| A65 | PSC FINANCIAL LLC CRD 172054 | MN | $135.1M | 2 | LPL Financial→ |
| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | LPL Financial→ |
| B62 | KOOB WEALTH MANAGEMENT, LLC CRD 154830 | MN | $171.8M | 1 | LPL Financial→ |
| B53 | THE YANKER GROUP, INC. CRD 281364 | MO | $296.4M | 5 | LPL Financial→ |
| B51 | VPWM ADVISORS, LLC CRD 167886 | MN | $326.6M | 15 | LPL Financial→ |
| B50 | DSG CAPITAL ADVISORS, LLC CRD 332056 | MN | $780.3M | 7 | LPL Financial→ |
| C48 | SUMMIT GROUP RETIREMENT PLANNERS, INC. CRD 169823 | PA | $302.3M | 3 | LPL Financial→ |
| C47 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. CRD 157523 | PA | $622.3M | 6 | LPL Financial→ |
| C47 | KRAFT, DAVIS & ASSOCIATES, LLC CRD 175085 | MO | $768.5M | 6 | LPL Financial→ |
| C47 | IWEALTH FINANCIAL, LLC CRD 329980 | MN | $311.6M | 6 | LPL Financial→ |
| C42 | FOX FINANCIAL, INC. CRD 319679 | PA | $271.8M | 5 | LPL Financial→ |
| C42 | JACOBI CAPITAL MANAGEMENT, LLC CRD 147663 | PA | $2.64B | 30 | LPL Financial→ |
| C41 | DIVERSIFIED FINANCIAL ADVISORS, LLC CRD 118261 | MO | $585.9M | 4 | LPL Financial→ |
| C40 | SUMMIT INVESTMENT ADVISORY SERVICES, LLC CRD 168594 | MN | $745.8M | 8 | LPL Financial→ |
| C40 | 360 FINANCIAL, INC. CRD 168600 | MN | $700.5M | 10 | LPL Financial→ |
| C40 | INVARIANT INVESTMENT MANAGEMENT LLC CRD 168772 | PA | $182.7M | 6 | LPL Financial→ |
| C39 | NINTH AVENUE CAPITAL, LP CRD 337730 | MO | $536.0M | — | Morgan Stanley→ |
| C38 | CIM INVESTMENT MANAGEMENT INC CRD 106292 | PA | $1.28B | — | Morgan Stanley→ |
| C38 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 284547 | PA | $356.1M | 6 | LPL Financial→ |
| C38 | HENDERSON BROTHERS FINANCIAL PARTNERS LLC CRD 333732 | PA | $406.8M | 19 | LPL Financial→ |
| C34 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST CRD 105390 | PA | $164.32B | 50 | LPL Financial→ |
| C33 | THREE CORD TRUE WEALTH MANAGEMENT, LLC CRD 307480 | PA | $317.9M | 6 | LPL Financial→ |
| C31 | INDEPENDENCE SQUARE HOLDINGS, LLC CRD 300139 | PA | $1.83B | 40 | LPL Financial→ |
| C28 | MBM WEALTH CONSULTANTS, LLC CRD 169091 | MO | $476.7M | 10 | LPL Financial→ |
| C26 | PATRIOT FINANCIAL MANAGER, L.P. CRD 159818 | PA | $1.13B | — | Morgan Stanley→ |
| C25 | CORNERSTONE WEALTH MANAGEMENT, LLC CRD 164666 | MO | $4.93B | 50 | LPL Financial→ |
| C25 | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC CRD 284430 | MN | $1.54B | 24 | LPL Financial→ |
| C25 | CONVERGENCE FINANCIAL, LLC CRD 304146 | MO | $904.0M | 24 | LPL Financial→ |
| 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 | ARGOSY CAPITAL GROUP, LLC CRD 160212 | PA | $3.74B | — | Morgan Stanley→ |
