| B52 | ADVOCATE INVESTING SERVICES, LLC CRD 273035 | MD | $186.6M | 5 | LPL Financial→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| B51 | HERGENROEDER FINANCIAL ADVISORS, INC. CRD 121278 | MD | $304.5M | 4 | LPL Financial→ |
| C47 | NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | OR | $200.0M | 2 | LPL Financial→ |
| C47 | ROCK CREEK WEALTH MANAGEMENT, LLC CRD 336666 | OR | $101.1M | 3 | LPL Financial→ |
| C46 | CARLSON FINANCIAL, INC. CRD 335831 | OR | $318.0M | 4 | LPL Financial→ |
| C45 | AXIOM WEALTH STRATEGIES, LLC CRD 313124 | OR | $124.7M | 2 | LPL Financial→ |
| C41 | CROSS FINANCIAL ADVISORS, LLC CRD 287686 | OR | $481.8M | 11 | LPL Financial→ |
| C41 | SFG WEALTH MANAGEMENT, LLC CRD 285785 | MD | $760.2M | 9 | LPL Financial→ |
| C37 | ROCK SPRINGS CAPITAL MANAGEMENT LP CRD 168648 | MD | $2.43B | — | Goldman Sachs→ |
| C36 | RED OAK FINANCIAL GROUP, LLC CRD 166912 | MD | $1.04B | 7 | LPL Financial→ |
| C36 | ADE, LLC CRD 168345 | MD | $447.5M | 6 | LPL Financial→ |
| C34 | WILLIAMS & ASSOCIATES, INC. CRD 338196 | MD | $0 | 6 | LPL Financial→ |
| C24 | CAMPBELL & COMPANY INVESTMENT ADVISER LLC CRD 134332 | MD | $4.34B | — | Goldman Sachs→ |
| C23 | PATIENT CAPITAL MANAGEMENT, LLC CRD 307336 | MD | $2.50B | — | Goldman Sachs→ |
| C22 | DURABLE CAPITAL PARTNERS LP CRD 305221 | MD | $17.59B | — | Goldman Sachs→ |
| C17 | HULL STREET ENERGY, LLC CRD 291881 | MD | $4.57B | — | Goldman Sachs→ |
