| B57 | 44 WEALTH MANAGEMENT LLC CRD 309647 | OR | $487.4M | 4 | Fidelity→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| B52 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | OR | $808.9M | — | Pershing→ |
| C48 | WAGNER FINANCIAL, LLC CRD 318448 | OR | $144.7M | 1 | Pershing→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C36 | PACIFIC RIDGE CAPITAL PARTNERS, LLC CRD 152154 | OR | $494.6M | — | Fidelity→ |
| C36 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC CRD 159419 | OR | $1.75B | 13 | Fidelity→ |
| C36 | CONNECTED WEALTH SOLUTIONS, LLC CRD 277111 | OR | $226.4M | 2 | Fidelity→ |
| C35 | INTEGRITY WEALTH LLC CRD 330809 | OR | $304.8M | 6 | Fidelity→ |
| C34 | JENSEN INVESTMENT MANAGEMENT INC CRD 105281 | OR | $6.48B | 5 | Pershing→ |
| C28 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 128097 | OR | $266.1M | 7 | Pershing→ |
| C28 | VERIDAN WEALTH LLC CRD 329666 | OR | $667.2M | 4 | Fidelity→ |
| C25 | JGP WEALTH MANAGEMENT, LLC CRD 290694 | OR | $1.43B | 18 | Fidelity→ |
| C14 | HEADWATER INVESTMENT CONSULTING,INC. CRD 133009 | OR | $543.0M | 5 | Fidelity→ |
