| 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→ |
| B57 | ALPACA VC INVESTMENT MANAGEMENT LLC CRD 317262 | NY | $150.3M | — | Equity Trust→ |
| B56 | HIGHROAD WEALTH ADVISORS, LLC CRD 331566 | OR | $188.5M | 3 | Altruist→ |
| B54 | EMBARK WEALTH MANAGEMENT, LLC CRD 157950 | AZ | $57.4M | 2 | Altruist→ |
| B53 | BROADHURST FINANCIAL ADVISORS, INC. CRD 132332 | PA | $128.4M | 1 | Altruist→ |
| 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→ |
| C49 | ALPHA FIDUCIARY, INC. CRD 144720 | AZ | $114.0M | 2 | Equity Trust→ |
| C49 | JOSEPH ADVISORY SERVICES, LLC CRD 324475 | TX | $170.9M | — | Equity Trust→ |
| 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 | ODYSSEY GROUP LLC CRD 336636 | PA | $420.9M | 4 | Altruist→ |
| C45 | TAYLOR WEALTH MANAGEMENT, LLC CRD 132955 | CA | $170.5M | 1 | Altruist→ |
| 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 | VOLT INVESTMENT HOLDINGS LLC CRD 306923 | NY | $383.5M | — | Equity Trust→ |
| C43 | THE ABBIT MANAGEMENT CORP CRD 110507 | MI | $252.3M | 3 | Altruist→ |
| C43 | COLOMB INVESTMENT MANAGEMENT COMPANY, LLC CRD 140088 | LA | $4.7M | 8 | Altruist→ |
| C42 | VALIANT WEALTH, LLC CRD 146911 | IA | $423.1M | 3 | Equity Trust→ |
| C42 | TRINITY INVESTORS FUND ADVISORS, LLC CRD 314603 | TX | $606.6M | 2 | Equity Trust→ |
| C42 | K FUND CAPITAL MANAGEMENT, LLC CRD 318110 | CA | $539.3M | 1 | Equity Trust→ |
| C41 | PRUFID FINANCIAL ADVISORS LLC CRD 121897 | — | $358.0M | 1 | Altruist→ |
| C41 | EAGLE'S CREST ADVISORS, LLC CRD 335252 | NY | $65.3M | 2 | Altruist→ |
| C41 | NATURAL BRIDGES FINANCIAL ADVISORS LLC CRD 148056 | CA | $155.8M | 3 | Altruist→ |
| C41 | GOLD MEDAL WATERS, INC. CRD 132294 | — | $285.6M | 3 | Altruist→ |
| C40 | CLP ASSET MANAGEMENT, LLC CRD 305962 | — | $173.8M | 1 | Equity Trust→ |
| C39 | MOUNTAIN PASS PLANNING CORPORATION CRD 283389 | NY | $74.9M | 1 | Altruist→ |
| C39 | AFFINITY WEALTH LLC CRD 285169 | OH | $217.5M | 2 | Altruist→ |
| C39 | ICONOCLASTIC CAPITAL MANAGEMENT LLC CRD 310132 | NY | $68.2M | 3 | Altruist→ |
| C39 | STURMAN WEALTH ADVISORS, LLC CRD 331560 | VA | $116.4M | 2 | Altruist→ |
| C39 | PERMANENT CAPITAL MANAGEMENT, LP CRD 328318 | IL | $768.9M | 1 | Equity Trust→ |
| C39 | CORNERSTONE WEALTH PARTNERS, LLC CRD 146602 | MI | $145.9M | 10 | Altruist→ |
| C39 | TENCAP WEALTH COACHING, LLC CRD 166130 | UT | $285.0M | 8 | Altruist→ |
| C38 | CAMPBELL FINANCIAL PARTNERS, LLC CRD 142889 | FL | $202.7M | 2 | Altruist→ |
| C38 | GOLDEN BAY ADVISORS LLC CRD 166679 | — | $179.8M | 2 | Altruist→ |
| C38 | F5 FINANCIAL PLANNING, L.L.C. CRD 170674 | — | $168.7M | 3 | Altruist→ |
| C38 | OAKMONT ADVISORY GROUP, LLC CRD 158890 | NM | $149.5M | 3 | Altruist→ |
| C38 | WINNOW WEALTH, LLC CRD 317181 | TX | $145.0M | 5 | Altruist→ |
| C38 | ADVR, INC CRD 318823 | SC | $126.8M | 3 | Altruist→ |
| C38 | CLARITY FINANCIAL ADVISORS LLC CRD 323321 | FL | $149.5M | 5 | Altruist→ |
| C37 | PECUSAVVY FINANCIAL, LLC CRD 339768 | TX | $9.1M | 1 | Altruist→ |
| C36 | LAKE ROAD ADVISORS, LLC CRD 281657 | NY | $98.8M | 2 | Altruist→ |
| C35 | RED SPRUCE CAPITAL, LLC CRD 158720 | PA | $256.9M | 4 | Altruist→ |
| C35 | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC CRD 324173 | CA | $342.8M | 4 | Altruist→ |
