| B60 | TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | MA | $636.8M | 3 | Fidelity→ |
| 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 | UNITED VALUE CAPITAL, LLC CRD 300533 | UT | $122.0M | — | 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→ |
| 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 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC CRD 165355 | UT | $128.2M | 3 | 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 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B56 | AG FINANCIAL, LLC CRD 140226 | UT | $103.5M | 2 | Charles Schwab→ |
| B56 | SOUTH SHORE CAPITAL ADVISORS, LLC CRD 142915 | MA | $272.8M | 3 | Charles Schwab→ |
| B56 | PARAGON CAPITAL MANAGEMENT INC CRD 105962 | UT | $153.4M | 3 | Charles Schwab→ |
| B55 | GUARDIAN WEALTH MANAGEMENT, LLC CRD 146923 | UT | $174.8M | 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→ |
| B55 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | E*Trade→ |
| B55 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| B55 | LARSEN, GLEN ALLEN CRD 118496 | UT | $146.6M | — | Charles Schwab→ |
| 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 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| 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 | NORTH CAPITAL, INC. CRD 148802 | UT | $292.6M | 11 | Charles Schwab→ |
| B51 | LANDON CAPITAL PARTNERS, LLC CRD 292398 | MA | $144.8M | — | E*Trade→ |
| B51 | CACHETECH INC. CRD 327688 | UT | $547.4M | 3 | Charles Schwab→ |
| B51 | FINANCIAL NETWORK WEALTH ADVISORS LLC CRD 318842 | UT | $515.4M | 6 | Charles Schwab→ |
| B51 | THISTLE CREEK CAPITAL, LLC CRD 331449 | UT | $161.0M | — | 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→ |
