| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| A65 | BLUE GRANITE CAPITAL, LLC CRD 125607 | SC | $108.8M | 3 | Pershing→ |
| B64 | HANOVER ADVISORS, INC CRD 119655 | SC | $354.9M | 3 | Pershing→ |
| B57 | 44 WEALTH MANAGEMENT LLC CRD 309647 | OR | $487.4M | 4 | Fidelity→ |
| B54 | NORRIS FINANCIAL GROUP, LLC CRD 129422 | SC | $353.0M | 3 | Pershing→ |
| 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→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| C48 | WAGNER FINANCIAL, LLC CRD 318448 | OR | $144.7M | 1 | Pershing→ |
| C47 | NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | OR | $200.0M | 2 | LPL Financial→ |
| C47 | ROCK CREEK WEALTH MANAGEMENT, LLC CRD 336666 | OR | $101.1M | 3 | LPL Financial→ |
| C46 | CARLSON FINANCIAL, INC. CRD 335831 | OR | $318.0M | 4 | LPL Financial→ |
| C45 | AXIOM WEALTH STRATEGIES, LLC CRD 313124 | OR | $124.7M | 2 | LPL Financial→ |
| C44 | CATAWBA RIVER CAPITAL CRD 134217 | SC | $325.1M | 6 | Fidelity→ |
| C44 | CONCORDE FINANCIAL RESOURCES I INC. CRD 117836 | SC | $231.0M | 2 | Fidelity→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C42 | HEADLAND CAPITAL, LLC CRD 332277 | SC | $559.3M | 10 | LPL Financial→ |
| C41 | CROSS FINANCIAL ADVISORS, LLC CRD 287686 | OR | $481.8M | 11 | LPL Financial→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 4 | 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→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C32 | SAOS CAPITAL, LLC CRD 159515 | SC | $239.1M | 3 | Fidelity→ |
| C28 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 128097 | OR | $266.1M | 7 | Pershing→ |
| C28 | VERIDAN WEALTH LLC CRD 329666 | OR | $667.2M | 4 | Fidelity→ |
| C26 | HOBBS GROUP ADVISORS LLC CRD 157274 | SC | $584.4M | 7 | Fidelity→ |
| C26 | LPL FINANCIAL LLC CRD 6413 | SC | $819.12B | 50 | LPL Financial→ |
| C25 | COLONIAL TRUST ADVISORS, INC. CRD 110257 | SC | $1.85B | 15 | Fidelity→ |
| C25 | JGP WEALTH MANAGEMENT, LLC CRD 290694 | OR | $1.43B | 18 | Fidelity→ |
| C21 | CORE COMPLIANCE GROUP, LLC CRD 306661 | SC | $338.4M | 10 | LPL Financial→ |
| C14 | HEADWATER INVESTMENT CONSULTING,INC. CRD 133009 | OR | $543.0M | 5 | Fidelity→ |
