| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| A65 | BLUE GRANITE CAPITAL, LLC CRD 125607 | SC | $108.8M | 3 | Pershing→ |
| B64 | HANOVER ADVISORS, INC CRD 119655 | SC | $354.9M | 3 | Pershing→ |
| B54 | NORRIS FINANCIAL GROUP, LLC CRD 129422 | SC | $353.0M | 3 | Pershing→ |
| C48 | SCHMIDT FINANCIAL MANAGEMENT, INC. CRD 328247 | WA | $497.5M | 2 | Pershing→ |
| C43 | FINANCIAL PLAN, INC. CRD 116073 | WA | $1.60B | 12 | Pershing→ |
| C43 | PAUL R. RIED FINANCIAL GROUP, LLC CRD 297284 | WA | $1.27B | 9 | Pershing→ |
| C38 | ADVR, INC CRD 318823 | SC | $126.8M | 3 | Altruist→ |
| C34 | MCILRATH & ECK, LLC CRD 145252 | WA | $1.36B | 6 | Pershing→ |
| C31 | SATURNA CAPITAL CORPORATION CRD 25586 | WA | $8.62B | 33 | Pershing→ |
| C31 | MOKAN WEALTH MANAGEMENT INC CRD 328005 | KS | $250.3M | 2 | Altruist→ |
| C29 | RETIREMENT PORTFOLIOS, LLC CRD 330289 | KS | $290.0M | 2 | Altruist→ |
| C29 | RUSSELL INVESTMENT MANAGEMENT, LLC CRD 105734 | WA | $68.60B | 50 | Pershing→ |
| C27 | ALTRAVUE CAPITAL, LLC CRD 283260 | WA | $1.54B | 4 | Pershing→ |
| C27 | SCOTT VALUE INVESTING CRD 143579 | WA | — | 1 | Altruist→ |
| C26 | RDST CAPITAL LLC CRD 284645 | WA | $1.28B | 1 | Pershing→ |
| C18 | FLECKENSTEIN CAPITAL, INC. CRD 116810 | WA | — | 2 | Pershing→ |
| C17 | VAIL RIDGE CAPITAL, LLC CRD 173397 | WA | — | 1 | Altruist→ |
