| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A65 | DIAMANT ASSET MANAGEMENT, INC. CRD 107788 | CT | $211.5M | 4 | Fidelity→ |
| B62 | DOWLING FINANCIAL SERVICES, INC CRD 155624 | CT | $179.3M | 2 | Fidelity→ |
| B59 | PERRYRIDGE CAPITAL LP CRD 331781 | CT | $226.6M | — | Morgan Stanley→ |
| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B53 | SARISSA CAPITAL MANAGEMENT LP CRD 167244 | CT | $298.3M | — | Morgan Stanley→ |
| B52 | LANSDOWNE WEALTH MANAGEMENT, LLC CRD 155422 | CT | $227.7M | 7 | Fidelity→ |
| B51 | MONTE FINANCIAL GROUP, LLC CRD 150119 | CT | $482.4M | 6 | Fidelity→ |
| C50 | ENDEAVOUR CAPITAL ADVISORS INC. CRD 137689 | CT | $602.7M | — | Morgan Stanley→ |
| C49 | ALPINE HILL ADVISORS LLC CRD 325412 | CT | $114.5M | 2 | Fidelity→ |
| C49 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C49 | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC CRD 159304 | CT | $139.8M | — | Morgan Stanley→ |
| C47 | LITVAK WEALTH, LLC CRD 170805 | CT | $536.1M | 4 | Fidelity→ |
| C46 | ITS ASSET MANAGEMENT LP CRD 106977 | CT | $297.8M | 2 | Fidelity→ |
| C46 | CDM FINANCIAL COUNSELING SERVICES, INC. CRD 126295 | CT | $315.4M | 2 | Fidelity→ |
| C45 | TOOMEY INVESTMENT MANAGEMENT, INC CRD 127346 | CT | $321.0M | 3 | Fidelity→ |
| C45 | COOPER FINANCIAL SERVICES, INC. CRD 104671 | CT | $195.6M | 3 | Fidelity→ |
| C44 | CAT ROCK CAPITAL MANAGEMENT LP CRD 268817 | CT | $968.5M | — | Morgan Stanley→ |
| C44 | WATCHTOWER ADVISORS, LP CRD 299887 | CT | $289.5M | — | Morgan Stanley→ |
| C43 | STONEBRIAR WEALTH, LLC CRD 327618 | UT | $139.0M | 4 | Fidelity→ |
| C42 | CHILTON INVESTMENT COMPANY, INC. CRD 120107 | CT | $1.32B | — | Morgan Stanley→ |
| 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 | MANATUCK HILL PARTNERS, LLC CRD 160689 | CT | $628.6M | — | Morgan Stanley→ |
| C39 | NAVIGATE PRIVATE WEALTH, LLC CRD 170774 | UT | $529.2M | 7 | Fidelity→ |
| C38 | KULTURA CAPITAL MANAGEMENT LP CRD 327510 | UT | $244.7M | — | Morgan Stanley→ |
| C38 | JEFFREY N. MEHLER, CFP LLC CRD 126681 | CT | $416.2M | 3 | Fidelity→ |
| C38 | COVE VIEW INVESTMENT PARTNERS, LLC CRD 339631 | CT | $0 | — | Morgan Stanley→ |
| C36 | NET WORTH ADVISORY GROUP, LLC CRD 126983 | UT | $838.4M | 20 | Fidelity→ |
| C35 | EMPOWER FINANCIAL ADVISORY, LLC CRD 313968 | CT | $635.8M | 4 | Fidelity→ |
| C35 | AQR ARBITRAGE, LLC CRD 114626 | CT | $4.38B | — | Morgan Stanley→ |
| C34 | ARARAT CAPITAL MANAGEMENT LP CRD 291783 | CT | $358.6M | — | Morgan Stanley→ |
| C33 | BRADLEY FOSTER & SARGENT INC CRD 106928 | CT | $9.07B | 25 | Fidelity→ |
| C32 | ESSEX FINANCIAL SERVICES, INC. CRD 127549 | CT | $4.17B | 33 | Fidelity→ |
| C32 | SPECTRUM ASSET MANAGEMENT, INC. CRD 300463 | CT | $18.30B | 4 | Fidelity→ |
| C31 | NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. CRD 133046 | CT | $552.8M | — | Morgan Stanley→ |
| C31 | CLINTON INVESTMENT MANAGEMENT, LLC CRD 143599 | CT | $3.91B | 11 | Morgan Stanley→ |
| C31 | IRON TRIANGLE PARTNERS LP CRD 302077 | CT | $1.05B | — | Morgan Stanley→ |
| C31 | MANGROVE PARTNERS IM, LLC CRD 162296 | CT | $2.71B | — | Morgan Stanley→ |
| C30 | FAIRBRIDGE ASSET MANAGEMENT LLC CRD 314538 | CT | $535.4M | — | Fidelity→ |
| C30 | AEGIS WEALTH GROUP, LLC CRD 222515 | UT | $247.7M | 21 | Fidelity→ |
| C30 | E6 PORTFOLIOS CRD 326617 | UT | $239.4M | 3 | Fidelity→ |
| C30 | GREAT POINT PARTNERS, LLC CRD 158423 | CT | $1.78B | — | Fidelity→ |
| C30 | FAIRVIEW CAPITAL PARTNERS, LLC CRD 161258 | CT | $2.49B | — | Morgan Stanley→ |
| C30 | CROSS CREEK ADVISORS, LLC CRD 165803 | UT | $1.35B | 4 | Morgan Stanley→ |
| C29 | TRGP INVESTMENT PARTNERS, LP CRD 305563 | CT | $726.8M | — | Morgan Stanley→ |
| C28 | OAKRIDGE MANAGEMENT GROUP LLC CRD 306284 | CT | $1.37B | — | Fidelity→ |
| C28 | COASTAL BRIDGE ADVISORS, LLC CRD 152569 | CT | $5.02B | 24 | Fidelity→ |
| C28 | A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC CRD 8361 | CT | $2.30B | 50 | Fidelity→ |
