| A89 | HALL CAPITAL, LLC CRD 153961 | CA | $180.0M | 2 | Fidelity→ |
| A75 | VIDA WEALTH PARTNERS, INC. CRD 140824 | CA | $129.6M | 1 | 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→ |
| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | 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 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C49 | TORREN MANAGEMENT, LLC CRD 329263 | CA | $373.5M | 4 | Fidelity→ |
| C49 | GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLC CRD 336578 | CA | $363.5M | — | BNY Mellon→ |
| C48 | NEWPORT ASIA LLC CRD 118682 | CA | $120.1M | 7 | BNY Mellon→ |
| 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→ |
| C46 | PACIFIC LIFE FUND ADVISORS LLC CRD 105169 | CA | $42.81B | — | BNY Mellon→ |
| C45 | WESTERN ASSET MANAGEMENT COMPANY, LLC CRD 110441 | CA | $184.99B | — | BNY Mellon→ |
| 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→ |
| C43 | STONEBRIAR WEALTH, LLC CRD 327618 | UT | $139.0M | 4 | 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 | PAYDEN & RYGEL CRD 107160 | CA | $158.23B | 13 | BNY Mellon→ |
| C42 | SEPIO CAPITAL, LP CRD 285645 | UT | $5.64B | 18 | 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→ |
| C41 | BRISTOL GROUP INC CRD 105087 | CA | $2.04B | — | BNY Mellon→ |
| C41 | TETON WEALTH GROUP LLC CRD 311230 | UT | $204.0M | 7 | Fidelity→ |
| C39 | FOCUSED INVESTORS LLC CRD 140010 | CA | $3.29B | 2 | BNY Mellon→ |
| C39 | MEDICUS WEALTH PLANNING, INC. CRD 282904 | UT | $160.8M | 4 | Fidelity→ |
| C39 | MONARCH PLAN ADVISORS CRD 286612 | CA | $792.6M | 5 | Fidelity→ |
| C39 | NAVIGATE PRIVATE WEALTH, LLC CRD 170774 | UT | $529.2M | 7 | 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→ |
| C37 | PAAMCO PRISMA, LLC CRD 108989 | CA | $14.45B | 5 | BNY Mellon→ |
| C36 | INTELLECTUS PARTNERS, LLC CRD 173140 | CA | $1.57B | 6 | Fidelity→ |
| C36 | FRONTIER GLOBAL PARTNERS LLC CRD 145341 | CA | $713.1M | 3 | BNY Mellon→ |
