| B62 | SYNERGY CAPITAL OF COLORADO LLC CRD 334117 | CO | $98.8M | 2 | Fidelity→ |
| B59 | WAZEE STREET CAPITAL MANAGEMENT LLC CRD 159165 | CO | $203.4M | — | Folio Institutional→ |
| 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→ |
| C39 | FIRST SOURCE INVESTMENT PARTNERS, LLC CRD 322893 | CO | $154.0M | 3 | Fidelity→ |
| C39 | ASPEN WEALTH STRATEGIES, LLC CRD 307424 | CO | $312.2M | 6 | Fidelity→ |
| C35 | GAINLINE FINANCIAL PARTNERS, LLC CRD 326716 | CO | $348.6M | 6 | Fidelity→ |
| C32 | BXM WEALTH LLC CRD 332544 | CO | $231.3M | 4 | Fidelity→ |
| C29 | COSNER FINANCIAL GROUP, LLC CRD 147942 | CO | $369.8M | 4 | Fidelity→ |
| C29 | SYNERGY FINANCIAL PARTNERS, LLC CRD 305287 | CO | $308.7M | 5 | Fidelity→ |
| C28 | ALPHA CAPITAL FAMILY OFFICE, LLC CRD 307521 | CO | $295.9M | 6 | Fidelity→ |
| C22 | REVELSTOKE CAPITAL MANAGEMENT LLC CRD 173859 | CO | $6.70B | — | Folio Institutional→ |
| C22 | VISION RIDGE PARTNERS, LLC CRD 174836 | CO | $6.11B | — | Folio Institutional→ |
