| A72 | RSD ADVISORS, LLC CRD 152447 | — | $78.1M | 1 | Altruist→ |
| A67 | GALLO PARTNERS LP CRD 329774 | NJ | $179.0M | — | Morgan Stanley→ |
| A65 | MACKE FINANCIAL ADVISORY GROUP, INC. CRD 111318 | FL | $175.7M | 3 | Altruist→ |
| B64 | DELPHI MANAGEMENT INC CRD 106042 | — | $116.7M | — | Morgan Stanley→ |
| B64 | HERITAGE WEALTH MANAGEMENT GROUP, LTD CRD 148459 | VA | $152.2M | 3 | Altruist→ |
| B63 | NET RETURN ASSET MANAGEMENT LLC CRD 159895 | NY | $803.3M | — | Morgan Stanley→ |
| B63 | TOTEM POINT MANAGEMENT, LLC CRD 169824 | NY | $144.2M | — | Morgan Stanley→ |
| B63 | CLEARFIELD CAPITAL MANAGEMENT LP CRD 174981 | NY | $240.2M | — | Morgan Stanley→ |
| B63 | PLANNING SOLUTIONS INTERNATIONAL LLC CRD 300043 | FL | $108.8M | 1 | Altruist→ |
| B61 | CGI WEALTH ADVISORS, INC. CRD 311273 | PA | $129.4M | 2 | Altruist→ |
| B60 | CANDELO CAPITAL MANAGEMENT LP CRD 307389 | NY | $178.1M | — | Morgan Stanley→ |
| B60 | ORVIETO PARTNERS, L.P. CRD 313475 | MA | $179.6M | — | Morgan Stanley→ |
| B60 | OWLHOUSE CAPITAL LP CRD 328210 | NY | $145.6M | — | Morgan Stanley→ |
| B60 | MARK J SNYDER FINANCIAL SERVICES INC CRD 106425 | NY | $382.0M | 7 | Morgan Stanley→ |
| B59 | PERRYRIDGE CAPITAL LP CRD 331781 | CT | $226.6M | — | Morgan Stanley→ |
| B59 | MORGAN RIO CAPITAL MANAGEMENT, LLC CRD 162500 | NY | $338.7M | — | Morgan Stanley→ |
| B59 | RSW INVESTMENTS HOLDINGS, LLC CRD 302023 | NJ | $2.30B | 2 | Morgan Stanley→ |
| B59 | PACIFIC WEALTH ADVISORY SERVICES LLC CRD 330888 | CA | $96.3M | 1 | Altruist→ |
| B58 | KINGSFORD CAPITAL MANAGEMENT, LLC CRD 161445 | CA | $127.0M | — | Morgan Stanley→ |
| B58 | CRESCENT PARK MANAGEMENT, L.P. CRD 172326 | CA | $234.4M | — | Morgan Stanley→ |
| B58 | FLIGHT DECK CAPITAL, LP CRD 311353 | CA | $358.7M | — | Morgan Stanley→ |
| B57 | AREX CAPITAL MANAGEMENT, LP CRD 289595 | NY | $99.4M | — | Morgan Stanley→ |
| B56 | SEVEN SIX CAPITAL MANAGEMENT, LLC CRD 299257 | NY | $185.6M | — | Morgan Stanley→ |
| B56 | HIGHROAD WEALTH ADVISORS, LLC CRD 331566 | OR | $188.5M | 3 | Altruist→ |
| B55 | YOST CAPITAL MANAGEMENT, LP CRD 153082 | TX | $189.3M | — | Morgan Stanley→ |
| B54 | CADEN CAPITAL PARTNERS, LP CRD 317442 | — | $340.0M | — | Morgan Stanley→ |
| B54 | EMBARK WEALTH MANAGEMENT, LLC CRD 157950 | AZ | $57.4M | 2 | Altruist→ |
| B54 | POLITAN CAPITAL MANAGEMENT, L.P. CRD 316047 | — | $855.7M | — | Morgan Stanley→ |
| B53 | WATERFRONT CAPITAL PARTNERS LLC CRD 167801 | NY | $99.3M | — | Morgan Stanley→ |
| B53 | PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC CRD 173288 | CA | $141.5M | — | Morgan Stanley→ |
| B53 | SARISSA CAPITAL MANAGEMENT LP CRD 167244 | CT | $298.3M | — | Morgan Stanley→ |
| B53 | BROADHURST FINANCIAL ADVISORS, INC. CRD 132332 | PA | $128.4M | 1 | Altruist→ |
| B53 | CRESTWOOD CAPITAL MANAGEMENT, L.P. CRD 160807 | NY | $263.0M | — | Morgan Stanley→ |
| B52 | UNOFFICIAL MANAGEMENT, INC. CRD 306409 | NY | $729.2M | — | Morgan Stanley→ |
| B51 | HUDSON EXECUTIVE CAPITAL LP CRD 175032 | NY | $178.1M | — | Morgan Stanley→ |
| B50 | FOREVER FINANCIAL ADVISORS, LLC CRD 134486 | — | $72.2M | 1 | Altruist→ |
| B50 | SAGENT WEALTH MANAGEMENT CRD 147890 | CA | $100.4M | 1 | Altruist→ |
| B50 | BRIDGER MANAGEMENT LLC CRD 160738 | NY | $485.2M | — | Morgan Stanley→ |
| B50 | CAMBIAR INVESTORS, LLC CRD 115093 | CO | $2.92B | 3 | Morgan Stanley→ |
| B50 | GBC INVESTMENT GROUP LLC CRD 308511 | — | $303.9M | 1 | Altruist→ |
| C50 | ENDEAVOUR CAPITAL ADVISORS INC. CRD 137689 | CT | $602.7M | — | Morgan Stanley→ |
| C50 | FRESHFORD CAPITAL MANAGEMENT, LLC CRD 158448 | NY | $581.8M | — | Morgan Stanley→ |
| C50 | LANDMARK INVESTMENT PARTNERS, L.P. CRD 329543 | FL | $124.9M | — | Morgan Stanley→ |
| C49 | LANSING MANAGEMENT, LP CRD 285921 | NY | $178.1M | — | Morgan Stanley→ |
| C49 | SUNSTONE ASSET MANAGEMENT, LP CRD 328895 | NY | $220.2M | — | Morgan Stanley→ |
| C49 | NILES INVESTMENT MANAGEMENT, LLC CRD 329384 | FL | $185.5M | 1 | Morgan Stanley→ |
| C49 | AMPERSAND CAPITAL GROUP, L.P. CRD 329612 | CA | $235.1M | — | Morgan Stanley→ |
| C49 | OBION CAPITAL MANAGEMENT LP CRD 329954 | FL | $129.0M | — | Morgan Stanley→ |
| C49 | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC CRD 159304 | CT | $139.8M | — | Morgan Stanley→ |
| C49 | OUTLANDER MANAGEMENT, LLC CRD 325268 | — | $378.8M | — | Morgan Stanley→ |
