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| B55 | SEAMOUNT FINANCIAL GROUP INC CRD 107834 | CO | $745.2M | 6 | LPL Financial→ |
| B55 | COLLIER FINANCIAL, INC CRD 175207 | CO | $160.5M | 1 | LPL Financial→ |
| B51 | CIMARRON WEALTH MANAGEMENT, INC. CRD 299627 | CO | $327.3M | 10 | LPL Financial→ |
| C46 | CAPITAL FINANCIAL GROUP, INC. CRD 111709 | CO | $237.4M | 3 | LPL Financial→ |
| C39 | TENCAP WEALTH COACHING, LLC CRD 166130 | UT | $285.0M | 8 | Altruist→ |
| C38 | MARSHALL INVESTMENT MANAGEMENT, LLC CRD 174817 | CO | $298.0M | 8 | LPL Financial→ |
| C37 | DODDS WEALTH, LLC CRD 323632 | CO | $706.2M | 7 | LPL Financial→ |
| C32 | VARRA WEALTH MANAGEMENT LLC CRD 324044 | CO | $305.6M | 7 | LPL Financial→ |
| C28 | KESLER, NORMAN & WRIDE, LLC CRD 307667 | UT | $661.4M | 5 | Altruist→ |
| C28 | HIGGINS & SCHMIDT WEALTH STRATEGIES LLC CRD 286063 | CO | $279.5M | 4 | LPL Financial→ |
| C25 | DENVER WEALTH MANAGEMENT, INC. CRD 284868 | CO | $529.8M | 9 | LPL Financial→ |
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