| A72 | MAXELE ADVISORS, LLC CRD 165129 | MO | $201.6M | 1 | Fidelity→ |
| A65 | NEWPORT INVESTMENT ADVISORS INC CRD 113175 | OH | $198.0M | 2 | Fidelity→ |
| B63 | VAUGHAN AND COMPANY SECURITIES, INC. CRD 18826 | NJ | $218.9M | 2 | Fidelity→ |
| B61 | SONAS FINANCIAL GROUP, INC. CRD 122547 | MO | $149.8M | 4 | 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→ |
| B54 | HIGH POINT WEALTH MANAGEMENT, LLC CRD 147111 | NJ | $192.9M | 2 | Fidelity→ |
| B53 | 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT CRD 124288 | NJ | $150.1M | 1 | 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→ |
| C49 | GOODHAVEN CAPITAL MANAGEMENT, LLC CRD 156032 | NJ | $405.3M | — | 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 | FOUNDATION WEALTH MANAGEMENT, LLC CRD 127134 | MO | $660.6M | 5 | Fidelity→ |
| C47 | BALANCED WEALTH GROUP LLC CRD 328007 | OH | $494.1M | 5 | Fidelity→ |
| C47 | LIFTPOINT FAMILY WEALTH ADVISORS, LLC CRD 337973 | NJ | $187.7M | 2 | Fidelity→ |
| C46 | NCM CAPITAL MANAGEMENT, LLC CRD 151109 | NJ | $539.4M | 3 | Fidelity→ |
| C45 | RETIREMENT STRATEGIES, LTD. CRD 163701 | OH | $272.7M | 5 | Fidelity→ |
| C45 | GERBER, LLC CRD 120039 | OH | $592.1M | 4 | Fidelity→ |
| C44 | OBJECTIVE CAPITAL MANAGEMENT, LLC CRD 156013 | OH | $214.2M | 4 | 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→ |
| 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→ |
| C41 | CHERRYDALE WEALTH MANAGEMENT, LLC CRD 171541 | NJ | $495.5M | 1 | Fidelity→ |
| C41 | CADIA PRIVATE CLIENT LLC CRD 337400 | NJ | $192.5M | 2 | Fidelity→ |
| C41 | HUDSON CAPITAL MANAGEMENT LLC CRD 131208 | NJ | $642.6M | 6 | 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 | VISTA FINANCE, LLC CRD 312082 | MO | $320.0M | 4 | Fidelity→ |
| C39 | PREMIER PATH WEALTH PARTNERS, LLC CRD 325300 | NJ | $1.22B | 7 | 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 | FINANCIAL FREEDOM, LLC CRD 118772 | OH | $443.2M | 3 | 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 | OAKTOP CAPITAL MANAGEMENT II, L.P. CRD 161896 | NJ | $1.23B | — | Fidelity→ |
| C35 | MACD ADVISORS LLC CRD 171905 | NJ | $1.03B | — | Fidelity→ |
| C35 | INTEGRATED WEALTH MANAGEMENT, INC. CRD 141092 | OH | $254.1M | 6 | Fidelity→ |
| C33 | GRIES FINANCIAL LLC CRD 110031 | OH | $1.35B | — | Fidelity→ |
| C33 | PALISADE CAPITAL MANAGEMENT, LP CRD 104581 | NJ | $3.86B | 14 | Fidelity→ |
| C32 | TEPP RIA LLC CRD 283899 | NJ | $195.7M | 3 | Fidelity→ |
| C31 | PRIVATE ADVISOR GROUP, LLC CRD 155216 | NJ | $44.33B | 50 | 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→ |