| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| A65 | PHASE III ADVISORY SERVICES, LTD CRD 122959 | IL | $210.9M | 3 | Pershing→ |
| B64 | NEW VERNON INVESTMENT MANAGEMENT LLC CRD 160247 | IL | $115.5M | — | Pershing→ |
| B58 | SOUTH GEORGIA CAPITAL, LLC CRD 146765 | IL | $134.0M | 2 | Pershing→ |
| B55 | SIGNATURE FINANCIAL SERVICES, LTD CRD 123729 | IL | $274.0M | 13 | Pershing→ |
| C48 | SCHMIDT FINANCIAL MANAGEMENT, INC. CRD 328247 | WA | $497.5M | 2 | Pershing→ |
| C44 | COZAD ASSET MANAGEMENT INC CRD 104764 | IL | $2.62B | 20 | Pershing→ |
| C43 | FINANCIAL PLAN, INC. CRD 116073 | WA | $1.60B | 12 | Pershing→ |
| C43 | PAUL R. RIED FINANCIAL GROUP, LLC CRD 297284 | WA | $1.27B | 9 | Pershing→ |
| C40 | QRG CAPITAL MANAGEMENT, INC. CRD 305277 | IL | $11.41B | 2 | Pershing→ |
| C39 | SAVANT INVESTMENT ADVISERS, INC. CRD 121794 | IL | $162.5M | 3 | Pershing→ |
| C38 | FDX ADVISORS, INC. CRD 104601 | IL | $832.8M | — | Pershing→ |
| C37 | NEW VERNON WEALTH MANAGEMENT LLC CRD 164775 | IL | $781.0M | 1 | Pershing→ |
| C36 | PRECISE INVESTMENT MANAGEMENT, INC. CRD 282557 | IL | $186.3M | 8 | Pershing→ |
| C36 | PORT CAPITAL LLC CRD 206517 | IL | $2.85B | 1 | Pershing→ |
| C35 | ENVESTNET ASSET MANAGEMENT, INC. CRD 111694 | IL | $614.93B | 50 | Pershing→ |
| C34 | MCILRATH & ECK, LLC CRD 145252 | WA | $1.36B | 6 | Pershing→ |
| C33 | TENET WEALTH PARTNERS, LLC CRD 339818 | IL | $0 | 3 | Pershing→ |
| C32 | CREATIVE INVESTMENT GROUP LLC CRD 334028 | TN | $209.0M | 6 | Pershing→ |
| C32 | BENCHMARK INVESTMENT ADVISORS LLC CRD 159705 | IL | $329.2M | 3 | Pershing→ |
| C31 | ARCHFORD CAPITAL STRATEGIES, LLC CRD 164482 | IL | $1.49B | 16 | Pershing→ |
| C31 | SATURNA CAPITAL CORPORATION CRD 25586 | WA | $8.62B | 33 | Pershing→ |
| C29 | RUSSELL INVESTMENT MANAGEMENT, LLC CRD 105734 | WA | $68.60B | 50 | Pershing→ |
| C27 | ALTRAVUE CAPITAL, LLC CRD 283260 | WA | $1.54B | 4 | Pershing→ |
| C27 | SCOTT VALUE INVESTING CRD 143579 | WA | — | 1 | Altruist→ |
| C26 | RDST CAPITAL LLC CRD 284645 | WA | $1.28B | 1 | Pershing→ |
| C26 | MWA FINANCIAL SERVICES, INC. CRD 112630 | IL | $640.0M | 50 | Pershing→ |
| C22 | WISHBONE MANAGEMENT, LP CRD 283479 | IL | $1.12B | — | Pershing→ |
| C18 | FLECKENSTEIN CAPITAL, INC. CRD 116810 | WA | — | 2 | Pershing→ |
| C17 | VAIL RIDGE CAPITAL, LLC CRD 173397 | WA | — | 1 | Altruist→ |
| C16 | FLOWSTRAT FINANCIAL PLANNING, LLC CRD 304041 | IL | — | — | Pershing→ |
| C16 | FLETCHER WEALTH MANAGEMENT, INC. CRD 322877 | TN | — | 1 | Altruist→ |
