| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | LPL Financial→ |
| B57 | WIREGRASS INVESTMENT MANAGEMENT LLC CRD 284608 | GA | $159.7M | 1 | LPL Financial→ |
| C48 | PROACTIVE WEALTH STRATEGIES, LLC CRD 318872 | GA | $315.8M | 5 | LPL Financial→ |
| C48 | CAPITAL AND PLANNING, LLC CRD 321104 | GA | $193.9M | 3 | LPL Financial→ |
| C48 | SUMMIT GROUP RETIREMENT PLANNERS, INC. CRD 169823 | PA | $302.3M | 3 | LPL Financial→ |
| C47 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. CRD 157523 | PA | $622.3M | 6 | LPL Financial→ |
| C43 | WELLSPRING WEALTH MANAGEMENT LLC CRD 134834 | GA | $584.8M | 5 | 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→ |
| C38 | GLOBALT INVESTMENTS LLC CRD 328039 | GA | $3.02B | 12 | LPL Financial→ |
| C38 | CIM INVESTMENT MANAGEMENT INC CRD 106292 | PA | $1.28B | — | Morgan Stanley→ |
| 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 | THE JENKINS FINANCIAL GROUP, INC. CRD 125941 | GA | $270.1M | 3 | LPL Financial→ |
| C34 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST CRD 105390 | PA | $164.32B | 50 | LPL Financial→ |
| C33 | THREE CORD TRUE WEALTH MANAGEMENT, LLC CRD 307480 | PA | $317.9M | 6 | LPL Financial→ |
| C31 | HAMILTON CAPITAL PARTNERS, LLC CRD 314344 | GA | $444.0M | 2 | LPL Financial→ |
| C31 | INDEPENDENCE SQUARE HOLDINGS, LLC CRD 300139 | PA | $1.83B | 40 | LPL Financial→ |
| C30 | MPWM ADVISORY SOLUTIONS LLC CRD 169885 | GA | $326.9M | 16 | LPL Financial→ |
| C28 | GER LOFTIN WEALTH ADVISORS, LLC CRD 305359 | GA | $344.5M | 6 | LPL Financial→ |
| C27 | GID MULTIFAMILY INVESTMENT MANAGEMENT LLC CRD 329225 | GA | $5.89B | — | Folio Institutional→ |
| C26 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. CRD 116719 | GA | $28.64B | 5 | Morgan Stanley→ |
| C26 | BENEDICT FINANCIAL ADVISORS, INC. CRD 116690 | GA | $529.4M | 8 | LPL Financial→ |
| C26 | PATRIOT FINANCIAL MANAGER, L.P. CRD 159818 | PA | $1.13B | — | Morgan Stanley→ |
| C23 | IFG ADVISORY, LLC CRD 168012 | GA | $4.76B | 50 | LPL Financial→ |
| C22 | MORGAN STANLEY AIP GP LP CRD 117050 | PA | $40.85B | — | Morgan Stanley→ |
| C22 | LOVELL MINNICK PARTNERS LLC CRD 156494 | PA | $5.21B | — | Folio Institutional→ |
| C22 | ARGOSY CAPITAL GROUP, LLC CRD 160212 | PA | $3.74B | — | Morgan Stanley→ |
| C22 | CORTLAND INVESTMENT MANAGEMENT, LLC CRD 299369 | GA | $5.67B | — | Folio Institutional→ |
