| B53 | LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. CRD 171967 | NJ | $237.4M | 1 | LPL Financial→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| C47 | NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | OR | $200.0M | 2 | LPL Financial→ |
| C47 | VISION RETIREMENT, LLC CRD 173064 | NJ | $633.7M | 7 | LPL Financial→ |
| C47 | ROCK CREEK WEALTH MANAGEMENT, LLC CRD 336666 | OR | $101.1M | 3 | LPL Financial→ |
| C46 | ABNER HERRMAN & BROCK, LLC CRD 8517 | NJ | $2.74B | 5 | LPL Financial→ |
| C46 | CARLSON FINANCIAL, INC. CRD 335831 | OR | $318.0M | 4 | LPL Financial→ |
| C45 | AXIOM WEALTH STRATEGIES, LLC CRD 313124 | OR | $124.7M | 2 | LPL Financial→ |
| C41 | ALIGN ADVISOR GROUP, LLC CRD 336638 | NJ | $127.5M | 2 | LPL Financial→ |
| C41 | CROSS FINANCIAL ADVISORS, LLC CRD 287686 | OR | $481.8M | 11 | LPL Financial→ |
| C32 | WOMEN'S WEALTH ADVISOR CRD 317291 | NJ | $120.8M | 7 | LPL Financial→ |
| C28 | ATLAS PRIVATE WEALTH ADVISORS, LLC CRD 283744 | NJ | $859.8M | 19 | LPL Financial→ |
| C27 | FORGE FINANCIAL SERVICES, LLC CRD 306480 | OK | $1.46B | 15 | LPL Financial→ |
| C24 | VAN LEEUWEN & COMPANY, LLC CRD 126447 | NJ | — | — | LPL Financial→ |
