| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 2 | Raymond James→ |
| B56 | WILLIAM B. WALKUP & ASSOCIATES, INC. CRD 135533 | SC | $178.3M | 3 | Interactive Brokers→ |
| B54 | VENTURE INVESTMENT MANAGEMENT CO., L.L.C. CRD 160002 | NJ | $636.8M | — | Raymond James→ |
| B54 | DRAKE CAPITAL ADVISORS LLC CRD 136716 | CT | $713.4M | — | Interactive Brokers→ |
| C49 | RANGELEY CAPITAL, LLC CRD 152725 | CT | $220.5M | — | Interactive Brokers→ |
| 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 | KENNEDY INVESTMENT GROUP, INC. CRD 322605 | NJ | $633.2M | 5 | Raymond James→ |
| C35 | HILTON HEAD CAPITAL PARTNERS, LLC CRD 299375 | SC | $409.5M | 6 | Raymond James→ |
| C33 | TEEWINOT CAPITAL ADVISERS, L.L.C. CRD 138757 | CT | $1.61B | — | Interactive Brokers→ |
| C33 | WHARTON MIDMARKET INVESTMENT ADVISORS INC. CRD 301186 | CT | $231.1M | 2 | Raymond James→ |
| C33 | EAGLE WEALTH STRATEGIES, LLC CRD 323814 | NJ | $653.8M | 9 | 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→ |
| C25 | ALTERNATIVE CAPITAL FUND MANAGEMENT LLC CRD 311532 | NJ | $1.24B | — | Interactive Brokers→ |
| 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→ |
| C22 | BREACHER CAPITAL ADVISORS, LLC CRD 307943 | CT | $7.5M | — | Interactive Brokers→ |
| C21 | YORKVILLE ADVISORS GLOBAL, LP CRD 165390 | NJ | $900.0M | — | Raymond James→ |
| C19 | MTM INVESTMENT MANAGEMENT, LLC CRD 297500 | SC | $678.1M | 5 | Raymond James→ |
| C14 | GRK PARTNERS LP CRD 162433 | CT | — | — | Interactive Brokers→ |
