| A76 | CALDERWOOD FINANCIAL STRATEGIES, INC. CRD 313466 | TX | $228.5M | 4 | Fidelity→ |
| A73 | ADAMS ASSET ADVISORS LLC CRD 120573 | TX | $839.4M | 2 | Fidelity→ |
| A72 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC CRD 112641 | TX | $146.6M | 3 | Fidelity→ |
| A71 | FOCUS 401 (K) GROUP, LLC CRD 172217 | TX | $169.9M | 2 | Fidelity→ |
| A68 | GRACE CAPITAL MANAGEMENT, LLC CRD 150054 | TX | $108.7M | 2 | Fidelity→ |
| A66 | STAVIS WEALTH TRANSFER SOLUTIONS, LLC CRD 328185 | TX | $148.1M | 4 | Fidelity→ |
| B64 | M.C. BYRD WEALTH MANAGEMENT, LLC CRD 151070 | TX | $294.2M | 3 | Fidelity→ |
| B63 | VAUGHAN AND COMPANY SECURITIES, INC. CRD 18826 | NJ | $218.9M | 2 | Fidelity→ |
| B60 | ASSET PRESERVATION GROUP INC CRD 108150 | TX | $321.2M | 2 | Fidelity→ |
| B59 | MURRAY INVESTMENT MANAGEMENT, LLC CRD 146921 | TX | $159.1M | 1 | Fidelity→ |
| B58 | 9823 CAPITAL, LP CRD 324329 | TX | $677.1M | 3 | Goldman Sachs→ |
| B57 | CAMDEN WEALTH ADVISORS LLC CRD 148518 | TX | $366.3M | 5 | Fidelity→ |
| B56 | FOCUS WEALTH ADVISORS, LLC CRD 165425 | TX | $247.6M | 1 | Fidelity→ |
| B56 | ATLASMARK FINANCIAL, INC. CRD 152635 | TX | $228.6M | 1 | Fidelity→ |
| B54 | HIGH POINT WEALTH MANAGEMENT, LLC CRD 147111 | NJ | $192.9M | 2 | Fidelity→ |
| B53 | 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT CRD 124288 | NJ | $150.1M | 1 | Fidelity→ |
| B52 | CUSHING ASSET MANAGEMENT, LP CRD 131517 | TX | $1.75B | 1 | Goldman Sachs→ |
| B52 | SUCCESSION FINANCIAL, INC. CRD 336434 | TX | $210.3M | 3 | Fidelity→ |
| B50 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC CRD 304547 | TX | $191.2M | 1 | Fidelity→ |
| C50 | BLUESCAPE ENERGY PARTNERS LLC CRD 283812 | TX | $890.4M | — | Goldman Sachs→ |
| C49 | TDC CAPITAL ADVISORS, INC. CRD 117769 | TX | $177.6M | 10 | Fidelity→ |
| C49 | GOODHAVEN CAPITAL MANAGEMENT, LLC CRD 156032 | NJ | $405.3M | — | Fidelity→ |
| C49 | WORTH VENTURE PARTNERS, LLC CRD 168610 | NJ | $456.1M | — | Goldman Sachs→ |
| C48 | EAGLE GLOBAL ADVISORS LLC CRD 107306 | TX | $3.10B | 8 | Fidelity→ |
| C48 | PRECEPT MANAGEMENT, LLC CRD 114671 | TX | $5.4M | 2 | Goldman Sachs→ |
| C47 | BLUM FINANCIAL, LP CRD 149134 | TX | $208.6M | 1 | Fidelity→ |
| C47 | IAS WEALTH MANAGEMENT, INC. CRD 112486 | TX | $549.0M | 8 | Fidelity→ |
| C47 | MARGOLIS BRADY RAGHAVAN FINANCIAL, INC. CRD 168333 | TX | $956.4M | 6 | Fidelity→ |
| C47 | LIFTPOINT FAMILY WEALTH ADVISORS, LLC CRD 337973 | NJ | $187.7M | 2 | Fidelity→ |
| C46 | NCM CAPITAL MANAGEMENT, LLC CRD 151109 | NJ | $539.4M | 3 | Fidelity→ |
| C46 | LUMINUS MANAGEMENT, LLC CRD 157536 | TX | $442.8M | — | Goldman Sachs→ |
| C46 | BLUESHIFT ASSET MANAGEMENT, LLC CRD 290637 | NJ | $694.4M | — | Goldman Sachs→ |
| C46 | HERITAGE WEALTH MANAGEMENT, INC. CRD 122394 | TX | $357.8M | 4 | Fidelity→ |
| C45 | LBJ FAMILY WEALTH ADVISORS, LTD. CRD 129701 | TX | $388.8M | 2 | Fidelity→ |
| C45 | SNOWCAP CAPITAL MANAGEMENT, LLC CRD 146883 | TX | $238.9M | 2 | Fidelity→ |
| C45 | ALTERIS CAPITAL PARTNERS, LLC CRD 335079 | TX | $139.5M | 3 | Fidelity→ |
| C44 | CPMG, INC. CRD 131417 | TX | $855.8M | 5 | Fidelity→ |
| C44 | S HARRIS FINANCIAL GROUP, LLC CRD 151899 | TX | $404.4M | 6 | Fidelity→ |
| C44 | PARK LANE ADVISORS, LLC CRD 338445 | AL | $623.9M | — | Fidelity→ |
| C43 | DALAL STREET, LLC CRD 161471 | TX | $936.3M | 1 | Fidelity→ |
| C42 | YACKTMAN ASSET MANAGEMENT LP CRD 164420 | TX | $11.71B | 4 | Goldman Sachs→ |
| C41 | CHERRYDALE WEALTH MANAGEMENT, LLC CRD 171541 | NJ | $495.5M | 1 | Fidelity→ |
| C41 | STEADMONT ADVISORS, LLC CRD 328882 | AL | $430.7M | 4 | Fidelity→ |
| C41 | CADIA PRIVATE CLIENT LLC CRD 337400 | NJ | $192.5M | 2 | Fidelity→ |
| C41 | ARWA LLC CRD 337220 | TX | $335.0M | 3 | Fidelity→ |
| C41 | EVERKEY FINANCIAL LLC CRD 325189 | TX | $10.6M | 1 | Fidelity→ |
| C41 | HUDSON CAPITAL MANAGEMENT LLC CRD 131208 | NJ | $642.6M | 6 | Fidelity→ |
| C41 | ANCIENT ART, L.P. CRD 141112 | TX | $1.50B | 1 | Goldman Sachs→ |
| C41 | ALONGSIDE, LLC CRD 333587 | TX | $878.6M | 22 | Fidelity→ |
| C40 | OUTLOOK WEALTH ADVISORS, LLC CRD 291465 | TX | $593.7M | 6 | Fidelity→ |