| A89 | HALL CAPITAL, LLC CRD 153961 | CA | $180.0M | 2 | Fidelity→ |
| A75 | VIDA WEALTH PARTNERS, INC. CRD 140824 | CA | $129.6M | 1 | Fidelity→ |
| A65 | RS ASSET MANAGEMENT, LLC CRD 157768 | CO | $107.2M | 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→ |
| B64 | CLEARWAVE CAPITAL, LLC CRD 337738 | CA | $359.2M | 3 | Fidelity→ |
| B62 | SYNERGY CAPITAL OF COLORADO LLC CRD 334117 | CO | $98.8M | 2 | Fidelity→ |
| B62 | FULLERTON ADVISORS, LLC CRD 148880 | CA | $120.4M | 1 | Fidelity→ |
| B61 | CANNON BEACH CONSULTANTS INC CRD 140959 | CA | $209.2M | 2 | Fidelity→ |
| B61 | KEITH HAMILTON, INC. CRD 155865 | CA | $188.9M | 2 | LPL Financial→ |
| B59 | DIPSEA CAPITAL, LLC CRD 257787 | CA | $58.3M | 2 | Apex Clearing→ |
| B59 | BERNZOTT CAPITAL ADVISORS CRD 104583 | CA | $265.4M | 3 | Fidelity→ |
| B59 | 7 STREETS FINANCIAL, LLC CRD 282577 | CA | $88.4M | — | LPL Financial→ |
| B58 | CROSSPOINT FINANCIAL, LLC CRD 286443 | CA | $157.1M | 1 | Fidelity→ |
| B57 | CAPITAL ASSET MANAGEMENT, LLC CRD 284505 | CO | $208.8M | 4 | Fidelity→ |
| B57 | PANORAMA WEALTH ADVISORS CRD 324199 | CO | $133.7M | 2 | Fidelity→ |
| B57 | GOLDMAN LANCASTER, INC. CRD 136134 | CA | $360.5M | 3 | LPL Financial→ |
| B55 | SEAMOUNT FINANCIAL GROUP INC CRD 107834 | CO | $745.2M | 6 | LPL Financial→ |
| B55 | BERESH, PATRICK MICHAEL CRD 137495 | CA | $117.2M | 1 | LPL Financial→ |
| B55 | COLLIER FINANCIAL, INC CRD 175207 | CO | $160.5M | 1 | LPL Financial→ |
| 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 | ACORN CREEK CAPITAL LLC CRD 325809 | CO | $488.7M | 4 | Fidelity→ |
| B54 | LEGACY CAPITAL GROUP CALIFORNIA, INC. CRD 111436 | CA | $535.7M | 3 | Fidelity→ |
| B53 | ALESSANDRA CAPITAL MANAGEMENT, LLC CRD 123305 | CA | $153.5M | 2 | LPL Financial→ |
| B53 | BWA, LLC CRD 154878 | CA | $146.9M | 1 | Fidelity→ |
| B52 | PETIX & BOTTE COMPANY CRD 170020 | CA | $411.9M | 4 | LPL Financial→ |
| B52 | INFINIUM INVESTMENT ADVISORS, LLC CRD 149123 | CO | $131.4M | 2 | Fidelity→ |
| B52 | RUBICON ADVISORS, GP CRD 174447 | CA | $420.7M | 11 | LPL Financial→ |
| B52 | MARIN CAPITAL MANAGEMENT, LLC CRD 136075 | CA | $170.8M | 4 | Fidelity→ |
| B52 | SUMMIT WEALTH MANAGEMENT GROUP, INC. CRD 170029 | CA | $249.5M | 4 | LPL Financial→ |
| B51 | CIMARRON WEALTH MANAGEMENT, INC. CRD 299627 | CO | $327.3M | 10 | LPL Financial→ |
| B50 | ARCA INVESTMENT MANAGEMENT, LLC CRD 298298 | CA | $188.1M | — | Fidelity→ |
| B50 | GOYETTE FINANCIAL PLANNING, INC CRD 133566 | CA | $196.7M | 1 | Fidelity→ |
| B50 | LEWIS FINANCIAL, LLC CRD 170324 | CA | $133.9M | 3 | LPL Financial→ |
| B50 | KERUX, LLC CRD 327724 | CA | $428.0M | 3 | LPL Financial→ |
| C50 | SOLANO WEALTH INVESTMENT ADVISORS, LLC CRD 322037 | CA | $331.9M | 2 | LPL Financial→ |
| C49 | CENTERPIECE WEALTH ADVISOR L.L.C. CRD 296956 | CO | $138.6M | 2 | Fidelity→ |
| C49 | TORREN MANAGEMENT, LLC CRD 329263 | CA | $373.5M | 4 | Fidelity→ |
| C47 | BAUER WEALTH MANAGEMENT INC. CRD 152977 | CO | $205.9M | 4 | Fidelity→ |
| C47 | TORTUGA WEALTH MANAGEMENT, INC. CRD 153737 | CA | $222.9M | 4 | LPL Financial→ |
| C47 | HIGHPASS ASSET MANAGEMENT LLC CRD 159535 | CO | $218.2M | 2 | Fidelity→ |
| C47 | SWP FINANCIAL LLC CRD 327885 | CA | $239.4M | 3 | Fidelity→ |
| C47 | DESTINY CAPITAL CORPORATION CRD 111196 | CO | $382.2M | 8 | Fidelity→ |
| C47 | NAVIGATION GROUP LLC CRD 130982 | CA | $1.01B | 3 | LPL Financial→ |
| C46 | ALPHA WEALTH MANAGEMENT AND PLANNING LLC CRD 163917 | CA | $319.6M | 6 | LPL Financial→ |
| C46 | SPIEGELMAN WEALTH MANAGEMENT, INC. CRD 336637 | CA | $443.0M | 3 | Fidelity→ |
| C46 | CAPITAL FINANCIAL GROUP, INC. CRD 111709 | CO | $237.4M | 3 | LPL Financial→ |
| C46 | SP ASSET MANAGEMENT LLC CRD 323369 | CA | $1.90B | 3 | Fidelity→ |
