| A65 | RS ASSET MANAGEMENT, LLC CRD 157768 | CO | $107.2M | 2 | LPL Financial→ |
| B58 | JAYKAY WEALTH ADVISORS, INC. CRD 170192 | TX | $173.8M | 3 | LPL Financial→ |
| B55 | YOST CAPITAL MANAGEMENT, LP CRD 153082 | TX | $189.3M | — | Morgan Stanley→ |
| B55 | SEAMOUNT FINANCIAL GROUP INC CRD 107834 | CO | $745.2M | 6 | LPL Financial→ |
| B55 | COLLIER FINANCIAL, INC CRD 175207 | CO | $160.5M | 1 | LPL Financial→ |
| 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→ |
| B51 | CIMARRON WEALTH MANAGEMENT, INC. CRD 299627 | CO | $327.3M | 10 | LPL Financial→ |
| B50 | CAMBIAR INVESTORS, LLC CRD 115093 | CO | $2.92B | 3 | Morgan Stanley→ |
| C46 | CAPITAL FINANCIAL GROUP, INC. CRD 111709 | CO | $237.4M | 3 | LPL Financial→ |
| C46 | STRATEGIC WEALTH MANAGEMENT, LLC CRD 171908 | TX | $157.8M | 2 | LPL Financial→ |
| C44 | EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLC CRD 298843 | CO | $476.0M | — | Morgan Stanley→ |
| 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→ |
| C39 | SHOTEN CAPITAL LP CRD 339620 | TX | $622.4M | — | Morgan Stanley→ |
| C39 | ARVIN CAPITAL MANAGEMENT LP CRD 315672 | TX | $953.4M | — | Morgan Stanley→ |
| C38 | KULTURA CAPITAL MANAGEMENT LP CRD 327510 | UT | $244.7M | — | Morgan Stanley→ |
| C38 | MARSHALL INVESTMENT MANAGEMENT, LLC CRD 174817 | CO | $298.0M | 8 | LPL Financial→ |
| C37 | DODDS WEALTH, LLC CRD 323632 | CO | $706.2M | 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→ |
| C32 | VARRA WEALTH MANAGEMENT LLC CRD 324044 | CO | $305.6M | 7 | LPL Financial→ |
| 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 | CROSS CREEK ADVISORS, LLC CRD 165803 | UT | $1.35B | 4 | Morgan Stanley→ |
| C30 | TLWM, LLC CRD 158305 | TX | $605.4M | 9 | LPL Financial→ |
| C28 | HIGGINS & SCHMIDT WEALTH STRATEGIES LLC CRD 286063 | CO | $279.5M | 4 | 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→ |
| C26 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC CRD 149122 | CO | $14.73B | 26 | Morgan Stanley→ |
| C25 | DENVER WEALTH MANAGEMENT, INC. CRD 284868 | CO | $529.8M | 9 | LPL Financial→ |
| C22 | PERMIAN INVESTMENT PARTNERS, LP CRD 156893 | TX | $2.43B | 1 | Morgan Stanley→ |
| C22 | BRIDGE MULTIFAMILY FUND MANAGER LLC CRD 159127 | UT | $49.30B | — | Morgan Stanley→ |
| C22 | SAPPHIRE VENTURES, LLC CRD 161558 | TX | $10.44B | — | Morgan Stanley→ |
| C18 | COOK STREET CONSULTING, INC. CRD 112829 | CO | — | — | Morgan Stanley→ |
| C17 | AVANT-GARDE ADVISORS LLC CRD 151527 | CO | — | — | 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→ |
