| A76 | CALDERWOOD FINANCIAL STRATEGIES, INC. CRD 313466 | TX | $228.5M | 4 | Fidelity→ |
| A73 | ADAMS ASSET ADVISORS LLC CRD 120573 | TX | $839.4M | 2 | Fidelity→ |
| A72 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC CRD 112641 | TX | $146.6M | 3 | Fidelity→ |
| A72 | MAXELE ADVISORS, LLC CRD 165129 | MO | $201.6M | 1 | Fidelity→ |
| A71 | FOCUS 401 (K) GROUP, LLC CRD 172217 | TX | $169.9M | 2 | Fidelity→ |
| A68 | GRACE CAPITAL MANAGEMENT, LLC CRD 150054 | TX | $108.7M | 2 | Fidelity→ |
| A66 | STAVIS WEALTH TRANSFER SOLUTIONS, LLC CRD 328185 | TX | $148.1M | 4 | Fidelity→ |
| A65 | NEWPORT INVESTMENT ADVISORS INC CRD 113175 | OH | $198.0M | 2 | Fidelity→ |
| B64 | M.C. BYRD WEALTH MANAGEMENT, LLC CRD 151070 | TX | $294.2M | 3 | Fidelity→ |
| B61 | SONAS FINANCIAL GROUP, INC. CRD 122547 | MO | $149.8M | 4 | Fidelity→ |
| B60 | ASSET PRESERVATION GROUP INC CRD 108150 | TX | $321.2M | 2 | Fidelity→ |
| B59 | MURRAY INVESTMENT MANAGEMENT, LLC CRD 146921 | TX | $159.1M | 1 | 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 | CAMDEN WEALTH ADVISORS LLC CRD 148518 | TX | $366.3M | 5 | Fidelity→ |
| B57 | ALCYON WEALTH ADVISORS, LLC CRD 334909 | OH | $356.5M | 3 | Fidelity→ |
| B56 | FOCUS WEALTH ADVISORS, LLC CRD 165425 | TX | $247.6M | 1 | Fidelity→ |
| B56 | ATLASMARK FINANCIAL, INC. CRD 152635 | TX | $228.6M | 1 | Fidelity→ |
| B52 | FC WEALTH SOLUTIONS LLC CRD 286381 | OH | $101.0M | 4 | Fidelity→ |
| B52 | SUCCESSION FINANCIAL, INC. CRD 336434 | TX | $210.3M | 3 | Fidelity→ |
| B51 | FAMILY WEALTH ADVISORY GROUP, LLC CRD 130595 | OH | $396.2M | 3 | Fidelity→ |
| B50 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC CRD 304547 | TX | $191.2M | 1 | Fidelity→ |
| C49 | TDC CAPITAL ADVISORS, INC. CRD 117769 | TX | $177.6M | 10 | Fidelity→ |
| C48 | EAGLE GLOBAL ADVISORS LLC CRD 107306 | TX | $3.10B | 8 | 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 | BLUM FINANCIAL, LP CRD 149134 | TX | $208.6M | 1 | Fidelity→ |
| C47 | IAS WEALTH MANAGEMENT, INC. CRD 112486 | TX | $549.0M | 8 | Fidelity→ |
| C47 | FOUNDATION WEALTH MANAGEMENT, LLC CRD 127134 | MO | $660.6M | 5 | Fidelity→ |
| C47 | MARGOLIS BRADY RAGHAVAN FINANCIAL, INC. CRD 168333 | TX | $956.4M | 6 | Fidelity→ |
| C47 | BALANCED WEALTH GROUP LLC CRD 328007 | OH | $494.1M | 5 | Fidelity→ |
| C46 | HERITAGE WEALTH MANAGEMENT, INC. CRD 122394 | TX | $357.8M | 4 | Fidelity→ |
| C45 | LBJ FAMILY WEALTH ADVISORS, LTD. CRD 129701 | TX | $388.8M | 2 | Fidelity→ |
| C45 | RETIREMENT STRATEGIES, LTD. CRD 163701 | OH | $272.7M | 5 | Fidelity→ |
| C45 | GERBER, LLC CRD 120039 | OH | $592.1M | 4 | Fidelity→ |
| C45 | SNOWCAP CAPITAL MANAGEMENT, LLC CRD 146883 | TX | $238.9M | 2 | Fidelity→ |
| C45 | ALTERIS CAPITAL PARTNERS, LLC CRD 335079 | TX | $139.5M | 3 | Fidelity→ |
| C44 | CPMG, INC. CRD 131417 | TX | $855.8M | 5 | Fidelity→ |
| C44 | S HARRIS FINANCIAL GROUP, LLC CRD 151899 | TX | $404.4M | 6 | Fidelity→ |
| C44 | OBJECTIVE CAPITAL MANAGEMENT, LLC CRD 156013 | OH | $214.2M | 4 | Fidelity→ |
| C43 | DALAL STREET, LLC CRD 161471 | TX | $936.3M | 1 | 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 | ARWA LLC CRD 337220 | TX | $335.0M | 3 | Fidelity→ |
| C41 | EVERKEY FINANCIAL LLC CRD 325189 | TX | $10.6M | 1 | Fidelity→ |
| C41 | ALONGSIDE, LLC CRD 333587 | TX | $878.6M | 22 | Fidelity→ |
