| B63 | NEW ENGLAND FINANCIAL PLANNING GROUP, LLC CRD 105254 | MA | $246.1M | 3 | Raymond James→ |
| B61 | CHARLES RIVER WEALTH MANAGEMENT, LLC CRD 288017 | MA | $110.3M | 1 | Raymond James→ |
| B52 | GASAWAY INVESTMENT ADVISORS, INC. CRD 123807 | MI | $173.1M | 4 | Raymond James→ |
| C48 | STONEBROOK PRIVATE LLC CRD 325434 | MI | $937.0M | 3 | Raymond James→ |
| C47 | FLYING POINT FINANCIAL, INC. CRD 107915 | MA | $206.7M | 3 | Raymond James→ |
| C47 | GRAETZ WEALTH, LLC CRD 317857 | MI | $158.2M | 3 | Altruist→ |
| C45 | KAYDAN WEALTH MANAGEMENT, INC. CRD 108964 | MI | $726.5M | 9 | Raymond James→ |
| C45 | LIGHTSQUARE WEALTH MANAGEMENT, LLC CRD 324958 | MI | $203.5M | 3 | Raymond James→ |
| C43 | LAKESHORE FINANCIAL PLANNING INC. CRD 299129 | MI | $469.3M | 3 | Raymond James→ |
| C43 | THE ABBIT MANAGEMENT CORP CRD 110507 | MI | $252.3M | 3 | Altruist→ |
| C43 | OPENVIEW ADVISORS, LLC CRD 316766 | MA | $839.0M | — | Raymond James→ |
| C40 | RACHOR INVESTMENT ADVISORY SERVICES, LLC CRD 105495 | MI | $238.1M | 4 | Raymond James→ |
| C39 | CORNERSTONE WEALTH PARTNERS, LLC CRD 146602 | MI | $145.9M | 10 | Altruist→ |
| C34 | PUTNAM INVESTMENT MANAGEMENT, LLC CRD 106629 | MA | $117.24B | 50 | Raymond James→ |
| C32 | CENTER FOR FINANCIAL PLANNING INC CRD 109599 | MI | $1.97B | 17 | Raymond James→ |
| C32 | SPWM ADVISORS LLC CRD 328977 | MI | $299.5M | 9 | Raymond James→ |
| C28 | DB & C ADVISORS, LLC CRD 155645 | MI | $252.2M | 9 | Raymond James→ |
| C28 | BATTERY MANAGEMENT CORP. CRD 160921 | MA | $15.61B | — | Raymond James→ |
| C27 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC CRD 139068 | MA | $6.48B | — | Raymond James→ |
| C24 | DAVIS INVESTMENT VENTURES, LLC CRD 161888 | MA | $2.05B | — | Raymond James→ |
| C24 | THL MANAGERS VII, LLC CRD 171042 | MA | $21.48B | — | Raymond James→ |
| C23 | EQUITY RESOURCE INVESTMENTS, LLC CRD 161186 | MA | $1.34B | — | Raymond James→ |
| C18 | BATTERY GLOBAL ADVISORS, LLC CRD 158508 | MA | $8.37B | — | Raymond James→ |
| C16 | MOTTA WEALTH MANAGEMENT LLC CRD 329970 | MA | — | 1 | Altruist→ |
