| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| B64 | WJ WEALTH MANAGEMENT, LLC CRD 170181 | AZ | $261.5M | 2 | LPL Financial→ |
| C49 | THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP CRD 165183 | AZ | $309.3M | 2 | LPL Financial→ |
| C44 | CLARITY WEALTH MANAGEMENT, L.L.C. CRD 284874 | AZ | $236.8M | 4 | LPL Financial→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C42 | TREIBERG WEALTH MANAGEMENT, INC. CRD 284140 | AZ | $325.1M | 3 | LPL Financial→ |
| C42 | HEADLAND CAPITAL, LLC CRD 332277 | SC | $559.3M | 10 | LPL Financial→ |
| C34 | GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC CRD 306068 | AZ | $297.3M | 3 | LPL Financial→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C32 | BUTTONWOOD CAPITAL MANAGEMENT, LLC CRD 174857 | AZ | $380.8M | 3 | LPL Financial→ |
| C29 | SOUTHWEST INVESTMENT ADVISORS, INC. CRD 312685 | AZ | $386.9M | 4 | LPL Financial→ |
| C28 | DAVIS SELECTED ADVISERS LP CRD 108674 | AZ | $30.12B | — | LPL Financial→ |
| C26 | LPL FINANCIAL LLC CRD 6413 | SC | $819.12B | 50 | LPL Financial→ |
| C21 | CORE COMPLIANCE GROUP, LLC CRD 306661 | SC | $338.4M | 10 | LPL Financial→ |
