| A79 | SANCTUARY WEALTH ADVISORS LLC CRD 285428 | CO | $191.5M | 2 | Pershing→ |
| B63 | ACCELERATED WEALTH ADVISORS LLC CRD 170022 | CO | $180.5M | 1 | Pershing→ |
| B61 | TOWLE & CO CRD 110862 | CO | $473.7M | 11 | Pershing→ |
| B60 | HINDS FINANCIAL GROUP INC CRD 129971 | CO | $536.9M | 6 | Pershing→ |
| B54 | BEAR CREEK ASSET MANAGEMENT, LLC CRD 137677 | CO | $5.19B | 8 | Pershing→ |
| B50 | CAMBIAR INVESTORS, LLC CRD 115093 | CO | $2.92B | 3 | Morgan Stanley→ |
| C50 | SWAN WEALTH ADVISORS, LLC CRD 292755 | CO | $98.0M | — | Pershing→ |
| C47 | BLACK SWIFT GROUP, LLC CRD 286084 | CO | $694.1M | 9 | Pershing→ |
| C45 | BRADLEY WEALTH LLC CRD 131808 | AZ | $196.7M | 3 | Pershing→ |
| C44 | EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLC CRD 298843 | CO | $476.0M | — | Morgan Stanley→ |
| C42 | GENEOS WEALTH MANAGEMENT, INC. CRD 120894 | CO | $9.22B | 50 | Pershing→ |
| C42 | ADVISORS ASSET MANAGEMENT, INC. CRD 46727 | CO | $2.21B | 50 | Pershing→ |
| C40 | ABLE FINANCIAL GROUP, LLC CRD 323646 | AZ | $732.9M | 9 | Pershing→ |
| C36 | GALLOWAY ASSET MANAGEMENT LLC CRD 141091 | AZ | $17.9M | 26 | Pershing→ |
| C32 | J. P. DAVIS, INC. CRD 289548 | AZ | $242.0M | 4 | Pershing→ |
| C26 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC CRD 149122 | CO | $14.73B | 26 | Morgan Stanley→ |
| C24 | ARAX ADVISORY PARTNERS, LLC CRD 133535 | CO | $11.30B | 50 | Pershing→ |
| C24 | SACHEM HILL LLC CRD 174210 | CO | $1.18B | 4 | Pershing→ |
| C23 | EMPOWER ADVISORY GROUP, LLC CRD 112058 | CO | $195.43B | 50 | Pershing→ |
| C21 | BDT & ASSOCIATES, INC. CRD 288008 | AZ | $371.1M | 11 | Pershing→ |
| C18 | COOK STREET CONSULTING, INC. CRD 112829 | CO | — | — | Morgan Stanley→ |
| C18 | S.E. THORN & CO. CRD 113754 | AZ | — | 4 | Pershing→ |
| C15 | ASTEROZOA MANAGEMENT LLC CRD 316870 | AZ | $103.9M | 3 | Pershing→ |
