| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 2 | Raymond James→ |
| B64 | PROFESSIONAL FINANCIAL ADVISORS INC CRD 107289 | PA | $426.0M | 6 | Raymond James→ |
| C47 | EAGLE INVESTMENT ADVISORS, LLC CRD 144094 | PA | $186.1M | 2 | Raymond James→ |
| C47 | TOWER WEALTH PARTNERS, INC. CRD 310461 | PA | $440.4M | 3 | 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→ |
| C44 | RJA ASSET MANAGEMENT LLC CRD 153428 | CT | $588.9M | — | Northern Trust→ |
| C42 | MASTER'S WEALTH MANAGEMENT INC. CRD 328693 | PA | $589.5M | 9 | 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→ |
| C34 | CHARTWELL INVESTMENT PARTNERS, LLC CRD 170335 | PA | $12.97B | 1 | Raymond James→ |
| C33 | WHARTON MIDMARKET INVESTMENT ADVISORS INC. CRD 301186 | CT | $231.1M | 2 | 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→ |
| C31 | COINBASE ASSET MANAGEMENT, LLC CRD 322174 | CT | $840.5M | — | Northern Trust→ |
| C30 | SEI INVESTMENTS MANAGEMENT CORP CRD 105146 | PA | $216.43B | 50 | Northern Trust→ |
| C30 | CENTERSQUARE INVESTMENT MANAGEMENT LLC CRD 290078 | PA | $13.70B | — | Northern Trust→ |
| C28 | PORTFOLIO ADVISORS LLC CRD 105981 | CT | $47.84B | — | Raymond James→ |
| C26 | AXIOM INVESTORS LLC CRD 109605 | CT | $28.06B | — | Northern Trust→ |
| C26 | GRAHAM CAPITAL MANAGEMENT, L.P. CRD 160925 | CT | $42.87B | — | Northern Trust→ |
| C25 | GALLATIN POINT CAPITAL LLC CRD 287716 | CT | $5.65B | — | Northern Trust→ |
| 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→ |
| C24 | ALTRINSIC GLOBAL ADVISORS, LLC CRD 109678 | CT | $12.22B | — | Northern Trust→ |
| C22 | VERITION FUND MANAGEMENT LLC CRD 156610 | CT | $139.39B | 6 | Northern Trust→ |
| C20 | ARGA INVESTMENT MANAGEMENT, LP CRD 153665 | CT | $24.57B | 1 | Northern Trust→ |
| C19 | MTM INVESTMENT MANAGEMENT, LLC CRD 297500 | SC | $678.1M | 5 | Raymond James→ |
| C19 | KOOMAN & ASSOCIATES CRD 322163 | PA | $555.6M | 8 | Raymond James→ |
| C17 | CONFLUENCE WEALTH SERVICES, INC. CRD 311980 | PA | $6.84B | 43 | Raymond James→ |
| C9 | ONE RIVER ASSET MANAGEMENT, LLC CRD 167835 | CT | $2.39B | — | Northern Trust→ |
