| B61 | HARDY & HARDY CO LLC CRD 145088 | OH | $269.4M | 2 | LPL Financial→ |
| B53 | VISION FINANCIAL MANAGEMENT, LLC CRD 170003 | OH | $165.7M | 2 | LPL Financial→ |
| B53 | LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. CRD 171967 | NJ | $237.4M | 1 | LPL Financial→ |
| B51 | HFG ADVISORS, INC. CRD 282027 | OH | $426.7M | 5 | LPL Financial→ |
| C49 | SYMPHONY FINANCIAL SERVICES, INC. CRD 125058 | OH | $428.7M | 7 | LPL Financial→ |
| C48 | KINETIC WEALTH INVESTMENT ADVISORS, LLC CRD 311536 | OH | $214.5M | 3 | LPL Financial→ |
| C47 | VISION RETIREMENT, LLC CRD 173064 | NJ | $633.7M | 7 | LPL Financial→ |
| C46 | ABNER HERRMAN & BROCK, LLC CRD 8517 | NJ | $2.74B | 5 | LPL Financial→ |
| C46 | HARDING LOEVNER LP CRD 104543 | NJ | $32.06B | — | State Street→ |
| C42 | PLANNED FINANCIAL SERVICES, LLC CRD 112879 | OH | $472.5M | 4 | LPL Financial→ |
| C41 | ALIGN ADVISOR GROUP, LLC CRD 336638 | NJ | $127.5M | 2 | LPL Financial→ |
| C38 | REDWOOD FINANCIAL NETWORK CORP. CRD 157834 | OH | $262.8M | 8 | LPL Financial→ |
| C37 | COLUMBUS HILL CAPITAL MANAGEMENT, L.P. CRD 158336 | NJ | $1.61B | — | State Street→ |
| C35 | PGIM QUANTITATIVE SOLUTIONS LLC CRD 129752 | NJ | $110.95B | 1 | State Street→ |
| C33 | FEG INVESTMENT SERVICES, LLC CRD 281516 | OH | $2.23B | — | State Street→ |
| C32 | LORD, ABBETT & CO. LLC CRD 110391 | NJ | $270.39B | 50 | State Street→ |
| C32 | EUKLES ASSET MANAGEMENT, LLC CRD 156649 | OH | $341.1M | 4 | LPL Financial→ |
| C32 | WOMEN'S WEALTH ADVISOR CRD 317291 | NJ | $120.8M | 7 | LPL Financial→ |
| C30 | PGIM, INC. CRD 105676 | NJ | $1131.64B | 3 | State Street→ |
| C30 | METLIFE INVESTMENT MANAGEMENT, LLC CRD 142463 | NJ | $563.78B | — | State Street→ |
| C30 | BLACKROCK INVESTMENT MANAGEMENT, LLC CRD 108928 | NJ | $676.69B | 50 | State Street→ |
| C28 | ATLAS PRIVATE WEALTH ADVISORS, LLC CRD 283744 | NJ | $859.8M | 19 | LPL Financial→ |
| C28 | IDR INVESTMENT MANAGEMENT, LLC CRD 286208 | OH | $10.19B | — | State Street→ |
| C27 | LORD ABBETT PRIVATE CREDIT ADVISOR LLC CRD 332701 | NJ | $1.28B | — | State Street→ |
| C27 | FORGE FINANCIAL SERVICES, LLC CRD 306480 | OK | $1.46B | 15 | LPL Financial→ |
| C24 | VAN LEEUWEN & COMPANY, LLC CRD 126447 | NJ | — | — | LPL Financial→ |
| C22 | JACOBS LEVY EQUITY MANAGEMENT INC CRD 107022 | NJ | $28.01B | 5 | State Street→ |
| C19 | CHATHAM ASSET MANAGEMENT, LLC CRD 157517 | NJ | $8.27B | — | State Street→ |
| C14 | NCT GP I, LLC CRD 163695 | OH | — | — | State Street→ |
| C14 | NCT GP II, LLC CRD 170439 | OH | — | — | State Street→ |
| C13 | NCT FUND MANAGEMENT, LLC CRD 163692 | OH | — | — | State Street→ |
