| B62 | DAVID P. GILLIAM & ASSOCIATES, INC. CRD 285515 | IN | $186.7M | 3 | LPL Financial→ |
| B58 | JAYKAY WEALTH ADVISORS, INC. CRD 170192 | TX | $173.8M | 3 | LPL Financial→ |
| B58 | FINANCIAL CONSULTANTS & ADVISORY CORPORATION CRD 113390 | IN | $333.1M | 14 | LPL Financial→ |
| B55 | YOST CAPITAL MANAGEMENT, LP CRD 153082 | TX | $189.3M | — | Morgan Stanley→ |
| B55 | BFI WEALTH SOLUTIONS, LLC CRD 319185 | TX | $145.0M | 1 | LPL Financial→ |
| B52 | FOREFRONT WEALTH PARTNERS, LLC CRD 308521 | TX | $239.8M | 28 | LPL Financial→ |
| C46 | STRATEGIC WEALTH MANAGEMENT, LLC CRD 171908 | TX | $157.8M | 2 | LPL Financial→ |
| C44 | DOVETAIL WEALTH MANAGEMENT, LLC CRD 291068 | TX | $333.1M | 3 | LPL Financial→ |
| C42 | SAGE ADVISORY SERVICES LTD CO CRD 106236 | TX | $28.43B | 42 | LPL Financial→ |
| C40 | PROVIDER FINANCIAL, INC. CRD 168964 | IN | $304.0M | 2 | LPL Financial→ |
| C39 | SHOTEN CAPITAL LP CRD 339620 | TX | $622.4M | — | Morgan Stanley→ |
| C39 | ARVIN CAPITAL MANAGEMENT LP CRD 315672 | TX | $953.4M | — | Morgan Stanley→ |
| C38 | HORIZON INVESTMENT SERVICES, LLC. CRD 110642 | IN | $363.8M | 7 | LPL Financial→ |
| C36 | PROEM ADVISORS LLC CRD 300404 | TX | $474.1M | — | Morgan Stanley→ |
| C34 | GFS ADVISORS LLC CRD 143110 | TX | $3.76B | 10 | Morgan Stanley→ |
| C33 | EIGHT PARTNERS VC, LLC CRD 283031 | TX | $13.38B | — | Morgan Stanley→ |
| C31 | SATURN V CAPITAL MANAGEMENT LP CRD 316649 | TX | $793.2M | 1 | Morgan Stanley→ |
| C31 | STRATEGIC FINANCIAL CONCEPTS, LLC CRD 141849 | TX | $927.7M | 39 | LPL Financial→ |
| C30 | THIRTEEN TWENTY-TWO ADVISORS, LLC CRD 339326 | TX | $0 | 7 | LPL Financial→ |
| C30 | TLWM, LLC CRD 158305 | TX | $605.4M | 9 | LPL Financial→ |
| C29 | CVFG LLC CRD 325310 | IN | $1.15B | 11 | LPL Financial→ |
| C28 | BWCP, LP CRD 305638 | TX | $1.23B | — | Morgan Stanley→ |
| C26 | DEAN, JACOBSON FINANCIAL SERVICES, LLC CRD 115879 | TX | $519.4M | 6 | LPL Financial→ |
| C22 | PERMIAN INVESTMENT PARTNERS, LP CRD 156893 | TX | $2.43B | 1 | Morgan Stanley→ |
| C22 | SAPPHIRE VENTURES, LLC CRD 161558 | TX | $10.44B | — | Morgan Stanley→ |
| C20 | CORWIN COMPANY LLC CRD 285657 | IN | — | 1 | LPL Financial→ |
| C15 | HUDSON WAY CAPITAL MANAGEMENT, LLC CRD 172400 | TX | $1.40B | 1 | Morgan Stanley→ |
| C13 | GARRETT WEALTH ADVISORY GROUP, LLC CRD 173563 | TX | $969.8M | 19 | LPL Financial→ |
