| B62 | BETRO MILESZKO & COMPANY, LLC CRD 145184 | MA | $144.8M | 2 | Charles Schwab→ |
| B62 | NOBSCOT INVESTMENT MANAGEMENT LLC CRD 283289 | MA | $164.2M | 1 | Fidelity→ |
| B61 | O'ROURKE & COMPANY, INCORPORATED CRD 132481 | MA | $555.1M | 3 | E*Trade→ |
| B61 | COVALENT PARTNERS LLC CRD 140494 | MA | $117.3M | — | Goldman Sachs→ |
| B61 | ESSEX PRIVATE WEALTH MANAGEMENT LLC CRD 149991 | MA | $330.5M | 4 | Fidelity→ |
| 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 | 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 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. CRD 116670 | VA | $357.2M | 3 | Charles Schwab→ |
| B60 | SEAPORT GLOBAL ADVISORS, LLC CRD 154287 | MA | $46.3M | 1 | E*Trade→ |
| B60 | MCGINN PENNINGER INVESTMENT MANAGEMENT INC. CRD 107396 | VA | $204.4M | 4 | E*Trade→ |
| B60 | OT MANAGEMENT, LLC CRD 284192 | MA | $232.4M | — | E*Trade→ |
| B60 | LB PARTNERS LLC CRD 309088 | VA | $191.3M | — | Interactive Brokers→ |
| 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 | 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→ |
| B59 | CHARMARLINE WEALTH MANAGEMENT LLC CRD 336719 | VA | $118.8M | 1 | Charles Schwab→ |
| B58 | HARREN EQUITY PARTNERS, LLC CRD 158494 | VA | $201.4M | — | 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 | WESTBOURNE INVESTMENTS, INC. CRD 37499 | VA | $276.4M | 5 | Charles Schwab→ |
| 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 | SPECTRUM FINANCIAL INC CRD 105618 | VA | $236.5M | 2 | E*Trade→ |
| B58 | INVESTMENT MANAGEMENT CORPORATION CRD 107246 | VA | $191.2M | 3 | E*Trade→ |
| B58 | CHESAPEAKE INVESTMENT MANAGEMENT LLC CRD 119010 | VA | $205.0M | 7 | E*Trade→ |
| B57 | 1787FP INVESTMENT SERVICES, LLC CRD 328273 | VA | $9.1M | — | 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 | WEALTHTRAK CAPITAL MANAGEMENT, L.L.C. CRD 160057 | VA | $195.4M | 5 | 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 | FOREFRONT ASSET MANAGEMENT, LLC CRD 281118 | VA | $136.9M | 3 | Raymond James→ |
| B56 | SOUTH SHORE CAPITAL ADVISORS, LLC CRD 142915 | MA | $272.8M | 3 | Charles Schwab→ |
| B56 | OMEGA WEALTH MANAGEMENT LLC CRD 132580 | VA | $309.7M | 4 | E*Trade→ |
| B55 | SIMA WEALTH PARTNERS, LLC CRD 159943 | VA | $156.7M | 5 | 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 | EMERGENT FINANCIAL SERVICES, LLC. CRD 288434 | VA | $195.2M | 3 | E*Trade→ |
| B55 | CLIO ASSET MANAGEMENT LLC CRD 298041 | VA | $134.5M | 1 | Charles Schwab→ |
| B54 | JUNO FINANCIAL GROUP LLC CRD 336362 | VA | $541.9M | 7 | Charles Schwab→ |
| B54 | VANTAGE CONSULTING GROUP INC CRD 105240 | VA | $241.7M | 8 | Folio Institutional→ |
| B54 | MORRIS & WELLS WEALTH MANAGEMENT CRD 162411 | VA | $987.9M | — | Charles Schwab→ |
