| A74 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | 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→ |
| B59 | OMNI FINANCIAL LLC CRD 314670 | WI | $116.9M | 1 | LPL Financial→ |
| 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 | RICHMOND INVESTMENT SERVICES LLC CRD 327451 | WI | $453.2M | 14 | LPL Financial→ |
| B54 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC CRD 319298 | WI | $236.4M | 5 | LPL Financial→ |
| B54 | ACORN CREEK CAPITAL LLC CRD 325809 | CO | $488.7M | 4 | Fidelity→ |
| B53 | CONCEPTUAL FINANCIAL ADVISORS, LLC CRD 167513 | WI | $189.9M | 1 | LPL Financial→ |
| B53 | GRANITE FINANCIAL GROUP, LLC CRD 168675 | WI | $186.2M | 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→ |
| 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 | DESTINY CAPITAL CORPORATION CRD 111196 | CO | $382.2M | 8 | Fidelity→ |
| C46 | CAPITAL FINANCIAL GROUP, INC. CRD 111709 | CO | $237.4M | 3 | LPL Financial→ |
| C45 | NEUENSCHWANDER ASSET MANAGEMENT, LLC CRD 125179 | WI | $173.5M | 3 | Fidelity→ |
| C43 | IAG WEALTH PARTNERS, LLC CRD 109721 | WI | $1.87B | 15 | LPL Financial→ |
| 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→ |
| 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→ |
| C35 | GAINLINE FINANCIAL PARTNERS, LLC CRD 326716 | CO | $348.6M | 6 | Fidelity→ |
| C32 | WINCH ADVISORY SERVICES, LLC CRD 110194 | WI | $580.2M | 7 | LPL Financial→ |
| C32 | VARRA WEALTH MANAGEMENT LLC CRD 324044 | CO | $305.6M | 7 | LPL Financial→ |
| C32 | BXM WEALTH LLC CRD 332544 | CO | $231.3M | 4 | Fidelity→ |
| 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→ |
| C27 | JOHNSON WEALTH INC. CRD 125557 | WI | $10.35B | 50 | LPL Financial→ |
| C27 | MIDWEST PROFESSIONAL PLANNERS, LTD. CRD 112995 | WI | $649.3M | 16 | Fidelity→ |
| C26 | KERBERROSE WEALTH MANAGEMENT, LLC CRD 168787 | WI | $1.16B | 13 | Fidelity→ |
| C25 | DENVER WEALTH MANAGEMENT, INC. CRD 284868 | CO | $529.8M | 9 | LPL Financial→ |
| C25 | AVAII WEALTH MANAGEMENT, LLC CRD 298165 | WI | $602.8M | 9 | Fidelity→ |
| C20 | ESTATE COUNSELORS, LLC CRD 123452 | WI | $1.35B | 7 | Fidelity→ |
| C17 | GATEWAY WEALTH PARTNERS, LLC CRD 322789 | WI | $2.28B | 50 | LPL Financial→ |
| C17 | AVANT-GARDE ADVISORS LLC CRD 151527 | CO | — | — | LPL Financial→ |
| C14 | ENDOWMENT WEALTH MANAGEMENT, INC. CRD 108652 | WI | $609.2M | 12 | Fidelity→ |
