| A65 | NEWPORT INVESTMENT ADVISORS INC CRD 113175 | OH | $198.0M | 2 | Fidelity→ |
| B63 | VAUGHAN AND COMPANY SECURITIES, INC. CRD 18826 | NJ | $218.9M | 2 | Fidelity→ |
| B61 | HARDY & HARDY CO LLC CRD 145088 | OH | $269.4M | 2 | LPL Financial→ |
| B58 | HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. CRD 282906 | OH | $76.6M | — | Fidelity→ |
| B58 | CAPITAL ASSET MANAGEMENT, INC. CRD 120597 | OH | $199.5M | 2 | Fidelity→ |
| B58 | REVO FINANCIAL, LLC CRD 172646 | OK | $135.4M | 2 | Fidelity→ |
| B57 | ALCYON WEALTH ADVISORS, LLC CRD 334909 | OH | $356.5M | 3 | Fidelity→ |
| B54 | HIGH POINT WEALTH MANAGEMENT, LLC CRD 147111 | NJ | $192.9M | 2 | Fidelity→ |
| B53 | 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT CRD 124288 | NJ | $150.1M | 1 | Fidelity→ |
| B53 | VISION FINANCIAL MANAGEMENT, LLC CRD 170003 | OH | $165.7M | 2 | LPL Financial→ |
| B53 | LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. CRD 171967 | NJ | $237.4M | 1 | LPL Financial→ |
| B53 | BISON CAPITAL ADVISORS, LLC CRD 306471 | OK | $250.0M | 2 | Fidelity→ |
| B52 | FC WEALTH SOLUTIONS LLC CRD 286381 | OH | $101.0M | 4 | Fidelity→ |
| B52 | INVESTRUST CONSULTING, LLC CRD 108037 | OK | $588.2M | 7 | Fidelity→ |
| B51 | FAMILY WEALTH ADVISORY GROUP, LLC CRD 130595 | OH | $396.2M | 3 | Fidelity→ |
| B51 | HFG ADVISORS, INC. CRD 282027 | OH | $426.7M | 5 | LPL Financial→ |
| C49 | SYMPHONY FINANCIAL SERVICES, INC. CRD 125058 | OH | $428.7M | 7 | LPL Financial→ |
| C49 | GOODHAVEN CAPITAL MANAGEMENT, LLC CRD 156032 | NJ | $405.3M | — | Fidelity→ |
| C48 | KINETIC WEALTH INVESTMENT ADVISORS, LLC CRD 311536 | OH | $214.5M | 3 | LPL Financial→ |
| C48 | WEALTH DIMENSIONS FAMILY OFFICE, INC CRD 266787 | OH | $625.9M | 7 | Fidelity→ |
| C48 | ANCORA ADVISORS LLC CRD 124674 | OH | $4.61B | 10 | Fidelity→ |
| C47 | VISION RETIREMENT, LLC CRD 173064 | NJ | $633.7M | 7 | LPL Financial→ |
| C47 | BALANCED WEALTH GROUP LLC CRD 328007 | OH | $494.1M | 5 | Fidelity→ |
| C47 | LIFTPOINT FAMILY WEALTH ADVISORS, LLC CRD 337973 | NJ | $187.7M | 2 | Fidelity→ |
| C46 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC CRD 104511 | OK | $1.63B | 6 | Fidelity→ |
| C46 | ABNER HERRMAN & BROCK, LLC CRD 8517 | NJ | $2.74B | 5 | LPL Financial→ |
| C46 | NCM CAPITAL MANAGEMENT, LLC CRD 151109 | NJ | $539.4M | 3 | Fidelity→ |
| C46 | HUGHES WARREN, INC. CRD 145570 | OK | $220.5M | 2 | Fidelity→ |
| C45 | RETIREMENT STRATEGIES, LTD. CRD 163701 | OH | $272.7M | 5 | Fidelity→ |
| C45 | GERBER, LLC CRD 120039 | OH | $592.1M | 4 | Fidelity→ |
| C44 | OBJECTIVE CAPITAL MANAGEMENT, LLC CRD 156013 | OH | $214.2M | 4 | Fidelity→ |
| C43 | WEALTH DIMENSIONS GROUP, LTD. CRD 107618 | OH | $1.24B | 9 | Fidelity→ |
| C42 | FIDUCIARY WEALTH GROUP, LLC CRD 299711 | OH | $178.0M | 4 | Fidelity→ |
| C42 | PLANNED FINANCIAL SERVICES, LLC CRD 112879 | OH | $472.5M | 4 | LPL Financial→ |
| C42 | TRUEPOINT, INC. CRD 105664 | OH | $6.39B | 40 | Fidelity→ |
| C41 | QUEEN CITY CAPITAL MANAGEMENT, LLC CRD 162785 | OH | $114.4M | 1 | Fidelity→ |
| C41 | CHERRYDALE WEALTH MANAGEMENT, LLC CRD 171541 | NJ | $495.5M | 1 | Fidelity→ |
| C41 | ALIGN ADVISOR GROUP, LLC CRD 336638 | NJ | $127.5M | 2 | LPL Financial→ |
| C41 | CADIA PRIVATE CLIENT LLC CRD 337400 | NJ | $192.5M | 2 | Fidelity→ |
| C41 | HUDSON CAPITAL MANAGEMENT LLC CRD 131208 | NJ | $642.6M | 6 | Fidelity→ |
| C40 | WESTMINSTER FINANCIAL ADVISORY CORP CRD 110283 | OH | $1.36B | 42 | Fidelity→ |
| C39 | PREMIER PATH WEALTH PARTNERS, LLC CRD 325300 | NJ | $1.22B | 7 | Fidelity→ |
| C39 | ALLEGIANT WEALTH ADVISORS, LLC CRD 330239 | OK | $1.17B | 2 | Fidelity→ |
| C38 | REDWOOD FINANCIAL NETWORK CORP. CRD 157834 | OH | $262.8M | 8 | LPL Financial→ |
| C37 | YARGER WEALTH STRATEGIES, LLC CRD 310207 | OH | $529.7M | 4 | Fidelity→ |
| C37 | PRASAD WEALTH PARTNERS, LLC CRD 332507 | OH | $572.1M | 10 | Fidelity→ |
| C36 | FINANCIAL FREEDOM, LLC CRD 118772 | OH | $443.2M | 3 | Fidelity→ |
| C36 | RIK SAYLOR FINANCIAL, INC. CRD 165484 | OH | $199.2M | 3 | Fidelity→ |
| C35 | KMG FIDUCIARY PARTNERS, LLC CRD 298331 | OH | $1.67B | 7 | Fidelity→ |
| C35 | OAKTOP CAPITAL MANAGEMENT II, L.P. CRD 161896 | NJ | $1.23B | — | Fidelity→ |
