | MA | $145.3M | 2 | Charles Schwab→ |
| B50 | SUMMIT PARTNERS CREDIT ADVISORS, L.P. CRD 153195 | MA | $419.0M | — | Wells Fargo→ |
| B50 | TITANIUM ADVISORS, LLC CRD 153943 | MA | $169.7M | 1 | Charles Schwab→ |
| B50 | TIMMONS WEALTH MANAGEMENT, LLC CRD 165914 | MA | $179.2M | 1 | Charles Schwab→ |
| B50 | BREAKWATER FINANCIAL, LLC CRD 282401 | MA | $127.9M | 1 | Fidelity→ |
| B50 | AJOVISTA, LLC CRD 314924 | MA | $269.0M | — | Northern Trust→ |
| B50 | COLMAN KNIGHT ADVISORY GROUP, LLC CRD 119696 | MA | $187.7M | 5 | Fidelity→ |
| C50 | PEAR TREE ADVISORS, INC. CRD 104576 | MA | $3.09B | 2 | E*Trade→ |
| C50 | SHEPHERD FINANCIAL PARTNERS, LLC CRD 169093 | MA | $1.38B | 8 | LPL Financial→ |
| C50 | ABRY PARTNERS, LLC CRD 161153 | MA | $69.3M | — | E*Trade→ |
| C50 | ARISTOTLE CAPITAL BOSTON, LLC CRD 173198 | MA | $1.83B | 2 | State Street→ |
| C49 | HASTINGS EQUITY PARTNERS, LLC CRD 167499 | MA | $498.5M | — | E*Trade→ |
| C49 | WINTHROP CAPITAL ADVISORS, LLC CRD 289487 | MA | $82.4M | — | JPMorgan→ |
| C49 | RHEECO, INC. CRD 301106 | MA | $119.2M | 2 | Charles Schwab→ |
| C49 | RIGHTHAND CAPITAL, LLC CRD 307517 | MA | $182.3M | 2 | Charles Schwab→ |
| C49 | ROTHWELL INVESTMENT ADVISORS LLC CRD 337504 | MA | $187.7M | 3 | LPL Financial→ |
| C49 | PROCTOR FINANCIAL, INC. CRD 122021 | MA | $382.3M | 2 | Charles Schwab→ |
| C49 | WELLS FINANCIAL ADVISORS, INC. CRD 125209 | MA | $279.3M | 2 | Charles Schwab→ |
