| A74 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | Fidelity→ |
| C45 | NEUENSCHWANDER ASSET MANAGEMENT, LLC CRD 125179 | WI | $173.5M | 3 | Fidelity→ |
| C44 | CATAWBA RIVER CAPITAL CRD 134217 | SC | $325.1M | 6 | Fidelity→ |
| C44 | CONCORDE FINANCIAL RESOURCES I INC. CRD 117836 | SC | $231.0M | 2 | Fidelity→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 4 | Fidelity→ |
| C38 | PETERSON FINANCIAL GROUP, INC. CRD 169519 | IA | $299.2M | 3 | Fidelity→ |
| C35 | CLARITY ASSET MANAGEMENT, INC. CRD 115699 | IA | $257.4M | 4 | Fidelity→ |
| C33 | DYNAMIC FINANCIAL GROUP, LLC CRD 288763 | IA | $539.6M | 3 | Fidelity→ |
| C33 | OASIS ADVISORS, LLC CRD 335555 | IA | $277.7M | 20 | Fidelity→ |
| C32 | SAOS CAPITAL, LLC CRD 159515 | SC | $239.1M | 3 | Fidelity→ |
| C31 | PRINCIPAL SECURITIES, INC. CRD 1137 | IA | $17.02B | 50 | Fidelity→ |
| C28 | WEALTHSPAN PARTNERS, LLC CRD 297712 | IA | $451.1M | 5 | Fidelity→ |
| C27 | MIDWEST PROFESSIONAL PLANNERS, LTD. CRD 112995 | WI | $649.3M | 16 | Fidelity→ |
| C26 | HOBBS GROUP ADVISORS LLC CRD 157274 | SC | $584.4M | 7 | Fidelity→ |
| C26 | KERBERROSE WEALTH MANAGEMENT, LLC CRD 168787 | WI | $1.16B | 13 | Fidelity→ |
| C25 | COLONIAL TRUST ADVISORS, INC. CRD 110257 | SC | $1.85B | 15 | Fidelity→ |
| C25 | AVAII WEALTH MANAGEMENT, LLC CRD 298165 | WI | $602.8M | 9 | Fidelity→ |
| C20 | ESTATE COUNSELORS, LLC CRD 123452 | WI | $1.35B | 7 | Fidelity→ |
| C14 | ENDOWMENT WEALTH MANAGEMENT, INC. CRD 108652 | WI | $609.2M | 12 | Fidelity→ |
