| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 2 | Raymond James→ |
| B59 | DIPSEA CAPITAL, LLC CRD 257787 | CA | $58.3M | 2 | Apex Clearing→ |
| B50 | BEYOND FINANCIAL SERVICES CRD 286350 | CA | $176.7M | 1 | Raymond James→ |
| C47 | DIMENSIONS WEALTH MANAGEMENT, LLC CRD 298928 | CA | $152.1M | 2 | Raymond James→ |
| C46 | ACME, LLC CRD 168736 | CA | $767.5M | — | Raymond James→ |
| C45 | CENTRAL VALLEY ADVISORS, LLC CRD 324974 | CA | $633.7M | 7 | Raymond James→ |
| C45 | CARROLL INVESTORS, INC. CRD 311180 | SC | $221.4M | 2 | Raymond James→ |
| C44 | KREITLER FINANCIAL LLC CRD 309056 | CT | $584.9M | 5 | Raymond James→ |
| C41 | COASTLINE COMPLETE WEALTH LLC CRD 338227 | SC | $213.6M | 2 | Raymond James→ |
| C40 | PASSPORT CAPITAL, LLC CRD 134484 | CA | $532.4M | — | Raymond James→ |
| C39 | SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC CRD 146270 | CT | $192.1M | 3 | Raymond James→ |
| C39 | GREENSLEDGE ASSET MANAGEMENT LLC CRD 307732 | CT | $592.8M | 1 | Raymond James→ |
| C39 | HARBOUR WEALTH MANAGEMENT GROUP, INC. CRD 314496 | SC | $266.2M | 3 | Raymond James→ |
| C38 | KACHKOVSKY & FISHER, INC. CRD 117811 | CA | $305.1M | 3 | Raymond James→ |
| C36 | CLARIVEST ASSET MANAGEMENT LLC CRD 139785 | CA | $3.05B | — | Raymond James→ |
| C35 | HILTON HEAD CAPITAL PARTNERS, LLC CRD 299375 | SC | $409.5M | 6 | Raymond James→ |
| C35 | A16Z PERENNIAL MANAGEMENT, L.P. CRD 324429 | CA | $2.74B | — | Raymond James→ |
| C33 | WHARTON MIDMARKET INVESTMENT ADVISORS INC. CRD 301186 | CT | $231.1M | 2 | Raymond James→ |
| C33 | SANCUS CAPITAL MANAGEMENT LP CRD 157121 | CA | $618.9M | — | Raymond James→ |
| C33 | C.M. CAPITAL ADVISORS, LLC CRD 157529 | CA | $1.96B | — | Raymond James→ |
| C32 | OBJECTIVITY SQUARED, LLC CRD 311052 | SC | $487.8M | 4 | Raymond James→ |
| C32 | INTENTIONAL, LLC CRD 318570 | SC | $175.8M | 3 | Raymond James→ |
| C29 | AMITY VENTURES, LLC CRD 290313 | CA | $1.74B | — | Raymond James→ |
| C29 | FINTRON ADVISORS, LLC CRD 324052 | CT | $0 | — | Apex Clearing→ |
| C28 | PORTFOLIO ADVISORS LLC CRD 105981 | CT | $47.84B | — | Raymond James→ |
| C28 | ARCHER CAPITAL GROUP MANAGEMENT, LLC CRD 317047 | CA | $659.6M | — | Raymond James→ |
| C26 | NEWVIEW CAPITAL MANAGEMENT, LLC CRD 298161 | CA | $3.86B | — | Raymond James→ |
| C26 | SMASH VENTURES MANAGEMENT COMPANY LP CRD 299799 | CA | $3.46B | — | Raymond James→ |
| C25 | AKKADIAN VENTURES, INC. CRD 171036 | CA | $841.2M | — | Raymond James→ |
| C24 | CF PRIVATE EQUITY, INC. CRD 110657 | CT | $15.78B | 1 | Raymond James→ |
| C24 | A16Z CAPITAL MANAGEMENT, L.L.C. CRD 160489 | CA | $106.48B | — | Raymond James→ |
| C24 | KLINE HILL PARTNERS LP CRD 283283 | CT | $11.71B | — | Raymond James→ |
| C20 | RWWM, INC. CRD 148221 | CA | $1.54B | 5 | Raymond James→ |
| C20 | GGP MANAGEMENT, L.P. CRD 310340 | CA | $1.33B | — | Raymond James→ |
| C19 | MTM INVESTMENT MANAGEMENT, LLC CRD 297500 | SC | $678.1M | 5 | Raymond James→ |
| C18 | SHASTA VENTURES CRD 162676 | CA | — | — | Raymond James→ |
| C17 | HORSLEY BRIDGE PARTNERS LLC CRD 110877 | CA | $23.61B | — | Raymond James→ |
| C15 | MANHATTAN WEST ASSET MANAGEMENT, LLC CRD 283630 | CA | $1.16B | 10 | Raymond James→ |
