| 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→ |
| C49 | VINE INVESTMENT ADVISORS, LP CRD 157341 | FL | $583.5M | — | U.S. Bank→ |
| C49 | HUNTER STREET PARTNERS, LP CRD 298142 | MN | $313.0M | — | U.S. Bank→ |
| C45 | YELLOWSTONE CAPITAL PARTNERS US, LLC CRD 324681 | FL | $288.6M | — | U.S. Bank→ |
| C45 | PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC CRD 324817 | KS | $77.2M | — | U.S. Bank→ |
| C41 | THOMAS J. HERZFELD ADVISORS, INC. CRD 108369 | FL | $890.4M | 3 | U.S. Bank→ |
| C41 | 503 CAPITAL PARTNERS, LLC CRD 327580 | KS | $636.4M | — | U.S. Bank→ |
| C40 | TORTOISE CAPITAL ADVISORS, L.L.C. CRD 123711 | KS | $8.93B | 11 | U.S. Bank→ |
| C38 | CAMPBELL FINANCIAL PARTNERS, LLC CRD 142889 | FL | $202.7M | 2 | Altruist→ |
| C38 | CLARITY FINANCIAL ADVISORS LLC CRD 323321 | FL | $149.5M | 5 | Altruist→ |
| C36 | COMVEST CREDIT MANAGERS, LLC CRD 322342 | FL | $956.8M | — | U.S. Bank→ |
| C35 | CANNON GLOBAL INVESTMENT MANAGEMENT, LLC CRD 301911 | FL | $92.9M | — | U.S. Bank→ |
| C32 | STILLWATER ASSET MANAGEMENT, LLC CRD 288535 | MN | $701.4M | — | U.S. Bank→ |
| C32 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. CRD 107173 | MN | $104.49B | — | U.S. Bank→ |
| C32 | U.S. BANCORP ADVISORS, LLC CRD 14455 | MN | $1.80B | 50 | U.S. Bank→ |
| C31 | MOKAN WEALTH MANAGEMENT INC CRD 328005 | KS | $250.3M | 2 | Altruist→ |
| C30 | BBVA GLOBAL WEALTH ADVISORS, INC. CRD 327326 | FL | $1.36B | 46 | U.S. Bank→ |
| C30 | CHRISTENSEN GROUP FINANCIAL, LLC CRD 318144 | MN | $24.8M | 5 | Altruist→ |
| C29 | RETIREMENT PORTFOLIOS, LLC CRD 330289 | KS | $290.0M | 2 | Altruist→ |
| C28 | CANAL ROAD CAPITAL, LLC CRD 327488 | FL | $1.26B | — | U.S. Bank→ |
| C26 | CASTLELAKE, L.P. CRD 145165 | MN | $35.29B | 1 | U.S. Bank→ |
| C25 | SHOREVIEW INDUSTRIES V, LLC CRD 156686 | MN | $1.17B | — | U.S. Bank→ |
| C25 | U.S. BANCORP ASSET MANAGEMENT, INC. CRD 111912 | MN | $427.48B | — | U.S. Bank→ |
| C24 | HOLDCO ASSET MANAGEMENT, LP CRD 167054 | FL | $2.76B | — | U.S. Bank→ |
| C22 | COMVEST CREDIT ADVISORS, LLC CRD 311663 | FL | $9.25B | — | U.S. Bank→ |
| C18 | FLOW FINANCIAL CRD 322842 | FL | — | — | Altruist→ |
| C16 | FLOOD TIDE FINANCIAL LLC CRD 298924 | FL | — | 1 | Altruist→ |
| C14 | NCW ADVISORS, LLC CRD 172431 | FL | — | — | U.S. Bank→ |
