| A89 | HALL CAPITAL, LLC CRD 153961 | CA | $180.0M | 2 | Fidelity→ |
| A75 | VIDA WEALTH PARTNERS, INC. CRD 140824 | CA | $129.6M | 1 | Fidelity→ |
| B64 | CLEARWAVE CAPITAL, LLC CRD 337738 | CA | $359.2M | 3 | Fidelity→ |
| B62 | SYNERGY CAPITAL OF COLORADO LLC CRD 334117 | CO | $98.8M | 2 | Fidelity→ |
| B62 | FULLERTON ADVISORS, LLC CRD 148880 | CA | $120.4M | 1 | Fidelity→ |
| B61 | CANNON BEACH CONSULTANTS INC CRD 140959 | CA | $209.2M | 2 | Fidelity→ |
| B59 | BERNZOTT CAPITAL ADVISORS CRD 104583 | CA | $265.4M | 3 | Fidelity→ |
| B58 | REVO FINANCIAL, LLC CRD 172646 | OK | $135.4M | 2 | Fidelity→ |
| B58 | CROSSPOINT FINANCIAL, LLC CRD 286443 | CA | $157.1M | 1 | Fidelity→ |
| B57 | CAPITAL ASSET MANAGEMENT, LLC CRD 284505 | CO | $208.8M | 4 | Fidelity→ |
| B57 | PANORAMA WEALTH ADVISORS CRD 324199 | CO | $133.7M | 2 | Fidelity→ |
| B55 | PARIAX, LLC CRD 301474 | CA | $115.4M | 1 | Fidelity→ |
| B54 | DESMOND WEALTH MANAGEMENT, INC. CRD 118200 | CA | $145.0M | 2 | Fidelity→ |
| B54 | MONTCALM TCR LLC CRD 164521 | CA | $237.5M | 2 | Fidelity→ |
| B54 | ACORN CREEK CAPITAL LLC CRD 325809 | CO | $488.7M | 4 | Fidelity→ |
| B54 | LEGACY CAPITAL GROUP CALIFORNIA, INC. CRD 111436 | CA | $535.7M | 3 | Fidelity→ |
| B53 | BWA, LLC CRD 154878 | CA | $146.9M | 1 | Fidelity→ |
| B53 | BISON CAPITAL ADVISORS, LLC CRD 306471 | OK | $250.0M | 2 | Fidelity→ |
| B52 | INFINIUM INVESTMENT ADVISORS, LLC CRD 149123 | CO | $131.4M | 2 | Fidelity→ |
| B52 | INVESTRUST CONSULTING, LLC CRD 108037 | OK | $588.2M | 7 | Fidelity→ |
| B52 | MARIN CAPITAL MANAGEMENT, LLC CRD 136075 | CA | $170.8M | 4 | Fidelity→ |
| B50 | ARCA INVESTMENT MANAGEMENT, LLC CRD 298298 | CA | $188.1M | — | Fidelity→ |
| B50 | GOYETTE FINANCIAL PLANNING, INC CRD 133566 | CA | $196.7M | 1 | Fidelity→ |
| C49 | CENTERPIECE WEALTH ADVISOR L.L.C. CRD 296956 | CO | $138.6M | 2 | Fidelity→ |
| C49 | TORREN MANAGEMENT, LLC CRD 329263 | CA | $373.5M | 4 | Fidelity→ |
| C47 | BAUER WEALTH MANAGEMENT INC. CRD 152977 | CO | $205.9M | 4 | Fidelity→ |
| C47 | HIGHPASS ASSET MANAGEMENT LLC CRD 159535 | CO | $218.2M | 2 | Fidelity→ |
| C47 | SWP FINANCIAL LLC CRD 327885 | CA | $239.4M | 3 | Fidelity→ |
| C47 | DESTINY CAPITAL CORPORATION CRD 111196 | CO | $382.2M | 8 | Fidelity→ |
| C46 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC CRD 104511 | OK | $1.63B | 6 | Fidelity→ |
| C46 | SPIEGELMAN WEALTH MANAGEMENT, INC. CRD 336637 | CA | $443.0M | 3 | Fidelity→ |
| C46 | SP ASSET MANAGEMENT LLC CRD 323369 | CA | $1.90B | 3 | Fidelity→ |
| C46 | HUGHES WARREN, INC. CRD 145570 | OK | $220.5M | 2 | Fidelity→ |
| C45 | NDWM LLC CRD 151284 | CA | $176.3M | 2 | Fidelity→ |
| C45 | TRAVEKA WEALTH, LLC CRD 328421 | CA | $730.8M | 3 | Fidelity→ |
| C44 | ALMITAS CAPITAL LLC CRD 166705 | CA | $1.07B | — | Fidelity→ |
| C44 | PAVION BLUE CAPITAL, LLC CRD 301968 | CA | $443.7M | 2 | Fidelity→ |
| C42 | CONNECTIVE CAPITAL MANAGEMENT, LLC CRD 161099 | CA | $230.1M | 1 | Fidelity→ |
| C42 | OPUS PRIVATE WEALTH GROUP, LLC CRD 171317 | CA | $128.0M | 3 | Fidelity→ |
| C42 | AR ASSET MANAGEMENT, INC. CRD 110342 | CA | $602.6M | 3 | Fidelity→ |
| C41 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC CRD 151765 | CA | $257.6M | 2 | Fidelity→ |
| C39 | FIRST SOURCE INVESTMENT PARTNERS, LLC CRD 322893 | CO | $154.0M | 3 | Fidelity→ |
| C39 | ALLEGIANT WEALTH ADVISORS, LLC CRD 330239 | OK | $1.17B | 2 | Fidelity→ |
| C39 | MONARCH PLAN ADVISORS CRD 286612 | CA | $792.6M | 5 | Fidelity→ |
| C39 | ASPEN WEALTH STRATEGIES, LLC CRD 307424 | CO | $312.2M | 6 | Fidelity→ |
| C38 | SWEENEY & MICHEL, LLC CRD 282595 | CA | $752.6M | 3 | Fidelity→ |
| C38 | ALLSTREET CAPITAL LLC CRD 283564 | CA | $218.0M | 2 | Fidelity→ |
| C38 | CALABASAS ADVISORY GROUP, LLC CRD 288224 | CA | $249.5M | 2 | Fidelity→ |
| C38 | TORREY WEALTH, LLC CRD 310688 | CA | $176.7M | 2 | Fidelity→ |
| C37 | TTP INVESTMENTS, INC. CRD 284082 | CA | $570.6M | 3 | Fidelity→ |