| A74 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | Fidelity→ |
| C48 | MACCO FINANCIAL GROUP, INC. CRD 337398 | WI | $277.8M | 4 | Raymond James→ |
| C45 | NEUENSCHWANDER ASSET MANAGEMENT, LLC CRD 125179 | WI | $173.5M | 3 | Fidelity→ |
| C45 | CARROLL INVESTORS, INC. CRD 311180 | SC | $221.4M | 2 | Raymond James→ |
| C44 | CATAWBA RIVER CAPITAL CRD 134217 | SC | $325.1M | 6 | Fidelity→ |
| C44 | CONCORDE FINANCIAL RESOURCES I INC. CRD 117836 | SC | $231.0M | 2 | Fidelity→ |
| C41 | COASTLINE COMPLETE WEALTH LLC CRD 338227 | SC | $213.6M | 2 | Raymond James→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 4 | Fidelity→ |
| C39 | HARBOUR WEALTH MANAGEMENT GROUP, INC. CRD 314496 | SC | $266.2M | 3 | Raymond James→ |
| C37 | FORM WEALTH ADVISORS, LLC CRD 326519 | WI | $1.06B | 8 | Raymond James→ |
| C35 | HILTON HEAD CAPITAL PARTNERS, LLC CRD 299375 | SC | $409.5M | 6 | Raymond James→ |
| C32 | SAOS CAPITAL, LLC CRD 159515 | SC | $239.1M | 3 | Fidelity→ |
| C32 | OBJECTIVITY SQUARED, LLC CRD 311052 | SC | $487.8M | 4 | Raymond James→ |
| C32 | INTENTIONAL, LLC CRD 318570 | SC | $175.8M | 3 | Raymond James→ |
| C27 | MIDWEST PROFESSIONAL PLANNERS, LTD. CRD 112995 | WI | $649.3M | 16 | Fidelity→ |
| C26 | HOBBS GROUP ADVISORS LLC CRD 157274 | SC | $584.4M | 7 | Fidelity→ |
| C26 | KERBERROSE WEALTH MANAGEMENT, LLC CRD 168787 | WI | $1.16B | 13 | Fidelity→ |
| C25 | COLONIAL TRUST ADVISORS, INC. CRD 110257 | SC | $1.85B | 15 | Fidelity→ |
| C25 | AVAII WEALTH MANAGEMENT, LLC CRD 298165 | WI | $602.8M | 9 | Fidelity→ |
| C20 | ESTATE COUNSELORS, LLC CRD 123452 | WI | $1.35B | 7 | Fidelity→ |
| C19 | MTM INVESTMENT MANAGEMENT, LLC CRD 297500 | SC | $678.1M | 5 | Raymond James→ |
| C14 | ENDOWMENT WEALTH MANAGEMENT, INC. CRD 108652 | WI | $609.2M | 12 | Fidelity→ |
