| A76 | BATES FINANCIAL ADVISORS, INC. CRD 116515 | IL | $439.2M | 3 | Fidelity→ |
| A74 | OPTIMAL CAPITAL ADVISORS, LLC CRD 144719 | MI | $119.9M | 2 | Fidelity→ |
| A66 | JFR FINANCIAL SERVICES, INC. CRD 124456 | MI | $276.6M | 2 | Fidelity→ |
| B61 | DS INVESTMENT ADVISORS CRD 319351 | MI | $386.1M | 2 | Fidelity→ |
| B61 | MAIN STREET INVESTMENT ADVISORS, LLC CRD 146036 | IL | $250.3M | 3 | Fidelity→ |
| B60 | RICHMOND BROTHERS, INC. CRD 158916 | MI | $240.6M | 5 | Fidelity→ |
| B60 | CHICAGO CAPITAL MANAGEMENT, LLC CRD 175453 | IL | $202.8M | — | Goldman Sachs→ |
| B59 | BLACK WALNUT WEALTH MANAGEMENT, LLC CRD 337606 | MI | $136.8M | 1 | Fidelity→ |
| B55 | BEMANAGED FINANCIAL SERVICES, INC. CRD 140099 | MI | $410.0M | — | Fidelity→ |
| B55 | ZIMMERMAN WEALTH MANAGEMENT, LLC CRD 127526 | IL | $472.4M | 7 | Fidelity→ |
| B54 | CENTERSTAR ASSET MANAGEMENT, LLC CRD 289928 | IL | $138.6M | — | Goldman Sachs→ |
| B54 | NORTH SHORE INVESTMENT CONSULTING LLC CRD 131763 | IL | $170.5M | 1 | Fidelity→ |
| B53 | LIBERTY ASSET MANAGEMENT, INC. CRD 135791 | IL | $172.7M | 3 | Fidelity→ |
| B53 | UP NORTH FINANCIAL, LLC CRD 150996 | MI | $203.8M | 2 | Fidelity→ |
| B51 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC CRD 159255 | IL | $705.7M | 6 | Fidelity→ |
| B51 | NOVA R WEALTH, INC. CRD 169574 | KS | $452.6M | 4 | Fidelity→ |
| C50 | 9 STREAM CAPITAL PARTNERS LLC CRD 340394 | KS | $73.9M | — | Goldman Sachs→ |
| C48 | BALANCED FINANCIAL PLANNING, INC. CRD 128161 | KS | $181.3M | 3 | Fidelity→ |
| C47 | FEE-ONLY FIDUCIARY ADVISORS LLC CRD 143329 | MI | $197.0M | 3 | Fidelity→ |
| C46 | POSTROCK PARTNERS LLC CRD 328865 | KS | $489.1M | 5 | Fidelity→ |
| C44 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CRD 299595 | IL | $732.2M | 5 | Fidelity→ |
| C44 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC CRD 285034 | IL | $771.8M | 1 | Fidelity→ |
| C44 | PARKVIEW ASSET MANAGEMENT, INC. CRD 307977 | IL | $206.1M | 2 | Fidelity→ |
| C43 | CLAYTON FINANCIAL SERVICES INC CRD 105898 | KS | $909.8M | 7 | Fidelity→ |
| C43 | BRAEBURN WEALTH MANAGEMENT, LLC CRD 158007 | MI | $259.4M | 3 | Fidelity→ |
| C42 | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC CRD 147376 | IL | $195.4M | 4 | Fidelity→ |
| C42 | KABOUTER MANAGEMENT, LLC CRD 153099 | IL | $992.5M | — | Goldman Sachs→ |
| C42 | BARD ASSOCIATES INC CRD 104984 | IL | $416.2M | 2 | Fidelity→ |
| C41 | B.A. ROBERTS FINANCIAL SERVICES, INC. CRD 289856 | MI | $373.9M | 3 | Fidelity→ |
| C41 | THE INVICTUS COLLECTIVE, LLC CRD 310744 | IL | $476.0M | 3 | Fidelity→ |
| C40 | CAMBIENT FAMILY OFFICE, LLC CRD 335128 | MI | $857.9M | 3 | Fidelity→ |
| C39 | GRAND WEALTH MANAGEMENT, LLC CRD 132137 | MI | $597.8M | 9 | Fidelity→ |
| C39 | AVOCET CAPITAL MANAGEMENT LLC CRD 156261 | IL | $157.8M | 2 | Fidelity→ |
| C39 | PROMANAGE, LLC CRD 133357 | IL | $4.06B | 5 | Fidelity→ |
| C38 | KELLY WEALTH MANAGEMENT, INC. CRD 328386 | MI | $160.6M | 2 | Fidelity→ |
| C37 | HUIZENGA CAPITAL MANAGEMENT, LLC CRD 156524 | IL | $996.7M | — | Fidelity→ |
| C37 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. CRD 109701 | IL | $5.74B | 50 | Fidelity→ |
| C37 | MIDLAND WEALTH ADVISORS, LLC CRD 324997 | IL | $3.16B | 20 | Fidelity→ |
| C36 | FINANCIAL PARTNERS GROUP, INC. CRD 288644 | KS | $1.15B | 9 | Fidelity→ |
| C36 | ALERCE INVESTMENT MANAGEMENT, L.P. CRD 285746 | IL | $226.9M | — | Goldman Sachs→ |
| C35 | HENRICKSON NAUTA WEALTH ADVISORS, INC. CRD 141201 | MI | $805.4M | 9 | Fidelity→ |
| C35 | BARRETT UPTON CAPITAL PARTNERS LLC CRD 326104 | IL | $182.3M | — | Fidelity→ |
| C33 | DARDEN WEALTH GROUP, INC CRD 294926 | MI | $379.6M | 5 | Fidelity→ |
| C33 | WAYSTONE ASSET MANAGEMENT (USA) LLC CRD 315393 | IL | $742.6M | — | Goldman Sachs→ |
| C32 | WEALTH ALLIANCE ADVISORY GROUP, LLC CRD 290329 | KS | $978.6M | 5 | Fidelity→ |
| C32 | MWS CAPITAL CONSULTANTS LLC CRD 125061 | IL | $193.7M | 3 | Fidelity→ |
| C32 | HEMMING& WEALTH MANAGEMENT, INC. CRD 300918 | MI | $292.6M | 4 | Fidelity→ |
| C31 | PARKSIDE INVESTMENTS, LLC CRD 286178 | IL | $1.44B | 5 | Fidelity→ |
| C31 | BLUESPRUCE INVESTMENTS, LP CRD 167311 | IL | $4.45B | — | Goldman Sachs→ |
| C31 | JVL ASSOCIATES, LLC CRD 124018 | MI | $784.4M | 7 | Fidelity→ |