| B56 | ASSET MANAGEMENT GROUP INVESTMENT CORP. CRD 168369 | CO | $151.2M | — | Raymond James→ |
| B52 | GASAWAY INVESTMENT ADVISORS, INC. CRD 123807 | MI | $173.1M | 4 | 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→ |
| C48 | STONEBROOK PRIVATE LLC CRD 325434 | MI | $937.0M | 3 | Raymond James→ |
| C46 | BROADVIEW WEALTH PARTNERS, LLC CRD 335028 | CO | $304.7M | 4 | Raymond James→ |
| 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→ |
| C40 | RACHOR INVESTMENT ADVISORY SERVICES, LLC CRD 105495 | MI | $238.1M | 4 | Raymond James→ |
| C33 | INTENTIONAL WEALTH STRATEGIES CRD 327743 | CO | $171.3M | 3 | 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→ |
| C24 | STURBRIDGE CAPITAL LLC CRD 160327 | MI | $730.9M | 1 | Interactive Brokers→ |
| C21 | CCM PARTNERS, LP CRD 104720 | CO | $6.52B | 16 | Raymond James→ |
| C14 | FLORIS CAPITAL MANAGEMENT LLC CRD 335287 | CO | — | — | Interactive Brokers→ |
