| B62 | SYNERGY CAPITAL OF COLORADO LLC CRD 334117 | CO | $98.8M | 2 | Fidelity→ |
| B57 | CAPITAL ASSET MANAGEMENT, LLC CRD 284505 | CO | $208.8M | 4 | Fidelity→ |
| B57 | PANORAMA WEALTH ADVISORS CRD 324199 | CO | $133.7M | 2 | Fidelity→ |
| B54 | ACORN CREEK CAPITAL LLC CRD 325809 | CO | $488.7M | 4 | Fidelity→ |
| B52 | INFINIUM INVESTMENT ADVISORS, LLC CRD 149123 | CO | $131.4M | 2 | Fidelity→ |
| C49 | CENTERPIECE WEALTH ADVISOR L.L.C. CRD 296956 | CO | $138.6M | 2 | Fidelity→ |
| C47 | BAUER WEALTH MANAGEMENT INC. CRD 152977 | CO | $205.9M | 4 | Fidelity→ |
| C47 | HIGHPASS ASSET MANAGEMENT LLC CRD 159535 | CO | $218.2M | 2 | Fidelity→ |
| C47 | LION EQUITY INVESTMENT ADVISORS, LLC CRD 283404 | CO | $173.5M | — | JPMorgan→ |
| C47 | DESTINY CAPITAL CORPORATION CRD 111196 | CO | $382.2M | 8 | Fidelity→ |
| C44 | CATAWBA RIVER CAPITAL CRD 134217 | SC | $325.1M | 6 | Fidelity→ |
| C44 | CONCORDE FINANCIAL RESOURCES I INC. CRD 117836 | SC | $231.0M | 2 | Fidelity→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 4 | Fidelity→ |
| C39 | FIRST SOURCE INVESTMENT PARTNERS, LLC CRD 322893 | CO | $154.0M | 3 | Fidelity→ |
| C39 | ASPEN WEALTH STRATEGIES, LLC CRD 307424 | CO | $312.2M | 6 | Fidelity→ |
| C37 | LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | SC | $1.14B | — | JPMorgan→ |
| C36 | LAPIS ADVISERS, LP CRD 153710 | CO | $789.5M | — | JPMorgan→ |
| C35 | GAINLINE FINANCIAL PARTNERS, LLC CRD 326716 | CO | $348.6M | 6 | Fidelity→ |
| C34 | RESOLUTE CAPITAL ASSET PARTNERS LLC CRD 298866 | CO | $380.9M | — | JPMorgan→ |
| C33 | REDEFINE VENTURES LLC CRD 323691 | CO | $1.28B | — | JPMorgan→ |
| C33 | NORTHWOOD INVESTORS LLC CRD 161406 | CO | $8.97B | — | JPMorgan→ |
| C32 | SATURN FIVE ADVISORS LLC CRD 322348 | CO | $556.1M | — | JPMorgan→ |
| C32 | SAOS CAPITAL, LLC CRD 159515 | SC | $239.1M | 3 | Fidelity→ |
| C32 | BXM WEALTH LLC CRD 332544 | CO | $231.3M | 4 | Fidelity→ |
| C30 | CRESCAT PORTFOLIO MANAGEMENT LLC CRD 139620 | CO | $536.1M | 3 | JPMorgan→ |
| C29 | COSNER FINANCIAL GROUP, LLC CRD 147942 | CO | $369.8M | 4 | Fidelity→ |
| C29 | SYNERGY FINANCIAL PARTNERS, LLC CRD 305287 | CO | $308.7M | 5 | Fidelity→ |
| C29 | MANNA TREE PARTNERS, LLC CRD 299654 | CO | $816.2M | — | JPMorgan→ |
| C28 | ALPHA CAPITAL FAMILY OFFICE, LLC CRD 307521 | CO | $295.9M | 6 | Fidelity→ |
| C26 | KSL ADVISORS, LLC CRD 155677 | CO | $25.61B | — | JPMorgan→ |
| C26 | HOBBS GROUP ADVISORS LLC CRD 157274 | SC | $584.4M | 7 | Fidelity→ |
| C26 | JANUS HENDERSON INVESTORS US LLC CRD 104652 | CO | $380.43B | 3 | JPMorgan→ |
| C25 | COLONIAL TRUST ADVISORS, INC. CRD 110257 | SC | $1.85B | 15 | Fidelity→ |
| C25 | GRIFFIS RESIDENTIAL INVESTMENT ADVISOR CRD 166201 | CO | $1.85B | — | JPMorgan→ |
| C22 | GREYSTAR INVESTMENT GROUP, LLC CRD 160665 | SC | $36.50B | — | JPMorgan→ |
| C21 | ASPEN GROVE CAPITAL, LLC CRD 158166 | CO | $6.67B | 7 | JPMorgan→ |
| C19 | SPRUCEVIEW CAPITAL PARTNERS LLC CRD 171963 | CO | $2.34B | — | JPMorgan→ |
| C12 | CIRRUS OIL & GAS LLC CRD 328721 | CO | — | — | JPMorgan→ |
