| A70 | AVENIR CORPORATION CRD 110545 | VA | $849.3M | 3 | Fidelity→ |
| A65 | JAMES SCOTT S CO CRD 105861 | VA | $139.4M | 3 | Pershing→ |
| B64 | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CRD 155195 | VA | $187.8M | 6 | Fidelity→ |
| B53 | MCLAUGHLIN RYDER INVESTMENTS, INC. CRD 147529 | VA | $522.1M | 5 | Pershing→ |
| B51 | TAYLOR FINANCIAL GROUP, INC. CRD 116744 | VA | $410.0M | 4 | Pershing→ |
| C49 | INTEGRATED FINANCIAL SOLUTIONS, INC. CRD 112038 | VA | $303.3M | 8 | Pershing→ |
| C47 | NORTON CAPITAL MANAGEMENT, INC. CRD 110398 | VA | $136.6M | 1 | Pershing→ |
| 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 | ASPECT PARTNERS, LLC CRD 307273 | VA | $418.2M | 5 | Fidelity→ |
| C43 | AEGIS FINANCIAL CORPORATION CRD 111587 | VA | $1.37B | 2 | Pershing→ |
| C43 | CASSADAY & CO WEALTH MANAGEMENT LLC CRD 317672 | VA | $7.14B | 43 | Pershing→ |
| C41 | DUDLEY CAPITAL MANAGEMENT LLC CRD 282958 | VA | $291.7M | 2 | Fidelity→ |
| C41 | EVR RESEARCH LP CRD 283385 | VA | $365.0M | — | Pershing→ |
| C41 | 4J WEALTH MANAGEMENT, LLC CRD 297268 | VA | $348.1M | 4 | Fidelity→ |
| 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 | HARBOUR CAPITAL ADVISORS, LLC CRD 157266 | VA | $701.1M | 4 | Pershing→ |
| C29 | CJM WEALTH ADVISERS, LTD. CRD 107750 | VA | $1.47B | 12 | Pershing→ |
| C29 | VARIANT PRIVATE WEALTH LLC CRD 288011 | VA | $267.5M | 3 | Fidelity→ |
| C29 | DAVENPORT & COMPANY LLC CRD 1588 | VA | $24.70B | 50 | Pershing→ |
| C28 | ACTIV8 FAMILY OFFICE LLC CRD 337753 | VA | $1.54B | 10 | Fidelity→ |
| C26 | KFA PRIVATE WEALTH GROUP, LLC CRD 281678 | VA | $830.0M | 11 | Fidelity→ |
| C24 | MASON INVESTMENT ADVISORY SERVICES INC CRD 111113 | VA | $15.67B | 32 | Pershing→ |
| C24 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC CRD 311296 | VA | $29.35B | — | Fidelity→ |
| C21 | ADVISORS FINANCIAL, INC. CRD 144837 | VA | $321.2M | 6 | Fidelity→ |
| C18 | PAGNATOKARP PARTNERS, LLC CRD 282298 | VA | — | — | Fidelity→ |
| C15 | NAVY FEDERAL INVESTMENT SERVICES, LLC CRD 138459 | VA | $2.10B | 50 | Pershing→ |