| A70 | AVENIR CORPORATION CRD 110545 | VA | $849.3M | 3 | Fidelity→ |
| B64 | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CRD 155195 | VA | $187.8M | 6 | Fidelity→ |
| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| C49 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C47 | WEST TOWER GROUP, LLC CRD 323520 | VA | $142.0M | — | Goldman Sachs→ |
| C45 | BENEFIT FIDUCIARY GROUP LLC CRD 291252 | VA | $529.4M | 2 | Fidelity→ |
| C44 | SENTINEL WEALTH MANAGEMENT, INC. CRD 122235 | VA | $388.8M | 2 | Fidelity→ |
| C43 | ASPECT PARTNERS, LLC CRD 307273 | VA | $418.2M | 5 | Fidelity→ |
| C43 | STONEBRIAR WEALTH, LLC CRD 327618 | UT | $139.0M | 4 | Fidelity→ |
| C42 | SEPIO CAPITAL, LP CRD 285645 | UT | $5.64B | 18 | Fidelity→ |
| C41 | DUDLEY CAPITAL MANAGEMENT LLC CRD 282958 | VA | $291.7M | 2 | Fidelity→ |
| C41 | TETON WEALTH GROUP LLC CRD 311230 | UT | $204.0M | 7 | Fidelity→ |
| C41 | 4J WEALTH MANAGEMENT, LLC CRD 297268 | VA | $348.1M | 4 | Fidelity→ |
| C39 | MEDICUS WEALTH PLANNING, INC. CRD 282904 | UT | $160.8M | 4 | Fidelity→ |
| C39 | NAVIGATE PRIVATE WEALTH, LLC CRD 170774 | UT | $529.2M | 7 | Fidelity→ |
| C36 | THE HOERNER PLANNING GROUP, LLC CRD 139464 | VA | $1.65B | 4 | Fidelity→ |
| C36 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC CRD 293020 | VA | $745.1M | 4 | Fidelity→ |
| C36 | NET WORTH ADVISORY GROUP, LLC CRD 126983 | UT | $838.4M | 20 | Fidelity→ |
| C33 | FJ CAPITAL MANAGEMENT LLC CRD 158049 | VA | $1.08B | — | Goldman Sachs→ |
| C30 | AEGIS WEALTH GROUP, LLC CRD 222515 | UT | $247.7M | 21 | Fidelity→ |
| C30 | E6 PORTFOLIOS CRD 326617 | UT | $239.4M | 3 | Fidelity→ |
| C29 | VARIANT PRIVATE WEALTH LLC CRD 288011 | VA | $267.5M | 3 | Fidelity→ |
| C28 | ACTIV8 FAMILY OFFICE LLC CRD 337753 | VA | $1.54B | 10 | Fidelity→ |
| C26 | NARUS FINANCIAL PARTNERS, LLC CRD 173534 | UT | $559.0M | 5 | Fidelity→ |
| C26 | KFA PRIVATE WEALTH GROUP, LLC CRD 281678 | VA | $830.0M | 11 | Fidelity→ |
| C24 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC CRD 311296 | VA | $29.35B | — | Fidelity→ |
| C21 | FOXHAVEN ASSET MANAGEMENT, LP CRD 168872 | VA | $6.50B | — | Goldman Sachs→ |
| C21 | ADVISORS FINANCIAL, INC. CRD 144837 | VA | $321.2M | 6 | Fidelity→ |
| C20 | ELEVATED CAPITAL ADVISORS, LLC CRD 226721 | UT | $499.1M | 21 | Fidelity→ |
| C20 | NEW MILLENNIUM GROUP, LLC CRD 299249 | UT | $257.0M | 13 | Fidelity→ |
| C18 | PAGNATOKARP PARTNERS, LLC CRD 282298 | VA | — | — | Fidelity→ |
