| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| C48 | SCHMIDT FINANCIAL MANAGEMENT, INC. CRD 328247 | WA | $497.5M | 2 | Pershing→ |
| C47 | FIRST HEARTLAND CONSULTANTS, INC. CRD 110377 | MO | $2.09B | 50 | Pershing→ |
| C43 | FINANCIAL PLAN, INC. CRD 116073 | WA | $1.60B | 12 | Pershing→ |
| C43 | PAUL R. RIED FINANCIAL GROUP, LLC CRD 297284 | WA | $1.27B | 9 | Pershing→ |
| C39 | SCOUT INVESTMENTS, INC. CRD 111787 | MO | $36.57B | 3 | Raymond James→ |
| C39 | DETALUS ADVISORS, LLC CRD 117958 | MO | $2.22B | 12 | Pershing→ |
| C37 | FINANCIAL INSIGHTS INC CRD 108797 | WA | $746.7M | 8 | Raymond James→ |
| C35 | EQUITY WEALTH PARTNERS, LLC CRD 317224 | MO | $258.6M | 8 | Raymond James→ |
| C34 | ACR ALPINE CAPITAL RESEARCH, LLC CRD 110933 | MO | $10.79B | 8 | Pershing→ |
| C34 | MCILRATH & ECK, LLC CRD 145252 | WA | $1.36B | 6 | Pershing→ |
| C33 | BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC CRD 297750 | MO | $705.4M | 9 | Pershing→ |
| C31 | SATURNA CAPITAL CORPORATION CRD 25586 | WA | $8.62B | 33 | Pershing→ |
| C29 | RUSSELL INVESTMENT MANAGEMENT, LLC CRD 105734 | WA | $68.60B | 50 | Pershing→ |
| C27 | ALTRAVUE CAPITAL, LLC CRD 283260 | WA | $1.54B | 4 | Pershing→ |
| C27 | JAG CAPITAL MANAGEMENT LLC CRD 159227 | MO | $1.90B | 13 | Pershing→ |
| C27 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED CRD 146936 | MO | $18.92B | 50 | Pershing→ |
| C27 | FOCUS PARTNERS WEALTH, LLC CRD 159289 | MO | $181.86B | 50 | Pershing→ |
| C27 | FLEURY FINANCIAL GROUP, INC. CRD 116786 | WA | — | — | Raymond James→ |
| C27 | THE GARBACZ GROUP, INC. CRD 26104 | MO | — | — | Pershing→ |
| C26 | RDST CAPITAL LLC CRD 284645 | WA | $1.28B | 1 | Pershing→ |
| C18 | FLECKENSTEIN CAPITAL, INC. CRD 116810 | WA | — | 2 | Pershing→ |
