| 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→ |
| C42 | GENEOS WEALTH MANAGEMENT, INC. CRD 120894 | CO | $9.22B | 50 | Pershing→ |
| C42 | ADVISORS ASSET MANAGEMENT, INC. CRD 46727 | CO | $2.21B | 50 | Pershing→ |
| C32 | CREATIVE INVESTMENT GROUP LLC CRD 334028 | TN | $209.0M | 6 | Pershing→ |
| C31 | TRANSAMERICA RETIREMENT ADVISORS, LLC CRD 107319 | IA | $18.83B | 39 | 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→ |
| C21 | BASEPOINT WEALTH, LLC CRD 289538 | IA | $883.8M | 13 | Pershing→ |
