| A79 | SANCTUARY WEALTH ADVISORS LLC CRD 285428 | CO | $191.5M | 2 | Pershing→ |
| A65 | NEW ENGLAND SCHOONER, INC. CRD 129552 | MA | $165.2M | 4 | Pershing→ |
| B63 | ACCELERATED WEALTH ADVISORS LLC CRD 170022 | CO | $180.5M | 1 | Pershing→ |
| B62 | IBS CAPITAL LLC CRD 160585 | MA | $123.0M | — | 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→ |
| C42 | GENEOS WEALTH MANAGEMENT, INC. CRD 120894 | CO | $9.22B | 50 | Pershing→ |
| C42 | ADVISORS ASSET MANAGEMENT, INC. CRD 46727 | CO | $2.21B | 50 | Pershing→ |
| C41 | BEATON MANAGEMENT CO INC CRD 104728 | MA | $445.7M | — | Pershing→ |
| C39 | 71 WEST CAPITAL PARTNERS, LLC CRD 338756 | MA | $5.51B | 6 | Pershing→ |
| C38 | KANAME CAPITAL, L.P. CRD 300565 | MA | $319.7M | — | Pershing→ |
| C30 | MOODY ALDRICH PARTNERS, LLC CRD 106920 | MA | $864.3M | 2 | Pershing→ |
| C24 | ARAX ADVISORY PARTNERS, LLC CRD 133535 | CO | $11.30B | 50 | Pershing→ |
| C24 | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC CRD 174433 | MA | $2.20B | 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→ |
| C20 | BOLTON SECURITIES CORP CRD 129376 | MA | $8.28B | 50 | Pershing→ |
| C20 | CRAWFORD FUND MANAGEMENT, LLC CRD 158659 | MA | $356.1M | 3 | Pershing→ |
