| A89 | THE MOORINGS GROUP, LLC CRD 129403 | GA | $439.6M | 2 | Fidelity→ |
| A74 | OPTIMAL CAPITAL ADVISORS, LLC CRD 144719 | MI | $119.9M | 2 | Fidelity→ |
| A66 | JFR FINANCIAL SERVICES, INC. CRD 124456 | MI | $276.6M | 2 | Fidelity→ |
| B61 | DS INVESTMENT ADVISORS CRD 319351 | MI | $386.1M | 2 | Fidelity→ |
| B60 | RICHMOND BROTHERS, INC. CRD 158916 | MI | $240.6M | 5 | Fidelity→ |
| B59 | BLACK WALNUT WEALTH MANAGEMENT, LLC CRD 337606 | MI | $136.8M | 1 | Fidelity→ |
| B57 | C.W. O'CONNER WEALTH ADVISORS, INC. CRD 125646 | GA | $264.6M | 3 | Fidelity→ |
| B55 | BEMANAGED FINANCIAL SERVICES, INC. CRD 140099 | MI | $410.0M | — | Fidelity→ |
| B55 | MAVEN CAPITAL PARTNERS, LLC CRD 300626 | GA | $152.9M | 5 | Fidelity→ |
| B53 | CFS WEALTH MANAGEMENT, LLC CRD 135579 | GA | $189.1M | 5 | Fidelity→ |
| B53 | UP NORTH FINANCIAL, LLC CRD 150996 | MI | $203.8M | 2 | Fidelity→ |
| B50 | REICON WEALTH ADVISORS, LLC CRD 315043 | GA | $220.1M | 5 | Fidelity→ |
| C50 | VALSTONE PARTNERS VI, LLC CRD 300629 | MI | $735.9M | — | BNY Mellon→ |
| C47 | FEE-ONLY FIDUCIARY ADVISORS LLC CRD 143329 | MI | $197.0M | 3 | Fidelity→ |
| C44 | CATAWBA RIVER CAPITAL CRD 134217 | SC | $325.1M | 6 | Fidelity→ |
| C44 | CONCORDE FINANCIAL RESOURCES I INC. CRD 117836 | SC | $231.0M | 2 | Fidelity→ |
| C43 | CYGNUS CAPITAL ADVISORS, LLC CRD 323041 | GA | $229.7M | — | Fidelity→ |
| C43 | BRAEBURN WEALTH MANAGEMENT, LLC CRD 158007 | MI | $259.4M | 3 | Fidelity→ |
| C41 | B.A. ROBERTS FINANCIAL SERVICES, INC. CRD 289856 | MI | $373.9M | 3 | Fidelity→ |
| C40 | CAMBIENT FAMILY OFFICE, LLC CRD 335128 | MI | $857.9M | 3 | Fidelity→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 4 | Fidelity→ |
| C39 | GRAND WEALTH MANAGEMENT, LLC CRD 132137 | MI | $597.8M | 9 | Fidelity→ |
| C38 | KELLY WEALTH MANAGEMENT, INC. CRD 328386 | MI | $160.6M | 2 | Fidelity→ |
| C37 | KIKER WEALTH MANAGEMENT, LLC CRD 154405 | GA | $395.1M | 4 | Fidelity→ |
| C35 | HENRICKSON NAUTA WEALTH ADVISORS, INC. CRD 141201 | MI | $805.4M | 9 | Fidelity→ |
| C35 | ARCAPITA INVESTMENT MANAGEMENT US INC. CRD 168148 | GA | $674.6M | — | BNY Mellon→ |
| C33 | DARDEN WEALTH GROUP, INC CRD 294926 | MI | $379.6M | 5 | Fidelity→ |
| C32 | SAOS CAPITAL, LLC CRD 159515 | SC | $239.1M | 3 | Fidelity→ |
| C32 | HEMMING& WEALTH MANAGEMENT, INC. CRD 300918 | MI | $292.6M | 4 | Fidelity→ |
| C31 | HOWARD CAPITAL MANAGEMENT, INC. CRD 118070 | GA | $8.01B | 23 | Fidelity→ |
| C31 | JVL ASSOCIATES, LLC CRD 124018 | MI | $784.4M | 7 | Fidelity→ |
| C30 | SWMG HOLDINGS, LLC CRD 285713 | GA | $428.5M | 4 | Fidelity→ |
| C30 | LVZ, INC. CRD 124228 | MI | $1.13B | 16 | Fidelity→ |
| C29 | CHRISTY CAPITAL MANAGEMENT, INC. CRD 149313 | GA | $376.3M | 12 | Fidelity→ |
| C28 | GOODWIN INVESTMENT ADVISORY, LLC CRD 131193 | GA | $397.0M | 8 | Fidelity→ |
| C28 | SYNOVUS SECURITIES, INC. CRD 14023 | GA | $8.45B | 50 | Fidelity→ |
| C27 | TRUIST ADVISORY SERVICES, INC. CRD 283390 | GA | $77.39B | 50 | Fidelity→ |
| C26 | MKD WEALTH COACHES, LLC CRD 144994 | MI | $505.7M | 5 | Fidelity→ |
| C26 | HOBBS GROUP ADVISORS LLC CRD 157274 | SC | $584.4M | 7 | Fidelity→ |
| C26 | HILL ISLAND FINANCIAL LLC CRD 313469 | MI | $623.8M | 8 | Fidelity→ |
| C25 | COLONIAL TRUST ADVISORS, INC. CRD 110257 | SC | $1.85B | 15 | Fidelity→ |
| C15 | SAGE MOUNTAIN ADVISORS, LLC CRD 298593 | GA | $4.29B | 21 | Fidelity→ |
