| B59 | OMNI FINANCIAL LLC CRD 314670 | WI | $116.9M | 1 | LPL Financial→ |
| B57 | REINHART PARTNERS, LLC CRD 106432 | WI | $2.47B | 6 | State Street→ |
| B54 | RICHMOND INVESTMENT SERVICES LLC CRD 327451 | WI | $453.2M | 14 | LPL Financial→ |
| B54 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC CRD 319298 | WI | $236.4M | 5 | LPL Financial→ |
| B53 | CONCEPTUAL FINANCIAL ADVISORS, LLC CRD 167513 | WI | $189.9M | 1 | LPL Financial→ |
| B53 | GRANITE FINANCIAL GROUP, LLC CRD 168675 | WI | $186.2M | 2 | LPL Financial→ |
| B53 | LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. CRD 171967 | NJ | $237.4M | 1 | LPL Financial→ |
| C47 | VISION RETIREMENT, LLC CRD 173064 | NJ | $633.7M | 7 | LPL Financial→ |
| C46 | ABNER HERRMAN & BROCK, LLC CRD 8517 | NJ | $2.74B | 5 | LPL Financial→ |
| C46 | HARDING LOEVNER LP CRD 104543 | NJ | $32.06B | — | State Street→ |
| C43 | IAG WEALTH PARTNERS, LLC CRD 109721 | WI | $1.87B | 15 | LPL Financial→ |
| C41 | ALIGN ADVISOR GROUP, LLC CRD 336638 | NJ | $127.5M | 2 | LPL Financial→ |
| C37 | COLUMBUS HILL CAPITAL MANAGEMENT, L.P. CRD 158336 | NJ | $1.61B | — | State Street→ |
| C35 | PGIM QUANTITATIVE SOLUTIONS LLC CRD 129752 | NJ | $110.95B | 1 | State Street→ |
| C32 | LORD, ABBETT & CO. LLC CRD 110391 | NJ | $270.39B | 50 | State Street→ |
| C32 | WOMEN'S WEALTH ADVISOR CRD 317291 | NJ | $120.8M | 7 | LPL Financial→ |
| C32 | WINCH ADVISORY SERVICES, LLC CRD 110194 | WI | $580.2M | 7 | LPL Financial→ |
| C30 | PGIM, INC. CRD 105676 | NJ | $1131.64B | 3 | State Street→ |
| C30 | METLIFE INVESTMENT MANAGEMENT, LLC CRD 142463 | NJ | $563.78B | — | State Street→ |
| C30 | BLACKROCK INVESTMENT MANAGEMENT, LLC CRD 108928 | NJ | $676.69B | 50 | State Street→ |
| C29 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC CRD 307169 | WI | $16.25B | 14 | State Street→ |
| C28 | ATLAS PRIVATE WEALTH ADVISORS, LLC CRD 283744 | NJ | $859.8M | 19 | LPL Financial→ |
| C27 | LORD ABBETT PRIVATE CREDIT ADVISOR LLC CRD 332701 | NJ | $1.28B | — | State Street→ |
| C27 | JOHNSON WEALTH INC. CRD 125557 | WI | $10.35B | 50 | LPL Financial→ |
| C24 | VAN LEEUWEN & COMPANY, LLC CRD 126447 | NJ | — | — | LPL Financial→ |
| C22 | JACOBS LEVY EQUITY MANAGEMENT INC CRD 107022 | NJ | $28.01B | 5 | State Street→ |
| C19 | CHATHAM ASSET MANAGEMENT, LLC CRD 157517 | NJ | $8.27B | — | State Street→ |
| C17 | GATEWAY WEALTH PARTNERS, LLC CRD 322789 | WI | $2.28B | 50 | LPL Financial→ |
