| A65 | BUTTERWORTH FINANCIAL LLC CRD 325026 | MA | $103.3M | 1 | LPL Financial→ |
| B61 | THE SHER WEALTH MANAGEMENT GROUP, INC. CRD 172369 | MA | $145.6M | 2 | 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→ |
| C50 | SHEPHERD FINANCIAL PARTNERS, LLC CRD 169093 | MA | $1.38B | 8 | LPL Financial→ |
| C49 | ROTHWELL INVESTMENT ADVISORS LLC CRD 337504 | MA | $187.7M | 3 | LPL Financial→ |
| C49 | ALGORITHMIC INVESTMENT MODELS, LLC CRD 306354 | MA | $87.8M | 7 | LPL Financial→ |
| C49 | NAPIER FINANCIAL, LLC CRD 336725 | MA | $550.1M | 8 | LPL Financial→ |
| C48 | ANCHOR CAPITAL ADVISORS LLC CRD 105540 | MA | $2.37B | 17 | LPL Financial→ |
| C47 | PW ADVISORS, LLC CRD 336499 | FL | $131.8M | 3 | LPL Financial→ |
| C47 | BYRNE FINANCIAL FREEDOM, LLC CRD 167893 | MA | $546.4M | 6 | LPL Financial→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C44 | JACKSONVILLE WEALTH MANAGEMENT, LLC CRD 309312 | FL | $533.5M | 5 | LPL Financial→ |
| C43 | CYCAP PARTNERS, LLC CRD 335347 | FL | $143.2M | 4 | LPL Financial→ |
| C42 | WINTHROP ADVISORY GROUP, LLC CRD 288178 | MA | $3.10B | 27 | LPL Financial→ |
| C41 | FLAGSHIP PRIVATE WEALTH, LLC CRD 175277 | MA | $447.2M | 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 | FLAGSHIP HARBOR ADVISORS, LLC CRD 155733 | MA | $3.42B | 50 | LPL Financial→ |
| C39 | WEALTH ADVISORS OF TAMPA BAY LLC CRD 162724 | FL | $456.8M | 4 | LPL Financial→ |
| C38 | ATWATER WEALTH MANAGEMENT, INC. CRD 172749 | MA | $248.2M | 2 | LPL Financial→ |
| C37 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC CRD 169274 | FL | $571.2M | 3 | LPL Financial→ |
| C36 | PSI ADVISORS, LLC CRD 285880 | FL | $800.9M | 11 | LPL Financial→ |
| C34 | RD LEWIS HOLDINGS, INC. CRD 156073 | FL | $256.8M | 2 | LPL Financial→ |
| C28 | OPINICUS CAPITAL, INC. CRD 168344 | FL | $297.1M | 4 | LPL Financial→ |
| C28 | GOODMAN ADVISORY GROUP, LLC CRD 285637 | MA | $415.5M | 6 | LPL Financial→ |
| C26 | STRENGTHENING FAMILIES & COMMUNITIES, LLC CRD 282573 | MA | $610.0M | 11 | LPL Financial→ |
| C26 | GOOD LIFE ADVISORS, LLC CRD 171898 | FL | $4.35B | 50 | LPL Financial→ |
| C24 | DAKOTA WEALTH, LLC CRD 297987 | FL | $6.94B | 50 | LPL Financial→ |
| C22 | ALTA WEALTH ADVISORS LLC CRD 293675 | MA | $664.6M | 12 | LPL Financial→ |
| C19 | GAINES FINANCIAL GROUP CRD 157037 | FL | — | — | LPL Financial→ |
| C13 | ALLEN & COMPANY OF FLORIDA, LLC CRD 25 | FL | — | 5 | LPL Financial→ |
