| A75 | ARBOR FINANCIAL SERVICES, LLC CRD 150713 | IL | $122.2M | 4 | LPL Financial→ |
| B59 | MFP FINANCIAL SERVICES, LLC CRD 331681 | FL | $361.0M | 3 | LPL Financial→ |
| B58 | ATLANTIC FAMILY WEALTH, LLC CRD 171062 | FL | $210.1M | 2 | LPL Financial→ |
| B57 | MASUS FINANCIAL GROUP, LTD. CRD 174339 | IL | $190.6M | 3 | LPL Financial→ |
| B55 | LATKO WEALTH MANAGEMENT, LTD. CRD 282423 | IL | $327.2M | 2 | LPL Financial→ |
| B54 | LIZARD INVESTORS LLC CRD 147284 | IL | $232.8M | — | State Street→ |
| B54 | SEQUOIA WEALTH MANAGEMENT, LLC CRD 170543 | IL | $599.6M | 16 | LPL Financial→ |
| C48 | TOTAL CLARITY WEALTH MANAGEMENT, INC CRD 142728 | IL | $755.4M | 22 | LPL Financial→ |
| C47 | PW ADVISORS, LLC CRD 336499 | FL | $131.8M | 3 | LPL Financial→ |
| C44 | INCA INVESTMENTS, LLC CRD 131194 | FL | $569.6M | 1 | State Street→ |
| C44 | JACKSONVILLE WEALTH MANAGEMENT, LLC CRD 309312 | FL | $533.5M | 5 | LPL Financial→ |
| C43 | BRENTVIEW INVESTMENT MANAGEMENT, LLC CRD 300409 | IL | $233.4M | 3 | LPL Financial→ |
| C43 | CYCAP PARTNERS, LLC CRD 335347 | FL | $143.2M | 4 | LPL Financial→ |
| C42 | CEREDEX VALUE ADVISORS LLC CRD 146023 | FL | $3.43B | 1 | State Street→ |
| C42 | PMG WEALTH MANAGEMENT, INC. CRD 285899 | IL | $198.3M | 4 | LPL Financial→ |
| C41 | IBEX WEALTH ADVISORS, LLC CRD 168674 | FL | $1.28B | 8 | LPL Financial→ |
| C40 | WALSH & ASSOCIATES, LLC CRD 144441 | FL | $827.7M | 9 | LPL Financial→ |
| C40 | HARRIS ASSOCIATES LP CRD 106960 | IL | $109.48B | 4 | State Street→ |
| C39 | SEGALL BRYANT & HAMILL, LLC CRD 106505 | IL | $22.64B | 2 | LPL Financial→ |
| C39 | WEALTH ADVISORS OF TAMPA BAY LLC CRD 162724 | FL | $456.8M | 4 | LPL Financial→ |
| C38 | TSFG, LLC CRD 172555 | IL | $997.2M | 13 | LPL Financial→ |
| C37 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC CRD 169274 | FL | $571.2M | 3 | LPL Financial→ |
| C36 | GREENSTONE BELT WEALTH ADVISORS, LLC CRD 335862 | IL | $260.1M | 5 | LPL Financial→ |
| C36 | PSI ADVISORS, LLC CRD 285880 | FL | $800.9M | 11 | LPL Financial→ |
| C35 | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC CRD 168346 | IL | $906.2M | 4 | LPL Financial→ |
| C34 | HORIZON WEALTH MANAGEMENT, LLC CRD 170255 | IL | $1.08B | 6 | LPL Financial→ |
| C34 | RD LEWIS HOLDINGS, INC. CRD 156073 | FL | $256.8M | 2 | LPL Financial→ |
| C33 | PANORAMIKA ADVISORS INC. CRD 172737 | FL | $1.05B | — | State Street→ |
| C33 | RREEF AMERICA L.L.C. CRD 109596 | IL | $34.34B | — | State Street→ |
| C33 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CRD 173961 | IL | $65.60B | — | State Street→ |
| C30 | ORBA WEALTH ADVISORS, LLC CRD 297351 | IL | $136.9M | 2 | LPL Financial→ |
| C30 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC CRD 149280 | FL | $10.81B | 2 | State Street→ |
| C30 | RWC ASSET ADVISORS (US) LLC CRD 166517 | FL | $4.38B | — | State Street→ |
| C29 | PANDORA WEALTH, INC. CRD 331816 | IL | $285.0M | 3 | LPL Financial→ |
| C29 | HIGHPOINT ADVISOR GROUP, LLC CRD 316636 | IL | $4.78B | 50 | LPL Financial→ |
| C29 | BCU WEALTH ADVISORS, LLC CRD 164173 | IL | $653.6M | 16 | LPL Financial→ |
| C28 | QUAD CITY INVESTMENT ADVISORS, LLC CRD 112187 | IL | $408.0M | 6 | LPL Financial→ |
| C28 | OPINICUS CAPITAL, INC. CRD 168344 | FL | $297.1M | 4 | LPL Financial→ |
| C28 | GCM GROSVENOR WEALTH L.P. CRD 340054 | IL | $0 | — | State Street→ |
| C27 | IHT WEALTH MANAGEMENT LLC CRD 171481 | IL | $9.80B | 50 | LPL Financial→ |
| C26 | MARTIN INVESTMENT MANAGEMENT, LLC CRD 105381 | FL | $888.1M | 2 | State Street→ |
| C26 | HARBOR CAPITAL ADVISORS, INC. CRD 113042 | IL | $67.64B | 11 | State Street→ |
| C26 | GOOD LIFE ADVISORS, LLC CRD 171898 | FL | $4.35B | 50 | LPL Financial→ |
| C26 | HEITMAN REAL ESTATE SECURITIES LLC CRD 107134 | IL | $1.82B | — | State Street→ |
| C26 | BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC CRD 337770 | IL | $4.42B | — | State Street→ |
| C24 | DAKOTA WEALTH, LLC CRD 297987 | FL | $6.94B | 50 | LPL Financial→ |
| C24 | GREAT LAKES ADVISORS, LLC CRD 110757 | IL | $16.16B | 18 | LPL Financial→ |
| C22 | RIALTO CAPITAL MANAGEMENT, LLC CRD 159998 | FL | $21.73B | — | State Street→ |
| C22 | BLUE OWL REAL ESTATE CAPITAL LLC CRD 165132 | IL | $67.88B | — | State Street→ |
| C22 | M&G INVESTMENTS (USA) INC. CRD 305254 | IL | $14.32B | — | State Street→ |