| A65 | NEWPORT INVESTMENT ADVISORS INC CRD 113175 | OH | $198.0M | 2 | 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→ |
| B54 | ARCHON CAPITAL MANAGEMENT LLC CRD 130499 | WA | $214.6M | 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→ |
| 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→ |
| C45 | THOMPSON WEALTH SOLUTIONS, LLC CRD 338023 | MD | $172.1M | 2 | Fidelity→ |
| C44 | COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | WA | $1.47B | — | Fidelity→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C44 | SAGE ADVISORS, LLC CRD 301328 | WA | $575.1M | 4 | Fidelity→ |
| C44 | OBJECTIVE CAPITAL MANAGEMENT, LLC CRD 156013 | OH | $214.2M | 4 | Fidelity→ |
| C43 | CLAYTON FINANCIAL SERVICES INC CRD 105898 | KS | $909.8M | 7 | 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 | BASECAMP WEALTH ADVISORS, LLC CRD 334018 | WA | $1.08B | 4 | Fidelity→ |
| C42 | TRUEPOINT, INC. CRD 105664 | OH | $6.39B | 40 | Fidelity→ |
| C42 | FAMILY OFFICE RESEARCH, LLC CRD 144136 | MD | $648.2M | 3 | 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→ |
| 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 | BEACON INVESTMENT ADVISORS LLC CRD 127368 | MD | $541.9M | 1 | 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 PARTNERS GROUP, INC. CRD 288644 | KS | $1.15B | 9 | Fidelity→ |
| C36 | FINANCIAL FREEDOM, LLC CRD 118772 | OH | $443.2M | 3 | Fidelity→ |
| C36 | THE RETIREMENT SOLUTION LLC CRD 148106 | WA | $699.4M | 17 | Fidelity→ |
| C36 | TRITONPOINT PARTNERS, LLC CRD 333259 | MD | $286.5M | 9 | Fidelity→ |
| C36 | RIK SAYLOR FINANCIAL, INC. CRD 165484 | OH | $199.2M | 3 | 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 | BRIGHTON JONES LLC CRD 108601 | WA | $18.88B | 50 | Fidelity→ |
| C33 | GRIES FINANCIAL LLC CRD 110031 | OH | $1.35B | — | Fidelity→ |
| C32 | TRUMBOWER FINANCIAL ADVISORS LLC CRD 107495 | MD | $1.98B | 6 | Fidelity→ |
| C32 | WEALTH ALLIANCE ADVISORY GROUP, LLC CRD 290329 | KS | $978.6M | 5 | Fidelity→ |
| C30 | IFS ADVISORS, LLC CRD 147518 | KS | $213.8M | 5 | Fidelity→ |
| C30 | GREAT LAKES RETIREMENT, INC. CRD 146608 | OH | $1.16B | 12 | Fidelity→ |
