| A65 | MACKE FINANCIAL ADVISORY GROUP, INC. CRD 111318 | FL | $175.7M | 3 | Altruist→ |
| B63 | PLANNING SOLUTIONS INTERNATIONAL LLC CRD 300043 | FL | $108.8M | 1 | Altruist→ |
| C44 | INCA INVESTMENTS, LLC CRD 131194 | FL | $569.6M | 1 | State Street→ |
| C42 | CEREDEX VALUE ADVISORS LLC CRD 146023 | FL | $3.43B | 1 | State Street→ |
| C42 | GALLIARD CAPITAL MANAGEMENT, LLC CRD 106487 | MN | $80.27B | — | State Street→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C38 | CAMPBELL FINANCIAL PARTNERS, LLC CRD 142889 | FL | $202.7M | 2 | Altruist→ |
| C38 | CLARITY FINANCIAL ADVISORS LLC CRD 323321 | FL | $149.5M | 5 | Altruist→ |
| C33 | PANORAMIKA ADVISORS INC. CRD 172737 | FL | $1.05B | — | State Street→ |
| C33 | SECURIAN ASSET MANAGEMENT, INC. CRD 109905 | MN | $41.56B | — | State Street→ |
| C31 | MOKAN WEALTH MANAGEMENT INC CRD 328005 | KS | $250.3M | 2 | Altruist→ |
| C30 | CHRISTENSEN GROUP FINANCIAL, LLC CRD 318144 | MN | $24.8M | 5 | Altruist→ |
| C30 | PEREGRINE CAPITAL MANAGEMENT, LLC CRD 110052 | MN | $4.07B | 3 | State Street→ |
| C30 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC CRD 149280 | FL | $10.81B | 2 | State Street→ |
| C30 | RWC ASSET ADVISORS (US) LLC CRD 166517 | FL | $4.38B | — | State Street→ |
| C29 | RETIREMENT PORTFOLIOS, LLC CRD 330289 | KS | $290.0M | 2 | Altruist→ |
| C26 | MARTIN INVESTMENT MANAGEMENT, LLC CRD 105381 | FL | $888.1M | 2 | State Street→ |
| C24 | THRIVENT FINANCIAL FOR LUTHERANS CRD 115785 | MN | $128.73B | — | State Street→ |
| C22 | RIALTO CAPITAL MANAGEMENT, LLC CRD 159998 | FL | $21.73B | — | State Street→ |
| C18 | FLOW FINANCIAL CRD 322842 | FL | — | — | Altruist→ |
| C16 | FLOOD TIDE FINANCIAL LLC CRD 298924 | FL | — | 1 | Altruist→ |
