| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 2 | Raymond James→ |
| B56 | ASSET MANAGEMENT GROUP INVESTMENT CORP. CRD 168369 | CO | $151.2M | — | Raymond James→ |
| B50 | TRG INVESTMENT ADVISORS, LLC CRD 315629 | CO | $167.1M | 6 | Raymond James→ |
| C48 | THE MILLSTONE EVANS GROUP, LLC CRD 311142 | CO | $893.3M | 8 | Raymond James→ |
| C46 | BROADVIEW WEALTH PARTNERS, LLC CRD 335028 | CO | $304.7M | 4 | 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→ |
| 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→ |
| C35 | HILTON HEAD CAPITAL PARTNERS, LLC CRD 299375 | SC | $409.5M | 6 | Raymond James→ |
| C33 | WHARTON MIDMARKET INVESTMENT ADVISORS INC. CRD 301186 | CT | $231.1M | 2 | Raymond James→ |
| C33 | INTENTIONAL WEALTH STRATEGIES CRD 327743 | CO | $171.3M | 3 | 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→ |
| C28 | PORTFOLIO ADVISORS LLC CRD 105981 | CT | $47.84B | — | Raymond James→ |
| C24 | CF PRIVATE EQUITY, INC. CRD 110657 | CT | $15.78B | 1 | Raymond James→ |
| C24 | KLINE HILL PARTNERS LP CRD 283283 | CT | $11.71B | — | Raymond James→ |
| C21 | CCM PARTNERS, LP CRD 104720 | CO | $6.52B | 16 | Raymond James→ |
| C19 | MTM INVESTMENT MANAGEMENT, LLC CRD 297500 | SC | $678.1M | 5 | Raymond James→ |
