| B64 | WJ WEALTH MANAGEMENT, LLC CRD 170181 | AZ | $261.5M | 2 | LPL Financial→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| C50 | STRATEGIC ADVISORY SERVICES, LLC CRD 287984 | TN | $201.2M | 8 | LPL Financial→ |
| C49 | THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP CRD 165183 | AZ | $309.3M | 2 | LPL Financial→ |
| C47 | NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | OR | $200.0M | 2 | LPL Financial→ |
| C47 | CALDWELL ADVISORS, LLC CRD 144408 | TN | $351.4M | 6 | LPL Financial→ |
| C47 | ROCK CREEK WEALTH MANAGEMENT, LLC CRD 336666 | OR | $101.1M | 3 | LPL Financial→ |
| C46 | CARLSON FINANCIAL, INC. CRD 335831 | OR | $318.0M | 4 | LPL Financial→ |
| C45 | AXIOM WEALTH STRATEGIES, LLC CRD 313124 | OR | $124.7M | 2 | LPL Financial→ |
| C44 | CLARITY WEALTH MANAGEMENT, L.L.C. CRD 284874 | AZ | $236.8M | 4 | LPL Financial→ |
| C42 | TREIBERG WEALTH MANAGEMENT, INC. CRD 284140 | AZ | $325.1M | 3 | LPL Financial→ |
| C41 | CROSS FINANCIAL ADVISORS, LLC CRD 287686 | OR | $481.8M | 11 | LPL Financial→ |
| C38 | SOUTHEASTERN ASSET MANAGEMENT INC. CRD 105276 | TN | $3.70B | — | Shareholders Service Group→ |
| C38 | PARAGON FINANCIAL SERVICES CRD 164832 | VA | $383.7M | 3 | LPL Financial→ |
| C37 | COLONIAL RIVER INVESTMENTS, LLC CRD 284839 | VA | $464.4M | 8 | LPL Financial→ |
| C34 | GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC CRD 306068 | AZ | $297.3M | 3 | LPL Financial→ |
| C34 | KNOX WEALTH PARTNERS ADVISORY, LLC CRD 288580 | TN | $272.9M | 7 | LPL Financial→ |
| C33 | GREENWOOD PINE PARTNERS, LLC CRD 314679 | TN | $22.9M | — | Shareholders Service Group→ |
| C32 | BUTTONWOOD CAPITAL MANAGEMENT, LLC CRD 174857 | AZ | $380.8M | 3 | LPL Financial→ |
| C32 | BUCHANAN WEALTH MANAGEMENT, LLC CRD 316629 | VA | $212.0M | 2 | LPL Financial→ |
| C30 | BUTTONWOOD WEALTH, LLC CRD 305896 | VA | $425.3M | 6 | LPL Financial→ |
| C29 | SOUTHWEST INVESTMENT ADVISORS, INC. CRD 312685 | AZ | $386.9M | 4 | LPL Financial→ |
| C28 | DAVIS SELECTED ADVISERS LP CRD 108674 | AZ | $30.12B | — | LPL Financial→ |
| C25 | NORTHWEST FINANCIAL ADVISORS LLC CRD 166769 | VA | $1.24B | 19 | LPL Financial→ |
| C20 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC CRD 160321 | TN | $1.19B | 23 | LPL Financial→ |
| C15 | LEGACY WEALTH MANAGEMENT GROUP, INC. CRD 322235 | VA | $289.8M | 7 | LPL Financial→ |
