| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A70 | AVENIR CORPORATION CRD 110545 | VA | $849.3M | 3 | Fidelity→ |
| A65 | DIAMANT ASSET MANAGEMENT, INC. CRD 107788 | CT | $211.5M | 4 | Fidelity→ |
| B64 | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CRD 155195 | VA | $187.8M | 6 | Fidelity→ |
| B62 | DOWLING FINANCIAL SERVICES, INC CRD 155624 | CT | $179.3M | 2 | Fidelity→ |
| B52 | LANSDOWNE WEALTH MANAGEMENT, LLC CRD 155422 | CT | $227.7M | 7 | Fidelity→ |
| B51 | MONTE FINANCIAL GROUP, LLC CRD 150119 | CT | $482.4M | 6 | Fidelity→ |
| C49 | ALPINE HILL ADVISORS LLC CRD 325412 | CT | $114.5M | 2 | Fidelity→ |
| C47 | LITVAK WEALTH, LLC CRD 170805 | CT | $536.1M | 4 | Fidelity→ |
| C46 | ITS ASSET MANAGEMENT LP CRD 106977 | CT | $297.8M | 2 | Fidelity→ |
| C46 | CDM FINANCIAL COUNSELING SERVICES, INC. CRD 126295 | CT | $315.4M | 2 | Fidelity→ |
| C45 | BENEFIT FIDUCIARY GROUP LLC CRD 291252 | VA | $529.4M | 2 | Fidelity→ |
| C45 | TOOMEY INVESTMENT MANAGEMENT, INC CRD 127346 | CT | $321.0M | 3 | Fidelity→ |
| C45 | COOPER FINANCIAL SERVICES, INC. CRD 104671 | CT | $195.6M | 3 | Fidelity→ |
| C44 | SENTINEL WEALTH MANAGEMENT, INC. CRD 122235 | VA | $388.8M | 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→ |
| C38 | JEFFREY N. MEHLER, CFP LLC CRD 126681 | CT | $416.2M | 3 | Fidelity→ |
| 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→ |
| C35 | EMPOWER FINANCIAL ADVISORY, LLC CRD 313968 | CT | $635.8M | 4 | Fidelity→ |
| C33 | BRADLEY FOSTER & SARGENT INC CRD 106928 | CT | $9.07B | 25 | Fidelity→ |
| C32 | ESSEX FINANCIAL SERVICES, INC. CRD 127549 | CT | $4.17B | 33 | Fidelity→ |
| C32 | SPECTRUM ASSET MANAGEMENT, INC. CRD 300463 | CT | $18.30B | 4 | Fidelity→ |
| C30 | FAIRBRIDGE ASSET MANAGEMENT LLC CRD 314538 | CT | $535.4M | — | Fidelity→ |
| C30 | GREAT POINT PARTNERS, LLC CRD 158423 | CT | $1.78B | — | 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→ |
| C28 | OAKRIDGE MANAGEMENT GROUP LLC CRD 306284 | CT | $1.37B | — | Fidelity→ |
| C28 | COASTAL BRIDGE ADVISORS, LLC CRD 152569 | CT | $5.02B | 24 | Fidelity→ |
| C28 | A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC CRD 8361 | CT | $2.30B | 50 | Fidelity→ |
| C26 | GOODNOW INVESTMENT GROUP LLC CRD 136792 | CT | $1.13B | — | Fidelity→ |
| C26 | KFA PRIVATE WEALTH GROUP, LLC CRD 281678 | VA | $830.0M | 11 | Fidelity→ |
| C26 | CONNECTICUT WEALTH MANAGEMENT, LLC CRD 154310 | CT | $4.48B | 48 | Fidelity→ |
| C24 | JB CAPITAL LLC CRD 171168 | CT | $2.78B | 27 | Fidelity→ |
| C24 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC CRD 311296 | VA | $29.35B | — | Fidelity→ |
| C21 | ADVISORS FINANCIAL, INC. CRD 144837 | VA | $321.2M | 6 | Fidelity→ |
| C18 | PAGNATOKARP PARTNERS, LLC CRD 282298 | VA | — | — | Fidelity→ |
| C16 | PRINCIPLE WEALTH PARTNERS LLC CRD 290180 | CT | $3.20B | 21 | Fidelity→ |
