| A87 | SILVER LAKE CAPITAL PARTNERS LLC CRD 329997 | TX | $211.5M | 1 | Raymond James→ |
| B55 | BLACKGOLD CAPITAL MANAGEMENT LP CRD 139804 | TX | $133.0M | 2 | BNY Mellon→ |
| B52 | BERRY WEALTH GROUP, LP CRD 327346 | TX | $274.5M | 2 | Raymond James→ |
| C49 | GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC CRD 150434 | TX | $363.4M | 4 | Raymond James→ |
| C48 | TEXAS FAMILY WEALTH, LLC CRD 327332 | TX | $257.0M | 4 | Raymond James→ |
| C47 | CHUNG WU INVESTMENT GROUP, LLC CRD 170362 | TX | $147.5M | 2 | Raymond James→ |
| C42 | REDWOOD FAMILY WEALTH LLC CRD 334013 | TX | $258.5M | 2 | Raymond James→ |
| C39 | SILVER CREEK CAPITAL MANAGEMENT LLC CRD 122966 | WA | $122.5M | — | BNY Mellon→ |
| C35 | SCHLEGEL DUNN LLC CRD 337990 | TX | $279.1M | 3 | Raymond James→ |
| C33 | SCHERER FINANCIAL ADVISORY SERVICES, LLC CRD 317435 | TX | $158.3M | 3 | Raymond James→ |
| C25 | ROTH FINANCIAL PARTNERS LLC CRD 309814 | TX | $460.1M | 3 | Raymond James→ |
| C22 | PALOGIC VALUE MANAGEMENT, L.P. CRD 155133 | TX | $324.9M | 4 | Raymond James→ |
| C21 | ALLRED CAPITAL MANAGEMENT, LLC CRD 297533 | TX | $493.4M | 4 | Raymond James→ |
