| A69 | EMERALD ASSET MANAGEMENT, INC. CRD 174691 | NC | $120.8M | 2 | Raymond James→ |
| A65 | PHASE III ADVISORY SERVICES, LTD CRD 122959 | IL | $210.9M | 3 | Pershing→ |
| B65 | VN CAPITAL MANAGEMENT, LLC CRD 166761 | NC | $63.0M | — | Pershing→ |
| B64 | NEW VERNON INVESTMENT MANAGEMENT LLC CRD 160247 | IL | $115.5M | — | Pershing→ |
| B60 | ACCESS FINANCIAL GROUP, INC. CRD 33065 | IL | $302.3M | 5 | Raymond James→ |
| B58 | SOUTH GEORGIA CAPITAL, LLC CRD 146765 | IL | $134.0M | 2 | Pershing→ |
| B57 | H. L. ORMOND & COMPANY, LLC CRD 313593 | NC | $401.4M | 2 | Raymond James→ |
| B55 | SIGNATURE FINANCIAL SERVICES, LTD CRD 123729 | IL | $274.0M | 13 | Pershing→ |
| B54 | CROSSGEN WEALTH LLC CRD 336270 | NC | $222.8M | 2 | Raymond James→ |
| C48 | CAPITAL DEVELOPERS, LLC CRD 292797 | NC | $221.5M | — | Raymond James→ |
| C48 | PURSUIT WEALTH MANAGEMENT, LLC CRD 337709 | NC | $457.5M | 4 | Raymond James→ |
| C48 | TAR RIVER WEALTH PLANNING, LLC CRD 328530 | NC | $401.2M | 5 | Raymond James→ |
| C47 | PHOENIX WEALTH ADVISORS INC. CRD 118412 | NC | $641.4M | 7 | Raymond James→ |
| C47 | ONE8ZERO8, LLC CRD 332702 | NC | $644.6M | 4 | Raymond James→ |
| C46 | UWHARRIE INVESTMENT ADVISORS, INC. CRD 117592 | NC | $337.8M | 17 | Pershing→ |
| C44 | COZAD ASSET MANAGEMENT INC CRD 104764 | IL | $2.62B | 20 | Pershing→ |
| C44 | SAGE PRIVATE WEALTH GROUP, LLC CRD 173399 | IL | $440.8M | 10 | Raymond James→ |
| C44 | MAUNEY-PITT FINANCIAL MANAGEMENT, INC. CRD 337870 | NC | $0 | 2 | Raymond James→ |
| C43 | COFG ADVISORS, LLC CRD 333344 | IL | $1.21B | 11 | Raymond James→ |
| C43 | CAPITAL INVESTMENT COUNSEL INC CRD 104591 | NC | $1.02B | 4 | Pershing→ |
| C42 | MUIRFIELD WEALTH ADVISORS LLC CRD 316071 | NC | $255.8M | 2 | Raymond James→ |
| C41 | HORIZON FAMILY WEALTH, INC. CRD 315484 | IL | $278.8M | 3 | Raymond James→ |
| C40 | QRG CAPITAL MANAGEMENT, INC. CRD 305277 | IL | $11.41B | 2 | Pershing→ |
| C39 | SAVANT INVESTMENT ADVISERS, INC. CRD 121794 | IL | $162.5M | 3 | Pershing→ |
| C38 | FDX ADVISORS, INC. CRD 104601 | IL | $832.8M | — | Pershing→ |
| C37 | NEW VERNON WEALTH MANAGEMENT LLC CRD 164775 | IL | $781.0M | 1 | Pershing→ |
| C37 | BUSEY CAPITAL MANAGEMENT, INC. CRD 128044 | IL | $493.8M | 4 | Raymond James→ |
| C36 | PRECISE INVESTMENT MANAGEMENT, INC. CRD 282557 | IL | $186.3M | 8 | Pershing→ |
| C36 | DAVIS INVESTMENT PARTNERS, LLC CRD 318783 | NC | $390.0M | 2 | Raymond James→ |
| C36 | JOEL ADAMS AND ASSOCIATES INC. CRD 319379 | NC | $305.6M | 3 | Raymond James→ |
| C36 | PORT CAPITAL LLC CRD 206517 | IL | $2.85B | 1 | Pershing→ |
| C35 | ENVESTNET ASSET MANAGEMENT, INC. CRD 111694 | IL | $614.93B | 50 | Pershing→ |
| C34 | CL WEALTH MANAGEMENT LLC CRD 134922 | IL | $733.6M | 42 | Raymond James→ |
| 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 | TENET WEALTH PARTNERS, LLC CRD 339818 | IL | $0 | 3 | Pershing→ |
| C32 | BENCHMARK INVESTMENT ADVISORS LLC CRD 159705 | IL | $329.2M | 3 | Pershing→ |
| C31 | FIRST CITIZENS INVESTOR SERVICES, INC. CRD 44430 | NC | $2.63B | 50 | Pershing→ |
| C31 | ARCHFORD CAPITAL STRATEGIES, LLC CRD 164482 | IL | $1.49B | 16 | Pershing→ |
| C27 | HORIZON INVESTMENTS LLC CRD 109552 | NC | $8.47B | 27 | Pershing→ |
| C26 | ALLEN WEALTH MANAGEMENT, LLC CRD 133038 | NC | $664.3M | 3 | Raymond James→ |
| C26 | MWA FINANCIAL SERVICES, INC. CRD 112630 | IL | $640.0M | 50 | Pershing→ |
| C22 | WISHBONE MANAGEMENT, LP CRD 283479 | IL | $1.12B | — | Pershing→ |
| C21 | RELIANT INVESTMENT PARTNERS, LLC CRD 297369 | NC | $268.3M | 3 | Raymond James→ |
| C17 | FINANCIAL SYMMETRY INCORPORATED CRD 118443 | NC | $1.54B | 15 | Pershing→ |
| C16 | FLOWSTRAT FINANCIAL PLANNING, LLC CRD 304041 | IL | — | — | Pershing→ |