| B63 | NAVISTA WEALTH MANAGEMENT, INC. CRD 332373 | MN | $709.6M | 4 | Raymond James→ |
| B57 | LAUREL WEALTH PLANNING LLC CRD 122035 | MN | $453.6M | 9 | Raymond James→ |
| B55 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| C45 | CARROLL INVESTORS, INC. CRD 311180 | SC | $221.4M | 2 | Raymond James→ |
| C41 | COASTLINE COMPLETE WEALTH LLC CRD 338227 | SC | $213.6M | 2 | Raymond James→ |
| C39 | HARBOUR WEALTH MANAGEMENT GROUP, INC. CRD 314496 | SC | $266.2M | 3 | Raymond James→ |
| C36 | PETERSON WEALTH SERVICES INC. CRD 288620 | UT | $528.5M | 4 | Raymond James→ |
| C35 | HILTON HEAD CAPITAL PARTNERS, LLC CRD 299375 | SC | $409.5M | 6 | Raymond James→ |
| C32 | CEDRUS WEALTH GROUP LLC CRD 334995 | MN | $217.8M | 5 | Raymond James→ |
| C32 | OBJECTIVITY SQUARED, LLC CRD 311052 | SC | $487.8M | 4 | Raymond James→ |
| C32 | INTENTIONAL, LLC CRD 318570 | SC | $175.8M | 3 | Raymond James→ |
| C31 | BEARING POINT CAPITAL, LLC CRD 332023 | MN | $1.11B | 6 | Raymond James→ |
| C19 | MTM INVESTMENT MANAGEMENT, LLC CRD 297500 | SC | $678.1M | 5 | Raymond James→ |
