| C45 | THOMPSON WEALTH SOLUTIONS, LLC CRD 338023 | MD | $172.1M | 2 | Fidelity→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C44 | PARK LANE ADVISORS, LLC CRD 338445 | AL | $623.9M | — | Fidelity→ |
| C42 | FAMILY OFFICE RESEARCH, LLC CRD 144136 | MD | $648.2M | 3 | Fidelity→ |
| C41 | STEADMONT ADVISORS, LLC CRD 328882 | AL | $430.7M | 4 | Fidelity→ |
| C39 | BEACON INVESTMENT ADVISORS LLC CRD 127368 | MD | $541.9M | 1 | Fidelity→ |
| C39 | LONGVIEW FINANCIAL ADVISORS, INC. CRD 122451 | AL | $208.2M | 3 | Fidelity→ |
| C37 | ROCK SPRINGS CAPITAL MANAGEMENT LP CRD 168648 | MD | $2.43B | — | Goldman Sachs→ |
| C37 | FAIRVOY PRIVATE WEALTH, LLC CRD 329636 | AL | $605.1M | 6 | Fidelity→ |
| C36 | SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | AL | $1.05B | 3 | Fidelity→ |
| C36 | TRITONPOINT PARTNERS, LLC CRD 333259 | MD | $286.5M | 9 | Fidelity→ |
| C35 | STRAUSS WEALTH ADVISING, INC. CRD 310512 | AL | $276.0M | 3 | Fidelity→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
| C32 | TRUMBOWER FINANCIAL ADVISORS LLC CRD 107495 | MD | $1.98B | 6 | Fidelity→ |
| C29 | BURKHOLDER & ASSOCIATES, LLC CRD 313338 | MD | $287.4M | 2 | Fidelity→ |
| C26 | MELD FINANCIAL, INC. CRD 118896 | AL | $776.4M | 10 | Fidelity→ |
| C24 | D.F. DENT AND COMPANY, INC. CRD 105179 | MD | $7.88B | 7 | Fidelity→ |
| C24 | CAMPBELL & COMPANY INVESTMENT ADVISER LLC CRD 134332 | MD | $4.34B | — | Goldman Sachs→ |
| C24 | KEEL POINT, LLC CRD 127902 | AL | $3.46B | 47 | Fidelity→ |
| C23 | PATIENT CAPITAL MANAGEMENT, LLC CRD 307336 | MD | $2.50B | — | Goldman Sachs→ |
| C22 | DURABLE CAPITAL PARTNERS LP CRD 305221 | MD | $17.59B | — | Goldman Sachs→ |
| C17 | HULL STREET ENERGY, LLC CRD 291881 | MD | $4.57B | — | Goldman Sachs→ |
