| B62 | SYNERGY CAPITAL OF COLORADO LLC CRD 334117 | CO | $98.8M | 2 | Fidelity→ |
| B57 | CAPITAL ASSET MANAGEMENT, LLC CRD 284505 | CO | $208.8M | 4 | Fidelity→ |
| B57 | PANORAMA WEALTH ADVISORS CRD 324199 | CO | $133.7M | 2 | Fidelity→ |
| B54 | ACORN CREEK CAPITAL LLC CRD 325809 | CO | $488.7M | 4 | Fidelity→ |
| B52 | INFINIUM INVESTMENT ADVISORS, LLC CRD 149123 | CO | $131.4M | 2 | Fidelity→ |
| C49 | CENTERPIECE WEALTH ADVISOR L.L.C. CRD 296956 | CO | $138.6M | 2 | Fidelity→ |
| C47 | BAUER WEALTH MANAGEMENT INC. CRD 152977 | CO | $205.9M | 4 | Fidelity→ |
| C47 | HIGHPASS ASSET MANAGEMENT LLC CRD 159535 | CO | $218.2M | 2 | Fidelity→ |
| C47 | DESTINY CAPITAL CORPORATION CRD 111196 | CO | $382.2M | 8 | Fidelity→ |
| C45 | THOMPSON WEALTH SOLUTIONS, LLC CRD 338023 | MD | $172.1M | 2 | Fidelity→ |
| C44 | CATAWBA RIVER CAPITAL CRD 134217 | SC | $325.1M | 6 | Fidelity→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C44 | CONCORDE FINANCIAL RESOURCES I INC. CRD 117836 | SC | $231.0M | 2 | Fidelity→ |
| C44 | CROMWELL INVESTMENT ADVISORS, LLC CRD 314411 | MD | $368.9M | — | BNY Mellon→ |
| C43 | PROPRIETARY CAPITAL, LLC CRD 125139 | CO | $651.8M | — | BNY Mellon→ |
| C42 | FAMILY OFFICE RESEARCH, LLC CRD 144136 | MD | $648.2M | 3 | Fidelity→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 4 | Fidelity→ |
| C39 | FIRST SOURCE INVESTMENT PARTNERS, LLC CRD 322893 | CO | $154.0M | 3 | Fidelity→ |
| C39 | BEACON INVESTMENT ADVISORS LLC CRD 127368 | MD | $541.9M | 1 | Fidelity→ |
| C39 | ASPEN WEALTH STRATEGIES, LLC CRD 307424 | CO | $312.2M | 6 | Fidelity→ |
| C36 | TRITONPOINT PARTNERS, LLC CRD 333259 | MD | $286.5M | 9 | Fidelity→ |
| C35 | GAINLINE FINANCIAL PARTNERS, LLC CRD 326716 | CO | $348.6M | 6 | Fidelity→ |
| C32 | TRUMBOWER FINANCIAL ADVISORS LLC CRD 107495 | MD | $1.98B | 6 | Fidelity→ |
| C32 | SAOS CAPITAL, LLC CRD 159515 | SC | $239.1M | 3 | Fidelity→ |
| C32 | BXM WEALTH LLC CRD 332544 | CO | $231.3M | 4 | Fidelity→ |
| C31 | REALTERM TRANSPORTATION LLC CRD 322689 | MD | $10.87B | — | BNY Mellon→ |
| C29 | COSNER FINANCIAL GROUP, LLC CRD 147942 | CO | $369.8M | 4 | Fidelity→ |
| C29 | SYNERGY FINANCIAL PARTNERS, LLC CRD 305287 | CO | $308.7M | 5 | Fidelity→ |
| C29 | BURKHOLDER & ASSOCIATES, LLC CRD 313338 | MD | $287.4M | 2 | Fidelity→ |
| C28 | ALPHA CAPITAL FAMILY OFFICE, LLC CRD 307521 | CO | $295.9M | 6 | Fidelity→ |
| C27 | T. ROWE PRICE (CANADA) INC. CRD 107290 | MD | $6.55B | 4 | BNY Mellon→ |
| C26 | HOBBS GROUP ADVISORS LLC CRD 157274 | SC | $584.4M | 7 | Fidelity→ |
| C25 | COLONIAL TRUST ADVISORS, INC. CRD 110257 | SC | $1.85B | 15 | Fidelity→ |
| C24 | D.F. DENT AND COMPANY, INC. CRD 105179 | MD | $7.88B | 7 | Fidelity→ |
