| A89 | HALL CAPITAL, LLC CRD 153961 | CA | $180.0M | 2 | Fidelity→ |
| A76 | BATES FINANCIAL ADVISORS, INC. CRD 116515 | IL | $439.2M | 3 | 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 | FULLERTON ADVISORS, LLC CRD 148880 | CA | $120.4M | 1 | Fidelity→ |
| B61 | CANNON BEACH CONSULTANTS INC CRD 140959 | CA | $209.2M | 2 | Fidelity→ |
| B61 | MAIN STREET INVESTMENT ADVISORS, LLC CRD 146036 | IL | $250.3M | 3 | Fidelity→ |
| B59 | BERNZOTT CAPITAL ADVISORS CRD 104583 | CA | $265.4M | 3 | Fidelity→ |
| B58 | CROSSPOINT FINANCIAL, LLC CRD 286443 | CA | $157.1M | 1 | Fidelity→ |
| B55 | ZIMMERMAN WEALTH MANAGEMENT, LLC CRD 127526 | IL | $472.4M | 7 | Fidelity→ |
| B55 | PARIAX, LLC CRD 301474 | CA | $115.4M | 1 | Fidelity→ |
| B54 | DESMOND WEALTH MANAGEMENT, INC. CRD 118200 | CA | $145.0M | 2 | Fidelity→ |
| B54 | NORTH SHORE INVESTMENT CONSULTING LLC CRD 131763 | IL | $170.5M | 1 | Fidelity→ |
| B54 | MONTCALM TCR LLC CRD 164521 | CA | $237.5M | 2 | Fidelity→ |
| B54 | LEGACY CAPITAL GROUP CALIFORNIA, INC. CRD 111436 | CA | $535.7M | 3 | Fidelity→ |
| B53 | LIBERTY ASSET MANAGEMENT, INC. CRD 135791 | IL | $172.7M | 3 | Fidelity→ |
| B53 | BWA, LLC CRD 154878 | CA | $146.9M | 1 | Fidelity→ |
| B52 | GEHRIG CAPITAL MANAGEMENT, INC. CRD 123250 | IN | $203.9M | 5 | Fidelity→ |
| B52 | MARIN CAPITAL MANAGEMENT, LLC CRD 136075 | CA | $170.8M | 4 | Fidelity→ |
| B51 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC CRD 159255 | IL | $705.7M | 6 | 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 | TORREN MANAGEMENT, LLC CRD 329263 | CA | $373.5M | 4 | Fidelity→ |
| C48 | KESTREL WEALTH MANAGEMENT, LLC CRD 153503 | IN | $143.9M | 2 | Fidelity→ |
| C47 | SWP FINANCIAL LLC CRD 327885 | CA | $239.4M | 3 | Fidelity→ |
| C46 | AN EXCEPTIONAL LIFE FINANCIAL, LLC CRD 288742 | IN | $258.9M | 4 | 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→ |
| 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→ |
| 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→ |
| C42 | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC CRD 147376 | IL | $195.4M | 4 | 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 | BARD ASSOCIATES INC CRD 104984 | IL | $416.2M | 2 | 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→ |
| C41 | THE INVICTUS COLLECTIVE, LLC CRD 310744 | IL | $476.0M | 3 | Fidelity→ |
| C39 | AVOCET CAPITAL MANAGEMENT LLC CRD 156261 | IL | $157.8M | 2 | Fidelity→ |
| C39 | PROMANAGE, LLC CRD 133357 | IL | $4.06B | 5 | Fidelity→ |
| C39 | MONARCH PLAN ADVISORS CRD 286612 | CA | $792.6M | 5 | 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 | HUIZENGA CAPITAL MANAGEMENT, LLC CRD 156524 | IL | $996.7M | — | Fidelity→ |
