| B60 | CAMDEN PARTNERS HOLDINGS, LLC CRD 117011 | MD | $369.6M | — | Raymond James→ |
| B57 | BNB WEALTH MANAGEMENT, LLC CRD 107702 | MD | $264.6M | 4 | Raymond James→ |
| B57 | WEALTHPLANS, LLC CRD 311560 | MD | $219.6M | 1 | Raymond James→ |
| B54 | OAKMONT WEALTH ADVISORY, LLC CRD 299021 | MD | $124.2M | 3 | Raymond James→ |
| B54 | MERITIS WEALTH MANAGEMENT, INC. CRD 336539 | MD | $224.4M | 3 | Raymond James→ |
| B52 | ADVOCATE INVESTING SERVICES, LLC CRD 273035 | MD | $186.6M | 5 | LPL Financial→ |
| B51 | HERGENROEDER FINANCIAL ADVISORS, INC. CRD 121278 | MD | $304.5M | 4 | LPL Financial→ |
| C44 | ACCORDANT ADVISORY GROUP, INC. CRD 117474 | MD | $278.0M | 2 | Raymond James→ |
| C43 | LAW & ASSOCIATES INC CRD 105350 | MD | $326.6M | 3 | Raymond James→ |
| C41 | SFG WEALTH MANAGEMENT, LLC CRD 285785 | MD | $760.2M | 9 | LPL Financial→ |
| C36 | RED OAK FINANCIAL GROUP, LLC CRD 166912 | MD | $1.04B | 7 | LPL Financial→ |
| C36 | ADE, LLC CRD 168345 | MD | $447.5M | 6 | LPL Financial→ |
| C35 | GUNPOWDER CAPITAL MANAGEMENT, LLC CRD 314867 | MD | $340.4M | 5 | Raymond James→ |
| C34 | WILLIAMS & ASSOCIATES, INC. CRD 338196 | MD | $0 | 6 | LPL Financial→ |
