| A74 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | Fidelity→ |
| A70 | AVENIR CORPORATION CRD 110545 | VA | $849.3M | 3 | Fidelity→ |
| B64 | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CRD 155195 | VA | $187.8M | 6 | Fidelity→ |
| C45 | BENEFIT FIDUCIARY GROUP LLC CRD 291252 | VA | $529.4M | 2 | Fidelity→ |
| C45 | NEUENSCHWANDER ASSET MANAGEMENT, LLC CRD 125179 | WI | $173.5M | 3 | Fidelity→ |
| C44 | SENTINEL WEALTH MANAGEMENT, INC. CRD 122235 | VA | $388.8M | 2 | 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 | ASPECT PARTNERS, LLC CRD 307273 | VA | $418.2M | 5 | Fidelity→ |
| C41 | DUDLEY CAPITAL MANAGEMENT LLC CRD 282958 | VA | $291.7M | 2 | Fidelity→ |
| C41 | 4J WEALTH MANAGEMENT, LLC CRD 297268 | VA | $348.1M | 4 | Fidelity→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 4 | Fidelity→ |
| C38 | THOMPSON SIEGEL & WALMSLEY LLC CRD 105726 | VA | $21.15B | 19 | BNY Mellon→ |
| C36 | THE HOERNER PLANNING GROUP, LLC CRD 139464 | VA | $1.65B | 4 | Fidelity→ |
| C36 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC CRD 293020 | VA | $745.1M | 4 | Fidelity→ |
| C32 | SAOS CAPITAL, LLC CRD 159515 | SC | $239.1M | 3 | Fidelity→ |
| C29 | VARIANT PRIVATE WEALTH LLC CRD 288011 | VA | $267.5M | 3 | Fidelity→ |
| C28 | ACTIV8 FAMILY OFFICE LLC CRD 337753 | VA | $1.54B | 10 | Fidelity→ |
| C27 | MIDWEST PROFESSIONAL PLANNERS, LTD. CRD 112995 | WI | $649.3M | 16 | Fidelity→ |
| C26 | HOBBS GROUP ADVISORS LLC CRD 157274 | SC | $584.4M | 7 | Fidelity→ |
| C26 | KFA PRIVATE WEALTH GROUP, LLC CRD 281678 | VA | $830.0M | 11 | Fidelity→ |
| C26 | KERBERROSE WEALTH MANAGEMENT, LLC CRD 168787 | WI | $1.16B | 13 | Fidelity→ |
| C25 | COLONIAL TRUST ADVISORS, INC. CRD 110257 | SC | $1.85B | 15 | Fidelity→ |
| C25 | AVAII WEALTH MANAGEMENT, LLC CRD 298165 | WI | $602.8M | 9 | Fidelity→ |
| C24 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC CRD 311296 | VA | $29.35B | — | Fidelity→ |
| C21 | ADVISORS FINANCIAL, INC. CRD 144837 | VA | $321.2M | 6 | Fidelity→ |
| C20 | ESTATE COUNSELORS, LLC CRD 123452 | WI | $1.35B | 7 | Fidelity→ |
| C18 | PAGNATOKARP PARTNERS, LLC CRD 282298 | VA | — | — | Fidelity→ |
| C14 | ENDOWMENT WEALTH MANAGEMENT, INC. CRD 108652 | WI | $609.2M | 12 | Fidelity→ |
