| A76 | BATES FINANCIAL ADVISORS, INC. CRD 116515 | IL | $439.2M | 3 | Fidelity→ |
| A65 | NEWPORT INVESTMENT ADVISORS INC CRD 113175 | OH | $198.0M | 2 | Fidelity→ |
| B61 | MAIN STREET INVESTMENT ADVISORS, LLC CRD 146036 | IL | $250.3M | 3 | 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→ |
| B55 | ZIMMERMAN WEALTH MANAGEMENT, LLC CRD 127526 | IL | $472.4M | 7 | Fidelity→ |
| B54 | ARCHON CAPITAL MANAGEMENT LLC CRD 130499 | WA | $214.6M | 3 | Fidelity→ |
| B54 | NORTH SHORE INVESTMENT CONSULTING LLC CRD 131763 | IL | $170.5M | 1 | Fidelity→ |
| B53 | LIBERTY ASSET MANAGEMENT, INC. CRD 135791 | IL | $172.7M | 3 | Fidelity→ |
| B52 | FC WEALTH SOLUTIONS LLC CRD 286381 | OH | $101.0M | 4 | Fidelity→ |
| B51 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC CRD 159255 | IL | $705.7M | 6 | Fidelity→ |
| B51 | FAMILY WEALTH ADVISORY GROUP, LLC CRD 130595 | OH | $396.2M | 3 | Fidelity→ |
| B51 | NOVA R WEALTH, INC. CRD 169574 | KS | $452.6M | 4 | Fidelity→ |
| C48 | WEALTH DIMENSIONS FAMILY OFFICE, INC CRD 266787 | OH | $625.9M | 7 | Fidelity→ |
| C48 | ANCORA ADVISORS LLC CRD 124674 | OH | $4.61B | 10 | Fidelity→ |
| C48 | BALANCED FINANCIAL PLANNING, INC. CRD 128161 | KS | $181.3M | 3 | Fidelity→ |
| C47 | BALANCED WEALTH GROUP LLC CRD 328007 | OH | $494.1M | 5 | Fidelity→ |
| C46 | POSTROCK PARTNERS LLC CRD 328865 | KS | $489.1M | 5 | Fidelity→ |
| C46 | BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | WA | $1.05B | 4 | Fidelity→ |
| C45 | RETIREMENT STRATEGIES, LTD. CRD 163701 | OH | $272.7M | 5 | Fidelity→ |
| C45 | GERBER, LLC CRD 120039 | OH | $592.1M | 4 | Fidelity→ |
| C45 | PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC CRD 324817 | KS | $77.2M | — | U.S. Bank→ |
| C44 | COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | WA | $1.47B | — | Fidelity→ |
| C44 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CRD 299595 | IL | $732.2M | 5 | Fidelity→ |
| C44 | SAGE ADVISORS, LLC CRD 301328 | WA | $575.1M | 4 | Fidelity→ |
| C44 | OBJECTIVE CAPITAL MANAGEMENT, LLC CRD 156013 | OH | $214.2M | 4 | Fidelity→ |
| C44 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC CRD 285034 | IL | $771.8M | 1 | Fidelity→ |
| C44 | PARKVIEW ASSET MANAGEMENT, INC. CRD 307977 | IL | $206.1M | 2 | Fidelity→ |
| C43 | CLAYTON FINANCIAL SERVICES INC CRD 105898 | KS | $909.8M | 7 | Fidelity→ |
| C43 | STERLING FUND MANAGEMENT, LLC CRD 160338 | IL | $461.6M | — | U.S. Bank→ |
| C43 | WEALTH DIMENSIONS GROUP, LTD. CRD 107618 | OH | $1.24B | 9 | Fidelity→ |
| C42 | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC CRD 147376 | IL | $195.4M | 4 | Fidelity→ |
| C42 | FIDUCIARY WEALTH GROUP, LLC CRD 299711 | OH | $178.0M | 4 | Fidelity→ |
| C42 | BASECAMP WEALTH ADVISORS, LLC CRD 334018 | WA | $1.08B | 4 | Fidelity→ |
| C42 | BARD ASSOCIATES INC CRD 104984 | IL | $416.2M | 2 | Fidelity→ |
| C42 | TRUEPOINT, INC. CRD 105664 | OH | $6.39B | 40 | Fidelity→ |
| C41 | QUEEN CITY CAPITAL MANAGEMENT, LLC CRD 162785 | OH | $114.4M | 1 | Fidelity→ |
| C41 | RAINIER FAMILY WEALTH, INC. CRD 332062 | WA | $331.5M | 3 | Fidelity→ |
| C41 | 503 CAPITAL PARTNERS, LLC CRD 327580 | KS | $636.4M | — | U.S. Bank→ |
| C41 | THE INVICTUS COLLECTIVE, LLC CRD 310744 | IL | $476.0M | 3 | Fidelity→ |
| C40 | TORTOISE CAPITAL ADVISORS, L.L.C. CRD 123711 | KS | $8.93B | 11 | U.S. Bank→ |
| C40 | WESTMINSTER FINANCIAL ADVISORY CORP CRD 110283 | OH | $1.36B | 42 | Fidelity→ |
| C39 | AVOCET CAPITAL MANAGEMENT LLC CRD 156261 | IL | $157.8M | 2 | Fidelity→ |
| C39 | PROMANAGE, LLC CRD 133357 | IL | $4.06B | 5 | Fidelity→ |
| C37 | ENVESTNET PORTFOLIO SOLUTIONS, INC. CRD 109662 | IL | $17.35B | 4 | U.S. Bank→ |
| C37 | HUIZENGA CAPITAL MANAGEMENT, LLC CRD 156524 | IL | $996.7M | — | Fidelity→ |
| C37 | YARGER WEALTH STRATEGIES, LLC CRD 310207 | OH | $529.7M | 4 | Fidelity→ |
| C37 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. CRD 109701 | IL | $5.74B | 50 | Fidelity→ |
| C37 | PRASAD WEALTH PARTNERS, LLC CRD 332507 | OH | $572.1M | 10 | Fidelity→ |
