| A76 | BATES FINANCIAL ADVISORS, INC. CRD 116515 | IL | $439.2M | 3 | Fidelity→ |
| A65 | GLOBAL PORTFOLIO SOLUTIONS, INC. CRD 333381 | AZ | $127.7M | 2 | Fidelity→ |
| B63 | FINANCIAL LIFE PLANNERS LLC CRD 129415 | AZ | $208.4M | 4 | Fidelity→ |
| B61 | PHILIP O. JOHNSON & COMPANY, LTD. CRD 104621 | AZ | $301.0M | 2 | Fidelity→ |
| B61 | MAIN STREET INVESTMENT ADVISORS, LLC CRD 146036 | IL | $250.3M | 3 | Fidelity→ |
| B55 | ZIMMERMAN WEALTH MANAGEMENT, LLC CRD 127526 | IL | $472.4M | 7 | Fidelity→ |
| B54 | NORTH SHORE INVESTMENT CONSULTING LLC CRD 131763 | IL | $170.5M | 1 | Fidelity→ |
| B53 | LIBERTY ASSET MANAGEMENT, INC. CRD 135791 | IL | $172.7M | 3 | Fidelity→ |
| B51 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC CRD 159255 | IL | $705.7M | 6 | Fidelity→ |
| C50 | FINANCIAL DIRECTIONS LLC CRD 108475 | AZ | $737.8M | 3 | Fidelity→ |
| C44 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CRD 299595 | IL | $732.2M | 5 | Fidelity→ |
| C44 | VESTPOINTE WEALTH MANAGEMENT, LLC CRD 132591 | AZ | $165.8M | 2 | Fidelity→ |
| C44 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC CRD 285034 | IL | $771.8M | 1 | Fidelity→ |
| C44 | PARKVIEW ASSET MANAGEMENT, INC. CRD 307977 | IL | $206.1M | 2 | Fidelity→ |
| C43 | STERLING FUND MANAGEMENT, LLC CRD 160338 | IL | $461.6M | — | U.S. Bank→ |
| C42 | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC CRD 147376 | IL | $195.4M | 4 | Fidelity→ |
| C42 | BARD ASSOCIATES INC CRD 104984 | IL | $416.2M | 2 | Fidelity→ |
| C41 | THE INVICTUS COLLECTIVE, LLC CRD 310744 | IL | $476.0M | 3 | Fidelity→ |
| C40 | INTERWEALTH MANAGEMENT, LLC CRD 155597 | AZ | $298.0M | 5 | Fidelity→ |
| C39 | AVOCET CAPITAL MANAGEMENT LLC CRD 156261 | IL | $157.8M | 2 | Fidelity→ |
| C39 | WISE WEALTH PARTNERS, LLC CRD 311639 | AZ | $153.5M | 2 | Fidelity→ |
| C39 | PROMANAGE, LLC CRD 133357 | IL | $4.06B | 5 | Fidelity→ |
| C39 | BAYNTREE WEALTH ADVISORS, LLC CRD 226708 | AZ | $241.1M | 6 | Fidelity→ |
| C38 | SECURE INVESTMENT MANAGEMENT, LLC CRD 141195 | AZ | $42.9M | 21 | Fidelity→ |
| C37 | ENVESTNET PORTFOLIO SOLUTIONS, INC. CRD 109662 | IL | $17.35B | 4 | U.S. Bank→ |
| C37 | HUIZENGA CAPITAL MANAGEMENT, LLC CRD 156524 | IL | $996.7M | — | Fidelity→ |
| C37 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. CRD 109701 | IL | $5.74B | 50 | Fidelity→ |
| C37 | BMO ASSET MANAGEMENT CORP. CRD 106466 | IL | $6.18B | 1 | U.S. Bank→ |
| C37 | MIDLAND WEALTH ADVISORS, LLC CRD 324997 | IL | $3.16B | 20 | Fidelity→ |
| C36 | OFS CLO MANAGEMENT, LLC CRD 288373 | IL | $743.9M | — | U.S. Bank→ |
| C35 | BARRETT UPTON CAPITAL PARTNERS LLC CRD 326104 | IL | $182.3M | — | Fidelity→ |
| C35 | WALTON STREET CAPITAL, L.L.C. CRD 147210 | IL | $9.76B | — | U.S. Bank→ |
| C33 | NXT CAPITAL INVESTMENT ADVISERS, LLC CRD 160569 | IL | $6.48B | 4 | U.S. Bank→ |
| C32 | MWS CAPITAL CONSULTANTS LLC CRD 125061 | IL | $193.7M | 3 | Fidelity→ |
| C31 | PARKSIDE INVESTMENTS, LLC CRD 286178 | IL | $1.44B | 5 | Fidelity→ |
| C31 | ORIGAMI CAPITAL PARTNERS, LLC CRD 160054 | IL | $1.48B | 1 | U.S. Bank→ |
| C31 | AGR PARTNERS LLC CRD 283081 | IL | $1.17B | — | U.S. Bank→ |
| C30 | NUVEEN ASSET MANAGEMENT, LLC CRD 155584 | IL | $280.48B | 50 | U.S. Bank→ |
| C30 | COHEN CAPITAL ADVISORS, LLC CRD 339112 | IL | $0 | 7 | Fidelity→ |
| C30 | MARTINSEN WEALTH MANAGEMENT, LLC CRD 332433 | AZ | $143.2M | 8 | Fidelity→ |
| C30 | FSR WEALTH MANAGEMENT, LTD. CRD 166746 | IL | $312.7M | 11 | Fidelity→ |
| C28 | COREPATH WEALTH PARTNERS LLC CRD 299951 | AZ | $261.2M | 5 | Fidelity→ |
| C28 | OCM PRIVATE WEALTH, LLC CRD 332302 | IL | $338.1M | 7 | Fidelity→ |
| C28 | PPM LOAN MANAGEMENT COMPANY 2, LLC CRD 297186 | IL | $2.72B | — | U.S. Bank→ |
| C27 | CHICAGO PARTNERS INVESTMENT GROUP LLC CRD 147662 | IL | $7.47B | 50 | Fidelity→ |
| C27 | ALERA INVESTMENT ADVISORS, LLC CRD 287906 | IL | $5.29B | 50 | Fidelity→ |
| C27 | STRATEGY FINANCIAL SERVICES, LLC CRD 164531 | AZ | $366.7M | 8 | Fidelity→ |
| C25 | WARBERG ASSET MANAGEMENT LLC CRD 164003 | IL | $805.9M | — | Fidelity→ |
| C25 | FREEPORT FINANCIAL PARTNERS LLC CRD 166682 | IL | $4.07B | — | U.S. Bank→ |
| C25 | BALBEC CAPITAL MANAGEMENT LP CRD 284363 | AZ | $7.99B | — | U.S. Bank→ |
