| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| C48 | CENTERPOINT ADVISORY GROUP, LLC CRD 324181 | KS | $276.3M | 5 | LPL Financial→ |
| C47 | NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | OR | $200.0M | 2 | LPL Financial→ |
| C47 | ROCK CREEK WEALTH MANAGEMENT, LLC CRD 336666 | OR | $101.1M | 3 | LPL Financial→ |
| C46 | CARLSON FINANCIAL, INC. CRD 335831 | OR | $318.0M | 4 | LPL Financial→ |
| C46 | THE PERSPECTIVE GROUP, LLC CRD 175294 | KS | $225.1M | 2 | LPL Financial→ |
| C45 | PCG WEALTH ADVISORS, LLC CRD 290977 | KS | $931.1M | 18 | LPL Financial→ |
| C45 | AXIOM WEALTH STRATEGIES, LLC CRD 313124 | OR | $124.7M | 2 | LPL Financial→ |
| C41 | CROSS FINANCIAL ADVISORS, LLC CRD 287686 | OR | $481.8M | 11 | LPL Financial→ |
| C35 | AGH WEALTH ADVISORS, LLC CRD 146796 | KS | $456.3M | 6 | LPL Financial→ |
| C31 | 801 WEST CAPITAL MANAGEMENT, LLC CRD 168417 | OR | $515.9M | — | JPMorgan→ |
| C27 | CAMPBELL GLOBAL, LLC CRD 111944 | OR | $7.02B | — | JPMorgan→ |
| C22 | PALMER SQUARE CAPITAL MANAGEMENT LLC CRD 155697 | KS | $25.59B | 4 | JPMorgan→ |
