| A89 | HALL CAPITAL, LLC CRD 153961 | CA | $180.0M | 2 | Fidelity→ |
| A87 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CRD 309943 | MA | $166.3M | 3 | Fidelity→ |
| A75 | VIDA WEALTH PARTNERS, INC. CRD 140824 | CA | $129.6M | 1 | Fidelity→ |
| A72 | TWIN GRYPHON ADVISORS LLC CRD 297264 | MA | $126.5M | 1 | Fidelity→ |
| A70 | O'CONNOR WEALTH MANAGEMENT, INC. CRD 152316 | CA | $179.1M | 2 | Wells Fargo→ |
| A68 | FENTON GREGORY COLEMAN CRD 133301 | MA | $194.8M | 1 | Fidelity→ |
| A65 | MOORE FINANCIAL ADVISORS, LTD. CRD 130421 | MA | $127.2M | 5 | Fidelity→ |
| B65 | TICINO WEALTH LLC CRD 335808 | CA | $400.2M | 3 | Wells Fargo→ |
| B64 | CLEARWAVE CAPITAL, LLC CRD 337738 | CA | $359.2M | 3 | Fidelity→ |
| B62 | MRM-HORIZON ADVISORS, LLC CRD 130585 | MA | $403.5M | 4 | Fidelity→ |
| B62 | FULLERTON ADVISORS, LLC CRD 148880 | CA | $120.4M | 1 | Fidelity→ |
| B62 | NOBSCOT INVESTMENT MANAGEMENT LLC CRD 283289 | MA | $164.2M | 1 | Fidelity→ |
| B61 | CANNON BEACH CONSULTANTS INC CRD 140959 | CA | $209.2M | 2 | Fidelity→ |
| B61 | ESSEX PRIVATE WEALTH MANAGEMENT LLC CRD 149991 | MA | $330.5M | 4 | Fidelity→ |
| B60 | TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | MA | $636.8M | 3 | Fidelity→ |
| B59 | BERNZOTT CAPITAL ADVISORS CRD 104583 | CA | $265.4M | 3 | Fidelity→ |
| B58 | REVO FINANCIAL, LLC CRD 172646 | OK | $135.4M | 2 | Fidelity→ |
| B58 | CROSSPOINT FINANCIAL, LLC CRD 286443 | CA | $157.1M | 1 | Fidelity→ |
| B55 | SYRIOS WEALTH MANAGEMENT GROUP, INC. CRD 332139 | CA | $424.6M | 2 | Wells Fargo→ |
| B55 | CANBY FINANCIAL ADVISORS, LLC CRD 338797 | MA | $729.4M | 5 | Fidelity→ |
| B55 | INFANGER INVESTMENT TECHNOLOGY, LLC CRD 112328 | CA | $494.9M | 1 | Wells Fargo→ |
| B55 | PARIAX, LLC CRD 301474 | CA | $115.4M | 1 | Fidelity→ |
| B54 | DESMOND WEALTH MANAGEMENT, INC. CRD 118200 | CA | $145.0M | 2 | Fidelity→ |
| B54 | SIPPICAN CAPITAL ADVISORS LLC CRD 155188 | MA | $175.0M | 2 | Fidelity→ |
| B54 | MONTCALM TCR LLC CRD 164521 | CA | $237.5M | 2 | Fidelity→ |
| B54 | LEGACY CAPITAL GROUP CALIFORNIA, INC. CRD 111436 | CA | $535.7M | 3 | Fidelity→ |
| B53 | LEGION PARTNERS ASSET MANAGEMENT, LLC CRD 164136 | CA | $200.9M | 3 | Wells Fargo→ |
| B53 | BWA, LLC CRD 154878 | CA | $146.9M | 1 | Fidelity→ |
| B53 | BISON CAPITAL ADVISORS, LLC CRD 306471 | OK | $250.0M | 2 | Fidelity→ |
| B52 | INVESTRUST CONSULTING, LLC CRD 108037 | OK | $588.2M | 7 | Fidelity→ |
| B52 | MARIN CAPITAL MANAGEMENT, LLC CRD 136075 | CA | $170.8M | 4 | Fidelity→ |
| B51 | ALLIANCE PRIVATE WEALTH, LLC CRD 316612 | MA | $466.2M | 7 | Fidelity→ |
| B50 | ARCA INVESTMENT MANAGEMENT, LLC CRD 298298 | CA | $188.1M | — | Fidelity→ |
| B50 | KRAEMATON INVESTMENT ADVISORS, INC. CRD 126869 | MA | $201.5M | 1 | Fidelity→ |
| B50 | GOYETTE FINANCIAL PLANNING, INC CRD 133566 | CA | $196.7M | 1 | Fidelity→ |
| B50 | SUMMIT PARTNERS CREDIT ADVISORS, L.P. CRD 153195 | MA | $419.0M | — | Wells Fargo→ |
| B50 | BREAKWATER FINANCIAL, LLC CRD 282401 | MA | $127.9M | 1 | Fidelity→ |
| B50 | COLMAN KNIGHT ADVISORY GROUP, LLC CRD 119696 | MA | $187.7M | 5 | Fidelity→ |
| C50 | VIRGO INVESTMENT GROUP LLC CRD 157297 | CA | $857.4M | — | Wells Fargo→ |
| C49 | TORREN MANAGEMENT, LLC CRD 329263 | CA | $373.5M | 4 | Fidelity→ |
| C49 | MINOT DEBLOIS ADVISORS LLC CRD 140170 | MA | $2.04B | 1 | Fidelity→ |
| C48 | ETRE LLC CRD 121355 | MA | $216.8M | 1 | Fidelity→ |
| C47 | SWP FINANCIAL LLC CRD 327885 | CA | $239.4M | 3 | Fidelity→ |
| C47 | PACIFIC INCOME ADVISERS INC CRD 104719 | CA | $2.25B | 5 | Wells Fargo→ |
| C46 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC CRD 104511 | OK | $1.63B | 6 | Fidelity→ |
| C46 | SPIEGELMAN WEALTH MANAGEMENT, INC. CRD 336637 | CA | $443.0M | 3 | Fidelity→ |
| C46 | SP ASSET MANAGEMENT LLC CRD 323369 | CA | $1.90B | 3 | Fidelity→ |
| C46 | HUGHES WARREN, INC. CRD 145570 | OK | $220.5M | 2 | Fidelity→ |
| C46 | OAK ASSET MANAGEMENT, LLC CRD 287856 | CA | $413.8M | 4 | Wells Fargo→ |
| C45 | MARATHON WEALTH ADVISORS, LLC CRD 338006 | MA | $307.8M | 4 | Fidelity→ |
