| A65 | BRIDGEWAY WEALTH MANAGEMENT, LLC CRD 326547 | IA | $164.6M | 2 | Raymond James→ |
| B57 | EPIC WEALTH MANAGEMENT, LLC CRD 297643 | OK | $120.8M | 3 | Raymond James→ |
| B53 | STREETER MOORE & STIPE LLC CRD 118588 | OK | $219.1M | 3 | Raymond James→ |
| B50 | BEYOND FINANCIAL SERVICES CRD 286350 | CA | $176.7M | 1 | Raymond James→ |
| C47 | DIMENSIONS WEALTH MANAGEMENT, LLC CRD 298928 | CA | $152.1M | 2 | Raymond James→ |
| C46 | ACME, LLC CRD 168736 | CA | $767.5M | — | Raymond James→ |
| C45 | CENTRAL VALLEY ADVISORS, LLC CRD 324974 | CA | $633.7M | 7 | Raymond James→ |
| C45 | VISTA INVESTMENT PARTNERS LLC CRD 286014 | OK | $610.6M | 6 | Raymond James→ |
| C41 | TULSA WEALTH ADVISORS, INC. CRD 337956 | OK | $1.54B | 17 | Raymond James→ |
| C40 | PASSPORT CAPITAL, LLC CRD 134484 | CA | $532.4M | — | Raymond James→ |
| C40 | QUAD-CITIES INVESTMENT GROUP, LLC CRD 154113 | IA | $425.5M | 7 | Raymond James→ |
| C38 | KACHKOVSKY & FISHER, INC. CRD 117811 | CA | $305.1M | 3 | Raymond James→ |
| C38 | TRANSCENDENT CAPITAL GROUP LLC CRD 316872 | OK | $360.7M | 9 | Raymond James→ |
| C36 | CLARIVEST ASSET MANAGEMENT LLC CRD 139785 | CA | $3.05B | — | Raymond James→ |
| C35 | A16Z PERENNIAL MANAGEMENT, L.P. CRD 324429 | CA | $2.74B | — | Raymond James→ |
| C33 | SANCUS CAPITAL MANAGEMENT LP CRD 157121 | CA | $618.9M | — | Raymond James→ |
| C33 | THE STOLPER COMPANY L.L.C. CRD 132962 | OK | $356.3M | 4 | Raymond James→ |
| C33 | C.M. CAPITAL ADVISORS, LLC CRD 157529 | CA | $1.96B | — | Raymond James→ |
| C30 | SCISSORTAIL WEALTH MANAGEMENT, LLC CRD 297761 | OK | $568.2M | 8 | Raymond James→ |
| C29 | AMITY VENTURES, LLC CRD 290313 | CA | $1.74B | — | Raymond James→ |
| C28 | ARCHER CAPITAL GROUP MANAGEMENT, LLC CRD 317047 | CA | $659.6M | — | Raymond James→ |
| C26 | NEWVIEW CAPITAL MANAGEMENT, LLC CRD 298161 | CA | $3.86B | — | Raymond James→ |
| C26 | SMASH VENTURES MANAGEMENT COMPANY LP CRD 299799 | CA | $3.46B | — | Raymond James→ |
| C25 | AKKADIAN VENTURES, INC. CRD 171036 | CA | $841.2M | — | Raymond James→ |
| C24 | A16Z CAPITAL MANAGEMENT, L.L.C. CRD 160489 | CA | $106.48B | — | Raymond James→ |
| C20 | RWWM, INC. CRD 148221 | CA | $1.54B | 5 | Raymond James→ |
| C20 | GGP MANAGEMENT, L.P. CRD 310340 | CA | $1.33B | — | Raymond James→ |
| C18 | SHASTA VENTURES CRD 162676 | CA | — | — | Raymond James→ |
| C17 | HORSLEY BRIDGE PARTNERS LLC CRD 110877 | CA | $23.61B | — | Raymond James→ |
| C15 | MANHATTAN WEST ASSET MANAGEMENT, LLC CRD 283630 | CA | $1.16B | 10 | Raymond James→ |