| B61 | CGI WEALTH ADVISORS, INC. CRD 311273 | PA | $129.4M | 2 | Altruist→ |
| B53 | BROADHURST FINANCIAL ADVISORS, INC. CRD 132332 | PA | $128.4M | 1 | Altruist→ |
| C47 | ODYSSEY GROUP LLC CRD 336636 | PA | $420.9M | 4 | Altruist→ |
| C39 | TENCAP WEALTH COACHING, LLC CRD 166130 | UT | $285.0M | 8 | Altruist→ |
| C38 | CIM INVESTMENT MANAGEMENT INC CRD 106292 | PA | $1.28B | — | Morgan Stanley→ |
| C38 | KULTURA CAPITAL MANAGEMENT LP CRD 327510 | UT | $244.7M | — | Morgan Stanley→ |
| C35 | RED SPRUCE CAPITAL, LLC CRD 158720 | PA | $256.9M | 4 | Altruist→ |
| C30 | CHRISTENSEN GROUP FINANCIAL, LLC CRD 318144 | MN | $24.8M | 5 | Altruist→ |
| C30 | CROSS CREEK ADVISORS, LLC CRD 165803 | UT | $1.35B | 4 | Morgan Stanley→ |
| C28 | KESLER, NORMAN & WRIDE, LLC CRD 307667 | UT | $661.4M | 5 | Altruist→ |
| C26 | PATRIOT FINANCIAL MANAGER, L.P. CRD 159818 | PA | $1.13B | — | Morgan Stanley→ |
| C24 | RICE PARK CAPITAL MANAGEMENT LP CRD 304990 | MN | $1.37B | — | Morgan Stanley→ |
| C22 | MORGAN STANLEY AIP GP LP CRD 117050 | PA | $40.85B | — | Morgan Stanley→ |
| C22 | BRIDGE MULTIFAMILY FUND MANAGER LLC CRD 159127 | UT | $49.30B | — | Morgan Stanley→ |
| C22 | ARGOSY CAPITAL GROUP, LLC CRD 160212 | PA | $3.74B | — | Morgan Stanley→ |
