| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| C48 | CENTERPOINT ADVISORY GROUP, LLC CRD 324181 | KS | $276.3M | 5 | 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 | PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC CRD 324817 | KS | $77.2M | — | U.S. Bank→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C42 | HEADLAND CAPITAL, LLC CRD 332277 | SC | $559.3M | 10 | LPL Financial→ |
| C41 | 503 CAPITAL PARTNERS, LLC CRD 327580 | KS | $636.4M | — | U.S. Bank→ |
| C40 | TORTOISE CAPITAL ADVISORS, L.L.C. CRD 123711 | KS | $8.93B | 11 | U.S. Bank→ |
| C37 | WHETSTONE CAPITAL ADVISORS, LLC CRD 155414 | KS | $415.1M | 2 | Morgan Stanley→ |
| C35 | AGH WEALTH ADVISORS, LLC CRD 146796 | KS | $456.3M | 6 | LPL Financial→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C26 | LPL FINANCIAL LLC CRD 6413 | SC | $819.12B | 50 | LPL Financial→ |
| C21 | CORE COMPLIANCE GROUP, LLC CRD 306661 | SC | $338.4M | 10 | LPL Financial→ |
