| A65 | WRIGHT WEALTH STRATEGIES, LLC CRD 304289 | CA | $127.2M | 1 | LPL Financial→ |
| A65 | ENDURING WEALTH ADVISORS, LLC CRD 323320 | CA | $122.8M | 3 | LPL Financial→ |
| B61 | KEITH HAMILTON, INC. CRD 155865 | CA | $188.9M | 2 | LPL Financial→ |
| B59 | 7 STREETS FINANCIAL, LLC CRD 282577 | CA | $88.4M | — | LPL Financial→ |
| B57 | GOLDMAN LANCASTER, INC. CRD 136134 | CA | $360.5M | 3 | LPL Financial→ |
| B55 | BERESH, PATRICK MICHAEL CRD 137495 | CA | $117.2M | 1 | LPL Financial→ |
| B53 | ALESSANDRA CAPITAL MANAGEMENT, LLC CRD 123305 | CA | $153.5M | 2 | LPL Financial→ |
| B53 | LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. CRD 171967 | NJ | $237.4M | 1 | LPL Financial→ |
| B52 | PETIX & BOTTE COMPANY CRD 170020 | CA | $411.9M | 4 | LPL Financial→ |
| B52 | RUBICON ADVISORS, GP CRD 174447 | CA | $420.7M | 11 | LPL Financial→ |
| B52 | SUMMIT WEALTH MANAGEMENT GROUP, INC. CRD 170029 | CA | $249.5M | 4 | LPL Financial→ |
| B50 | LEWIS FINANCIAL, LLC CRD 170324 | CA | $133.9M | 3 | LPL Financial→ |
| B50 | KERUX, LLC CRD 327724 | CA | $428.0M | 3 | LPL Financial→ |
| C50 | SOLANO WEALTH INVESTMENT ADVISORS, LLC CRD 322037 | CA | $331.9M | 2 | LPL Financial→ |
| C49 | GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLC CRD 336578 | CA | $363.5M | — | BNY Mellon→ |
| C48 | NEWPORT ASIA LLC CRD 118682 | CA | $120.1M | 7 | BNY Mellon→ |
| C47 | TORTUGA WEALTH MANAGEMENT, INC. CRD 153737 | CA | $222.9M | 4 | LPL Financial→ |
| C47 | VISION RETIREMENT, LLC CRD 173064 | NJ | $633.7M | 7 | LPL Financial→ |
| C47 | NAVIGATION GROUP LLC CRD 130982 | CA | $1.01B | 3 | LPL Financial→ |
| C46 | ABNER HERRMAN & BROCK, LLC CRD 8517 | NJ | $2.74B | 5 | LPL Financial→ |
| C46 | ALPHA WEALTH MANAGEMENT AND PLANNING LLC CRD 163917 | CA | $319.6M | 6 | LPL Financial→ |
| C46 | SUN GROUP WEALTH PARTNERS LLC CRD 166372 | CA | $224.5M | 3 | LPL Financial→ |
| C46 | PACIFIC LIFE FUND ADVISORS LLC CRD 105169 | CA | $42.81B | — | BNY Mellon→ |
| C45 | STERLING FINANCIAL GROUP, INC. CRD 300327 | CA | $16.1M | 4 | LPL Financial→ |
| C45 | SPECTRUM WEALTH ADVISORY GROUP, LLC CRD 298632 | CA | $445.4M | 4 | LPL Financial→ |
| C45 | WESTERN ASSET MANAGEMENT COMPANY, LLC CRD 110441 | CA | $184.99B | — | BNY Mellon→ |
| C45 | LAKE AVENUE FINANCIAL LLC CRD 315746 | CA | $154.7M | 5 | LPL Financial→ |
| C42 | LEEDS CAPITAL GROUP, LLC CRD 327004 | CA | $179.7M | 2 | LPL Financial→ |
| C42 | PAYDEN & RYGEL CRD 107160 | CA | $158.23B | 13 | BNY Mellon→ |
| C41 | FISHER & WIENS WEALTH MANAGEMENT, LLC CRD 286079 | CA | $250.3M | 1 | LPL Financial→ |
| C41 | HESEN & HASLAM, LLC CRD 286235 | CA | $283.7M | 2 | LPL Financial→ |
| C41 | ALIGN ADVISOR GROUP, LLC CRD 336638 | NJ | $127.5M | 2 | LPL Financial→ |
| C41 | BRISTOL GROUP INC CRD 105087 | CA | $2.04B | — | BNY Mellon→ |
| C41 | VALIDUS GROWTH INVESTORS, LLC CRD 166575 | CA | $352.9M | 2 | LPL Financial→ |
| C40 | TIDEMARK, LLC CRD 327611 | CA | $462.5M | 7 | LPL Financial→ |
| C39 | FOCUSED INVESTORS LLC CRD 140010 | CA | $3.29B | 2 | BNY Mellon→ |
| C39 | MAREST CAPITAL, LLC CRD 315958 | CA | $239.8M | 2 | LPL Financial→ |
| C39 | POTENTIA RIA, LLC CRD 329135 | CA | $569.1M | 9 | LPL Financial→ |
| C38 | FOCUS INVESTMENT ADVISORS, INC CRD 109970 | CA | $956.2M | 5 | LPL Financial→ |
| C38 | APS ADVISORS CRD 153504 | CA | $197.2M | 2 | LPL Financial→ |
| C37 | PAAMCO PRISMA, LLC CRD 108989 | CA | $14.45B | 5 | BNY Mellon→ |
| C36 | FRONTIER GLOBAL PARTNERS LLC CRD 145341 | CA | $713.1M | 3 | BNY Mellon→ |
| C35 | WESTWOOD WEALTH MANAGEMENT CRD 290658 | CA | $300.4M | 2 | LPL Financial→ |
| C35 | ZAIS GROUP LLC CRD 108371 | NJ | $5.26B | — | BNY Mellon→ |
| C33 | MAKENA CAPITAL MANAGEMENT, LLC CRD 156855 | CA | $24.28B | 1 | BNY Mellon→ |
| C32 | SOLUS ALTERNATIVE ASSET MANAGEMENT LP CRD 144155 | NJ | $3.19B | — | BNY Mellon→ |
| C32 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC CRD 150088 | NJ | $121.46B | — | BNY Mellon→ |
| C32 | WOMEN'S WEALTH ADVISOR CRD 317291 | NJ | $120.8M | 7 | LPL Financial→ |
| C32 | REDWOOD INVESTMENT GROUP, INC CRD 168017 | CA | $230.3M | 4 | LPL Financial→ |
| C32 | HANSEN & ASSOCIATES FINANCIAL GROUP INC. CRD 168363 | CA | $203.7M | 4 | LPL Financial→ |
