| B57 | 44 WEALTH MANAGEMENT LLC CRD 309647 | OR | $487.4M | 4 | Fidelity→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| C45 | THOMPSON WEALTH SOLUTIONS, LLC CRD 338023 | MD | $172.1M | 2 | Fidelity→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C42 | FAMILY OFFICE RESEARCH, LLC CRD 144136 | MD | $648.2M | 3 | Fidelity→ |
| C39 | BEACON INVESTMENT ADVISORS LLC CRD 127368 | MD | $541.9M | 1 | 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 | TRITONPOINT PARTNERS, LLC CRD 333259 | MD | $286.5M | 9 | Fidelity→ |
| C36 | CONNECTED WEALTH SOLUTIONS, LLC CRD 277111 | OR | $226.4M | 2 | Fidelity→ |
| C35 | INTEGRITY WEALTH LLC CRD 330809 | OR | $304.8M | 6 | Fidelity→ |
| C32 | TRUMBOWER FINANCIAL ADVISORS LLC CRD 107495 | MD | $1.98B | 6 | Fidelity→ |
| C29 | BURKHOLDER & ASSOCIATES, LLC CRD 313338 | MD | $287.4M | 2 | Fidelity→ |
| C28 | VERIDAN WEALTH LLC CRD 329666 | OR | $667.2M | 4 | Fidelity→ |
| C25 | JGP WEALTH MANAGEMENT, LLC CRD 290694 | OR | $1.43B | 18 | Fidelity→ |
| C24 | D.F. DENT AND COMPANY, INC. CRD 105179 | MD | $7.88B | 7 | Fidelity→ |
| C14 | HEADWATER INVESTMENT CONSULTING,INC. CRD 133009 | OR | $543.0M | 5 | Fidelity→ |
