| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 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→ |
| C47 | FLYING POINT FINANCIAL, INC. CRD 107915 | MA | $206.7M | 3 | Raymond James→ |
| C45 | STONECREST WEALTH MANAGEMENT, INC CRD 311404 | AZ | $375.8M | 3 | Raymond James→ |
| C44 | KREITLER FINANCIAL LLC CRD 309056 | CT | $584.9M | 5 | Raymond James→ |
| C43 | OPENVIEW ADVISORS, LLC CRD 316766 | MA | $839.0M | — | Raymond James→ |
| C41 | CAPITAL WEALTH ALLIANCE, LLC CRD 298257 | AZ | $300.3M | 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→ |
| C34 | PUTNAM INVESTMENT MANAGEMENT, LLC CRD 106629 | MA | $117.24B | 50 | Raymond James→ |
| C34 | WEALTH MANAGEMENT PARTNERS, LLC CRD 309790 | AZ | $793.5M | 7 | 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→ |
| 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 | CF PRIVATE EQUITY, INC. CRD 110657 | CT | $15.78B | 1 | 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→ |
| C24 | KLINE HILL PARTNERS LP CRD 283283 | CT | $11.71B | — | 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→ |
