| A74 | OPTIMAL CAPITAL ADVISORS, LLC CRD 144719 | MI | $119.9M | 2 | Fidelity→ |
| A70 | AVENIR CORPORATION CRD 110545 | VA | $849.3M | 3 | Fidelity→ |
| A66 | JFR FINANCIAL SERVICES, INC. CRD 124456 | MI | $276.6M | 2 | Fidelity→ |
| B64 | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CRD 155195 | VA | $187.8M | 6 | Fidelity→ |
| B61 | DS INVESTMENT ADVISORS CRD 319351 | MI | $386.1M | 2 | 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→ |
| B54 | VANTAGE CONSULTING GROUP INC CRD 105240 | VA | $241.7M | 8 | Folio Institutional→ |
| 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→ |
| C45 | BENEFIT FIDUCIARY GROUP LLC CRD 291252 | VA | $529.4M | 2 | Fidelity→ |
| C44 | SENTINEL WEALTH MANAGEMENT, INC. CRD 122235 | VA | $388.8M | 2 | Fidelity→ |
| C43 | BRAEBURN WEALTH MANAGEMENT, LLC CRD 158007 | MI | $259.4M | 3 | Fidelity→ |
| C43 | ASPECT PARTNERS, LLC CRD 307273 | VA | $418.2M | 5 | Fidelity→ |
| C41 | DUDLEY CAPITAL MANAGEMENT LLC CRD 282958 | VA | $291.7M | 2 | Fidelity→ |
| C41 | B.A. ROBERTS FINANCIAL SERVICES, INC. CRD 289856 | MI | $373.9M | 3 | Fidelity→ |
| C41 | 4J WEALTH MANAGEMENT, LLC CRD 297268 | VA | $348.1M | 4 | Fidelity→ |
| C40 | CAMBIENT FAMILY OFFICE, LLC CRD 335128 | MI | $857.9M | 3 | Fidelity→ |
| C39 | GRAND WEALTH MANAGEMENT, LLC CRD 132137 | MI | $597.8M | 9 | Fidelity→ |
| C38 | KELLY WEALTH MANAGEMENT, INC. CRD 328386 | MI | $160.6M | 2 | Fidelity→ |
| C38 | CROW'S NEST HOLDINGS LP CRD 316652 | VA | $636.6M | — | Morgan Stanley→ |
| C36 | THE HOERNER PLANNING GROUP, LLC CRD 139464 | VA | $1.65B | 4 | Fidelity→ |
| C36 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC CRD 293020 | VA | $745.1M | 4 | 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 | LOWE, BROCKENBROUGH & COMPANY, INC. CRD 105142 | VA | $5.49B | 16 | Morgan Stanley→ |
| C31 | JVL ASSOCIATES, LLC CRD 124018 | MI | $784.4M | 7 | Fidelity→ |
| C30 | COLUMBIA CAPITAL, L.P. CRD 159616 | VA | $9.10B | — | Morgan Stanley→ |
| C30 | LVZ, INC. CRD 124228 | MI | $1.13B | 16 | Fidelity→ |
| C29 | VARIANT PRIVATE WEALTH LLC CRD 288011 | VA | $267.5M | 3 | Fidelity→ |
| C28 | ACTIV8 FAMILY OFFICE LLC CRD 337753 | VA | $1.54B | 10 | Fidelity→ |
| C26 | MKD WEALTH COACHES, LLC CRD 144994 | MI | $505.7M | 5 | Fidelity→ |
| C26 | KFA PRIVATE WEALTH GROUP, LLC CRD 281678 | VA | $830.0M | 11 | Fidelity→ |
| C26 | HILL ISLAND FINANCIAL LLC CRD 313469 | MI | $623.8M | 8 | Fidelity→ |
| C24 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC CRD 311296 | VA | $29.35B | — | Fidelity→ |
| C24 | NAVIMED CAPITAL ADVISORS, LLC CRD 169508 | VA | $904.9M | — | Morgan Stanley→ |
| C23 | INVESTURE, LLC CRD 130099 | VA | $38.52B | 1 | Morgan Stanley→ |
| C22 | ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. CRD 299650 | MI | $1.84B | — | Folio Institutional→ |
| C21 | ADVISORS FINANCIAL, INC. CRD 144837 | VA | $321.2M | 6 | Fidelity→ |
| C18 | PAGNATOKARP PARTNERS, LLC CRD 282298 | VA | — | — | Fidelity→ |
