| 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→ |
| C50 | SWAN WEALTH ADVISORS, LLC CRD 292755 | CO | $98.0M | — | Pershing→ |
| C47 | BLACK SWIFT GROUP, LLC CRD 286084 | CO | $694.1M | 9 | Pershing→ |
| C47 | COMPASS FINANCIAL ADVISORS LLC CRD 109131 | IN | $282.5M | 7 | Pershing→ |
| 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 | MONARCH CAPITAL MANAGEMENT INC CRD 106244 | IN | $495.7M | 4 | Pershing→ |
| C33 | ONEAMERICA SECURITIES, INC. CRD 4173 | IN | $306.1M | 50 | Pershing→ |
| C28 | SAPIENT CAPITAL LLC CRD 324899 | IN | $13.76B | 33 | Pershing→ |
| 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→ |
| C22 | SCHMIDT, JACOB AARON CRD 121034 | IN | $212.6M | 7 | Pershing→ |
