| B59 | EXCHANGE PLACE ADVISORS, LLC CRD 125240 | MA | $379.7M | 3 | E*Trade→ |
| B59 | U. S. BOSTON CAPITAL CORPORATION CRD 5251 | MA | $359.8M | 18 | E*Trade→ |
| B58 | JMC MANAGEMENT, LLC CRD 169235 | MA | $211.9M | — | E*Trade→ |
| B58 | MAP FUNDS MANAGEMENT, LLC CRD 165979 | MA | $25.8M | — | E*Trade→ |
| B58 | WOLFSTICH CAPITAL, LLC CRD 146026 | MA | $162.1M | 1 | Charles Schwab→ |
| B58 | CONSTANT GUIDANCE FINANCIAL, LLC CRD 172612 | MA | $198.0M | 1 | Charles Schwab→ |
| B58 | BRIGHT INVESTMENTS, LLC CRD 269955 | AL | $151.5M | 4 | E*Trade→ |
| B57 | AEQUITAS INVESTMENT ADVISORS, LLC CRD 127625 | MA | $826.1M | 5 | Charles Schwab→ |
| 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 | DMC GROUP, LLC CRD 174077 | AL | $176.7M | 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 | BHK INVESTMENT ADVISORS, LLC CRD 140515 | AL | $794.1M | 5 | 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 | COLARION LLC CRD 284588 | AL | $188.3M | 3 | Charles Schwab→ |
| B56 | SOUTH SHORE CAPITAL ADVISORS, LLC CRD 142915 | MA | $272.8M | 3 | Charles Schwab→ |
| B55 | AULL & MONROE INVESTMENT MANAGEMENT CORP CRD 104830 | AL | $323.2M | 4 | 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 | FIDELIS CAPITAL, LLC CRD 141341 | AL | $18.3M | — | Charles Schwab→ |
| 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 | PEOPLE MAKE THE DIFFERENCE, INC. CRD 159443 | AL | $111.6M | 2 | 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 | MONEY MANAGEMENT SERVICES, INC. CRD 106832 | AL | $442.7M | 5 | Pershing→ |
| 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→ |
