| A79 | SANCTUARY WEALTH ADVISORS LLC CRD 285428 | CO | $191.5M | 2 | Pershing→ |
| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | 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→ |
| C48 | SCHMIDT FINANCIAL MANAGEMENT, INC. CRD 328247 | WA | $497.5M | 2 | Pershing→ |
| C47 | BLACK SWIFT GROUP, LLC CRD 286084 | CO | $694.1M | 9 | Pershing→ |
| C43 | FINANCIAL PLAN, INC. CRD 116073 | WA | $1.60B | 12 | Pershing→ |
| C43 | PAUL R. RIED FINANCIAL GROUP, LLC CRD 297284 | WA | $1.27B | 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→ |
| C34 | MCILRATH & ECK, LLC CRD 145252 | WA | $1.36B | 6 | Pershing→ |
| C31 | SATURNA CAPITAL CORPORATION CRD 25586 | WA | $8.62B | 33 | Pershing→ |
| C29 | RUSSELL INVESTMENT MANAGEMENT, LLC CRD 105734 | WA | $68.60B | 50 | Pershing→ |
| C27 | ALTRAVUE CAPITAL, LLC CRD 283260 | WA | $1.54B | 4 | Pershing→ |
| C26 | RDST CAPITAL LLC CRD 284645 | WA | $1.28B | 1 | 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→ |
| C18 | FLECKENSTEIN CAPITAL, INC. CRD 116810 | WA | — | 2 | Pershing→ |
