| B59 | NANTUCKET MULTI MANAGERS, LLC CRD 129024 | MI | $260.2M | — | LPL Financial→ |
| B52 | GASAWAY INVESTMENT ADVISORS, INC. CRD 123807 | MI | $173.1M | 4 | Raymond James→ |
| B52 | MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC CRD 284251 | MI | $162.7M | 6 | LPL Financial→ |
| B51 | HARBORFRONT FINANCIAL LLC CRD 331763 | MI | $149.0M | 4 | LPL Financial→ |
| C48 | STONEBROOK PRIVATE LLC CRD 325434 | MI | $937.0M | 3 | 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→ |
| C44 | TRUE BLUE FINANCIAL, LLC CRD 310841 | MI | $271.5M | 4 | LPL Financial→ |
| 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→ |
| C36 | 626 FINANCIAL, LLC CRD 306474 | MI | $379.6M | 5 | LPL Financial→ |
| C35 | MELONE PRIVATE WEALTH, LLC CRD 311638 | MI | $313.2M | 2 | LPL Financial→ |
| 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→ |
