| B64 | WJ WEALTH MANAGEMENT, LLC CRD 170181 | AZ | $261.5M | 2 | LPL Financial→ |
| B53 | LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. CRD 171967 | NJ | $237.4M | 1 | LPL Financial→ |
| C49 | THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP CRD 165183 | AZ | $309.3M | 2 | LPL Financial→ |
| C47 | VISION RETIREMENT, LLC CRD 173064 | NJ | $633.7M | 7 | LPL Financial→ |
| C46 | ABNER HERRMAN & BROCK, LLC CRD 8517 | NJ | $2.74B | 5 | LPL Financial→ |
| C44 | SPC MANAGEMENT CO., INC. CRD 157259 | NJ | $959.6M | — | Folio Institutional→ |
| C44 | CLARITY WEALTH MANAGEMENT, L.L.C. CRD 284874 | AZ | $236.8M | 4 | LPL Financial→ |
| C42 | TREIBERG WEALTH MANAGEMENT, INC. CRD 284140 | AZ | $325.1M | 3 | LPL Financial→ |
| C41 | ALIGN ADVISOR GROUP, LLC CRD 336638 | NJ | $127.5M | 2 | LPL Financial→ |
| C34 | GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC CRD 306068 | AZ | $297.3M | 3 | LPL Financial→ |
| C32 | WOMEN'S WEALTH ADVISOR CRD 317291 | NJ | $120.8M | 7 | LPL Financial→ |
| C32 | BUTTONWOOD CAPITAL MANAGEMENT, LLC CRD 174857 | AZ | $380.8M | 3 | LPL Financial→ |
| C29 | SOUTHWEST INVESTMENT ADVISORS, INC. CRD 312685 | AZ | $386.9M | 4 | LPL Financial→ |
| C28 | ATLAS PRIVATE WEALTH ADVISORS, LLC CRD 283744 | NJ | $859.8M | 19 | LPL Financial→ |
| C28 | DAVIS SELECTED ADVISERS LP CRD 108674 | AZ | $30.12B | — | LPL Financial→ |
| C27 | FORGE FINANCIAL SERVICES, LLC CRD 306480 | OK | $1.46B | 15 | LPL Financial→ |
| C25 | ACORN GROWTH COMPANIES, LC CRD 164499 | OK | $893.2M | — | Folio Institutional→ |
| C24 | VAN LEEUWEN & COMPANY, LLC CRD 126447 | NJ | — | — | LPL Financial→ |
