| B57 | 44 WEALTH MANAGEMENT LLC CRD 309647 | OR | $487.4M | 4 | Fidelity→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| B52 | GEHRIG CAPITAL MANAGEMENT, INC. CRD 123250 | IN | $203.9M | 5 | Fidelity→ |
| C48 | KESTREL WEALTH MANAGEMENT, LLC CRD 153503 | IN | $143.9M | 2 | Fidelity→ |
| C46 | AN EXCEPTIONAL LIFE FINANCIAL, LLC CRD 288742 | IN | $258.9M | 4 | Fidelity→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C36 | IMC ADVISORS, LLC CRD 111537 | IN | $540.0M | 3 | Fidelity→ |
| C36 | PACIFIC RIDGE CAPITAL PARTNERS, LLC CRD 152154 | OR | $494.6M | — | Fidelity→ |
| C36 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC CRD 159419 | OR | $1.75B | 13 | Fidelity→ |
| C36 | CONNECTED WEALTH SOLUTIONS, LLC CRD 277111 | OR | $226.4M | 2 | Fidelity→ |
| C35 | PROCOURSE FIDUCIARY ADVISORS, LLC CRD 164328 | IN | $5.49B | 4 | Fidelity→ |
| C35 | INTEGRITY WEALTH LLC CRD 330809 | OR | $304.8M | 6 | Fidelity→ |
| C31 | FOUR QUADRANT WEALTH ADVISORS, INC. CRD 130753 | IN | $219.0M | 9 | Fidelity→ |
| C31 | ARCHER INVESTMENT CORPORATION CRD 136403 | IN | $1.01B | 50 | Fidelity→ |
| C28 | FORUM SOLUTIONS GROUP, LLC CRD 143075 | IN | $403.3M | 7 | Fidelity→ |
| C28 | VERIDAN WEALTH LLC CRD 329666 | OR | $667.2M | 4 | Fidelity→ |
| C25 | JGP WEALTH MANAGEMENT, LLC CRD 290694 | OR | $1.43B | 18 | Fidelity→ |
| C23 | HOWARD BAILEY SECURITIES, LLC CRD 282712 | IN | $582.8M | 13 | Fidelity→ |
| C17 | OXFORD FINANCIAL GROUP, LTD. LLC CRD 105303 | IN | $23.33B | 50 | Fidelity→ |
| C14 | MARIPAU WEALTH MANAGEMENT LLC CRD 311934 | IN | $363.8M | 21 | Fidelity→ |
| C14 | HEADWATER INVESTMENT CONSULTING,INC. CRD 133009 | OR | $543.0M | 5 | Fidelity→ |
| C14 | PATHWAY FINANCIAL ADVISERS, LLC CRD 166237 | IN | $524.2M | 6 | Fidelity→ |
