| A78 | WESTHAMPTON CAPITAL, LLC CRD 119176 | NC | $238.5M | 4 | Fidelity→ |
| A76 | BATES FINANCIAL ADVISORS, INC. CRD 116515 | IL | $439.2M | 3 | Fidelity→ |
| B61 | MAIN STREET INVESTMENT ADVISORS, LLC CRD 146036 | IL | $250.3M | 3 | Fidelity→ |
| B60 | HATTERAS INVESTMENT PARTNERS, LP CRD 170628 | NC | $114.8M | 5 | U.S. Bank→ |
| B60 | HARBER CAPITAL LLC CRD 158939 | NC | $492.7M | — | 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→ |
| C48 | WHITE OAK FINANCIAL MANAGEMENT, INC CRD 142615 | NC | $143.5M | 3 | Fidelity→ |
| C47 | TERRA WEALTH MANAGEMENT, LLC CRD 320643 | NC | $152.0M | 7 | Fidelity→ |
| C45 | COUNTERWEIGHT VENTURES, LLC CRD 327880 | NC | $207.2M | 2 | Fidelity→ |
| C45 | DAVIDSON ADVISORY GROUP, LLC CRD 333090 | NC | $223.5M | 2 | Fidelity→ |
| C44 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CRD 299595 | IL | $732.2M | 5 | 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→ |
| C43 | PIEDMONT CAPITAL MANAGEMENT, LLC CRD 155682 | NC | $495.6M | 3 | Fidelity→ |
| C43 | BLUE WEALTH INC. CRD 330324 | NC | $145.1M | 7 | Fidelity→ |
| C43 | EVERSTAR ASSET MANAGEMENT, LLC CRD 313334 | NC | $336.7M | 10 | 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 | TASSEL CAPITAL MANAGEMENT, INC. CRD 121112 | NC | $266.0M | 4 | Fidelity→ |
| C39 | STEELE CREEK INVESTMENT MANAGEMENT LLC CRD 170209 | NC | $1.74B | — | U.S. Bank→ |
| C39 | AVOCET CAPITAL MANAGEMENT LLC CRD 156261 | IL | $157.8M | 2 | Fidelity→ |
| C39 | PROMANAGE, LLC CRD 133357 | IL | $4.06B | 5 | 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 | OAK CITY CONSULTING, LLC CRD 162220 | NC | $1.43B | 3 | Fidelity→ |
| C36 | OFS CLO MANAGEMENT, LLC CRD 288373 | IL | $743.9M | — | U.S. Bank→ |
| C36 | RALEIGH CAPITAL MANAGEMENT INC. CRD 149538 | NC | $397.8M | 13 | Fidelity→ |
| C36 | POWELL FINANCIAL, INC. CRD 144230 | NC | $229.2M | 2 | Fidelity→ |
| C35 | CAPITALA PRIVATE ADVISORS, LLC CRD 283527 | NC | $505.1M | — | 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→ |
| C34 | ATLANTIC PRIVATE WEALTH, LLC CRD 311517 | NC | $894.0M | 4 | Fidelity→ |
| C34 | TIMONIER FAMILY OFFICE, LTD. CRD 150748 | NC | $450.3M | 4 | Fidelity→ |
| 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 | FSR WEALTH MANAGEMENT, LTD. CRD 166746 | IL | $312.7M | 11 | Fidelity→ |
| C28 | OCM PRIVATE WEALTH, LLC CRD 332302 | IL | $338.1M | 7 | Fidelity→ |
