| A89 | HALL CAPITAL, LLC CRD 153961 | CA | $180.0M | 2 | Fidelity→ |
| A75 | VIDA WEALTH PARTNERS, INC. CRD 140824 | CA | $129.6M | 1 | Fidelity→ |
| A71 | CROWN ADVISORS MANAGEMENT, INC. CRD 109720 | CA | $197.8M | — | Goldman Sachs→ |
| A68 | KESTREL INVESTMENT MANAGEMENT CORP CRD 106789 | CA | $180.0M | 1 | Goldman Sachs→ |
| A66 | PROSPECT CAPITAL ADVISORS, LLC CRD 119531 | CA | $309.4M | 1 | Goldman Sachs→ |
| B64 | CLEARWAVE CAPITAL, LLC CRD 337738 | CA | $359.2M | 3 | Fidelity→ |
| B62 | FULLERTON ADVISORS, LLC CRD 148880 | CA | $120.4M | 1 | Fidelity→ |
| B62 | PANORAMIC CAPITAL, LLC CRD 153450 | CA | $299.6M | — | Goldman Sachs→ |
| B61 | CANNON BEACH CONSULTANTS INC CRD 140959 | CA | $209.2M | 2 | Fidelity→ |
| B59 | JCSD CAPITAL, LLC CRD 163084 | CA | $214.6M | 2 | Goldman Sachs→ |
| B59 | BERNZOTT CAPITAL ADVISORS CRD 104583 | CA | $265.4M | 3 | Fidelity→ |
| B58 | CROSSPOINT FINANCIAL, LLC CRD 286443 | CA | $157.1M | 1 | Fidelity→ |
| B55 | PARIAX, LLC CRD 301474 | CA | $115.4M | 1 | Fidelity→ |
| B54 | DESMOND WEALTH MANAGEMENT, INC. CRD 118200 | CA | $145.0M | 2 | Fidelity→ |
| B54 | MONTCALM TCR LLC CRD 164521 | CA | $237.5M | 2 | Fidelity→ |
| B54 | LEGACY CAPITAL GROUP CALIFORNIA, INC. CRD 111436 | CA | $535.7M | 3 | Fidelity→ |
| B54 | MIG CAPITAL, LLC CRD 160782 | CA | $589.5M | — | Goldman Sachs→ |
| B53 | BWA, LLC CRD 154878 | CA | $146.9M | 1 | Fidelity→ |
| B52 | MARIN CAPITAL MANAGEMENT, LLC CRD 136075 | CA | $170.8M | 4 | Fidelity→ |
| B50 | ARCA INVESTMENT MANAGEMENT, LLC CRD 298298 | CA | $188.1M | — | Fidelity→ |
| B50 | GOYETTE FINANCIAL PLANNING, INC CRD 133566 | CA | $196.7M | 1 | Fidelity→ |
| C49 | TORREN MANAGEMENT, LLC CRD 329263 | CA | $373.5M | 4 | Fidelity→ |
| C47 | SWP FINANCIAL LLC CRD 327885 | CA | $239.4M | 3 | Fidelity→ |
| C46 | WELTON INVESTMENT PARTNERS LLC CRD 172452 | CA | $330.0M | — | Goldman Sachs→ |
| C46 | SPIEGELMAN WEALTH MANAGEMENT, INC. CRD 336637 | CA | $443.0M | 3 | Fidelity→ |
| C46 | SP ASSET MANAGEMENT LLC CRD 323369 | CA | $1.90B | 3 | Fidelity→ |
| C46 | YIHENG CAPITAL MANAGEMENT, L.P. CRD 163812 | CA | $675.8M | 1 | Goldman Sachs→ |
| C46 | POINTONE FAMILY OFFICE, LLC CRD 338563 | CA | $327.1M | 2 | Goldman Sachs→ |
| C45 | PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC CRD 131413 | CA | $730.0M | — | Goldman Sachs→ |
| C45 | NDWM LLC CRD 151284 | CA | $176.3M | 2 | Fidelity→ |
| C45 | TRAVEKA WEALTH, LLC CRD 328421 | CA | $730.8M | 3 | Fidelity→ |
| C45 | THOMPSON WEALTH SOLUTIONS, LLC CRD 338023 | MD | $172.1M | 2 | Fidelity→ |
| C44 | REMY INVESTORS & CONSULTANTS, LLC CRD 326958 | CA | $887.6M | — | Goldman Sachs→ |
| C44 | ALMITAS CAPITAL LLC CRD 166705 | CA | $1.07B | — | Fidelity→ |
| C44 | PAVION BLUE CAPITAL, LLC CRD 301968 | CA | $443.7M | 2 | Fidelity→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C42 | CONNECTIVE CAPITAL MANAGEMENT, LLC CRD 161099 | CA | $230.1M | 1 | Fidelity→ |
| C42 | OPUS PRIVATE WEALTH GROUP, LLC CRD 171317 | CA | $128.0M | 3 | Fidelity→ |
| C42 | BOXER CAPITAL MANAGEMENT, LLC CRD 330106 | CA | $578.2M | — | Goldman Sachs→ |
| C42 | FOREWORD CAPITAL, LP CRD 332205 | CA | $431.5M | — | Goldman Sachs→ |
| C42 | ANGELENO GROUP, LLC CRD 159677 | CA | $576.5M | — | Goldman Sachs→ |
| C42 | DIVISAR CAPITAL MANAGEMENT, LLC CRD 149091 | CA | $812.8M | — | Goldman Sachs→ |
| C42 | AR ASSET MANAGEMENT, INC. CRD 110342 | CA | $602.6M | 3 | Fidelity→ |
| C42 | FAMILY OFFICE RESEARCH, LLC CRD 144136 | MD | $648.2M | 3 | Fidelity→ |
| C41 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC CRD 151765 | CA | $257.6M | 2 | Fidelity→ |
| C39 | BEACON INVESTMENT ADVISORS LLC CRD 127368 | MD | $541.9M | 1 | Fidelity→ |
| C39 | MONARCH PLAN ADVISORS CRD 286612 | CA | $792.6M | 5 | Fidelity→ |
| C39 | PFM HEALTH SCIENCES, LP CRD 146747 | CA | $1.27B | — | Goldman Sachs→ |
| C38 | SWEENEY & MICHEL, LLC CRD 282595 | CA | $752.6M | 3 | Fidelity→ |
| C38 | 4D ADVISORS, LLC CRD 315045 | CA | $315.6M | — | Goldman Sachs→ |
