| A89 | HALL CAPITAL, LLC CRD 153961 | CA | $180.0M | 2 | Fidelity→ |
| A75 | VIDA WEALTH PARTNERS, INC. CRD 140824 | CA | $129.6M | 1 | Fidelity→ |
| A74 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | Fidelity→ |
| B64 | CLEARWAVE CAPITAL, LLC CRD 337738 | CA | $359.2M | 3 | Fidelity→ |
| B62 | FULLERTON ADVISORS, LLC CRD 148880 | CA | $120.4M | 1 | Fidelity→ |
| B61 | CANNON BEACH CONSULTANTS INC CRD 140959 | CA | $209.2M | 2 | Fidelity→ |
| B59 | BERNZOTT CAPITAL ADVISORS CRD 104583 | CA | $265.4M | 3 | Fidelity→ |
| B58 | CROSSPOINT FINANCIAL, LLC CRD 286443 | CA | $157.1M | 1 | Fidelity→ |
| B55 | PARIAX, LLC CRD 301474 | CA | $115.4M | 1 | Fidelity→ |
| B54 | DESMOND WEALTH MANAGEMENT, INC. CRD 118200 | CA | $145.0M | 2 | Fidelity→ |
| B54 | MONTCALM TCR LLC CRD 164521 | CA | $237.5M | 2 | Fidelity→ |
| B54 | LEGACY CAPITAL GROUP CALIFORNIA, INC. CRD 111436 | CA | $535.7M | 3 | Fidelity→ |
| B53 | BWA, LLC CRD 154878 | CA | $146.9M | 1 | Fidelity→ |
| B52 | MARIN CAPITAL MANAGEMENT, LLC CRD 136075 | CA | $170.8M | 4 | Fidelity→ |
| B50 | ARCA INVESTMENT MANAGEMENT, LLC CRD 298298 | CA | $188.1M | — | Fidelity→ |
| B50 | GOYETTE FINANCIAL PLANNING, INC CRD 133566 | CA | $196.7M | 1 | Fidelity→ |
| C49 | TORREN MANAGEMENT, LLC CRD 329263 | CA | $373.5M | 4 | Fidelity→ |
| C47 | SWP FINANCIAL LLC CRD 327885 | CA | $239.4M | 3 | Fidelity→ |
| C46 | SPIEGELMAN WEALTH MANAGEMENT, INC. CRD 336637 | CA | $443.0M | 3 | Fidelity→ |
| C46 | SP ASSET MANAGEMENT LLC CRD 323369 | CA | $1.90B | 3 | Fidelity→ |
| C45 | NEUENSCHWANDER ASSET MANAGEMENT, LLC CRD 125179 | WI | $173.5M | 3 | Fidelity→ |
| C45 | NDWM LLC CRD 151284 | CA | $176.3M | 2 | Fidelity→ |
| C45 | TRAVEKA WEALTH, LLC CRD 328421 | CA | $730.8M | 3 | Fidelity→ |
| C44 | ALMITAS CAPITAL LLC CRD 166705 | CA | $1.07B | — | Fidelity→ |
| C44 | PAVION BLUE CAPITAL, LLC CRD 301968 | CA | $443.7M | 2 | Fidelity→ |
| C42 | CONNECTIVE CAPITAL MANAGEMENT, LLC CRD 161099 | CA | $230.1M | 1 | Fidelity→ |
| C42 | OPUS PRIVATE WEALTH GROUP, LLC CRD 171317 | CA | $128.0M | 3 | Fidelity→ |
| C42 | AR ASSET MANAGEMENT, INC. CRD 110342 | CA | $602.6M | 3 | Fidelity→ |
| C41 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC CRD 151765 | CA | $257.6M | 2 | Fidelity→ |
| C39 | MONARCH PLAN ADVISORS CRD 286612 | CA | $792.6M | 5 | Fidelity→ |
| C38 | SWEENEY & MICHEL, LLC CRD 282595 | CA | $752.6M | 3 | Fidelity→ |
| C38 | ALLSTREET CAPITAL LLC CRD 283564 | CA | $218.0M | 2 | Fidelity→ |
| C38 | CALABASAS ADVISORY GROUP, LLC CRD 288224 | CA | $249.5M | 2 | Fidelity→ |
| C38 | TORREY WEALTH, LLC CRD 310688 | CA | $176.7M | 2 | Fidelity→ |
| C37 | TTP INVESTMENTS, INC. CRD 284082 | CA | $570.6M | 3 | Fidelity→ |
| C36 | INTELLECTUS PARTNERS, LLC CRD 173140 | CA | $1.57B | 6 | Fidelity→ |
| C36 | WAVE DIGITAL ASSETS LLC CRD 305726 | CA | $91.9M | 6 | Axos Advisor Services→ |
| C34 | CLG LLC CRD 282605 | CA | $1.12B | 23 | Fidelity→ |
| C34 | PASADENA PRIVATE WEALTH, LLC CRD 295178 | CA | $1.62B | 20 | Fidelity→ |
| C34 | POINT OLEMA CAPITAL PARTNERS, L.P. CRD 304303 | CA | $2.91B | — | Fidelity→ |
| C33 | SAGEVIEW ADVISORY GROUP, LLC CRD 126777 | CA | $37.50B | 50 | Fidelity→ |
| C33 | VERSO PARTNERS LP CRD 318319 | CA | $521.6M | — | Fidelity→ |
| C32 | THE WEIL COMPANY CRD 22090 | CA | $896.2M | 12 | Fidelity→ |
| C32 | SILICON VALLEY CAPITAL PARTNERS, L.P. CRD 125114 | CA | $1.29B | 4 | Fidelity→ |
| C32 | WEAVER CONSULTING GROUP, LLC CRD 287895 | CA | $1.05B | 4 | Fidelity→ |
| C32 | DWR WEALTH MANAGEMENT, LLC CRD 133743 | CA | $221.2M | 5 | Fidelity→ |
| C29 | ONE WEALTH ADVISORS, LLC CRD 170910 | CA | $1.25B | 10 | Fidelity→ |
| C29 | SAGE STONE WEALTH MANAGEMENT LLC CRD 155477 | CA | $261.4M | 3 | Fidelity→ |
| C29 | CASILIO LEITCH INVESTMENTS, LLC CRD 173152 | CA | $256.0M | 2 | Fidelity→ |
| C29 | INSIGHT WEALTH STRATEGIES, LLC CRD 293644 | CA | $1.06B | 9 | Fidelity→ |
