| A65 | NEWPORT INVESTMENT ADVISORS INC CRD 113175 | OH | $198.0M | 2 | Fidelity→ |
| B62 | SYNERGY CAPITAL OF COLORADO LLC CRD 334117 | CO | $98.8M | 2 | Fidelity→ |
| B58 | HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. CRD 282906 | OH | $76.6M | — | Fidelity→ |
| B58 | CAPITAL ASSET MANAGEMENT, INC. CRD 120597 | OH | $199.5M | 2 | Fidelity→ |
| B57 | CAPITAL ASSET MANAGEMENT, LLC CRD 284505 | CO | $208.8M | 4 | Fidelity→ |
| B57 | PANORAMA WEALTH ADVISORS CRD 324199 | CO | $133.7M | 2 | Fidelity→ |
| B57 | ALCYON WEALTH ADVISORS, LLC CRD 334909 | OH | $356.5M | 3 | Fidelity→ |
| B54 | ACORN CREEK CAPITAL LLC CRD 325809 | CO | $488.7M | 4 | Fidelity→ |
| B52 | INFINIUM INVESTMENT ADVISORS, LLC CRD 149123 | CO | $131.4M | 2 | Fidelity→ |
| B52 | FC WEALTH SOLUTIONS LLC CRD 286381 | OH | $101.0M | 4 | Fidelity→ |
| B51 | FAMILY WEALTH ADVISORY GROUP, LLC CRD 130595 | OH | $396.2M | 3 | Fidelity→ |
| C49 | CENTERPIECE WEALTH ADVISOR L.L.C. CRD 296956 | CO | $138.6M | 2 | Fidelity→ |
| 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 | BAUER WEALTH MANAGEMENT INC. CRD 152977 | CO | $205.9M | 4 | Fidelity→ |
| C47 | HIGHPASS ASSET MANAGEMENT LLC CRD 159535 | CO | $218.2M | 2 | Fidelity→ |
| C47 | DESTINY CAPITAL CORPORATION CRD 111196 | CO | $382.2M | 8 | Fidelity→ |
| C47 | BALANCED WEALTH GROUP LLC CRD 328007 | OH | $494.1M | 5 | Fidelity→ |
| C45 | RETIREMENT STRATEGIES, LTD. CRD 163701 | OH | $272.7M | 5 | Fidelity→ |
| C45 | GERBER, LLC CRD 120039 | OH | $592.1M | 4 | 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→ |
| 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 | TRUEPOINT, INC. CRD 105664 | OH | $6.39B | 40 | Fidelity→ |
| C41 | QUEEN CITY CAPITAL MANAGEMENT, LLC CRD 162785 | OH | $114.4M | 1 | Fidelity→ |
| C41 | COLLEGIATE PEAKS ASSET MANAGEMENT, LLC CRD 322086 | CO | $365.1M | — | Northern Trust→ |
| C40 | WESTMINSTER FINANCIAL ADVISORY CORP CRD 110283 | OH | $1.36B | 42 | Fidelity→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 4 | Fidelity→ |
| C39 | FIRST SOURCE INVESTMENT PARTNERS, LLC CRD 322893 | CO | $154.0M | 3 | Fidelity→ |
| C39 | ASPEN WEALTH STRATEGIES, LLC CRD 307424 | CO | $312.2M | 6 | Fidelity→ |
| C38 | 1888 INVESTMENTS, LLC CRD 312491 | CO | $5.91B | — | Northern Trust→ |
| 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 | TOWNSEND HOLDINGS LLC CRD 160006 | OH | $19.64B | — | Northern Trust→ |
| C35 | INTEGRATED WEALTH MANAGEMENT, INC. CRD 141092 | OH | $254.1M | 6 | Fidelity→ |
| C35 | GAINLINE FINANCIAL PARTNERS, LLC CRD 326716 | CO | $348.6M | 6 | Fidelity→ |
| C33 | GRIES FINANCIAL LLC CRD 110031 | OH | $1.35B | — | Fidelity→ |
| C32 | SAOS CAPITAL, LLC CRD 159515 | SC | $239.1M | 3 | Fidelity→ |
| C32 | BXM WEALTH LLC CRD 332544 | CO | $231.3M | 4 | Fidelity→ |
| C31 | BEAR CREEK FUND ADVISORS LLC CRD 329844 | CO | $282.5M | 7 | Northern Trust→ |
| C30 | GREAT LAKES RETIREMENT, INC. CRD 146608 | OH | $1.16B | 12 | Fidelity→ |
| C30 | ADAPTIVE FINANCIAL CONSULTING, LLC CRD 288185 | OH | $547.1M | 6 | Fidelity→ |
| C29 | COSNER FINANCIAL GROUP, LLC CRD 147942 | CO | $369.8M | 4 | Fidelity→ |
| C29 | KLEINFELDER CAPITAL, INC. CRD 289345 | OH | $376.6M | 3 | Fidelity→ |
| C29 | SYNERGY FINANCIAL PARTNERS, LLC CRD 305287 | CO | $308.7M | 5 | Fidelity→ |
