| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| B62 | JMK & ASSOCIATES, LLC CRD 312760 | WA | $268.4M | 1 | LPL Financial→ |
| B59 | LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT CRD 335660 | WA | $142.0M | 1 | LPL Financial→ |
| B55 | NORTHWEST WEALTH ADVISORS, LLC CRD 327641 | WA | $304.5M | 6 | LPL Financial→ |
| B53 | 917 ADVISORY SERVICES LLC CRD 331476 | WA | $167.5M | 3 | LPL Financial→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C42 | HEADLAND CAPITAL, LLC CRD 332277 | SC | $559.3M | 10 | LPL Financial→ |
| C39 | BOONE WEALTH ADVISORS, LLC CRD 116682 | WA | $506.8M | 4 | LPL Financial→ |
| C35 | SNIDER RETIREMENT STRATEGIES, INC. CRD 117392 | WA | $549.7M | 9 | LPL Financial→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C31 | BENSLER, LLC CRD 310849 | WA | $1.94B | 32 | LPL Financial→ |
| C29 | FELLOWSHIP FINANCIAL PLANNING, LLC CRD 330347 | WA | $465.3M | 6 | LPL Financial→ |
| C26 | LPL FINANCIAL LLC CRD 6413 | SC | $819.12B | 50 | LPL Financial→ |
| C26 | PARAMETRIC PORTFOLIO ASSOCIATES LLC CRD 114310 | WA | $684.78B | 7 | Morgan Stanley→ |
| C22 | TRUEWEALTH FINANCIAL PARTNERS, LLC CRD 316079 | WA | $273.7M | 5 | LPL Financial→ |
| C21 | CORE COMPLIANCE GROUP, LLC CRD 306661 | SC | $338.4M | 10 | LPL Financial→ |
| C17 | INVESCO MANAGED ACCOUNTS, LLC CRD 154461 | WA | $31.28B | 16 | LPL Financial→ |
| C13 | PAMRIA, LLC CRD 154027 | WA | — | — | Morgan Stanley→ |
