| A65 | MACKE FINANCIAL ADVISORY GROUP, INC. CRD 111318 | FL | $175.7M | 3 | Altruist→ |
| 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→ |
| B63 | PLANNING SOLUTIONS INTERNATIONAL LLC CRD 300043 | FL | $108.8M | 1 | Altruist→ |
| B61 | KEITH HAMILTON, INC. CRD 155865 | CA | $188.9M | 2 | LPL Financial→ |
| B59 | MFP FINANCIAL SERVICES, LLC CRD 331681 | FL | $361.0M | 3 | LPL Financial→ |
| B59 | 7 STREETS FINANCIAL, LLC CRD 282577 | CA | $88.4M | — | LPL Financial→ |
| B59 | PACIFIC WEALTH ADVISORY SERVICES LLC CRD 330888 | CA | $96.3M | 1 | Altruist→ |
| B58 | ATLANTIC FAMILY WEALTH, LLC CRD 171062 | FL | $210.1M | 2 | 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→ |
| 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 | SAGENT WEALTH MANAGEMENT CRD 147890 | CA | $100.4M | 1 | Altruist→ |
| 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→ |
| C47 | TORTUGA WEALTH MANAGEMENT, INC. CRD 153737 | CA | $222.9M | 4 | LPL Financial→ |
| C47 | PW ADVISORS, LLC CRD 336499 | FL | $131.8M | 3 | LPL Financial→ |
| C47 | NAVIGATION GROUP LLC CRD 130982 | CA | $1.01B | 3 | 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→ |
| C45 | TAYLOR WEALTH MANAGEMENT, LLC CRD 132955 | CA | $170.5M | 1 | Altruist→ |
| 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 | LAKE AVENUE FINANCIAL LLC CRD 315746 | CA | $154.7M | 5 | LPL Financial→ |
| C44 | JACKSONVILLE WEALTH MANAGEMENT, LLC CRD 309312 | FL | $533.5M | 5 | LPL Financial→ |
| C43 | CYCAP PARTNERS, LLC CRD 335347 | FL | $143.2M | 4 | LPL Financial→ |
| C42 | LEEDS CAPITAL GROUP, LLC CRD 327004 | CA | $179.7M | 2 | LPL Financial→ |
| 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 | NATURAL BRIDGES FINANCIAL ADVISORS LLC CRD 148056 | CA | $155.8M | 3 | Altruist→ |
| C41 | IBEX WEALTH ADVISORS, LLC CRD 168674 | FL | $1.28B | 8 | LPL Financial→ |
| C41 | VALIDUS GROWTH INVESTORS, LLC CRD 166575 | CA | $352.9M | 2 | LPL Financial→ |
| C40 | WALSH & ASSOCIATES, LLC CRD 144441 | FL | $827.7M | 9 | LPL Financial→ |
| C40 | TIDEMARK, LLC CRD 327611 | CA | $462.5M | 7 | LPL Financial→ |
| C39 | MAREST CAPITAL, LLC CRD 315958 | CA | $239.8M | 2 | LPL Financial→ |
| C39 | WEALTH ADVISORS OF TAMPA BAY LLC CRD 162724 | FL | $456.8M | 4 | 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 | CAMPBELL FINANCIAL PARTNERS, LLC CRD 142889 | FL | $202.7M | 2 | Altruist→ |
| C38 | APS ADVISORS CRD 153504 | CA | $197.2M | 2 | LPL Financial→ |
| C38 | CLARITY FINANCIAL ADVISORS LLC CRD 323321 | FL | $149.5M | 5 | Altruist→ |
| C37 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC CRD 169274 | FL | $571.2M | 3 | LPL Financial→ |
| C36 | PSI ADVISORS, LLC CRD 285880 | FL | $800.9M | 11 | LPL Financial→ |
| C36 | WAVE DIGITAL ASSETS LLC CRD 305726 | CA | $91.9M | 6 | Axos Advisor Services→ |
| C35 | WESTWOOD WEALTH MANAGEMENT CRD 290658 | CA | $300.4M | 2 | LPL Financial→ |
| C35 | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC CRD 324173 | CA | $342.8M | 4 | Altruist→ |
