| A65 | JAMES SCOTT S CO CRD 105861 | VA | $139.4M | 3 | Pershing→ |
| A65 | THE WEALTH COACH, LLC CRD 144588 | TX | $219.6M | 3 | 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→ |
| B56 | ACACIA PARTNERS, LLC CRD 281887 | TX | $220.7M | — | JPMorgan→ |
| B56 | CARLSON CAPITAL, L.P. CRD 118156 | TX | $343.8M | 1 | Wells Fargo→ |
| B55 | JOYCE WEALTH MANAGEMENT, LLC CRD 325221 | TX | $483.1M | 3 | Wells Fargo→ |
| 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→ |
| B53 | MCLAUGHLIN RYDER INVESTMENTS, INC. CRD 147529 | VA | $522.1M | 5 | Pershing→ |
| B53 | SKYLARK PRIVATE EQUITY PARTNERS, LP CRD 315174 | TX | $211.4M | — | JPMorgan→ |
| B51 | HEP PARTNERS LLC CRD 161386 | TX | $257.9M | — | JPMorgan→ |
| B51 | TAYLOR FINANCIAL GROUP, INC. CRD 116744 | VA | $410.0M | 4 | Pershing→ |
| B50 | JACKSON HILL ADVISORS, LLC CRD 284162 | TX | $217.9M | — | Pershing→ |
| B50 | VORTUS INVESTMENT ADVISORS, LLC CRD 166178 | TX | $411.7M | — | JPMorgan→ |
| B50 | STONETREE INVESTMENT PARTNERS LLC CRD 318477 | TX | $195.7M | — | JPMorgan→ |
| C50 | BLUEHEEL CRD 331771 | TX | $192.3M | 1 | JPMorgan→ |
| C50 | BUCKHORN RESOURCES, LP CRD 226647 | TX | $248.5M | — | Wells Fargo→ |
| C49 | INTEGRATED FINANCIAL SOLUTIONS, INC. CRD 112038 | VA | $303.3M | 8 | Pershing→ |
| C49 | REVERE CAPITAL MANAGEMENT LP CRD 306662 | TX | $138.7M | — | JPMorgan→ |
| C49 | SHELTON WEALTH MANAGEMENT, LLC CRD 312686 | TX | $364.5M | 4 | Wells Fargo→ |
| 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→ |
| C47 | VIRAGE CAPITAL MANAGEMENT LP CRD 167992 | TX | $588.3M | 1 | JPMorgan→ |
| C47 | NORTON CAPITAL MANAGEMENT, INC. CRD 110398 | VA | $136.6M | 1 | Pershing→ |
| C46 | HODGES CAPITAL MANAGEMENT INC CRD 110080 | TX | $1.24B | 10 | Wells Fargo→ |
| C46 | POINT BRIDGE CAPITAL, LLC CRD 168071 | TX | $419.7M | 1 | JPMorgan→ |
| C46 | EIGHT 31 FINANCIAL, LLC CRD 327632 | TX | $532.4M | 4 | Pershing→ |
| C45 | PLUSTICK MANAGEMENT LLC CRD 173707 | VA | $280.8M | — | JPMorgan→ |
| C44 | RR ADVISORS, LLC CRD 130609 | TX | $496.8M | 2 | JPMorgan→ |
| C44 | CLEAR SKY CARBON SOLUTIONS INVESTMENT MANAGEMENT, LLC CRD 311751 | TX | $466.6M | — | JPMorgan→ |
| C44 | EJF CAPITAL LP CRD 138854 | VA | $6.10B | — | JPMorgan→ |
| C44 | SAROFIM REALTY ADVISORS LLC CRD 106931 | TX | $1.16B | — | Wells Fargo→ |
| C44 | UNITY PARTNERS LP CRD 322847 | TX | $367.0M | — | JPMorgan→ |
| C43 | AEGIS FINANCIAL CORPORATION CRD 111587 | VA | $1.37B | 2 | Pershing→ |
| C43 | CASSADAY & CO WEALTH MANAGEMENT LLC CRD 317672 | VA | $7.14B | 43 | Pershing→ |
| C43 | RHODES INVESTMENT ADVISORS, INC. CRD 114245 | TX | $376.3M | 9 | Wells Fargo→ |
| C42 | CARSON MANAGEMENT COMPANY, LLC CRD 153261 | TX | $469.3M | 2 | JPMorgan→ |
| C42 | CHAMBERS ENERGY MANAGEMENT, LP CRD 155906 | TX | $1.41B | 1 | JPMorgan→ |
| C42 | LEON CAPITAL MANAGEMENT, LLC CRD 332987 | TX | $244.7M | — | JPMorgan→ |
| C42 | MULTICOIN CAPITAL MANAGEMENT, LLC CRD 297302 | TX | $2.69B | — | Pershing→ |
| C41 | SANDERS MORRIS LLC CRD 20580 | TX | $576.1M | 25 | Pershing→ |
| C41 | EVR RESEARCH LP CRD 283385 | VA | $365.0M | — | Pershing→ |
| C41 | 327 CAPITAL PARTNERS, LLC CRD 313414 | TX | $505.5M | — | JPMorgan→ |
| C40 | RIA GLOBAL RESEARCH, LLC CRD 332608 | TX | $928K | 2 | Pershing→ |
| C40 | JUNIPER CAPITAL ADVISORS, L.P. CRD 173612 | TX | $535.4M | 1 | JPMorgan→ |
| C40 | PROSPERA FINANCIAL SERVICES, INC. CRD 10740 | TX | $12.44B | 50 | Wells Fargo→ |
| C40 | FIFTH PARTNERS MANAGEMENT, LLC CRD 326712 | TX | $391.6M | — | JPMorgan→ |
