| A89 | THE MOORINGS GROUP, LLC CRD 129403 | GA | $439.6M | 2 | Fidelity→ |
| A89 | HALL CAPITAL, LLC CRD 153961 | CA | $180.0M | 2 | Fidelity→ |
| A87 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CRD 309943 | MA | $166.3M | 3 | Fidelity→ |
| A78 | WESTHAMPTON CAPITAL, LLC CRD 119176 | NC | $238.5M | 4 | Fidelity→ |
| A77 | BH ASSET MANAGEMENT, LLC CRD 152117 | NY | $117.0M | — | Fidelity→ |
| A76 | CALDERWOOD FINANCIAL STRATEGIES, INC. CRD 313466 | TX | $228.5M | 4 | Fidelity→ |
| A76 | BATES FINANCIAL ADVISORS, INC. CRD 116515 | IL | $439.2M | 3 | Fidelity→ |
| A75 | VIDA WEALTH PARTNERS, INC. CRD 140824 | CA | $129.6M | 1 | Fidelity→ |
| A75 | SERAPHIM CAPITAL MANAGEMENT, LLC CRD 170976 | — | $63.0M | 1 | LPL Financial→ |
| A75 | TERRA NOVA ASSET MANAGEMENT LLC CRD 111676 | NY | $220.2M | 2 | Fidelity→ |
| A75 | ARBOR FINANCIAL SERVICES, LLC CRD 150713 | IL | $122.2M | 4 | LPL Financial→ |
| A75 | TROTT BROOK FINANCIAL, INC. CRD 290962 | MN | $120.5M | 1 | Fidelity→ |
| A74 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | Fidelity→ |
| A74 | OPTIMAL CAPITAL ADVISORS, LLC CRD 144719 | MI | $119.9M | 2 | Fidelity→ |
| A73 | ADAMS ASSET ADVISORS LLC CRD 120573 | TX | $839.4M | 2 | Fidelity→ |
| A73 | REIK & CO., LLC CRD 142414 | NY | $322.1M | 4 | Fidelity→ |
| A72 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC CRD 112641 | TX | $146.6M | 3 | Fidelity→ |
| A72 | ACT CAPITAL MANAGEMENT, LLC CRD 307272 | PA | $163.9M | — | Fidelity→ |
| A72 | MAXELE ADVISORS, LLC CRD 165129 | MO | $201.6M | 1 | Fidelity→ |
| A72 | TWIN GRYPHON ADVISORS LLC CRD 297264 | MA | $126.5M | 1 | Fidelity→ |
| A72 | LEIBMAN FINANCIAL SERVCES, INC. CRD 323120 | NE | $173.1M | 5 | LPL Financial→ |
| A71 | FOCUS 401 (K) GROUP, LLC CRD 172217 | TX | $169.9M | 2 | Fidelity→ |
| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A70 | AVENIR CORPORATION CRD 110545 | VA | $849.3M | 3 | Fidelity→ |
| A69 | CHAMPION ADVISORS LLC CRD 149920 | — | $136.8M | 2 | Fidelity→ |
| A68 | FENTON GREGORY COLEMAN CRD 133301 | MA | $194.8M | 1 | Fidelity→ |
| A68 | GRACE CAPITAL MANAGEMENT, LLC CRD 150054 | TX | $108.7M | 2 | Fidelity→ |
| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| A66 | NICH CAPITAL PARTNERS, INC. CRD 159260 | — | $148.0M | 2 | LPL Financial→ |
| A66 | JFR FINANCIAL SERVICES, INC. CRD 124456 | MI | $276.6M | 2 | Fidelity→ |
| A66 | STAVIS WEALTH TRANSFER SOLUTIONS, LLC CRD 328185 | TX | $148.1M | 4 | Fidelity→ |
| A66 | ADIRONDACK RESEARCH & MANAGEMENT INC. CRD 130987 | NY | $126.1M | — | Fidelity→ |
| A65 | DIAMANT ASSET MANAGEMENT, INC. CRD 107788 | CT | $211.5M | 4 | Fidelity→ |
| A65 | OAKMONT INVESTMENT ADVISORS, INC. CRD 111095 | PA | $192.2M | 3 | Fidelity→ |
| A65 | NEWPORT INVESTMENT ADVISORS INC CRD 113175 | OH | $198.0M | 2 | Fidelity→ |
| A65 | MOORE FINANCIAL ADVISORS, LTD. CRD 130421 | MA | $127.2M | 5 | Fidelity→ |
| A65 | MERIDIAN WEALTH ADVISORS, LLC CRD 140991 | NM | $156.2M | 1 | Fidelity→ |
| A65 | RS ASSET MANAGEMENT, LLC CRD 157768 | CO | $107.2M | 2 | LPL Financial→ |
| A65 | SUMMER CREEK WEALTH MANAGEMENT, LLC CRD 165258 | — | $50.8M | 1 | Fidelity→ |
| A65 | PSC FINANCIAL LLC CRD 172054 | MN | $135.1M | 2 | LPL Financial→ |
| A65 | WRIGHT WEALTH STRATEGIES, LLC CRD 304289 | CA | $127.2M | 1 | LPL Financial→ |
| A65 | ENDURING WEALTH ADVISORS, LLC CRD 323320 | CA | $122.8M | 3 | LPL Financial→ |
| A65 | BUTTERWORTH FINANCIAL LLC CRD 325026 | MA | $103.3M | 1 | LPL Financial→ |
| A65 | GLOBAL PORTFOLIO SOLUTIONS, INC. CRD 333381 | AZ | $127.7M | 2 | Fidelity→ |
| B64 | RMDR ADVISORS, INC. CRD 118473 | — | $193.2M | 2 | Fidelity→ |
| B64 | CLEARWAVE CAPITAL, LLC CRD 337738 | CA | $359.2M | 3 | Fidelity→ |
| B64 | GRANT KOEHLER & LEVIN LTD. CRD 125531 | — | $289.4M | 3 | Fidelity→ |
| B64 | M.C. BYRD WEALTH MANAGEMENT, LLC CRD 151070 | TX | $294.2M | 3 | Fidelity→ |
| B64 | PEAVINE CAPITAL, LLC CRD 159922 | — | $496.3M | 1 | Fidelity→ |
| B64 | WJ WEALTH MANAGEMENT, LLC CRD 170181 | AZ | $261.5M | 2 | LPL Financial→ |