| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 2 | Raymond James→ |
| B60 | ACCESS FINANCIAL GROUP, INC. CRD 33065 | IL | $302.3M | 5 | Raymond James→ |
| C44 | KREITLER FINANCIAL LLC CRD 309056 | CT | $584.9M | 5 | Raymond James→ |
| C44 | SAGE PRIVATE WEALTH GROUP, LLC CRD 173399 | IL | $440.8M | 10 | Raymond James→ |
| C43 | COFG ADVISORS, LLC CRD 333344 | IL | $1.21B | 11 | Raymond James→ |
| C41 | HORIZON FAMILY WEALTH, INC. CRD 315484 | IL | $278.8M | 3 | 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→ |
| C37 | BUSEY CAPITAL MANAGEMENT, INC. CRD 128044 | IL | $493.8M | 4 | Raymond James→ |
| C34 | CL WEALTH MANAGEMENT LLC CRD 134922 | IL | $733.6M | 42 | Raymond James→ |
| C33 | WHARTON MIDMARKET INVESTMENT ADVISORS INC. CRD 301186 | CT | $231.1M | 2 | Raymond James→ |
| C28 | PORTFOLIO ADVISORS LLC CRD 105981 | CT | $47.84B | — | 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→ |