| A87 | SILVER LAKE CAPITAL PARTNERS LLC CRD 329997 | TX | $211.5M | 1 | Raymond James→ |
| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 2 | Raymond James→ |
| A65 | BRIDGEWAY WEALTH MANAGEMENT, LLC CRD 326547 | IA | $164.6M | 2 | Raymond James→ |
| B52 | BERRY WEALTH GROUP, LP CRD 327346 | TX | $274.5M | 2 | Raymond James→ |
| B51 | COMMERCE STREET INVESTMENT ADVISOR, LLC CRD 144278 | TX | $891.3M | 13 | Raymond James→ |
| C50 | STUART INVESTMENT ADVISORS, INC. CRD 109995 | TX | $630.5M | 2 | Raymond James→ |
| C49 | GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC CRD 150434 | TX | $363.4M | 4 | Raymond James→ |
| C48 | TEXAS FAMILY WEALTH, LLC CRD 327332 | TX | $257.0M | 4 | Raymond James→ |
| C47 | CHUNG WU INVESTMENT GROUP, LLC CRD 170362 | TX | $147.5M | 2 | Raymond James→ |
| C45 | PARKWAY WEALTH MANAGEMENT GROUP, LLC CRD 333971 | TX | $1.22B | 18 | Raymond James→ |
| C44 | KREITLER FINANCIAL LLC CRD 309056 | CT | $584.9M | 5 | Raymond James→ |
| C42 | REDWOOD FAMILY WEALTH LLC CRD 334013 | TX | $258.5M | 2 | Raymond James→ |
| C40 | QUAD-CITIES INVESTMENT GROUP, LLC CRD 154113 | IA | $425.5M | 7 | 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→ |
| C38 | CFM WEALTH PARTNERS LLC CRD 305135 | TX | $885.8M | 1 | Raymond James→ |
| C35 | SCHLEGEL DUNN LLC CRD 337990 | TX | $279.1M | 3 | Raymond James→ |
| C34 | ERGUZ, LLC CRD 168009 | TX | $889.0M | 1 | Raymond James→ |
| C33 | WEATHERGAGE CAPITAL, LLC CRD 156612 | TX | $1.36B | — | Raymond James→ |
| C33 | WHARTON MIDMARKET INVESTMENT ADVISORS INC. CRD 301186 | CT | $231.1M | 2 | Raymond James→ |
| C33 | SCHERER FINANCIAL ADVISORY SERVICES, LLC CRD 317435 | TX | $158.3M | 3 | Raymond James→ |
| C33 | EARLY MCCLINTIC & MCMILLAN, LLC CRD 288427 | TX | $652.2M | 6 | Raymond James→ |
| C28 | PORTFOLIO ADVISORS LLC CRD 105981 | CT | $47.84B | — | Raymond James→ |
| C25 | ROTH FINANCIAL PARTNERS LLC CRD 309814 | TX | $460.1M | 3 | Raymond James→ |
| 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→ |
| C22 | PALOGIC VALUE MANAGEMENT, L.P. CRD 155133 | TX | $324.9M | 4 | Raymond James→ |
| C21 | ALLRED CAPITAL MANAGEMENT, LLC CRD 297533 | TX | $493.4M | 4 | Raymond James→ |
| C20 | ONE WAY HOLDINGS LLC CRD 315934 | TX | $1.81B | 20 | Raymond James→ |
