| A78 | WESTHAMPTON CAPITAL, LLC CRD 119176 | NC | $238.5M | 4 | Fidelity→ |
| A65 | GLOBAL PORTFOLIO SOLUTIONS, INC. CRD 333381 | AZ | $127.7M | 2 | Fidelity→ |
| B63 | FINANCIAL LIFE PLANNERS LLC CRD 129415 | AZ | $208.4M | 4 | Fidelity→ |
| B61 | PHILIP O. JOHNSON & COMPANY, LTD. CRD 104621 | AZ | $301.0M | 2 | Fidelity→ |
| B60 | HATTERAS INVESTMENT PARTNERS, LP CRD 170628 | NC | $114.8M | 5 | U.S. Bank→ |
| B60 | HARBER CAPITAL LLC CRD 158939 | NC | $492.7M | — | Fidelity→ |
| B54 | ARCHON CAPITAL MANAGEMENT LLC CRD 130499 | WA | $214.6M | 3 | Fidelity→ |
| C50 | FINANCIAL DIRECTIONS LLC CRD 108475 | AZ | $737.8M | 3 | Fidelity→ |
| C48 | WHITE OAK FINANCIAL MANAGEMENT, INC CRD 142615 | NC | $143.5M | 3 | Fidelity→ |
| C47 | TERRA WEALTH MANAGEMENT, LLC CRD 320643 | NC | $152.0M | 7 | Fidelity→ |
| C46 | BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | WA | $1.05B | 4 | Fidelity→ |
| C45 | COUNTERWEIGHT VENTURES, LLC CRD 327880 | NC | $207.2M | 2 | Fidelity→ |
| C45 | DAVIDSON ADVISORY GROUP, LLC CRD 333090 | NC | $223.5M | 2 | Fidelity→ |
| C44 | COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | WA | $1.47B | — | Fidelity→ |
| C44 | SAGE ADVISORS, LLC CRD 301328 | WA | $575.1M | 4 | Fidelity→ |
| C44 | VESTPOINTE WEALTH MANAGEMENT, LLC CRD 132591 | AZ | $165.8M | 2 | Fidelity→ |
| C43 | PIEDMONT CAPITAL MANAGEMENT, LLC CRD 155682 | NC | $495.6M | 3 | Fidelity→ |
| C43 | BLUE WEALTH INC. CRD 330324 | NC | $145.1M | 7 | Fidelity→ |
| C43 | EVERSTAR ASSET MANAGEMENT, LLC CRD 313334 | NC | $336.7M | 10 | U.S. Bank→ |
| C42 | BASECAMP WEALTH ADVISORS, LLC CRD 334018 | WA | $1.08B | 4 | Fidelity→ |
| C41 | RAINIER FAMILY WEALTH, INC. CRD 332062 | WA | $331.5M | 3 | Fidelity→ |
| C40 | TASSEL CAPITAL MANAGEMENT, INC. CRD 121112 | NC | $266.0M | 4 | Fidelity→ |
| C40 | INTERWEALTH MANAGEMENT, LLC CRD 155597 | AZ | $298.0M | 5 | Fidelity→ |
| C39 | STEELE CREEK INVESTMENT MANAGEMENT LLC CRD 170209 | NC | $1.74B | — | U.S. Bank→ |
| C39 | WISE WEALTH PARTNERS, LLC CRD 311639 | AZ | $153.5M | 2 | Fidelity→ |
| C39 | BAYNTREE WEALTH ADVISORS, LLC CRD 226708 | AZ | $241.1M | 6 | Fidelity→ |
| C38 | SECURE INVESTMENT MANAGEMENT, LLC CRD 141195 | AZ | $42.9M | 21 | Fidelity→ |
| C36 | OAK CITY CONSULTING, LLC CRD 162220 | NC | $1.43B | 3 | Fidelity→ |
| C36 | RALEIGH CAPITAL MANAGEMENT INC. CRD 149538 | NC | $397.8M | 13 | Fidelity→ |
| C36 | THE RETIREMENT SOLUTION LLC CRD 148106 | WA | $699.4M | 17 | Fidelity→ |
| C36 | POWELL FINANCIAL, INC. CRD 144230 | NC | $229.2M | 2 | Fidelity→ |
| C35 | CAPITALA PRIVATE ADVISORS, LLC CRD 283527 | NC | $505.1M | — | U.S. Bank→ |
| C34 | ATLANTIC PRIVATE WEALTH, LLC CRD 311517 | NC | $894.0M | 4 | Fidelity→ |
| C34 | TIMONIER FAMILY OFFICE, LTD. CRD 150748 | NC | $450.3M | 4 | Fidelity→ |
| C33 | BRIGHTON JONES LLC CRD 108601 | WA | $18.88B | 50 | Fidelity→ |
| C30 | MARTINSEN WEALTH MANAGEMENT, LLC CRD 332433 | AZ | $143.2M | 8 | Fidelity→ |
| C29 | PARKER FINANCIAL LLC CRD 144293 | WA | $272.0M | 4 | Fidelity→ |
| C28 | COREPATH WEALTH PARTNERS LLC CRD 299951 | AZ | $261.2M | 5 | Fidelity→ |
| C28 | FRANKLIN STREET ADVISORS, INC. CRD 106275 | NC | $4.53B | 16 | Fidelity→ |
| C28 | DELEGATE ADVISORS, LLC CRD 159953 | NC | $1.71B | — | Fidelity→ |
| C27 | 180 WEALTH ADVISORS, LLC CRD 284921 | WA | $1.36B | 3 | Fidelity→ |
| C27 | SEMMAX FINANCIAL ADVISORS, INC. CRD 144978 | NC | $495.4M | 8 | Fidelity→ |
| C27 | STRATEGY FINANCIAL SERVICES, LLC CRD 164531 | AZ | $366.7M | 8 | Fidelity→ |
| C26 | ASPIRE PRIVATE CAPITAL, LLC CRD 154116 | NC | $509.7M | 8 | Fidelity→ |
| C25 | PARCION PRIVATE WEALTH LLC CRD 305115 | WA | $2.95B | 15 | Fidelity→ |
| C25 | BALBEC CAPITAL MANAGEMENT LP CRD 284363 | AZ | $7.99B | — | U.S. Bank→ |
| C24 | ALETHEIAN WEALTH ADVISORS LLC CRD 304623 | WA | $412.5M | 5 | Fidelity→ |
| C24 | HAMILTON POINT INVESTMENT ADVISORS, LLC CRD 144534 | NC | $1.21B | 7 | Fidelity→ |
| C19 | CONSILIO WEALTH ADVISORS, LLC CRD 314466 | WA | $555.8M | 7 | Fidelity→ |
| C17 | KINGDOM FINANCIAL GROUP, LLC CRD 155676 | AZ | $520.9M | 18 | Fidelity→ |
