| A89 | HALL CAPITAL, LLC CRD 153961 | CA | $180.0M | 2 | Fidelity→ |
| A75 | VIDA WEALTH PARTNERS, INC. CRD 140824 | CA | $129.6M | 1 | Fidelity→ |
| A71 | CROWN ADVISORS MANAGEMENT, INC. CRD 109720 | CA | $197.8M | — | Goldman Sachs→ |
| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A68 | KESTREL INVESTMENT MANAGEMENT CORP CRD 106789 | CA | $180.0M | 1 | Goldman Sachs→ |
| A66 | PROSPECT CAPITAL ADVISORS, LLC CRD 119531 | CA | $309.4M | 1 | Goldman Sachs→ |
| A65 | DIAMANT ASSET MANAGEMENT, INC. CRD 107788 | CT | $211.5M | 4 | Fidelity→ |
| B64 | CLEARWAVE CAPITAL, LLC CRD 337738 | CA | $359.2M | 3 | Fidelity→ |
| B64 | P.A.W. CAPITAL PARTNERS, LP CRD 161094 | CT | $166.8M | — | Goldman Sachs→ |
| B63 | BCK CAPITAL MANAGEMENT LP CRD 282798 | CT | $112.4M | — | Goldman Sachs→ |
| B62 | FULLERTON ADVISORS, LLC CRD 148880 | CA | $120.4M | 1 | Fidelity→ |
| B62 | PANORAMIC CAPITAL, LLC CRD 153450 | CA | $299.6M | — | Goldman Sachs→ |
| B62 | DOWLING FINANCIAL SERVICES, INC CRD 155624 | CT | $179.3M | 2 | Fidelity→ |
| B61 | CANNON BEACH CONSULTANTS INC CRD 140959 | CA | $209.2M | 2 | Fidelity→ |
| B60 | PRENTICE CAPITAL MANAGEMENT, LP CRD 161178 | CT | $228.4M | — | Goldman Sachs→ |
| B59 | JCSD CAPITAL, LLC CRD 163084 | CA | $214.6M | 2 | Goldman Sachs→ |
| B59 | BERNZOTT CAPITAL ADVISORS CRD 104583 | CA | $265.4M | 3 | Fidelity→ |
| B58 | CROSSPOINT FINANCIAL, LLC CRD 286443 | CA | $157.1M | 1 | Fidelity→ |
| B55 | ENGLE CAPITAL MANAGEMENT, L.P. CRD 178525 | CT | $492.4M | — | Goldman Sachs→ |
| 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→ |
| B54 | MIG CAPITAL, LLC CRD 160782 | CA | $589.5M | — | Goldman Sachs→ |
| B53 | BWA, LLC CRD 154878 | CA | $146.9M | 1 | Fidelity→ |
| B53 | FREMEN CAPITAL MANAGEMENT LP CRD 334502 | CT | $157.3M | — | Goldman Sachs→ |
| B52 | TRIVENI CAPITAL INVESTMENTS LP CRD 325802 | CT | $300.9M | — | Goldman Sachs→ |
| B52 | MARIN CAPITAL MANAGEMENT, LLC CRD 136075 | CA | $170.8M | 4 | Fidelity→ |
| B52 | LANSDOWNE WEALTH MANAGEMENT, LLC CRD 155422 | CT | $227.7M | 7 | Fidelity→ |
| B51 | MONTE FINANCIAL GROUP, LLC CRD 150119 | CT | $482.4M | 6 | Fidelity→ |
| B50 | ARCA INVESTMENT MANAGEMENT, LLC CRD 298298 | CA | $188.1M | — | Fidelity→ |
| B50 | LUCERNE CAPITAL MANAGEMENT, LP CRD 111288 | CT | $364.6M | — | Goldman Sachs→ |
| B50 | GOYETTE FINANCIAL PLANNING, INC CRD 133566 | CA | $196.7M | 1 | Fidelity→ |
| C49 | ALPINE HILL ADVISORS LLC CRD 325412 | CT | $114.5M | 2 | Fidelity→ |
| C49 | TORREN MANAGEMENT, LLC CRD 329263 | CA | $373.5M | 4 | Fidelity→ |
| C47 | SWP FINANCIAL LLC CRD 327885 | CA | $239.4M | 3 | Fidelity→ |
| C47 | LITVAK WEALTH, LLC CRD 170805 | CT | $536.1M | 4 | Fidelity→ |
| C46 | ITS ASSET MANAGEMENT LP CRD 106977 | CT | $297.8M | 2 | Fidelity→ |
| C46 | CDM FINANCIAL COUNSELING SERVICES, INC. CRD 126295 | CT | $315.4M | 2 | Fidelity→ |
| C46 | WELTON INVESTMENT PARTNERS LLC CRD 172452 | CA | $330.0M | — | Goldman Sachs→ |
| 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 | RPO LLC CRD 318296 | CT | $372.1M | — | Goldman Sachs→ |
| C46 | MILL ROAD CAPITAL MANAGEMENT LLC CRD 157095 | CT | $753.8M | — | Goldman Sachs→ |
| C46 | KENSICO CAPITAL MANAGEMENT CORP. CRD 157934 | CT | $7.88B | — | Goldman Sachs→ |
| C46 | YIHENG CAPITAL MANAGEMENT, L.P. CRD 163812 | CA | $675.8M | 1 | Goldman Sachs→ |
| C46 | AIP CAPITAL ADVISORS LLC CRD 328465 | CT | $340.0M | — | Goldman Sachs→ |
| C46 | POINTONE FAMILY OFFICE, LLC CRD 338563 | CA | $327.1M | 2 | Goldman Sachs→ |
| C45 | TOOMEY INVESTMENT MANAGEMENT, INC CRD 127346 | CT | $321.0M | 3 | Fidelity→ |
| C45 | PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC CRD 131413 | CA | $730.0M | — | Goldman Sachs→ |
