| A65 | BRIDGEWAY WEALTH MANAGEMENT, LLC CRD 326547 | IA | $164.6M | 2 | Raymond James→ |
| B63 | NEW ENGLAND FINANCIAL PLANNING GROUP, LLC CRD 105254 | MA | $246.1M | 3 | Raymond James→ |
| B61 | CHARLES RIVER WEALTH MANAGEMENT, LLC CRD 288017 | MA | $110.3M | 1 | Raymond James→ |
| B59 | BELL CITY WEALTH, INC. CRD 326354 | OH | $163.3M | 1 | Raymond James→ |
| B57 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP CRD 159811 | OH | $299.1M | 2 | Raymond James→ |
| B55 | M.K. BROWN WEALTH ADVISORY, LLC CRD 121269 | OH | $165.5M | 1 | Raymond James→ |
| B50 | LECLAIR WEALTH PARTNERS LLC CRD 332827 | OH | $363.0M | 4 | Raymond James→ |
| C47 | FLYING POINT FINANCIAL, INC. CRD 107915 | MA | $206.7M | 3 | Raymond James→ |
| C44 | ATLAS WEALTH LLC CRD 321832 | OH | $872.6M | 4 | Raymond James→ |
| C43 | OPENVIEW ADVISORS, LLC CRD 316766 | MA | $839.0M | — | Raymond James→ |
| C40 | HERITAGE WEALTH MANAGEMENT INC. CRD 312545 | OH | $604.7M | 3 | Raymond James→ |
| C40 | QUAD-CITIES INVESTMENT GROUP, LLC CRD 154113 | IA | $425.5M | 7 | Raymond James→ |
| C35 | KAPSTONE FINANCIAL ADVISORS LLC CRD 318885 | OH | $322.3M | 4 | Raymond James→ |
| C34 | PUTNAM INVESTMENT MANAGEMENT, LLC CRD 106629 | MA | $117.24B | 50 | Raymond James→ |
| C34 | RIGHTWEALTH ADVISORS, LLC CRD 300656 | OH | $229.3M | 3 | Raymond James→ |
| C33 | FORMIDABLE ASSET MANAGEMENT, LLC CRD 167555 | OH | $903.0M | 16 | Raymond James→ |
| C33 | HENSON-EDGEWATER MANAGEMENT, LLC CRD 135316 | OH | $225.0M | 2 | Raymond James→ |
| C32 | BOND TECH INC CRD 105979 | OH | $221.6M | 2 | Raymond James→ |
| C29 | TRUEBLOOD WEALTH MANAGEMENT, LLC CRD 321659 | OH | $474.1M | 3 | Raymond James→ |
| C28 | BATTERY MANAGEMENT CORP. CRD 160921 | MA | $15.61B | — | Raymond James→ |
| C27 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC CRD 139068 | MA | $6.48B | — | Raymond James→ |
| C24 | DAVIS INVESTMENT VENTURES, LLC CRD 161888 | MA | $2.05B | — | Raymond James→ |
| C24 | THL MANAGERS VII, LLC CRD 171042 | MA | $21.48B | — | Raymond James→ |
| C23 | EQUITY RESOURCE INVESTMENTS, LLC CRD 161186 | MA | $1.34B | — | Raymond James→ |
| C18 | BATTERY GLOBAL ADVISORS, LLC CRD 158508 | MA | $8.37B | — | Raymond James→ |
