| C45 | PROSPECT HILL GROWTH PARTNERS, L.P. CRD 171462 | MA | $310.6M | — | Wells Fargo→ |
| C45 | BIRCH HILL INVESTMENT ADVISORS LLC CRD 143750 | MA | $2.95B | 9 | Charles Schwab→ |
| C45 | BALANCED ROCK INVESTMENT ADVISORS LLC CRD 157424 | MA | $193.2M | 5 | Charles Schwab→ |
| C45 | KASTEL CAPITAL ADVISORS, LLC CRD 226520 | MA | $193.3M | 3 | Charles Schwab→ |
| C45 | POLARIS INVESTMENT ADVISORS, LLC CRD 324093 | MA | $217.1M | 2 | Fidelity→ |
| C44 | SEAMANS CAPITAL MANAGEMENT, LLC CRD 118404 | MA | $170.7M | 6 | E*Trade→ |
| C44 | ALCION VENTURES, LIMITED PARTNERSHIP CRD 160505 | MA | $153.8M | — | E*Trade→ |
| C44 | ROSE PARK ADVISORS, LLC CRD 162017 | MA | $629.9M | — | Goldman Sachs→ |
| C44 | TEA & TAXES COMPANY DBA PROSPERITEA PLANNING CRD 282041 | MA | $176.9M | 4 | Charles Schwab→ |
| C44 | ASTIRA CAPITAL PARTNERS LP CRD 327034 | MA | $777.3M | — | E*Trade→ |
| C44 | ROCKINGSTONE ADVISORS LLC CRD 149592 | MA | $280.1M | 2 | Charles Schwab→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C44 | WAINWRIGHT INVESTMENT COUNSEL LLC CRD 108711 | MA | $5.52B | 12 | E*Trade→ |
| C44 | OLD IRONSIDES ENERGY, LLC CRD 168670 | MA | $1.21B | — | E*Trade→ |
| C44 | ASSABET ADVISORS, LLC CRD 127795 | MA | $171.4M | 3 | Fidelity→ |
| C44 | CONCORDIA WEALTH MANAGEMENT, LLC CRD 164278 | MA | $197.1M | 2 | E*Trade→ |
| C44 | SPRING LAKE EQUITY GP LLC CRD 167613 | MA | $179.2M | — | E*Trade→ |
| C43 | LENK LADNER INVESTMENT SOLUTIONS LLC CRD 109927 | MA | $337.3M | 1 | Charles Schwab→ |
| C43 | RIVERVIEW CAPITAL ADVISERS LLC CRD 140377 | MA | $624.1M | 5 | Charles Schwab→ |
| C43 | CUTLER CAPITAL MANAGEMENT LLC CRD 107463 | MA | $430.8M | 2 | Fidelity→ |
| C43 | FINIVI INC. CRD 292329 | MA | $308.4M | 6 | Charles Schwab→ |
| C43 | BOSTON FAMILY ADVISORS LLC CRD 299060 | MA | $329.7M | 6 | Charles Schwab→ |
| C43 | BOSTON PORTFOLIO ADVISERS, LLC CRD 172374 | MA | $121.5M | 2 | —→ |
| C43 | AMERICAN INVESTMENT SERVICES INC CRD 110043 | MA | $1.07B | 6 | Charles Schwab→ |
| C43 | OPALEYE MANAGEMENT INC. CRD 124513 | MA | $802.8M | — | E*Trade→ |
| C43 | OPENVIEW ADVISORS, LLC CRD 316766 | MA | $839.0M | — | Raymond James→ |
| C43 | ADAPTIVE ADVISERS, LLC CRD 318716 | MA | $450K | — | E*Trade→ |
| C43 | GLOBAL DELTA CAPITAL, LLC CRD 324485 | MA | $224.9M | — | E*Trade→ |
| C43 | LMCG INVESTMENTS, LLC CRD 149936 | MA | $6.83B | 9 | Charles Schwab→ |
| C43 | GENESIS WEALTH ADVISORS, LLC CRD 158388 | MA | $200.1M | 6 | Fidelity→ |
| C43 | TABLEAUX LLC CRD 319355 | MA | $229.7M | 4 | Charles Schwab→ |
| C42 | FLOREK FINANCIAL, LLC CRD 152235 | MA | $511.0M | 2 | Fidelity→ |
| C42 | RISK PARADIGM GROUP, LLC CRD 155870 | MA | $115.6M | 2 | Charles Schwab→ |
| C42 | PAR CAPITAL MANAGEMENT, INC. CRD 156596 | MA | $1.47B | — | Fidelity→ |
| C42 | MAY HILL CAPITAL, LLC CRD 332076 | MA | $548.6M | 3 | Fidelity→ |
| C42 | ARBORSTONE FINANCIAL, LLC CRD 338225 | MA | $0 | 4 | Charles Schwab→ |
| C42 | HOUSE HANOVER LLC CRD 284838 | MA | $19.7M | — | E*Trade→ |
| C42 | WILLOW PARTNER ADVISORS, LLC CRD 333917 | MA | $0 | 1 | E*Trade→ |
| C42 | RETIREMENT RESOURCES INVESTMENT CORPORATION CRD 47723 | MA | $2.44B | 2 | Fidelity→ |
| C42 | RICHARDSON FINANCIAL SERVICES INC. CRD 130715 | MA | $256.1M | 3 | Charles Schwab→ |
| C42 | ASSET STRATEGY ADVISORS, LLC CRD 139879 | MA | $649.3M | 12 | E*Trade→ |
| C42 | PORTOLAN CAPITAL MANAGEMENT, LLC CRD 157542 | MA | $2.02B | — | BNY Mellon→ |
| C42 | THE BAUPOST GROUP, L.L.C. CRD 109530 | MA | $24.68B | — | State Street→ |
| C42 | OXBOW HOLDINGS, INC. CRD 339061 | MA | $0 | 1 | E*Trade→ |
| C42 | SAFFORD NICHOLAS H & CO INC CRD 104740 | MA | $1.80B | 4 | E*Trade→ |
| C42 | CORNERSTONE FINANCIAL MANAGEMENT LLC CRD 140967 | MA | $167.0M | 4 | E*Trade→ |
| C42 | TFJ MANAGEMENT, LLC CRD 312132 | MA | $198.4M | — | Fidelity→ |
| C42 | BAYHAWK CAPITAL LP CRD 328829 | MA | $730.8M | — | E*Trade→ |
| C42 | WINTHROP ADVISORY GROUP, LLC CRD 288178 | MA | $3.10B | 27 | LPL Financial→ |
| C42 | PINNEY & SCOFIELD, INC. CRD 105365 | MA | $858.7M | 3 | Charles Schwab→ |
