| B63 | DIVERSIFIED PARTNERS INC CRD 109570 | TN | $155.1M | — | Fidelity→ |
| B50 | MISSION VALUE PARTNERS, LLC CRD 153704 | TN | $303.2M | — | State Street→ |
| C48 | PHAROS CAPITAL GROUP, LLC CRD 158849 | TN | $629.6M | — | Fidelity→ |
| C48 | ANCHOR HEALTH CAPITAL, LLC CRD 309949 | TN | $166.0M | — | Fidelity→ |
| C45 | TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC CRD 149101 | TN | $314.2M | — | Fidelity→ |
| C42 | B. RILEY WEALTH ADVISORS, INC. CRD 115927 | TN | $4.21B | 50 | Fidelity→ |
| C38 | SILVERLEAFE CAPITAL PARTNERS, LLC CRD 133174 | TN | $449.2M | 6 | Fidelity→ |
| C36 | ALLIANCE WEALTH MANAGEMENT PARTNERS LLC CRD 313195 | TN | $272.4M | 5 | Fidelity→ |
| C35 | ALLIANCEBERNSTEIN L.P. CRD 108477 | TN | $763.40B | 50 | State Street→ |
| C33 | AM INVESTMENT STRATEGIES, LLC CRD 165823 | TN | $738.4M | 2 | Fidelity→ |
| C32 | WOLF RIVER CAPITAL MANAGEMENT, LLC CRD 149038 | TN | $328.7M | — | Fidelity→ |
| C32 | HALL RETIREMENT PLANNING SERVICES, LLC CRD 289847 | TN | $246.0M | 2 | Fidelity→ |
| C30 | PYA WALTMAN CAPITAL, LLC CRD 137283 | TN | $1.01B | 9 | Fidelity→ |
| C30 | SOUTHERN CAPITAL ADVISORS, LLC CRD 292275 | TN | $636.9M | 6 | Fidelity→ |
| C23 | RATHER & KITTRELL, INC. CRD 114885 | TN | $2.25B | 18 | Fidelity→ |
| C22 | TBH GLOBAL ASSET MANAGEMENT, LLC CRD 145536 | TN | $1.48B | 13 | Fidelity→ |
| C19 | GAVION, LLC CRD 167807 | TN | — | — | Fidelity→ |
| C14 | RETIREMENT FINANCIAL SOLUTIONS, LLC CRD 285347 | TN | $361.7M | 14 | Fidelity→ |
| C11 | BEACON CAPITAL MANAGEMENT, LLC CRD 156228 | TN | $1.27B | 17 | Fidelity→ |
