| 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→ |
| B50 | TRU INDEPENDENCE ASSET MANAGEMENT, LLC CRD 168256 | OR | $336.9M | 8 | Raymond James→ |
| C47 | FLYING POINT FINANCIAL, INC. CRD 107915 | MA | $206.7M | 3 | Raymond James→ |
| C43 | OPENVIEW ADVISORS, LLC CRD 316766 | MA | $839.0M | — | Raymond James→ |
| C37 | FINANCIAL INSIGHTS INC CRD 108797 | WA | $746.7M | 8 | Raymond James→ |
| C34 | PUTNAM INVESTMENT MANAGEMENT, LLC CRD 106629 | MA | $117.24B | 50 | 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→ |
| C27 | FLEURY FINANCIAL GROUP, INC. CRD 116786 | WA | — | — | 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→ |
| C23 | EQUITY RESOURCE INVESTMENTS, LLC CRD 161186 | MA | $1.34B | — | Raymond James→ |
| C18 | BATTERY GLOBAL ADVISORS, LLC CRD 158508 | MA | $8.37B | — | Raymond James→ |
