| A75 | SERAPHIM CAPITAL MANAGEMENT, LLC CRD 170976 | — | $63.0M | 1 | LPL Financial→ |
| A75 | ARBOR FINANCIAL SERVICES, LLC CRD 150713 | IL | $122.2M | 4 | LPL Financial→ |
| A72 | RSD ADVISORS, LLC CRD 152447 | — | $78.1M | 1 | Altruist→ |
| A72 | LEIBMAN FINANCIAL SERVCES, INC. CRD 323120 | NE | $173.1M | 5 | LPL Financial→ |
| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| A66 | NICH CAPITAL PARTNERS, INC. CRD 159260 | — | $148.0M | 2 | LPL Financial→ |
| A65 | MACKE FINANCIAL ADVISORY GROUP, INC. CRD 111318 | FL | $175.7M | 3 | Altruist→ |
| A65 | RS ASSET MANAGEMENT, LLC CRD 157768 | CO | $107.2M | 2 | LPL Financial→ |
| A65 | PSC FINANCIAL LLC CRD 172054 | MN | $135.1M | 2 | LPL Financial→ |
| 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→ |
| A65 | BUTTERWORTH FINANCIAL LLC CRD 325026 | MA | $103.3M | 1 | LPL Financial→ |
| B64 | HERITAGE WEALTH MANAGEMENT GROUP, LTD CRD 148459 | VA | $152.2M | 3 | Altruist→ |
| B64 | WJ WEALTH MANAGEMENT, LLC CRD 170181 | AZ | $261.5M | 2 | LPL Financial→ |
| B63 | PLANNING SOLUTIONS INTERNATIONAL LLC CRD 300043 | FL | $108.8M | 1 | Altruist→ |
| B62 | JMK & ASSOCIATES, LLC CRD 312760 | WA | $268.4M | 1 | LPL Financial→ |
| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | LPL Financial→ |
| B62 | KOOB WEALTH MANAGEMENT, LLC CRD 154830 | MN | $171.8M | 1 | LPL Financial→ |
| B62 | SPINOSA WEALTH MANAGEMENT GROUP, LLC CRD 170903 | LA | $191.4M | 2 | LPL Financial→ |
| B62 | DAVID P. GILLIAM & ASSOCIATES, INC. CRD 285515 | IN | $186.7M | 3 | LPL Financial→ |
| B61 | KEITH HAMILTON, INC. CRD 155865 | CA | $188.9M | 2 | LPL Financial→ |
| B61 | THE SHER WEALTH MANAGEMENT GROUP, INC. CRD 172369 | MA | $145.6M | 2 | LPL Financial→ |
| B61 | CGI WEALTH ADVISORS, INC. CRD 311273 | PA | $129.4M | 2 | Altruist→ |
| B61 | HARDY & HARDY CO LLC CRD 145088 | OH | $269.4M | 2 | LPL Financial→ |
| B60 | NORLAND CAPITAL LP CRD 288562 | — | $167.5M | — | Northern Trust→ |
| B60 | JORDANELLE CAPITAL, LLC CRD 323676 | UT | $179.2M | — | Northern Trust→ |
| B59 | ALPINE PEAKS CAPITAL, LP CRD 290241 | NY | $137.3M | — | Northern Trust→ |
| B59 | NANTUCKET MULTI MANAGERS, LLC CRD 129024 | MI | $260.2M | — | 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 | OMNI FINANCIAL LLC CRD 314670 | WI | $116.9M | 1 | LPL Financial→ |
| B59 | PACIFIC WEALTH ADVISORY SERVICES LLC CRD 330888 | CA | $96.3M | 1 | Altruist→ |
| B59 | LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT CRD 335660 | WA | $142.0M | 1 | LPL Financial→ |
| B58 | JAYKAY WEALTH ADVISORS, INC. CRD 170192 | TX | $173.8M | 3 | LPL Financial→ |
| B58 | FINANCIAL CONSULTANTS & ADVISORY CORPORATION CRD 113390 | IN | $333.1M | 14 | LPL Financial→ |
| B58 | ATLANTIC FAMILY WEALTH, LLC CRD 171062 | FL | $210.1M | 2 | LPL Financial→ |
| B57 | MURPHY WEALTH MANAGEMENT GROUP, INC. CRD 277161 | NY | $251.9M | 3 | LPL Financial→ |
| B57 | INVESTMENT MANAGEMENT & PLANNING LLC CRD 146041 | DE | $238.8M | 3 | LPL Financial→ |
| B57 | BAZIS PRIVATE WEALTH, LLC CRD 148605 | NE | $244.1M | 4 | LPL Financial→ |
| B57 | MASUS FINANCIAL GROUP, LTD. CRD 174339 | IL | $190.6M | 3 | LPL Financial→ |
| B57 | WIREGRASS INVESTMENT MANAGEMENT LLC CRD 284608 | GA | $159.7M | 1 | LPL Financial→ |
| B57 | GOLDMAN LANCASTER, INC. CRD 136134 | CA | $360.5M | 3 | LPL Financial→ |
| B57 | WESTROCK ASSET MANAGEMENT, LLC CRD 174408 | AR | $162.7M | 3 | Northern Trust→ |
| B56 | HIGHROAD WEALTH ADVISORS, LLC CRD 331566 | OR | $188.5M | 3 | Altruist→ |
| B55 | HUDSON VALLEY WEALTH MANAGEMENT, INC CRD 146338 | NY | $48.8M | 1 | LPL Financial→ |
| B55 | SEAMOUNT FINANCIAL GROUP INC CRD 107834 | CO | $745.2M | 6 | LPL Financial→ |
| B55 | LATKO WEALTH MANAGEMENT, LTD. CRD 282423 | IL | $327.2M | 2 | LPL Financial→ |
| B55 | NORTHWEST WEALTH ADVISORS, LLC CRD 327641 | WA | $304.5M | 6 | LPL Financial→ |
| B55 | BERESH, PATRICK MICHAEL CRD 137495 | CA | $117.2M | 1 | LPL Financial→ |
| B55 | COLLIER FINANCIAL, INC CRD 175207 | CO | $160.5M | 1 | LPL Financial→ |
