| B64 | HERITAGE WEALTH MANAGEMENT GROUP, LTD CRD 148459 | VA | $152.2M | 3 | Altruist→ |
| B55 | YOST CAPITAL MANAGEMENT, LP CRD 153082 | TX | $189.3M | — | Morgan Stanley→ |
| C47 | GRAETZ WEALTH, LLC CRD 317857 | MI | $158.2M | 3 | Altruist→ |
| C43 | THE ABBIT MANAGEMENT CORP CRD 110507 | MI | $252.3M | 3 | Altruist→ |
| C39 | SHOTEN CAPITAL LP CRD 339620 | TX | $622.4M | — | Morgan Stanley→ |
| C39 | STURMAN WEALTH ADVISORS, LLC CRD 331560 | VA | $116.4M | 2 | Altruist→ |
| C39 | ARVIN CAPITAL MANAGEMENT LP CRD 315672 | TX | $953.4M | — | Morgan Stanley→ |
| C39 | CORNERSTONE WEALTH PARTNERS, LLC CRD 146602 | MI | $145.9M | 10 | Altruist→ |
| C38 | WINNOW WEALTH, LLC CRD 317181 | TX | $145.0M | 5 | Altruist→ |
| C38 | CROW'S NEST HOLDINGS LP CRD 316652 | VA | $636.6M | — | Morgan Stanley→ |
| C37 | PECUSAVVY FINANCIAL, LLC CRD 339768 | TX | $9.1M | 1 | Altruist→ |
| C36 | PROEM ADVISORS LLC CRD 300404 | TX | $474.1M | — | Morgan Stanley→ |
| C34 | GFS ADVISORS LLC CRD 143110 | TX | $3.76B | 10 | Morgan Stanley→ |
| C33 | EIGHT PARTNERS VC, LLC CRD 283031 | TX | $13.38B | — | Morgan Stanley→ |
| C31 | SATURN V CAPITAL MANAGEMENT LP CRD 316649 | TX | $793.2M | 1 | Morgan Stanley→ |
| C31 | LOWE, BROCKENBROUGH & COMPANY, INC. CRD 105142 | VA | $5.49B | 16 | Morgan Stanley→ |
| C30 | COLUMBIA CAPITAL, L.P. CRD 159616 | VA | $9.10B | — | Morgan Stanley→ |
| C28 | BWCP, LP CRD 305638 | TX | $1.23B | — | Morgan Stanley→ |
| C24 | EVOLUTION ADVISERS, INC. CRD 149615 | VA | $337.2M | 5 | Altruist→ |
| C24 | NAVIMED CAPITAL ADVISORS, LLC CRD 169508 | VA | $904.9M | — | Morgan Stanley→ |
| C23 | BRINDLE & BAY FINANCIAL ADVISORS, LLC CRD 291747 | TX | $184.8M | 3 | Altruist→ |
| C23 | INVESTURE, LLC CRD 130099 | VA | $38.52B | 1 | Morgan Stanley→ |
| C22 | PERMIAN INVESTMENT PARTNERS, LP CRD 156893 | TX | $2.43B | 1 | Morgan Stanley→ |
| C22 | SAPPHIRE VENTURES, LLC CRD 161558 | TX | $10.44B | — | Morgan Stanley→ |
| C22 | RANGE ADVISORY, LLC CRD 321969 | VA | $653.9M | 33 | Altruist→ |
| C15 | HUDSON WAY CAPITAL MANAGEMENT, LLC CRD 172400 | TX | $1.40B | 1 | Morgan Stanley→ |
