| B57 | 44 WEALTH MANAGEMENT LLC CRD 309647 | OR | $487.4M | 4 | Fidelity→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| C44 | PARK LANE ADVISORS, LLC CRD 338445 | AL | $623.9M | — | Fidelity→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C41 | STEADMONT ADVISORS, LLC CRD 328882 | AL | $430.7M | 4 | Fidelity→ |
| C39 | LONGVIEW FINANCIAL ADVISORS, INC. CRD 122451 | AL | $208.2M | 3 | Fidelity→ |
| 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 | PACIFIC RIDGE CAPITAL PARTNERS, LLC CRD 152154 | OR | $494.6M | — | Fidelity→ |
| C36 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC CRD 159419 | OR | $1.75B | 13 | Fidelity→ |
| C36 | CONNECTED WEALTH SOLUTIONS, LLC CRD 277111 | OR | $226.4M | 2 | Fidelity→ |
| C35 | STRAUSS WEALTH ADVISING, INC. CRD 310512 | AL | $276.0M | 3 | Fidelity→ |
| C35 | INTEGRITY WEALTH LLC CRD 330809 | OR | $304.8M | 6 | Fidelity→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
| C28 | VERIDAN WEALTH LLC CRD 329666 | OR | $667.2M | 4 | Fidelity→ |
| C26 | MELD FINANCIAL, INC. CRD 118896 | AL | $776.4M | 10 | Fidelity→ |
| C25 | JGP WEALTH MANAGEMENT, LLC CRD 290694 | OR | $1.43B | 18 | Fidelity→ |
| C24 | KEEL POINT, LLC CRD 127902 | AL | $3.46B | 47 | Fidelity→ |
| C14 | HEADWATER INVESTMENT CONSULTING,INC. CRD 133009 | OR | $543.0M | 5 | Fidelity→ |
