| 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→ |
| C38 | CAMPBELL FINANCIAL PARTNERS, LLC CRD 142889 | FL | $202.7M | 2 | Altruist→ |
| C38 | ADVR, INC CRD 318823 | SC | $126.8M | 3 | Altruist→ |
| C38 | CLARITY FINANCIAL ADVISORS LLC CRD 323321 | FL | $149.5M | 5 | Altruist→ |
| C31 | NORTHAMPTON CAPITAL PARTNERS LLC CRD 329072 | FL | $1.31B | — | Folio Institutional→ |
| C27 | SCOTT VALUE INVESTING CRD 143579 | WA | — | 1 | Altruist→ |
| C26 | EDWARDS CAPITAL, LLC CRD 157864 | FL | $7.89B | — | Folio Institutional→ |
| C25 | ARBOR INVESTMENTS MANAGEMENT, LLC CRD 157442 | FL | $3.48B | — | Folio Institutional→ |
| C22 | BOYNE CAPITAL MANAGEMENT, LLC CRD 285919 | FL | $1.16B | — | Folio Institutional→ |
| C20 | STERLING INVESTMENT MANAGEMENT, LLC CRD 174707 | FL | $2.41B | — | Folio Institutional→ |
| C18 | FLOW FINANCIAL CRD 322842 | FL | — | — | Altruist→ |
| C17 | VAIL RIDGE CAPITAL, LLC CRD 173397 | WA | — | 1 | Altruist→ |
| C16 | FLOOD TIDE FINANCIAL LLC CRD 298924 | FL | — | 1 | Altruist→ |
