| B64 | HERITAGE WEALTH MANAGEMENT GROUP, LTD CRD 148459 | VA | $152.2M | 3 | Altruist→ |
| B54 | VANTAGE CONSULTING GROUP INC CRD 105240 | VA | $241.7M | 8 | Folio Institutional→ |
| C47 | GRAETZ WEALTH, LLC CRD 317857 | MI | $158.2M | 3 | Altruist→ |
| C43 | THE ABBIT MANAGEMENT CORP CRD 110507 | MI | $252.3M | 3 | Altruist→ |
| C39 | STURMAN WEALTH ADVISORS, LLC CRD 331560 | VA | $116.4M | 2 | Altruist→ |
| C39 | CORNERSTONE WEALTH PARTNERS, LLC CRD 146602 | MI | $145.9M | 10 | Altruist→ |
| C38 | CROW'S NEST HOLDINGS LP CRD 316652 | VA | $636.6M | — | 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→ |
| C24 | EVOLUTION ADVISERS, INC. CRD 149615 | VA | $337.2M | 5 | Altruist→ |
| C24 | NAVIMED CAPITAL ADVISORS, LLC CRD 169508 | VA | $904.9M | — | Morgan Stanley→ |
| C23 | INVESTURE, LLC CRD 130099 | VA | $38.52B | 1 | Morgan Stanley→ |
| C22 | RANGE ADVISORY, LLC CRD 321969 | VA | $653.9M | 33 | Altruist→ |
| C22 | ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. CRD 299650 | MI | $1.84B | — | Folio Institutional→ |
