| B61 | DUET ADVISORY SERVICES LLC CRD 283584 | MI | $316.5M | 3 | Charles Schwab→ |
| B61 | DS INVESTMENT ADVISORS CRD 319351 | MI | $386.1M | 2 | Fidelity→ |
| B61 | GLOBAL FINANCIAL PLANNING GROUP, LLC CRD 114803 | MI | $135.3M | 2 | Charles Schwab→ |
| B61 | PROFICIENT WEALTH COUNSELORS, LLC CRD 152640 | MA | $146.9M | 1 | Charles Schwab→ |
| B61 | THE SHER WEALTH MANAGEMENT GROUP, INC. CRD 172369 | MA | $145.6M | 2 | LPL Financial→ |
| B61 | SYNERGY WEALTH MANAGEMENT, LLC CRD 174633 | MI | $127.1M | 3 | Charles Schwab→ |
| B61 | CHARLES RIVER WEALTH MANAGEMENT, LLC CRD 288017 | MA | $110.3M | 1 | Raymond James→ |
| B61 | BLUEBIRD WEALTH MANAGEMENT LLC CRD 293420 | MA | $154.0M | 3 | Charles Schwab→ |
| B61 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. CRD 114922 | MA | $2.84B | 1 | E*Trade→ |
| B61 | LS INVESTMENT ADVISORS, LLC CRD 146829 | MI | $932.1M | 4 | Charles Schwab→ |
| B60 | SEAPORT GLOBAL ADVISORS, LLC CRD 154287 | MA | $46.3M | 1 | E*Trade→ |
| B60 | RICHMOND BROTHERS, INC. CRD 158916 | MI | $240.6M | 5 | Fidelity→ |
| B60 | VISION CAPITAL PARTNERS CRD 175147 | MI | $146.6M | 2 | Charles Schwab→ |
| B60 | OT MANAGEMENT, LLC CRD 284192 | MA | $232.4M | — | E*Trade→ |
| B60 | ORVIETO PARTNERS, L.P. CRD 313475 | MA | $179.6M | — | Morgan Stanley→ |
| B60 | TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | MA | $636.8M | 3 | Fidelity→ |
| B59 | CPR INVESTMENTS INC CRD 139067 | MI | $238.8M | 24 | Charles Schwab→ |
| B59 | PPS & V ASSET MANAGEMENT CONSULTANTS INC CRD 110491 | MI | $253.7M | 3 | E*Trade→ |
| B59 | EXCHANGE PLACE ADVISORS, LLC CRD 125240 | MA | $379.7M | 3 | E*Trade→ |
| B59 | NANTUCKET MULTI MANAGERS, LLC CRD 129024 | MI | $260.2M | — | LPL Financial→ |
| B59 | U. S. BOSTON CAPITAL CORPORATION CRD 5251 | MA | $359.8M | 18 | E*Trade→ |
| B59 | BROOKTREE CAPITAL MANAGEMENT INC. CRD 114173 | MI | $138.9M | 2 | Charles Schwab→ |
| B59 | BLACK WALNUT WEALTH MANAGEMENT, LLC CRD 337606 | MI | $136.8M | 1 | Fidelity→ |
| 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 | PINNACLE WEALTH MANAGEMENT PARTNERS, INC. CRD 166853 | MI | $118.1M | 4 | 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 | GPM GROWTH INVESTORS, INC. CRD 107645 | MI | $281.3M | 6 | Charles Schwab→ |
| B57 | ALLEN FINANCIAL MANAGEMENT, LLC CRD 153511 | MI | $121.2M | 1 | 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 | BERINGEA, LLC CRD 161803 | MI | $269.9M | — | Wells Fargo→ |
| 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→ |
| B55 | SUMMIT FINANCIAL CONSULTING LLC CRD 126570 | MI | $184.7M | 6 | Charles Schwab→ |
| B55 | BEMANAGED FINANCIAL SERVICES, INC. CRD 140099 | MI | $410.0M | — | Fidelity→ |
| B54 | INDEPENDENT WEALTH MANAGEMENT, LLC CRD 124242 | MI | $203.0M | 3 | E*Trade→ |
| B54 | BLUE WATER ASSET MANAGEMENT, LLC CRD 175362 | MI | $428.5M | 7 | 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→ |
