| 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→ |
| C45 | V&V MANAGEMENT GROUP CORPORATION CRD 287468 | NY | $104.8M | 1 | Altruist→ |
| C41 | EAGLE'S CREST ADVISORS, LLC CRD 335252 | NY | $65.3M | 2 | Altruist→ |
| C39 | MOUNTAIN PASS PLANNING CORPORATION CRD 283389 | NY | $74.9M | 1 | Altruist→ |
| C39 | ICONOCLASTIC CAPITAL MANAGEMENT LLC CRD 310132 | NY | $68.2M | 3 | Altruist→ |
| 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 | LAKE ROAD ADVISORS, LLC CRD 281657 | NY | $98.8M | 2 | Altruist→ |
| C33 | THINKING BIG FINANCIAL INC. CRD 287476 | NY | $93.0M | 2 | Altruist→ |
| C32 | BONE FIDE WEALTH, LLC CRD 301066 | NY | $126.7M | 2 | Altruist→ |
| C27 | RETIRABLE INC. CRD 307472 | NY | $301.0M | 13 | Altruist→ |
| C22 | SECFI ADVISORY LIMITED CRD 306961 | NY | $225.9M | 5 | Altruist→ |
| C18 | FLOW FINANCIAL CRD 322842 | FL | — | — | Altruist→ |
| C16 | FLOOD TIDE FINANCIAL LLC CRD 298924 | FL | — | 1 | Altruist→ |
| C16 | FLETCHER WEALTH MANAGEMENT, INC. CRD 322877 | TN | — | 1 | Altruist→ |
