| B51 | NOVA R WEALTH, INC. CRD 169574 | KS | $452.6M | 4 | Fidelity→ |
| C48 | CENTERPOINT ADVISORY GROUP, LLC CRD 324181 | KS | $276.3M | 5 | LPL Financial→ |
| C48 | BALANCED FINANCIAL PLANNING, INC. CRD 128161 | KS | $181.3M | 3 | Fidelity→ |
| C46 | POSTROCK PARTNERS LLC CRD 328865 | KS | $489.1M | 5 | Fidelity→ |
| C46 | THE PERSPECTIVE GROUP, LLC CRD 175294 | KS | $225.1M | 2 | LPL Financial→ |
| C45 | PCG WEALTH ADVISORS, LLC CRD 290977 | KS | $931.1M | 18 | LPL Financial→ |
| C43 | CLAYTON FINANCIAL SERVICES INC CRD 105898 | KS | $909.8M | 7 | Fidelity→ |
| C36 | FINANCIAL PARTNERS GROUP, INC. CRD 288644 | KS | $1.15B | 9 | Fidelity→ |
| C35 | AGH WEALTH ADVISORS, LLC CRD 146796 | KS | $456.3M | 6 | LPL Financial→ |
| C32 | WEALTH ALLIANCE ADVISORY GROUP, LLC CRD 290329 | KS | $978.6M | 5 | Fidelity→ |
| C30 | IFS ADVISORS, LLC CRD 147518 | KS | $213.8M | 5 | Fidelity→ |
| C29 | ETF PORTFOLIO PARTNERS, INC. CRD 128366 | KS | $431.1M | 4 | Fidelity→ |
| C21 | MY CASH FLOW MANAGER, , LLC CRD 146165 | KS | — | — | Fidelity→ |
| C21 | CANVAS WEALTH ADVISORS, LLC CRD 306343 | KS | $929.2M | 8 | Fidelity→ |
