| A72 | RSD ADVISORS, LLC CRD 152447 | — | $78.1M | 1 | Altruist→ |
| A65 | MACKE FINANCIAL ADVISORY GROUP, INC. CRD 111318 | FL | $175.7M | 3 | Altruist→ |
| B64 | HERITAGE WEALTH MANAGEMENT GROUP, LTD CRD 148459 | VA | $152.2M | 3 | Altruist→ |
| B63 | PLANNING SOLUTIONS INTERNATIONAL LLC CRD 300043 | FL | $108.8M | 1 | Altruist→ |
| B61 | CGI WEALTH ADVISORS, INC. CRD 311273 | PA | $129.4M | 2 | Altruist→ |
| B59 | PACIFIC WEALTH ADVISORY SERVICES LLC CRD 330888 | CA | $96.3M | 1 | Altruist→ |
| B56 | HIGHROAD WEALTH ADVISORS, LLC CRD 331566 | OR | $188.5M | 3 | Altruist→ |
| B56 | TENCORE PARTNERS, LP CRD 299327 | NY | $354.0M | — | BNY Mellon→ |
| B55 | RPM CAPITAL PARTNERS, LLC CRD 160913 | NY | $233.9M | — | BNY Mellon→ |
| B55 | BLACKGOLD CAPITAL MANAGEMENT LP CRD 139804 | TX | $133.0M | 2 | BNY Mellon→ |
| B54 | NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC. CRD 311890 | NY | $163.3M | — | BNY Mellon→ |
| B54 | TWEEDY, BROWNE COMPANY LLC CRD 6857 | CT | $7.13B | 9 | BNY Mellon→ |
| B54 | EMBARK WEALTH MANAGEMENT, LLC CRD 157950 | AZ | $57.4M | 2 | Altruist→ |
| B53 | BROADHURST FINANCIAL ADVISORS, INC. CRD 132332 | PA | $128.4M | 1 | Altruist→ |
| B53 | OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC CRD 140485 | NY | $177.8M | — | BNY Mellon→ |
| B52 | TB ALTERNATIVE ASSETS LTD. CRD 162014 | — | $708.2M | — | BNY Mellon→ |
| B50 | FOREVER FINANCIAL ADVISORS, LLC CRD 134486 | — | $72.2M | 1 | Altruist→ |
| B50 | SAGENT WEALTH MANAGEMENT CRD 147890 | CA | $100.4M | 1 | Altruist→ |
| B50 | GBC INVESTMENT GROUP LLC CRD 308511 | — | $303.9M | 1 | Altruist→ |
| C50 | VALSTONE PARTNERS VI, LLC CRD 300629 | MI | $735.9M | — | BNY Mellon→ |
| C49 | GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLC CRD 336578 | CA | $363.5M | — | BNY Mellon→ |
| C48 | NEWPORT ASIA LLC CRD 118682 | CA | $120.1M | 7 | BNY Mellon→ |
| C48 | FRONTAURA CAPITAL LLC CRD 162237 | IL | $256.6M | — | BNY Mellon→ |
| C47 | JIM MACKAY FINANCIAL PLANNING, LLC CRD 169583 | MO | $176.0M | 2 | Altruist→ |
| C47 | GRAETZ WEALTH, LLC CRD 317857 | MI | $158.2M | 3 | Altruist→ |
| C47 | DUDLEY & SHANLEY, INC. CRD 157515 | FL | $746.8M | 3 | BNY Mellon→ |
| C47 | ODYSSEY GROUP LLC CRD 336636 | PA | $420.9M | 4 | Altruist→ |
| C47 | VEDANTA MANAGEMENT, L.P. CRD 160685 | NY | $345.6M | — | BNY Mellon→ |
| C46 | NEO-CRITERION CAPITAL LIMITED CRD 282377 | — | $31.8M | — | BNY Mellon→ |
| C46 | INVESCO PRIVATE CAPITAL, INC. CRD 107584 | NY | $860.4M | — | BNY Mellon→ |
| C46 | QUADRA GESTAO DE RECURSOS S.A. CRD 324520 | — | $815.8M | — | BNY Mellon→ |
| C46 | PACIFIC LIFE FUND ADVISORS LLC CRD 105169 | CA | $42.81B | — | BNY Mellon→ |
| C46 | K2/D&S MANAGEMENT CO., L.L.C. CRD 123826 | CT | $6.53B | — | BNY Mellon→ |
| C45 | KIRKOSWALD CAPITAL MANAGEMENT LIMITED CRD 139217 | — | $5.01B | — | BNY Mellon→ |
| C45 | SHERBORNE INVESTORS MANAGEMENT LP CRD 160178 | NY | $522.1M | — | BNY Mellon→ |
| C45 | TAYLOR WEALTH MANAGEMENT, LLC CRD 132955 | CA | $170.5M | 1 | Altruist→ |
| C45 | WESTERN ASSET MANAGEMENT COMPANY, LLC CRD 110441 | CA | $184.99B | — | BNY Mellon→ |
| C45 | PHILADELPHIA INVESTMENT PARTNERS, LLC CRD 122733 | NJ | $176.0M | 3 | Altruist→ |
| C45 | V&V MANAGEMENT GROUP CORPORATION CRD 287468 | NY | $104.8M | 1 | Altruist→ |
| C44 | WATERWHEEL CAPITAL MANAGEMENT, L.P. CRD 289407 | — | $238.5M | — | BNY Mellon→ |
| C44 | CROMWELL INVESTMENT ADVISORS, LLC CRD 314411 | MD | $368.9M | — | BNY Mellon→ |
| C43 | PROPRIETARY CAPITAL, LLC CRD 125139 | CO | $651.8M | — | BNY Mellon→ |
| C43 | THE ABBIT MANAGEMENT CORP CRD 110507 | MI | $252.3M | 3 | Altruist→ |
| C43 | CITIGROUP ALTERNATIVE INVESTMENTS LLC CRD 119537 | NY | $127.4M | — | BNY Mellon→ |
| C43 | COLOMB INVESTMENT MANAGEMENT COMPANY, LLC CRD 140088 | LA | $4.7M | 8 | Altruist→ |
| C42 | PORTOLAN CAPITAL MANAGEMENT, LLC CRD 157542 | MA | $2.02B | — | BNY Mellon→ |
| C42 | WILMINGTON TRUST ASSET MANAGEMENT, LLC CRD 325489 | DE | $271.4M | — | BNY Mellon→ |
| C42 | PAYDEN & RYGEL CRD 107160 | CA | $158.23B | 13 | BNY Mellon→ |
| C42 | VOYA INVESTMENTS, LLC CRD 111091 | AZ | $59.48B | — | BNY Mellon→ |
| C42 | KORE ADVISORS LP CRD 159663 | FL | $1.24B | — | BNY Mellon→ |
