| A74 | OPTIMAL CAPITAL ADVISORS, LLC CRD 144719 | MI | $119.9M | 2 | Fidelity→ |
| A72 | ACT CAPITAL MANAGEMENT, LLC CRD 307272 | PA | $163.9M | — | Fidelity→ |
| A66 | JFR FINANCIAL SERVICES, INC. CRD 124456 | MI | $276.6M | 2 | Fidelity→ |
| A65 | OAKMONT INVESTMENT ADVISORS, INC. CRD 111095 | PA | $192.2M | 3 | Fidelity→ |
| B61 | DS INVESTMENT ADVISORS CRD 319351 | MI | $386.1M | 2 | Fidelity→ |
| B61 | ADARE ASSET MANAGEMENT, LLC CRD 152471 | PA | $159.3M | 1 | Fidelity→ |
| B60 | RICHMOND BROTHERS, INC. CRD 158916 | MI | $240.6M | 5 | Fidelity→ |
| B60 | V3LIMITED LLC CRD 169624 | PA | $122.4M | — | Fidelity→ |
| B59 | BLACK WALNUT WEALTH MANAGEMENT, LLC CRD 337606 | MI | $136.8M | 1 | Fidelity→ |
| B58 | CHANCELLOR FINANCIAL GROUP LP CRD 159563 | PA | $249.3M | 6 | Fidelity→ |
| B57 | ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC CRD 147982 | PA | $116.4M | 4 | Fidelity→ |
| B55 | BEMANAGED FINANCIAL SERVICES, INC. CRD 140099 | MI | $410.0M | — | Fidelity→ |
| B55 | SEQUINOX WEALTH MANAGEMENT, LLC CRD 335246 | PA | $160.0M | 4 | Fidelity→ |
| B54 | TREBUCHET CONSULTING, LLC CRD 166645 | PA | $1.08B | 4 | Fidelity→ |
| B54 | FLAX POND CAPITAL, LLC CRD 324332 | PA | $222.3M | 2 | Fidelity→ |
| B53 | UP NORTH FINANCIAL, LLC CRD 150996 | MI | $203.8M | 2 | Fidelity→ |
| B51 | NETWORTH ADVISORS, LLC CRD 311621 | PA | $185.4M | 6 | Fidelity→ |
| B50 | ROLEK WEALTH MANAGEMENT LLC CRD 285351 | PA | $239.2M | 1 | Fidelity→ |
| C50 | JMAC ENTERPRISES LLC CRD 312710 | PA | $722.4M | 3 | Fidelity→ |
| C47 | FEE-ONLY FIDUCIARY ADVISORS LLC CRD 143329 | MI | $197.0M | 3 | Fidelity→ |
| C46 | MAIN ADVISORY, INC. CRD 328040 | PA | $162.7M | 2 | Fidelity→ |
| C45 | THOMPSON WEALTH SOLUTIONS, LLC CRD 338023 | MD | $172.1M | 2 | Fidelity→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C43 | BRAEBURN WEALTH MANAGEMENT, LLC CRD 158007 | MI | $259.4M | 3 | Fidelity→ |
| C42 | FAMILY OFFICE RESEARCH, LLC CRD 144136 | MD | $648.2M | 3 | Fidelity→ |
| C41 | B.A. ROBERTS FINANCIAL SERVICES, INC. CRD 289856 | MI | $373.9M | 3 | Fidelity→ |
| C41 | KAILASA CAPITAL MANAGEMENT LLC CRD 286159 | PA | $298.3M | 2 | Fidelity→ |
| C40 | CAMBIENT FAMILY OFFICE, LLC CRD 335128 | MI | $857.9M | 3 | Fidelity→ |
| C40 | OAKTREE ADVISORS LLC CRD 168271 | PA | $282.8M | 7 | Fidelity→ |
| C39 | GRAND WEALTH MANAGEMENT, LLC CRD 132137 | MI | $597.8M | 9 | Fidelity→ |
| C39 | CROSSOVER CAPITAL BRANDS LLC CRD 326625 | PA | $179.5M | 2 | Fidelity→ |
| C39 | HOLOS INTEGRATED WEALTH, LLC CRD 329884 | PA | $233.1M | 3 | Fidelity→ |
| C39 | BEACON INVESTMENT ADVISORS LLC CRD 127368 | MD | $541.9M | 1 | Fidelity→ |
| C38 | MEMBERS WEALTH LLC CRD 323778 | PA | $279.6M | 5 | Fidelity→ |
| C38 | KELLY WEALTH MANAGEMENT, INC. CRD 328386 | MI | $160.6M | 2 | Fidelity→ |
| C38 | LGL PARTNERS, LLC CRD 289784 | PA | $1.71B | — | Fidelity→ |
| C36 | TRITONPOINT PARTNERS, LLC CRD 333259 | MD | $286.5M | 9 | Fidelity→ |
| C35 | MYCIO WEALTH PARTNERS, LLC CRD 134436 | PA | $15.78B | 33 | Fidelity→ |
| C35 | HENRICKSON NAUTA WEALTH ADVISORS, INC. CRD 141201 | MI | $805.4M | 9 | Fidelity→ |
| C34 | EMERALD INVESTMENT ADVISERS, LLC CRD 338769 | PA | $2.26B | — | Fidelity→ |
| C34 | ALLEGHENY INVESTMENTS CRD 7597 | PA | $742.1M | 14 | Fidelity→ |
| C33 | DARDEN WEALTH GROUP, INC CRD 294926 | MI | $379.6M | 5 | Fidelity→ |
| C33 | IAM ADVISORY LLC CRD 305492 | PA | $699.4M | 9 | Fidelity→ |
| C32 | MARKET STREET WEALTH MANAGEMENT, LLC CRD 155157 | PA | $837.0M | 11 | Fidelity→ |
| C32 | TRUMBOWER FINANCIAL ADVISORS LLC CRD 107495 | MD | $1.98B | 6 | Fidelity→ |
| C32 | ALLEGHENY FINANCIAL GROUP CRD 104690 | PA | $5.59B | 29 | Fidelity→ |
| C32 | QUATTRO ADVISORS L.L.C. CRD 146438 | PA | $661.7M | 5 | Fidelity→ |
| C32 | HEMMING& WEALTH MANAGEMENT, INC. CRD 300918 | MI | $292.6M | 4 | Fidelity→ |
| C32 | VALLEY FINANCIAL GROUP, INC. CRD 312254 | PA | $287.2M | 5 | Fidelity→ |
| C31 | STONE HOUSE INVESTMENT MANAGEMENT, LLC CRD 139410 | PA | $841.7M | 17 | Fidelity→ |
