| A76 | CALDERWOOD FINANCIAL STRATEGIES, INC. CRD 313466 | TX | $228.5M | 4 | Fidelity→ |
| A73 | ADAMS ASSET ADVISORS LLC CRD 120573 | TX | $839.4M | 2 | Fidelity→ |
| A72 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC CRD 112641 | TX | $146.6M | 3 | Fidelity→ |
| A71 | FOCUS 401 (K) GROUP, LLC CRD 172217 | TX | $169.9M | 2 | Fidelity→ |
| A68 | GRACE CAPITAL MANAGEMENT, LLC CRD 150054 | TX | $108.7M | 2 | Fidelity→ |
| A66 | STAVIS WEALTH TRANSFER SOLUTIONS, LLC CRD 328185 | TX | $148.1M | 4 | Fidelity→ |
| B64 | M.C. BYRD WEALTH MANAGEMENT, LLC CRD 151070 | TX | $294.2M | 3 | Fidelity→ |
| B60 | ASSET PRESERVATION GROUP INC CRD 108150 | TX | $321.2M | 2 | Fidelity→ |
| B59 | MURRAY INVESTMENT MANAGEMENT, LLC CRD 146921 | TX | $159.1M | 1 | Fidelity→ |
| B57 | CAMDEN WEALTH ADVISORS LLC CRD 148518 | TX | $366.3M | 5 | Fidelity→ |
| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B56 | FOCUS WEALTH ADVISORS, LLC CRD 165425 | TX | $247.6M | 1 | Fidelity→ |
| B56 | ATLASMARK FINANCIAL, INC. CRD 152635 | TX | $228.6M | 1 | Fidelity→ |
| B55 | YOST CAPITAL MANAGEMENT, LP CRD 153082 | TX | $189.3M | — | Morgan Stanley→ |
| B52 | SUCCESSION FINANCIAL, INC. CRD 336434 | TX | $210.3M | 3 | Fidelity→ |
| B50 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC CRD 304547 | TX | $191.2M | 1 | Fidelity→ |
| C49 | TDC CAPITAL ADVISORS, INC. CRD 117769 | TX | $177.6M | 10 | Fidelity→ |
| C49 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C48 | EAGLE GLOBAL ADVISORS LLC CRD 107306 | TX | $3.10B | 8 | Fidelity→ |
| C47 | BLUM FINANCIAL, LP CRD 149134 | TX | $208.6M | 1 | Fidelity→ |
| C47 | IAS WEALTH MANAGEMENT, INC. CRD 112486 | TX | $549.0M | 8 | Fidelity→ |
| C47 | MARGOLIS BRADY RAGHAVAN FINANCIAL, INC. CRD 168333 | TX | $956.4M | 6 | Fidelity→ |
| C46 | HERITAGE WEALTH MANAGEMENT, INC. CRD 122394 | TX | $357.8M | 4 | Fidelity→ |
| C45 | LBJ FAMILY WEALTH ADVISORS, LTD. CRD 129701 | TX | $388.8M | 2 | Fidelity→ |
| C45 | SNOWCAP CAPITAL MANAGEMENT, LLC CRD 146883 | TX | $238.9M | 2 | Fidelity→ |
| C45 | ALTERIS CAPITAL PARTNERS, LLC CRD 335079 | TX | $139.5M | 3 | Fidelity→ |
| C44 | CPMG, INC. CRD 131417 | TX | $855.8M | 5 | Fidelity→ |
| C44 | S HARRIS FINANCIAL GROUP, LLC CRD 151899 | TX | $404.4M | 6 | Fidelity→ |
| C43 | DALAL STREET, LLC CRD 161471 | TX | $936.3M | 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 | ARWA LLC CRD 337220 | TX | $335.0M | 3 | Fidelity→ |
| C41 | EVERKEY FINANCIAL LLC CRD 325189 | TX | $10.6M | 1 | Fidelity→ |
| C41 | TETON WEALTH GROUP LLC CRD 311230 | UT | $204.0M | 7 | Fidelity→ |
| C41 | ALONGSIDE, LLC CRD 333587 | TX | $878.6M | 22 | Fidelity→ |
| C40 | OUTLOOK WEALTH ADVISORS, LLC CRD 291465 | TX | $593.7M | 6 | Fidelity→ |
| C39 | SHOTEN CAPITAL LP CRD 339620 | TX | $622.4M | — | Morgan Stanley→ |
| C39 | MEDICUS WEALTH PLANNING, INC. CRD 282904 | UT | $160.8M | 4 | Fidelity→ |
| C39 | CAPSTAR FINANCIAL SERVICES LLC CRD 300349 | TX | $207.8M | 3 | Fidelity→ |
| C39 | ARVIN CAPITAL MANAGEMENT LP CRD 315672 | TX | $953.4M | — | 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 | CONCORDE FINANCIAL CORPORATION CRD 105237 | TX | $376.2M | 4 | Fidelity→ |
| C37 | WALLACE CAPITAL MANAGEMENT, INC. CRD 119174 | TX | $1.49B | 3 | Fidelity→ |
| C37 | ICON WEALTH ADVISORS, LLC CRD 319609 | TX | $2.58B | 18 | Fidelity→ |
| C36 | PROEM ADVISORS LLC CRD 300404 | TX | $474.1M | — | Morgan Stanley→ |
| C36 | NET WORTH ADVISORY GROUP, LLC CRD 126983 | UT | $838.4M | 20 | Fidelity→ |
| C36 | LIVE OAK INVESTMENT PARTNERS, LLC CRD 304406 | TX | $235.5M | 3 | Fidelity→ |
| C36 | RIA WEALTH ADVISORS, LLC CRD 312072 | TX | $126.5M | 3 | Fidelity→ |
| C35 | WATERWAY WEALTH MANAGEMENT, L.L.C. CRD 164975 | TX | $675.8M | 5 | Fidelity→ |
