| A74 | OPTIMAL CAPITAL ADVISORS, LLC CRD 144719 | MI | $119.9M | 2 | Fidelity→ |
| A72 | MAXELE ADVISORS, LLC CRD 165129 | MO | $201.6M | 1 | 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 | SONAS FINANCIAL GROUP, INC. CRD 122547 | MO | $149.8M | 4 | Fidelity→ |
| B60 | RICHMOND BROTHERS, INC. CRD 158916 | MI | $240.6M | 5 | Fidelity→ |
| B59 | BLACK WALNUT WEALTH MANAGEMENT, LLC CRD 337606 | MI | $136.8M | 1 | Fidelity→ |
| B55 | BEMANAGED FINANCIAL SERVICES, INC. CRD 140099 | MI | $410.0M | — | Fidelity→ |
| B53 | UP NORTH FINANCIAL, LLC CRD 150996 | MI | $203.8M | 2 | Fidelity→ |
| C47 | FEE-ONLY FIDUCIARY ADVISORS LLC CRD 143329 | MI | $197.0M | 3 | Fidelity→ |
| C47 | FOUNDATION WEALTH MANAGEMENT, LLC CRD 127134 | MO | $660.6M | 5 | Fidelity→ |
| C43 | BRAEBURN WEALTH MANAGEMENT, LLC CRD 158007 | MI | $259.4M | 3 | Fidelity→ |
| C43 | STONEBRIDGE FINANCIAL GROUP, LLC CRD 337972 | MO | $2.40B | 7 | Fidelity→ |
| C42 | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. CRD 105580 | MO | $338.1M | 2 | Fidelity→ |
| C41 | B.A. ROBERTS FINANCIAL SERVICES, INC. CRD 289856 | MI | $373.9M | 3 | Fidelity→ |
| C40 | MODERN DOLLAR PLANNING, LLC CRD 174695 | MO | $159.1M | 2 | Fidelity→ |
| C40 | CAMBIENT FAMILY OFFICE, LLC CRD 335128 | MI | $857.9M | 3 | Fidelity→ |
| C40 | VISTA FINANCE, LLC CRD 312082 | MO | $320.0M | 4 | Fidelity→ |
| C39 | GRAND WEALTH MANAGEMENT, LLC CRD 132137 | MI | $597.8M | 9 | Fidelity→ |
| C38 | RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC. CRD 162268 | MI | $292.7M | — | JPMorgan→ |
| C38 | CORRECT CAPITAL WEALTH MANAGEMENT, LLC CRD 298774 | MO | $889.3M | 7 | Fidelity→ |
| C38 | KELLY WEALTH MANAGEMENT, INC. CRD 328386 | MI | $160.6M | 2 | Fidelity→ |
| C35 | HENRICKSON NAUTA WEALTH ADVISORS, INC. CRD 141201 | MI | $805.4M | 9 | Fidelity→ |
| C33 | DARDEN WEALTH GROUP, INC CRD 294926 | MI | $379.6M | 5 | Fidelity→ |
| C32 | HEMMING& WEALTH MANAGEMENT, INC. CRD 300918 | MI | $292.6M | 4 | Fidelity→ |
| C31 | JVL ASSOCIATES, LLC CRD 124018 | MI | $784.4M | 7 | Fidelity→ |
| C30 | LVZ, INC. CRD 124228 | MI | $1.13B | 16 | Fidelity→ |
| C29 | BLOOMFIELD CAPITAL HOLDINGS, LLC CRD 169198 | MI | $465.7M | — | JPMorgan→ |
| C28 | UMB PRIVATE WEALTH MANAGEMENT, LLC CRD 306374 | MO | $68.4M | 43 | Fidelity→ |
| C28 | ELMTREE FUNDS, LLC CRD 338940 | MO | $7.77B | — | JPMorgan→ |
| C26 | MKD WEALTH COACHES, LLC CRD 144994 | MI | $505.7M | 5 | Fidelity→ |
| C26 | HILL ISLAND FINANCIAL LLC CRD 313469 | MI | $623.8M | 8 | Fidelity→ |
| C25 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC CRD 311623 | MO | $7.13B | 22 | Fidelity→ |
| C24 | ATWOOD & PALMER, INC. CRD 104995 | MO | $2.04B | 7 | Fidelity→ |
| C21 | MOMENT PRIVATE WEALTH, LLC CRD 313223 | MO | $357.2M | 6 | Fidelity→ |
| C9 | CONWAY INVESTMENT RESEARCH, LLC CRD 154659 | MO | $1.67B | — | JPMorgan→ |
