| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| B59 | NANTUCKET MULTI MANAGERS, LLC CRD 129024 | MI | $260.2M | — | LPL Financial→ |
| B59 | OMNI FINANCIAL LLC CRD 314670 | WI | $116.9M | 1 | LPL Financial→ |
| B54 | RICHMOND INVESTMENT SERVICES LLC CRD 327451 | WI | $453.2M | 14 | LPL Financial→ |
| B54 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC CRD 319298 | WI | $236.4M | 5 | LPL Financial→ |
| B53 | CONCEPTUAL FINANCIAL ADVISORS, LLC CRD 167513 | WI | $189.9M | 1 | LPL Financial→ |
| B53 | GRANITE FINANCIAL GROUP, LLC CRD 168675 | WI | $186.2M | 2 | LPL Financial→ |
| B52 | MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC CRD 284251 | MI | $162.7M | 6 | LPL Financial→ |
| B51 | HARBORFRONT FINANCIAL LLC CRD 331763 | MI | $149.0M | 4 | LPL Financial→ |
| C44 | TRUE BLUE FINANCIAL, LLC CRD 310841 | MI | $271.5M | 4 | LPL Financial→ |
| C43 | IAG WEALTH PARTNERS, LLC CRD 109721 | WI | $1.87B | 15 | 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→ |
| C38 | RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC. CRD 162268 | MI | $292.7M | — | JPMorgan→ |
| C37 | LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | SC | $1.14B | — | JPMorgan→ |
| C36 | 626 FINANCIAL, LLC CRD 306474 | MI | $379.6M | 5 | LPL Financial→ |
| C35 | MELONE PRIVATE WEALTH, LLC CRD 311638 | MI | $313.2M | 2 | LPL Financial→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C32 | WINCH ADVISORY SERVICES, LLC CRD 110194 | WI | $580.2M | 7 | LPL Financial→ |
| C29 | BLOOMFIELD CAPITAL HOLDINGS, LLC CRD 169198 | MI | $465.7M | — | JPMorgan→ |
| C27 | JOHNSON WEALTH INC. CRD 125557 | WI | $10.35B | 50 | LPL Financial→ |
| C26 | LPL FINANCIAL LLC CRD 6413 | SC | $819.12B | 50 | LPL Financial→ |
| C22 | ARTISAN PARTNERS LIMITED PARTNERSHIP CRD 150114 | WI | $183.62B | — | JPMorgan→ |
| C22 | GREYSTAR INVESTMENT GROUP, LLC CRD 160665 | SC | $36.50B | — | JPMorgan→ |
| C21 | CORE COMPLIANCE GROUP, LLC CRD 306661 | SC | $338.4M | 10 | LPL Financial→ |
| C17 | GATEWAY WEALTH PARTNERS, LLC CRD 322789 | WI | $2.28B | 50 | LPL Financial→ |
