| A74 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | Fidelity→ |
| C45 | NEUENSCHWANDER ASSET MANAGEMENT, LLC CRD 125179 | WI | $173.5M | 3 | Fidelity→ |
| C45 | THOMPSON WEALTH SOLUTIONS, LLC CRD 338023 | MD | $172.1M | 2 | Fidelity→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C42 | FAMILY OFFICE RESEARCH, LLC CRD 144136 | MD | $648.2M | 3 | Fidelity→ |
| C39 | BEACON INVESTMENT ADVISORS LLC CRD 127368 | MD | $541.9M | 1 | Fidelity→ |
| C36 | TRITONPOINT PARTNERS, LLC CRD 333259 | MD | $286.5M | 9 | Fidelity→ |
| C32 | TRUMBOWER FINANCIAL ADVISORS LLC CRD 107495 | MD | $1.98B | 6 | Fidelity→ |
| C32 | GENEVA CAPITAL MANAGEMENT LLC CRD 105432 | WI | $5.60B | 3 | Morgan Stanley→ |
| C29 | BURKHOLDER & ASSOCIATES, LLC CRD 313338 | MD | $287.4M | 2 | Fidelity→ |
| C27 | MIDWEST PROFESSIONAL PLANNERS, LTD. CRD 112995 | WI | $649.3M | 16 | Fidelity→ |
| C27 | SAVANO DIRECT CAPITAL PARTNERS, LLC CRD 174066 | MD | $519.1M | — | Morgan Stanley→ |
| C26 | KERBERROSE WEALTH MANAGEMENT, LLC CRD 168787 | WI | $1.16B | 13 | Fidelity→ |
| C25 | AVAII WEALTH MANAGEMENT, LLC CRD 298165 | WI | $602.8M | 9 | Fidelity→ |
| C24 | D.F. DENT AND COMPANY, INC. CRD 105179 | MD | $7.88B | 7 | Fidelity→ |
| C21 | GREENHOUSE FUNDS LLLP CRD 169840 | MD | $2.93B | — | Morgan Stanley→ |
| C20 | ESTATE COUNSELORS, LLC CRD 123452 | WI | $1.35B | 7 | Fidelity→ |
| C14 | ENDOWMENT WEALTH MANAGEMENT, INC. CRD 108652 | WI | $609.2M | 12 | Fidelity→ |
