| A65 | NEWPORT INVESTMENT ADVISORS INC CRD 113175 | OH | $198.0M | 2 | Fidelity→ |
| B63 | DIVERSIFIED PARTNERS INC CRD 109570 | TN | $155.1M | — | 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 | ALCYON WEALTH ADVISORS, LLC CRD 334909 | OH | $356.5M | 3 | 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→ |
| C48 | PHAROS CAPITAL GROUP, LLC CRD 158849 | TN | $629.6M | — | Fidelity→ |
| C48 | WEALTH DIMENSIONS FAMILY OFFICE, INC CRD 266787 | OH | $625.9M | 7 | Fidelity→ |
| C48 | ANCHOR HEALTH CAPITAL, LLC CRD 309949 | TN | $166.0M | — | Fidelity→ |
| C48 | ANCORA ADVISORS LLC CRD 124674 | OH | $4.61B | 10 | Fidelity→ |
| C47 | CHICKASAW CAPITAL MANAGEMENT, LLC CRD 127398 | TN | $2.55B | 14 | U.S. Bank→ |
| C47 | BALANCED WEALTH GROUP LLC CRD 328007 | OH | $494.1M | 5 | Fidelity→ |
| C45 | TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC CRD 149101 | TN | $314.2M | — | Fidelity→ |
| C45 | RETIREMENT STRATEGIES, LTD. CRD 163701 | OH | $272.7M | 5 | Fidelity→ |
| C45 | GERBER, LLC CRD 120039 | OH | $592.1M | 4 | 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→ |
| C42 | B. RILEY WEALTH ADVISORS, INC. CRD 115927 | TN | $4.21B | 50 | Fidelity→ |
| C41 | QUEEN CITY CAPITAL MANAGEMENT, LLC CRD 162785 | OH | $114.4M | 1 | Fidelity→ |
| C41 | WORTHINGTON CAPITAL MANAGEMENT, LLC CRD 305391 | TN | $41.2M | — | U.S. Bank→ |
| C40 | WESTMINSTER FINANCIAL ADVISORY CORP CRD 110283 | OH | $1.36B | 42 | Fidelity→ |
| C38 | SILVERLEAFE CAPITAL PARTNERS, LLC CRD 133174 | TN | $449.2M | 6 | Fidelity→ |
| C38 | PETERSON FINANCIAL GROUP, INC. CRD 169519 | IA | $299.2M | 3 | Fidelity→ |
| 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 | ALLIANCE WEALTH MANAGEMENT PARTNERS LLC CRD 313195 | TN | $272.4M | 5 | Fidelity→ |
| C36 | RIK SAYLOR FINANCIAL, INC. CRD 165484 | OH | $199.2M | 3 | Fidelity→ |
| C35 | CLARITY ASSET MANAGEMENT, INC. CRD 115699 | IA | $257.4M | 4 | Fidelity→ |
| C35 | KMG FIDUCIARY PARTNERS, LLC CRD 298331 | OH | $1.67B | 7 | Fidelity→ |
| C35 | INTEGRATED WEALTH MANAGEMENT, INC. CRD 141092 | OH | $254.1M | 6 | Fidelity→ |
| C34 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") CRD 161853 | OH | $21.32B | — | U.S. Bank→ |
| C33 | AB BROADLY SYNDICATED LOAN MANAGER LLC CRD 308135 | TN | $2.62B | — | U.S. Bank→ |
| C33 | AM INVESTMENT STRATEGIES, LLC CRD 165823 | TN | $738.4M | 2 | Fidelity→ |
| C33 | DYNAMIC FINANCIAL GROUP, LLC CRD 288763 | IA | $539.6M | 3 | Fidelity→ |
| C33 | OASIS ADVISORS, LLC CRD 335555 | IA | $277.7M | 20 | Fidelity→ |
| C33 | GRIES FINANCIAL LLC CRD 110031 | OH | $1.35B | — | 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→ |
| C31 | PRINCIPAL SECURITIES, INC. CRD 1137 | IA | $17.02B | 50 | Fidelity→ |
| C30 | PYA WALTMAN CAPITAL, LLC CRD 137283 | TN | $1.01B | 9 | Fidelity→ |
| C30 | GREAT LAKES RETIREMENT, INC. CRD 146608 | OH | $1.16B | 12 | Fidelity→ |
| C30 | ADAPTIVE FINANCIAL CONSULTING, LLC CRD 288185 | OH | $547.1M | 6 | Fidelity→ |
| C30 | SOUTHERN CAPITAL ADVISORS, LLC CRD 292275 | TN | $636.9M | 6 | Fidelity→ |
| C29 | KLEINFELDER CAPITAL, INC. CRD 289345 | OH | $376.6M | 3 | Fidelity→ |
| C28 | WEALTHSPAN PARTNERS, LLC CRD 297712 | IA | $451.1M | 5 | Fidelity→ |
| C27 | MAI CAPITAL MANAGEMENT, LLC CRD 109807 | OH | $52.10B | 50 | Fidelity→ |
