| A75 | ARBOR FINANCIAL SERVICES, LLC CRD 150713 | IL | $122.2M | 4 | LPL Financial→ |
| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | LPL Financial→ |
| B57 | MASUS FINANCIAL GROUP, LTD. CRD 174339 | IL | $190.6M | 3 | LPL Financial→ |
| B55 | LATKO WEALTH MANAGEMENT, LTD. CRD 282423 | IL | $327.2M | 2 | LPL Financial→ |
| B54 | SEQUOIA WEALTH MANAGEMENT, LLC CRD 170543 | IL | $599.6M | 16 | LPL Financial→ |
| C48 | TOTAL CLARITY WEALTH MANAGEMENT, INC CRD 142728 | IL | $755.4M | 22 | LPL Financial→ |
| C48 | SUMMIT GROUP RETIREMENT PLANNERS, INC. CRD 169823 | PA | $302.3M | 3 | LPL Financial→ |
| C48 | FRONTAURA CAPITAL LLC CRD 162237 | IL | $256.6M | — | BNY Mellon→ |
| C47 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. CRD 157523 | PA | $622.3M | 6 | LPL Financial→ |
| C43 | BRENTVIEW INVESTMENT MANAGEMENT, LLC CRD 300409 | IL | $233.4M | 3 | LPL Financial→ |
| C42 | PMG WEALTH MANAGEMENT, INC. CRD 285899 | IL | $198.3M | 4 | LPL Financial→ |
| C42 | FOX FINANCIAL, INC. CRD 319679 | PA | $271.8M | 5 | LPL Financial→ |
| C42 | JACOBI CAPITAL MANAGEMENT, LLC CRD 147663 | PA | $2.64B | 30 | LPL Financial→ |
| C40 | INVARIANT INVESTMENT MANAGEMENT LLC CRD 168772 | PA | $182.7M | 6 | LPL Financial→ |
| C39 | SEGALL BRYANT & HAMILL, LLC CRD 106505 | IL | $22.64B | 2 | LPL Financial→ |
| C38 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC CRD 110783 | PA | $65.44B | — | BNY Mellon→ |
| C38 | TSFG, LLC CRD 172555 | IL | $997.2M | 13 | LPL Financial→ |
| C38 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 284547 | PA | $356.1M | 6 | LPL Financial→ |
| C38 | HENDERSON BROTHERS FINANCIAL PARTNERS LLC CRD 333732 | PA | $406.8M | 19 | LPL Financial→ |
| C36 | GREENSTONE BELT WEALTH ADVISORS, LLC CRD 335862 | IL | $260.1M | 5 | LPL Financial→ |
| C36 | HIRTLE & CO., LLC CRD 105403 | PA | $25.41B | 40 | BNY Mellon→ |
| C35 | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC CRD 168346 | IL | $906.2M | 4 | LPL Financial→ |
| C35 | MOUNT LUCAS MANAGEMENT LP CRD 108255 | PA | $1.30B | — | BNY Mellon→ |
| C34 | HORIZON WEALTH MANAGEMENT, LLC CRD 170255 | IL | $1.08B | 6 | LPL Financial→ |
| C34 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST CRD 105390 | PA | $164.32B | 50 | LPL Financial→ |
| C34 | HC CAPITAL PARTNERS, LLC CRD 160737 | PA | $5.21B | — | BNY Mellon→ |
| C33 | THREE CORD TRUE WEALTH MANAGEMENT, LLC CRD 307480 | PA | $317.9M | 6 | LPL Financial→ |
| C31 | INDEPENDENCE SQUARE HOLDINGS, LLC CRD 300139 | PA | $1.83B | 40 | LPL Financial→ |
| C30 | MELLON INVESTMENTS CORPORATION CRD 105764 | PA | $873.87B | — | BNY Mellon→ |
| C30 | ORBA WEALTH ADVISORS, LLC CRD 297351 | IL | $136.9M | 2 | LPL Financial→ |
| C30 | EVANSTON CAPITAL MANAGEMENT, LLC CRD 120338 | IL | $4.49B | — | BNY Mellon→ |
| C29 | PANDORA WEALTH, INC. CRD 331816 | IL | $285.0M | 3 | LPL Financial→ |
| C29 | HIGHPOINT ADVISOR GROUP, LLC CRD 316636 | IL | $4.78B | 50 | LPL Financial→ |
| C29 | BCU WEALTH ADVISORS, LLC CRD 164173 | IL | $653.6M | 16 | LPL Financial→ |
| C28 | MESIROW ADVANCED STRATEGIES INC CRD 110754 | IL | $0 | 1 | BNY Mellon→ |
| C28 | QUAD CITY INVESTMENT ADVISORS, LLC CRD 112187 | IL | $408.0M | 6 | LPL Financial→ |
| C27 | IHT WEALTH MANAGEMENT LLC CRD 171481 | IL | $9.80B | 50 | LPL Financial→ |
| C25 | LL FUNDS, LLC CRD 161552 | PA | $2.61B | — | BNY Mellon→ |
| C25 | NEWMARKET INVESTMENT MANAGEMENT, LP CRD 308098 | PA | $2.82B | — | BNY Mellon→ |
| C24 | GREAT LAKES ADVISORS, LLC CRD 110757 | IL | $16.16B | 18 | LPL Financial→ |
| C23 | FEDERATED INVESTMENT COUNSELING CRD 105325 | PA | $207.21B | 50 | BNY Mellon→ |
| C22 | GCM GROSVENOR L.P. CRD 108654 | IL | $95.49B | 3 | BNY Mellon→ |
| C21 | ALLSTATE INVESTMENT MANAGEMENT COMPANY CRD 107775 | IL | $26.46B | 14 | BNY Mellon→ |
