| B54 | ARCHON CAPITAL MANAGEMENT LLC CRD 130499 | WA | $214.6M | 3 | Fidelity→ |
| B50 | CAPRIA VENTURES LLC CRD 284129 | WA | $161.0M | — | JPMorgan→ |
| C46 | BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | WA | $1.05B | 4 | Fidelity→ |
| C45 | PINNACLE PARTNER MANAGEMENT LLC CRD 324639 | WA | $264.6M | 2 | JPMorgan→ |
| C44 | COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | WA | $1.47B | — | Fidelity→ |
| C44 | CATAWBA RIVER CAPITAL CRD 134217 | SC | $325.1M | 6 | Fidelity→ |
| C44 | SAGE ADVISORS, LLC CRD 301328 | WA | $575.1M | 4 | Fidelity→ |
| C44 | CONCORDE FINANCIAL RESOURCES I INC. CRD 117836 | SC | $231.0M | 2 | Fidelity→ |
| C42 | BASECAMP WEALTH ADVISORS, LLC CRD 334018 | WA | $1.08B | 4 | Fidelity→ |
| C41 | RAINIER FAMILY WEALTH, INC. CRD 332062 | WA | $331.5M | 3 | Fidelity→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 4 | Fidelity→ |
| C37 | LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | SC | $1.14B | — | JPMorgan→ |
| C36 | TSP ADVISORS, LLC CRD 281758 | WA | $317.3M | — | JPMorgan→ |
| C36 | THE RETIREMENT SOLUTION LLC CRD 148106 | WA | $699.4M | 17 | Fidelity→ |
| C33 | BRIGHTON JONES LLC CRD 108601 | WA | $18.88B | 50 | Fidelity→ |
| C32 | SAOS CAPITAL, LLC CRD 159515 | SC | $239.1M | 3 | Fidelity→ |
| C29 | PARKER FINANCIAL LLC CRD 144293 | WA | $272.0M | 4 | Fidelity→ |
| C29 | STEELHEAD PARTNERS,LLC CRD 116569 | WA | $2.51B | — | JPMorgan→ |
| C28 | GOLDFINCH PARTNERS LP CRD 300919 | WA | $2.09B | — | JPMorgan→ |
| C27 | 180 WEALTH ADVISORS, LLC CRD 284921 | WA | $1.36B | 3 | Fidelity→ |
| C26 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP CRD 111470 | WA | $24.07B | — | JPMorgan→ |
| C26 | HOBBS GROUP ADVISORS LLC CRD 157274 | SC | $584.4M | 7 | Fidelity→ |
| C25 | COLONIAL TRUST ADVISORS, INC. CRD 110257 | SC | $1.85B | 15 | Fidelity→ |
| C25 | PARCION PRIVATE WEALTH LLC CRD 305115 | WA | $2.95B | 15 | Fidelity→ |
| C25 | BRIDGE33 INVESTMENT MANAGEMENT LLC CRD 305580 | WA | $1.08B | — | JPMorgan→ |
| C25 | CERCANO MANAGEMENT LLC CRD 315897 | WA | $10.63B | 1 | JPMorgan→ |
| C24 | ALETHEIAN WEALTH ADVISORS LLC CRD 304623 | WA | $412.5M | 5 | Fidelity→ |
| C23 | EVERGREEN CAPITAL MANAGEMENT LLC CRD 104931 | WA | $7.19B | 27 | JPMorgan→ |
| C22 | GREYSTAR INVESTMENT GROUP, LLC CRD 160665 | SC | $36.50B | — | JPMorgan→ |
| C19 | CONSILIO WEALTH ADVISORS, LLC CRD 314466 | WA | $555.8M | 7 | Fidelity→ |
| C17 | FRAZIER MANAGEMENT, L.L.C. CRD 157324 | WA | $7.72B | — | JPMorgan→ |
| C16 | FORTIS CAPITAL MANAGEMENT LLC CRD 172198 | WA | $1.16B | 16 | Fidelity→ |
