| A79 | THE RENN WEALTH MANAGEMENT GROUP, INC. CRD 117500 | GA | $151.9M | 2 | Raymond James→ |
| B63 | NEW ENGLAND FINANCIAL PLANNING GROUP, LLC CRD 105254 | MA | $246.1M | 3 | Raymond James→ |
| B63 | NAVISTA WEALTH MANAGEMENT, INC. CRD 332373 | MN | $709.6M | 4 | Raymond James→ |
| B61 | CHARLES RIVER WEALTH MANAGEMENT, LLC CRD 288017 | MA | $110.3M | 1 | Raymond James→ |
| B57 | LAUREL WEALTH PLANNING LLC CRD 122035 | MN | $453.6M | 9 | Raymond James→ |
| B54 | RFP FINANCIAL GROUP, LLC CRD 293206 | GA | $192.0M | 2 | Raymond James→ |
| B51 | CARSON ADVISORY, INC. CRD 117410 | GA | $864.9M | 7 | Raymond James→ |
| B50 | SUMMIT PARTNERS CREDIT ADVISORS, L.P. CRD 153195 | MA | $419.0M | — | Wells Fargo→ |
| C49 | TONKA CAPITAL PARTNERS, LLC CRD 298336 | MN | $139.8M | 3 | Wells Fargo→ |
| C47 | FLYING POINT FINANCIAL, INC. CRD 107915 | MA | $206.7M | 3 | Raymond James→ |
| C45 | PROSPECT HILL GROWTH PARTNERS, L.P. CRD 171462 | MA | $310.6M | — | Wells Fargo→ |
| C45 | COMMONWEALTH FINANCIAL PLANNERS INC CRD 106831 | GA | $227.6M | 2 | Raymond James→ |
| C45 | GALLERIA FINANCIAL ADVISORS, LLC CRD 133673 | GA | $239.2M | 2 | Raymond James→ |
| C43 | OPENVIEW ADVISORS, LLC CRD 316766 | MA | $839.0M | — | Raymond James→ |
| C39 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CRD 316736 | MA | $532.9M | 5 | Wells Fargo→ |
| C35 | TA REALTY LLC CRD 108586 | MA | $1.48B | — | Wells Fargo→ |
| C34 | PUTNAM INVESTMENT MANAGEMENT, LLC CRD 106629 | MA | $117.24B | 50 | Raymond James→ |
| C34 | 1776 WEALTH LLC CRD 286321 | GA | $390.8M | 2 | Raymond James→ |
| C32 | CEDRUS WEALTH GROUP LLC CRD 334995 | MN | $217.8M | 5 | Raymond James→ |
| C31 | FOREST INVESTMENT ASSOCIATES L.P. CRD 110163 | GA | $5.24B | — | Wells Fargo→ |
| C31 | NORWEST CAPITAL ADVISORS, LLC CRD 323642 | MN | $3.84B | — | Wells Fargo→ |
| C31 | BEARING POINT CAPITAL, LLC CRD 332023 | MN | $1.11B | 6 | Raymond James→ |
| C30 | ROCKPOINT GROUP, L.L.C. CRD 156630 | MA | $13.04B | — | Wells Fargo→ |
| C28 | PETROS FAMILY WEALTH, LLC CRD 324059 | MN | $341.6M | 8 | Wells Fargo→ |
| C28 | BATTERY MANAGEMENT CORP. CRD 160921 | MA | $15.61B | — | Raymond James→ |
| C27 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC CRD 139068 | MA | $6.48B | — | Raymond James→ |
| C27 | EQUITY INVESTMENT CORPORATION CRD 283930 | GA | $3.51B | 16 | Wells Fargo→ |
| C24 | DAVIS INVESTMENT VENTURES, LLC CRD 161888 | MA | $2.05B | — | Raymond James→ |
| C24 | THL MANAGERS VII, LLC CRD 171042 | MA | $21.48B | — | Raymond James→ |
| C24 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC CRD 113106 | GA | $1.07B | 16 | Wells Fargo→ |
| C23 | EQUITY RESOURCE INVESTMENTS, LLC CRD 161186 | MA | $1.34B | — | Raymond James→ |
| C22 | FORTHRIGHT WEALTH MANAGEMENT, LLC CRD 220515 | GA | $773.4M | 6 | Raymond James→ |
| C22 | CPC ADVISORS, LLC CRD 111025 | GA | $1.68B | 17 | Raymond James→ |
| C21 | CONSCIOUS WEALTH INVESTMENTS, LLC CRD 319143 | GA | $272.8M | 4 | Raymond James→ |
| C18 | BATTERY GLOBAL ADVISORS, LLC CRD 158508 | MA | $8.37B | — | Raymond James→ |
| C17 | SUMMIT PARTNERS, L.P. CRD 135271 | MA | $42.01B | — | Wells Fargo→ |
| C14 | MEADOW CREEK WEALTH ADVISORS, LLC CRD 297796 | GA | $728.0M | 5 | Raymond James→ |
| C10 | NAVIGATION CAPITAL PARTNERS, INC. CRD 156906 | GA | — | — | Wells Fargo→ |
