| B63 | VAUGHAN AND COMPANY SECURITIES, INC. CRD 18826 | NJ | $218.9M | 2 | Fidelity→ |
| B54 | ARCHON CAPITAL MANAGEMENT LLC CRD 130499 | WA | $214.6M | 3 | 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→ |
| B50 | CAPRIA VENTURES LLC CRD 284129 | WA | $161.0M | — | JPMorgan→ |
| C49 | GOODHAVEN CAPITAL MANAGEMENT, LLC CRD 156032 | NJ | $405.3M | — | 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 | BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | WA | $1.05B | 4 | Fidelity→ |
| C46 | MERCATOR MANAGEMENT (USA) LP CRD 318911 | NJ | $297.6M | — | JPMorgan→ |
| C45 | PINNACLE PARTNER MANAGEMENT LLC CRD 324639 | WA | $264.6M | 2 | JPMorgan→ |
| C45 | EVERGREEN CAPITAL ASSOCIATES LLC CRD 312909 | NJ | $243.6M | — | JPMorgan→ |
| C44 | COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | WA | $1.47B | — | Fidelity→ |
| C44 | SAGE ADVISORS, LLC CRD 301328 | WA | $575.1M | 4 | Fidelity→ |
| C42 | BASECAMP WEALTH ADVISORS, LLC CRD 334018 | WA | $1.08B | 4 | Fidelity→ |
| C41 | CHERRYDALE WEALTH MANAGEMENT, LLC CRD 171541 | NJ | $495.5M | 1 | Fidelity→ |
| C41 | RAINIER FAMILY WEALTH, INC. CRD 332062 | WA | $331.5M | 3 | Fidelity→ |
| C41 | CADIA PRIVATE CLIENT LLC CRD 337400 | NJ | $192.5M | 2 | Fidelity→ |
| C41 | HUDSON CAPITAL MANAGEMENT LLC CRD 131208 | NJ | $642.6M | 6 | Fidelity→ |
| C40 | CONCORD MANAGEMENT SERVICES, LLC CRD 292760 | NJ | $301.0M | — | JPMorgan→ |
| C40 | AMERRA CAPITAL MANAGEMENT, LLC CRD 155860 | NJ | $610.4M | — | JPMorgan→ |
| C39 | PREMIER PATH WEALTH PARTNERS, LLC CRD 325300 | NJ | $1.22B | 7 | Fidelity→ |
| C36 | TSP ADVISORS, LLC CRD 281758 | WA | $317.3M | — | JPMorgan→ |
| C36 | THE RETIREMENT SOLUTION LLC CRD 148106 | WA | $699.4M | 17 | Fidelity→ |
| C35 | OAKTOP CAPITAL MANAGEMENT II, L.P. CRD 161896 | NJ | $1.23B | — | Fidelity→ |
| C35 | MACD ADVISORS LLC CRD 171905 | NJ | $1.03B | — | Fidelity→ |
| C33 | BRIGHTON JONES LLC CRD 108601 | WA | $18.88B | 50 | Fidelity→ |
| C33 | PALISADE CAPITAL MANAGEMENT, LP CRD 104581 | NJ | $3.86B | 14 | Fidelity→ |
| C32 | TEPP RIA LLC CRD 283899 | NJ | $195.7M | 3 | Fidelity→ |
| C31 | PRIVATE ADVISOR GROUP, LLC CRD 155216 | NJ | $44.33B | 50 | Fidelity→ |
| C31 | LANDSCAPE CAPITAL MANAGEMENT LLC CRD 165336 | NJ | $3.03B | — | JPMorgan→ |
| C30 | CRE VENTURE CAPITAL, INC. CRD 317875 | NJ | $404.6M | — | JPMorgan→ |
| C29 | PARKER FINANCIAL LLC CRD 144293 | WA | $272.0M | 4 | Fidelity→ |
| C29 | STEELHEAD PARTNERS,LLC CRD 116569 | WA | $2.51B | — | JPMorgan→ |
| C28 | WEALTH QUARTERBACK LLC CRD 282967 | NJ | $391.3M | 5 | Fidelity→ |
| C28 | GOLDFINCH PARTNERS LP CRD 300919 | WA | $2.09B | — | JPMorgan→ |
| C27 | 180 WEALTH ADVISORS, LLC CRD 284921 | WA | $1.36B | 3 | Fidelity→ |
| C26 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP CRD 111470 | WA | $24.07B | — | JPMorgan→ |
| C26 | SHOREHAVEN WEALTH PARTNERS, LLC CRD 308026 | NJ | $541.5M | 4 | Fidelity→ |
| C26 | ADVISORS CAPITAL MANAGEMENT, LLC CRD 112266 | NJ | $12.20B | 50 | Fidelity→ |
| C25 | PARCION PRIVATE WEALTH LLC CRD 305115 | WA | $2.95B | 15 | Fidelity→ |
| C25 | BRIDGE33 INVESTMENT MANAGEMENT LLC CRD 305580 | WA | $1.08B | — | JPMorgan→ |
| C25 | FIDELIS INVESTORS, LLC CRD 306920 | NJ | $1.38B | — | JPMorgan→ |
| C25 | CERCANO MANAGEMENT LLC CRD 315897 | WA | $10.63B | 1 | JPMorgan→ |
| C24 | ENERGY CAPITAL PARTNERS MANAGEMENT, LP CRD 155020 | NJ | $33.39B | — | JPMorgan→ |
| C24 | ALETHEIAN WEALTH ADVISORS LLC CRD 304623 | WA | $412.5M | 5 | Fidelity→ |
| C23 | EVERGREEN CAPITAL MANAGEMENT LLC CRD 104931 | WA | $7.19B | 27 | JPMorgan→ |
| C21 | SIMON QUICK ADVISORS, LLC CRD 132330 | NJ | $9.01B | 41 | Fidelity→ |
| C21 | CONVERSANT CAPITAL LLC CRD 308201 | NJ | $3.12B | — | JPMorgan→ |
| C19 | CONSILIO WEALTH ADVISORS, LLC CRD 314466 | WA | $555.8M | 7 | Fidelity→ |
