| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| C49 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C43 | STONEBRIAR WEALTH, LLC CRD 327618 | UT | $139.0M | 4 | Fidelity→ |
| C42 | SEPIO CAPITAL, LP CRD 285645 | UT | $5.64B | 18 | Fidelity→ |
| C41 | TETON WEALTH GROUP LLC CRD 311230 | UT | $204.0M | 7 | Fidelity→ |
| C39 | MEDICUS WEALTH PLANNING, INC. CRD 282904 | UT | $160.8M | 4 | Fidelity→ |
| C39 | NAVIGATE PRIVATE WEALTH, LLC CRD 170774 | UT | $529.2M | 7 | Fidelity→ |
| C38 | KULTURA CAPITAL MANAGEMENT LP CRD 327510 | UT | $244.7M | — | Morgan Stanley→ |
| C36 | NET WORTH ADVISORY GROUP, LLC CRD 126983 | UT | $838.4M | 20 | Fidelity→ |
| C30 | AEGIS WEALTH GROUP, LLC CRD 222515 | UT | $247.7M | 21 | Fidelity→ |
| C30 | E6 PORTFOLIOS CRD 326617 | UT | $239.4M | 3 | Fidelity→ |
| C30 | CROSS CREEK ADVISORS, LLC CRD 165803 | UT | $1.35B | 4 | Morgan Stanley→ |
| C26 | NARUS FINANCIAL PARTNERS, LLC CRD 173534 | UT | $559.0M | 5 | Fidelity→ |
| C22 | BRIDGE MULTIFAMILY FUND MANAGER LLC CRD 159127 | UT | $49.30B | — | Morgan Stanley→ |
| C20 | ELEVATED CAPITAL ADVISORS, LLC CRD 226721 | UT | $499.1M | 21 | Fidelity→ |
| C20 | NEW MILLENNIUM GROUP, LLC CRD 299249 | UT | $257.0M | 13 | Fidelity→ |
