| A78 | WESTHAMPTON CAPITAL, LLC CRD 119176 | NC | $238.5M | 4 | Fidelity→ |
| A65 | RS ASSET MANAGEMENT, LLC CRD 157768 | CO | $107.2M | 2 | LPL Financial→ |
| B62 | SYNERGY CAPITAL OF COLORADO LLC CRD 334117 | CO | $98.8M | 2 | Fidelity→ |
| B60 | HARBER CAPITAL LLC CRD 158939 | NC | $492.7M | — | Fidelity→ |
| B57 | CAPITAL ASSET MANAGEMENT, LLC CRD 284505 | CO | $208.8M | 4 | Fidelity→ |
| B57 | PANORAMA WEALTH ADVISORS CRD 324199 | CO | $133.7M | 2 | Fidelity→ |
| B55 | SEAMOUNT FINANCIAL GROUP INC CRD 107834 | CO | $745.2M | 6 | LPL Financial→ |
| B55 | COLLIER FINANCIAL, INC CRD 175207 | CO | $160.5M | 1 | LPL Financial→ |
| B54 | ACORN CREEK CAPITAL LLC CRD 325809 | CO | $488.7M | 4 | Fidelity→ |
| B53 | PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC CRD 150266 | NC | $136.2M | 2 | LPL Financial→ |
| B52 | INFINIUM INVESTMENT ADVISORS, LLC CRD 149123 | CO | $131.4M | 2 | Fidelity→ |
| B51 | CIMARRON WEALTH MANAGEMENT, INC. CRD 299627 | CO | $327.3M | 10 | LPL Financial→ |
| C49 | CENTERPIECE WEALTH ADVISOR L.L.C. CRD 296956 | CO | $138.6M | 2 | Fidelity→ |
| C49 | INDEPENDENT WEALTH ADVISORS, LLC CRD 328786 | NC | $195.3M | 4 | LPL Financial→ |
| C48 | WHITE OAK FINANCIAL MANAGEMENT, INC CRD 142615 | NC | $143.5M | 3 | 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 | TERRA WEALTH MANAGEMENT, LLC CRD 320643 | NC | $152.0M | 7 | Fidelity→ |
| C47 | DESTINY CAPITAL CORPORATION CRD 111196 | CO | $382.2M | 8 | Fidelity→ |
| C46 | CAPITAL FINANCIAL GROUP, INC. CRD 111709 | CO | $237.4M | 3 | LPL Financial→ |
| C45 | COUNTERWEIGHT VENTURES, LLC CRD 327880 | NC | $207.2M | 2 | Fidelity→ |
| C45 | DAVIDSON ADVISORY GROUP, LLC CRD 333090 | NC | $223.5M | 2 | Fidelity→ |
| C43 | PIEDMONT CAPITAL MANAGEMENT, LLC CRD 155682 | NC | $495.6M | 3 | Fidelity→ |
| C43 | BLUE WEALTH INC. CRD 330324 | NC | $145.1M | 7 | Fidelity→ |
| C40 | TASSEL CAPITAL MANAGEMENT, INC. CRD 121112 | NC | $266.0M | 4 | Fidelity→ |
| C39 | FIRST SOURCE INVESTMENT PARTNERS, LLC CRD 322893 | CO | $154.0M | 3 | Fidelity→ |
| C39 | ALLSPRING FUNDS MANAGEMENT, LLC CRD 110841 | NC | $324.65B | 50 | LPL Financial→ |
| C39 | ASPEN WEALTH STRATEGIES, LLC CRD 307424 | CO | $312.2M | 6 | Fidelity→ |
| C38 | MARSHALL INVESTMENT MANAGEMENT, LLC CRD 174817 | CO | $298.0M | 8 | LPL Financial→ |
| C37 | DODDS WEALTH, LLC CRD 323632 | CO | $706.2M | 7 | LPL Financial→ |
| C36 | OAK CITY CONSULTING, LLC CRD 162220 | NC | $1.43B | 3 | Fidelity→ |
| C36 | NAPLES ASSET MANAGEMENT CO., LLC CRD 133978 | NC | $361.8M | 12 | LPL Financial→ |
| C36 | RALEIGH CAPITAL MANAGEMENT INC. CRD 149538 | NC | $397.8M | 13 | Fidelity→ |
| C36 | POWELL FINANCIAL, INC. CRD 144230 | NC | $229.2M | 2 | Fidelity→ |
| C35 | GAINLINE FINANCIAL PARTNERS, LLC CRD 326716 | CO | $348.6M | 6 | Fidelity→ |
| C34 | ATLANTIC PRIVATE WEALTH, LLC CRD 311517 | NC | $894.0M | 4 | Fidelity→ |
| C34 | TIMONIER FAMILY OFFICE, LTD. CRD 150748 | NC | $450.3M | 4 | Fidelity→ |
| C32 | VARRA WEALTH MANAGEMENT LLC CRD 324044 | CO | $305.6M | 7 | LPL Financial→ |
| C32 | BXM WEALTH LLC CRD 332544 | CO | $231.3M | 4 | Fidelity→ |
| C31 | FOUNDERS FINANCIAL ALLIANCE, LLC CRD 173011 | NC | $1.19B | 31 | LPL Financial→ |
| C29 | COSNER FINANCIAL GROUP, LLC CRD 147942 | CO | $369.8M | 4 | Fidelity→ |
| C29 | SYNERGY FINANCIAL PARTNERS, LLC CRD 305287 | CO | $308.7M | 5 | Fidelity→ |
| C28 | HIGGINS & SCHMIDT WEALTH STRATEGIES LLC CRD 286063 | CO | $279.5M | 4 | LPL Financial→ |
| C28 | ALPHA CAPITAL FAMILY OFFICE, LLC CRD 307521 | CO | $295.9M | 6 | Fidelity→ |
| C28 | TOTAL SOLUTIONS ENTERPRISE LLC CRD 318036 | NC | $305.0M | 8 | LPL Financial→ |
| C28 | FRANKLIN STREET ADVISORS, INC. CRD 106275 | NC | $4.53B | 16 | Fidelity→ |
| C28 | DELEGATE ADVISORS, LLC CRD 159953 | NC | $1.71B | — | Fidelity→ |
| C27 | INDEPENDENT ADVISOR ALLIANCE, LLC CRD 168267 | NC | $17.23B | 50 | LPL Financial→ |
| C27 | SEMMAX FINANCIAL ADVISORS, INC. CRD 144978 | NC | $495.4M | 8 | Fidelity→ |
| C26 | ASPIRE PRIVATE CAPITAL, LLC CRD 154116 | NC | $509.7M | 8 | Fidelity→ |
