| A65 | THE WEALTH COACH, LLC CRD 144588 | TX | $219.6M | 3 | Pershing→ |
| B65 | VN CAPITAL MANAGEMENT, LLC CRD 166761 | NC | $63.0M | — | Pershing→ |
| B58 | DDELTA REAL ESTATE INVESTMENTS INC. CRD 326662 | TX | $169.6M | 1 | Pershing→ |
| B57 | KERCHEVILLE ADVISORS LLC CRD 169471 | TX | $554.7M | 3 | Pershing→ |
| B55 | NEXUS ONE FINANCIAL ADVISORS LLC CRD 336809 | TX | $552.0M | 6 | Pershing→ |
| B54 | SCALAR GAUGE MANAGEMENT, LLC CRD 287991 | TX | $199.4M | — | Pershing→ |
| B54 | PROMUS ASSET MANAGEMENT, LLC CRD 157484 | TX | $384.6M | 4 | Pershing→ |
| B50 | JACKSON HILL ADVISORS, LLC CRD 284162 | TX | $217.9M | — | Pershing→ |
| C48 | MCGOWAN GROUP ASSET MANAGEMENT, INC. CRD 154127 | TX | $1.08B | 7 | Pershing→ |
| C48 | RPOA ADVISORS, INC. CRD 157222 | TX | $3.59B | 37 | Pershing→ |
| C47 | HAZOOR PARTNERS, LLC CRD 289744 | TX | $330.7M | — | Pershing→ |
| C46 | UWHARRIE INVESTMENT ADVISORS, INC. CRD 117592 | NC | $337.8M | 17 | Pershing→ |
| C46 | EIGHT 31 FINANCIAL, LLC CRD 327632 | TX | $532.4M | 4 | Pershing→ |
| C43 | CAPITAL INVESTMENT COUNSEL INC CRD 104591 | NC | $1.02B | 4 | Pershing→ |
| C42 | MULTICOIN CAPITAL MANAGEMENT, LLC CRD 297302 | TX | $2.69B | — | Pershing→ |
| C41 | SANDERS MORRIS LLC CRD 20580 | TX | $576.1M | 25 | Pershing→ |
| C40 | RIA GLOBAL RESEARCH, LLC CRD 332608 | TX | $928K | 2 | Pershing→ |
| C35 | NEXADVISORS, LLC CRD 317477 | TX | $26.1M | 2 | Pershing→ |
| C35 | BANORTE VENTURES LTD. CRD 335283 | TX | $52K | 8 | Pershing→ |
| C34 | FIRST CITIZENS ASSET MANAGEMENT, INC CRD 140777 | NC | $465.1M | 50 | Pershing→ |
| C33 | CASSIA CAPITAL PARTNERS LLC CRD 159911 | NC | $251.2M | 4 | Pershing→ |
| C33 | ALTA FOX CAPITAL MANAGEMENT, LLC CRD 295816 | TX | $821.4M | — | Pershing→ |
| C32 | S.B. VALUE PARTNERS, L.P. CRD 139162 | TX | $3.89B | 7 | Pershing→ |
| C32 | PARADIGM GLOBAL INVESTORS, LLC CRD 338287 | TX | $3.03B | 2 | Pershing→ |
| C32 | CREATIVE INVESTMENT GROUP LLC CRD 334028 | TN | $209.0M | 6 | Pershing→ |
| C31 | FIRST CITIZENS INVESTOR SERVICES, INC. CRD 44430 | NC | $2.63B | 50 | Pershing→ |
| C31 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. CRD 156925 | TX | $14.45B | 9 | Pershing→ |
| C31 | SENDERO WEALTH MANAGEMENT, LLC CRD 145594 | TX | $6.51B | 21 | Pershing→ |
| C29 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC CRD 111838 | TX | $9.26B | 29 | Pershing→ |
| C28 | FIRST COMMAND ADVISORY SERVICES CRD 281958 | TX | $24.43B | 50 | Pershing→ |
| C27 | BANORTE ASSET MANAGEMENT, INC. CRD 290555 | TX | $661.2M | 17 | Pershing→ |
| C27 | HORIZON INVESTMENTS LLC CRD 109552 | NC | $8.47B | 27 | Pershing→ |
| C27 | STONECREST ADVISORS, INC. CRD 142095 | TX | $398.8M | 21 | Pershing→ |
| C26 | ALM FIRST FINANCIAL ADVISORS LLC CRD 108561 | TX | $76.17B | — | Pershing→ |
| C26 | GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC CRD 160830 | TX | $1.54B | 2 | Pershing→ |
| C26 | CRESTA ADVISORS, LTD. CRD 169641 | TX | $786.0M | 7 | Pershing→ |
| C25 | MONEX ASSET MANAGEMENT, INC. CRD 148123 | TX | $650.9M | 17 | Pershing→ |
| C25 | TRUST ASSET MANAGEMENT LLC CRD 147379 | TX | $3.21B | 3 | Pershing→ |
| C23 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. CRD 298422 | TX | $4.19B | 50 | Pershing→ |
| C21 | VOSS CAPITAL, LP CRD 158929 | TX | $1.94B | 1 | Pershing→ |
| C20 | STANSBERRY ASSET MANAGEMENT, LLC CRD 282103 | TX | $1.29B | 21 | Pershing→ |
| C17 | FINANCIAL SYMMETRY INCORPORATED CRD 118443 | NC | $1.54B | 15 | Pershing→ |
| C15 | INVESTMENT PROFESSIONALS, INC. CRD 30184 | TX | — | — | Pershing→ |
| C13 | PICKERING ENERGY PARTNERS LP CRD 302116 | TX | $1.66B | — | Pershing→ |
