| A76 | CALDERWOOD FINANCIAL STRATEGIES, INC. CRD 313466 | TX | $228.5M | 4 | Fidelity→ |
| A73 | ADAMS ASSET ADVISORS LLC CRD 120573 | TX | $839.4M | 2 | Fidelity→ |
| A72 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC CRD 112641 | TX | $146.6M | 3 | Fidelity→ |
| A71 | FOCUS 401 (K) GROUP, LLC CRD 172217 | TX | $169.9M | 2 | Fidelity→ |
| A68 | GRACE CAPITAL MANAGEMENT, LLC CRD 150054 | TX | $108.7M | 2 | Fidelity→ |
| A66 | STAVIS WEALTH TRANSFER SOLUTIONS, LLC CRD 328185 | TX | $148.1M | 4 | Fidelity→ |
| B64 | M.C. BYRD WEALTH MANAGEMENT, LLC CRD 151070 | TX | $294.2M | 3 | Fidelity→ |
| B60 | ASSET PRESERVATION GROUP INC CRD 108150 | TX | $321.2M | 2 | Fidelity→ |
| B59 | MURRAY INVESTMENT MANAGEMENT, LLC CRD 146921 | TX | $159.1M | 1 | Fidelity→ |
| B57 | CAMDEN WEALTH ADVISORS LLC CRD 148518 | TX | $366.3M | 5 | Fidelity→ |
| B56 | FOCUS WEALTH ADVISORS, LLC CRD 165425 | TX | $247.6M | 1 | Fidelity→ |
| B56 | ACACIA PARTNERS, LLC CRD 281887 | TX | $220.7M | — | JPMorgan→ |
| B56 | ATLASMARK FINANCIAL, INC. CRD 152635 | TX | $228.6M | 1 | Fidelity→ |
| B53 | SKYLARK PRIVATE EQUITY PARTNERS, LP CRD 315174 | TX | $211.4M | — | JPMorgan→ |
| B52 | SUCCESSION FINANCIAL, INC. CRD 336434 | TX | $210.3M | 3 | Fidelity→ |
| B51 | HEP PARTNERS LLC CRD 161386 | TX | $257.9M | — | JPMorgan→ |
| B51 | NOVA R WEALTH, INC. CRD 169574 | KS | $452.6M | 4 | Fidelity→ |
| B50 | VORTUS INVESTMENT ADVISORS, LLC CRD 166178 | TX | $411.7M | — | JPMorgan→ |
| B50 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC CRD 304547 | TX | $191.2M | 1 | Fidelity→ |
| B50 | STONETREE INVESTMENT PARTNERS LLC CRD 318477 | TX | $195.7M | — | JPMorgan→ |
| C50 | BLUEHEEL CRD 331771 | TX | $192.3M | 1 | JPMorgan→ |
| C49 | TDC CAPITAL ADVISORS, INC. CRD 117769 | TX | $177.6M | 10 | Fidelity→ |
| C49 | REVERE CAPITAL MANAGEMENT LP CRD 306662 | TX | $138.7M | — | JPMorgan→ |
| C48 | EAGLE GLOBAL ADVISORS LLC CRD 107306 | TX | $3.10B | 8 | Fidelity→ |
| C48 | BALANCED FINANCIAL PLANNING, INC. CRD 128161 | KS | $181.3M | 3 | Fidelity→ |
| C47 | BLUM FINANCIAL, LP CRD 149134 | TX | $208.6M | 1 | Fidelity→ |
| C47 | IAS WEALTH MANAGEMENT, INC. CRD 112486 | TX | $549.0M | 8 | Fidelity→ |
| C47 | MARGOLIS BRADY RAGHAVAN FINANCIAL, INC. CRD 168333 | TX | $956.4M | 6 | Fidelity→ |
| C47 | VIRAGE CAPITAL MANAGEMENT LP CRD 167992 | TX | $588.3M | 1 | JPMorgan→ |
| C46 | HERITAGE WEALTH MANAGEMENT, INC. CRD 122394 | TX | $357.8M | 4 | Fidelity→ |
| C46 | POSTROCK PARTNERS LLC CRD 328865 | KS | $489.1M | 5 | Fidelity→ |
| C46 | POINT BRIDGE CAPITAL, LLC CRD 168071 | TX | $419.7M | 1 | JPMorgan→ |
| C45 | LBJ FAMILY WEALTH ADVISORS, LTD. CRD 129701 | TX | $388.8M | 2 | Fidelity→ |
| C45 | SNOWCAP CAPITAL MANAGEMENT, LLC CRD 146883 | TX | $238.9M | 2 | Fidelity→ |
| C45 | ALTERIS CAPITAL PARTNERS, LLC CRD 335079 | TX | $139.5M | 3 | Fidelity→ |
| C44 | RR ADVISORS, LLC CRD 130609 | TX | $496.8M | 2 | JPMorgan→ |
| C44 | CLEAR SKY CARBON SOLUTIONS INVESTMENT MANAGEMENT, LLC CRD 311751 | TX | $466.6M | — | JPMorgan→ |
| C44 | CPMG, INC. CRD 131417 | TX | $855.8M | 5 | Fidelity→ |
| C44 | S HARRIS FINANCIAL GROUP, LLC CRD 151899 | TX | $404.4M | 6 | Fidelity→ |
| C44 | PARK LANE ADVISORS, LLC CRD 338445 | AL | $623.9M | — | Fidelity→ |
| C44 | UNITY PARTNERS LP CRD 322847 | TX | $367.0M | — | JPMorgan→ |
| C43 | CLAYTON FINANCIAL SERVICES INC CRD 105898 | KS | $909.8M | 7 | Fidelity→ |
| C43 | DALAL STREET, LLC CRD 161471 | TX | $936.3M | 1 | Fidelity→ |
| C42 | CARSON MANAGEMENT COMPANY, LLC CRD 153261 | TX | $469.3M | 2 | JPMorgan→ |
| C42 | CHAMBERS ENERGY MANAGEMENT, LP CRD 155906 | TX | $1.41B | 1 | JPMorgan→ |
| C42 | LEON CAPITAL MANAGEMENT, LLC CRD 332987 | TX | $244.7M | — | JPMorgan→ |
| C41 | STEADMONT ADVISORS, LLC CRD 328882 | AL | $430.7M | 4 | Fidelity→ |
| C41 | ARWA LLC CRD 337220 | TX | $335.0M | 3 | Fidelity→ |
| C41 | EVERKEY FINANCIAL LLC CRD 325189 | TX | $10.6M | 1 | Fidelity→ |
| C41 | 327 CAPITAL PARTNERS, LLC CRD 313414 | TX | $505.5M | — | JPMorgan→ |