| A79 | THE RENN WEALTH MANAGEMENT GROUP, INC. CRD 117500 | GA | $151.9M | 2 | Raymond James→ |
| B63 | NAVISTA WEALTH MANAGEMENT, INC. CRD 332373 | MN | $709.6M | 4 | Raymond James→ |
| B57 | LAUREL WEALTH PLANNING LLC CRD 122035 | MN | $453.6M | 9 | Raymond James→ |
| B54 | RFP FINANCIAL GROUP, LLC CRD 293206 | GA | $192.0M | 2 | Raymond James→ |
| B51 | CARSON ADVISORY, INC. CRD 117410 | GA | $864.9M | 7 | Raymond James→ |
| C50 | DGV SOLUTIONS LP CRD 174379 | MN | $944.4M | — | Northern Trust→ |
| C45 | COMMONWEALTH FINANCIAL PLANNERS INC CRD 106831 | GA | $227.6M | 2 | Raymond James→ |
| C45 | GALLERIA FINANCIAL ADVISORS, LLC CRD 133673 | GA | $239.2M | 2 | Raymond James→ |
| C43 | CARVAL CLO MANAGEMENT LLC CRD 298135 | MN | $7.30B | — | Northern Trust→ |
| C37 | WINSLOW CAPITAL MANAGEMENT LLC CRD 106940 | MN | $28.66B | 1 | Northern Trust→ |
| C34 | 1776 WEALTH LLC CRD 286321 | GA | $390.8M | 2 | Raymond James→ |
| C32 | CEDRUS WEALTH GROUP LLC CRD 334995 | MN | $217.8M | 5 | Raymond James→ |
| C31 | BEARING POINT CAPITAL, LLC CRD 332023 | MN | $1.11B | 6 | Raymond James→ |
| C27 | AB CARVAL INVESTORS, LP CRD 141819 | MN | $18.44B | — | Northern Trust→ |
| C27 | CLEARWATER MANAGEMENT CO., INC. CRD 105307 | MN | $4.68B | — | Northern Trust→ |
| C25 | INFINITY CAPITAL ADVISORS, LLC CRD 159852 | GA | $1.53B | — | Northern Trust→ |
| C22 | FORTHRIGHT WEALTH MANAGEMENT, LLC CRD 220515 | GA | $773.4M | 6 | Raymond James→ |
| C22 | CPC ADVISORS, LLC CRD 111025 | GA | $1.68B | 17 | Raymond James→ |
| C21 | CONSCIOUS WEALTH INVESTMENTS, LLC CRD 319143 | GA | $272.8M | 4 | Raymond James→ |
| C14 | MEADOW CREEK WEALTH ADVISORS, LLC CRD 297796 | GA | $728.0M | 5 | Raymond James→ |
