| A78 | WESTHAMPTON CAPITAL, LLC CRD 119176 | NC | $238.5M | 4 | Fidelity→ |
| A72 | MAXELE ADVISORS, LLC CRD 165129 | MO | $201.6M | 1 | Fidelity→ |
| A65 | NEWPORT INVESTMENT ADVISORS INC CRD 113175 | OH | $198.0M | 2 | Fidelity→ |
| B61 | SONAS FINANCIAL GROUP, INC. CRD 122547 | MO | $149.8M | 4 | Fidelity→ |
| B60 | HARBER CAPITAL LLC CRD 158939 | NC | $492.7M | — | Fidelity→ |
| B58 | HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. CRD 282906 | OH | $76.6M | — | Fidelity→ |
| B58 | CAPITAL ASSET MANAGEMENT, INC. CRD 120597 | OH | $199.5M | 2 | Fidelity→ |
| B57 | ALCYON WEALTH ADVISORS, LLC CRD 334909 | OH | $356.5M | 3 | Fidelity→ |
| B52 | FC WEALTH SOLUTIONS LLC CRD 286381 | OH | $101.0M | 4 | Fidelity→ |
| B51 | FAMILY WEALTH ADVISORY GROUP, LLC CRD 130595 | OH | $396.2M | 3 | Fidelity→ |
| C48 | WHITE OAK FINANCIAL MANAGEMENT, INC CRD 142615 | NC | $143.5M | 3 | Fidelity→ |
| C48 | WEALTH DIMENSIONS FAMILY OFFICE, INC CRD 266787 | OH | $625.9M | 7 | Fidelity→ |
| C48 | ANCORA ADVISORS LLC CRD 124674 | OH | $4.61B | 10 | Fidelity→ |
| C47 | TERRA WEALTH MANAGEMENT, LLC CRD 320643 | NC | $152.0M | 7 | Fidelity→ |
| C47 | FOUNDATION WEALTH MANAGEMENT, LLC CRD 127134 | MO | $660.6M | 5 | Fidelity→ |
| C47 | BALANCED WEALTH GROUP LLC CRD 328007 | OH | $494.1M | 5 | Fidelity→ |
| C45 | RETIREMENT STRATEGIES, LTD. CRD 163701 | OH | $272.7M | 5 | Fidelity→ |
| C45 | GERBER, LLC CRD 120039 | OH | $592.1M | 4 | 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 | OBJECTIVE CAPITAL MANAGEMENT, LLC CRD 156013 | OH | $214.2M | 4 | Fidelity→ |
| C43 | PIEDMONT CAPITAL MANAGEMENT, LLC CRD 155682 | NC | $495.6M | 3 | Fidelity→ |
| C43 | WEALTH DIMENSIONS GROUP, LTD. CRD 107618 | OH | $1.24B | 9 | Fidelity→ |
| C43 | STONEBRIDGE FINANCIAL GROUP, LLC CRD 337972 | MO | $2.40B | 7 | Fidelity→ |
| C43 | BLUE WEALTH INC. CRD 330324 | NC | $145.1M | 7 | Fidelity→ |
| C42 | FIDUCIARY WEALTH GROUP, LLC CRD 299711 | OH | $178.0M | 4 | Fidelity→ |
| C42 | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. CRD 105580 | MO | $338.1M | 2 | Fidelity→ |
| C42 | TRUEPOINT, INC. CRD 105664 | OH | $6.39B | 40 | Fidelity→ |
| C41 | QUEEN CITY CAPITAL MANAGEMENT, LLC CRD 162785 | OH | $114.4M | 1 | Fidelity→ |
| C40 | MODERN DOLLAR PLANNING, LLC CRD 174695 | MO | $159.1M | 2 | Fidelity→ |
| C40 | WESTMINSTER FINANCIAL ADVISORY CORP CRD 110283 | OH | $1.36B | 42 | Fidelity→ |
| C40 | TASSEL CAPITAL MANAGEMENT, INC. CRD 121112 | NC | $266.0M | 4 | Fidelity→ |
| C40 | VISTA FINANCE, LLC CRD 312082 | MO | $320.0M | 4 | Fidelity→ |
| C38 | CORRECT CAPITAL WEALTH MANAGEMENT, LLC CRD 298774 | MO | $889.3M | 7 | Fidelity→ |
| C37 | YARGER WEALTH STRATEGIES, LLC CRD 310207 | OH | $529.7M | 4 | Fidelity→ |
| C37 | PRASAD WEALTH PARTNERS, LLC CRD 332507 | OH | $572.1M | 10 | Fidelity→ |
| C36 | OAK CITY CONSULTING, LLC CRD 162220 | NC | $1.43B | 3 | Fidelity→ |
| C36 | FINANCIAL FREEDOM, LLC CRD 118772 | OH | $443.2M | 3 | Fidelity→ |
| C36 | RALEIGH CAPITAL MANAGEMENT INC. CRD 149538 | NC | $397.8M | 13 | Fidelity→ |
| C36 | POWELL FINANCIAL, INC. CRD 144230 | NC | $229.2M | 2 | Fidelity→ |
| C36 | RIK SAYLOR FINANCIAL, INC. CRD 165484 | OH | $199.2M | 3 | Fidelity→ |
| C35 | KMG FIDUCIARY PARTNERS, LLC CRD 298331 | OH | $1.67B | 7 | Fidelity→ |
| C35 | INTEGRATED WEALTH MANAGEMENT, INC. CRD 141092 | OH | $254.1M | 6 | Fidelity→ |
| 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 | GRIES FINANCIAL LLC CRD 110031 | OH | $1.35B | — | Fidelity→ |
| C30 | GREAT LAKES RETIREMENT, INC. CRD 146608 | OH | $1.16B | 12 | Fidelity→ |
| C30 | ADAPTIVE FINANCIAL CONSULTING, LLC CRD 288185 | OH | $547.1M | 6 | Fidelity→ |
| C29 | KLEINFELDER CAPITAL, INC. CRD 289345 | OH | $376.6M | 3 | Fidelity→ |
| C28 | UMB PRIVATE WEALTH MANAGEMENT, LLC CRD 306374 | MO | $68.4M | 43 | Fidelity→ |
