| B60 | JORDANELLE CAPITAL, LLC CRD 323676 | UT | $179.2M | — | Northern Trust→ |
| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| C49 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C44 | CATAWBA RIVER CAPITAL CRD 134217 | SC | $325.1M | 6 | Fidelity→ |
| C44 | CONCORDE FINANCIAL RESOURCES I INC. CRD 117836 | SC | $231.0M | 2 | Fidelity→ |
| C43 | STONEBRIAR WEALTH, LLC CRD 327618 | UT | $139.0M | 4 | Fidelity→ |
| C42 | SEPIO CAPITAL, LP CRD 285645 | UT | $5.64B | 18 | Fidelity→ |
| C41 | TETON WEALTH GROUP LLC CRD 311230 | UT | $204.0M | 7 | Fidelity→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 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→ |
| C37 | LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | SC | $1.14B | — | JPMorgan→ |
| C36 | NET WORTH ADVISORY GROUP, LLC CRD 126983 | UT | $838.4M | 20 | Fidelity→ |
| C32 | SAOS CAPITAL, LLC CRD 159515 | SC | $239.1M | 3 | Fidelity→ |
| C30 | AEGIS WEALTH GROUP, LLC CRD 222515 | UT | $247.7M | 21 | Fidelity→ |
| C30 | E6 PORTFOLIOS CRD 326617 | UT | $239.4M | 3 | Fidelity→ |
| C29 | PETERSON PARTNERS, LLC CRD 159450 | UT | $2.96B | — | Northern Trust→ |
| C26 | HOBBS GROUP ADVISORS LLC CRD 157274 | SC | $584.4M | 7 | Fidelity→ |
| C26 | NARUS FINANCIAL PARTNERS, LLC CRD 173534 | UT | $559.0M | 5 | Fidelity→ |
| C25 | COLONIAL TRUST ADVISORS, INC. CRD 110257 | SC | $1.85B | 15 | Fidelity→ |
| C22 | GREYSTAR INVESTMENT GROUP, LLC CRD 160665 | SC | $36.50B | — | JPMorgan→ |
| C20 | ELEVATED CAPITAL ADVISORS, LLC CRD 226721 | UT | $499.1M | 21 | Fidelity→ |
| C20 | NEW MILLENNIUM GROUP, LLC CRD 299249 | UT | $257.0M | 13 | Fidelity→ |
