| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| A65 | THE WEALTH COACH, LLC CRD 144588 | TX | $219.6M | 3 | Pershing→ |
| B60 | JTS FUND ADVISORS, LLC CRD 283677 | TX | $156.4M | — | U.S. Bank→ |
| B58 | DDELTA REAL ESTATE INVESTMENTS INC. CRD 326662 | TX | $169.6M | 1 | Pershing→ |
| B57 | KERCHEVILLE ADVISORS LLC CRD 169471 | TX | $554.7M | 3 | Pershing→ |
| B55 | NEXUS ONE FINANCIAL ADVISORS LLC CRD 336809 | TX | $552.0M | 6 | Pershing→ |
| B54 | SCALAR GAUGE MANAGEMENT, LLC CRD 287991 | TX | $199.4M | — | Pershing→ |
| B54 | PROMUS ASSET MANAGEMENT, LLC CRD 157484 | TX | $384.6M | 4 | Pershing→ |
| B50 | JACKSON HILL ADVISORS, LLC CRD 284162 | TX | $217.9M | — | Pershing→ |
| C48 | MCGOWAN GROUP ASSET MANAGEMENT, INC. CRD 154127 | TX | $1.08B | 7 | Pershing→ |
| C48 | SCHMIDT FINANCIAL MANAGEMENT, INC. CRD 328247 | WA | $497.5M | 2 | Pershing→ |
| C48 | RPOA ADVISORS, INC. CRD 157222 | TX | $3.59B | 37 | Pershing→ |
| C47 | HAZOOR PARTNERS, LLC CRD 289744 | TX | $330.7M | — | Pershing→ |
| C46 | CATALYST CAPITAL ADVISERS LLC CRD 290191 | TX | $228.1M | — | U.S. Bank→ |
| C46 | EIGHT 31 FINANCIAL, LLC CRD 327632 | TX | $532.4M | 4 | Pershing→ |
| C45 | BRADLEY WEALTH LLC CRD 131808 | AZ | $196.7M | 3 | Pershing→ |
| C43 | FINANCIAL PLAN, INC. CRD 116073 | WA | $1.60B | 12 | Pershing→ |
| C43 | PAUL R. RIED FINANCIAL GROUP, LLC CRD 297284 | WA | $1.27B | 9 | Pershing→ |
| C42 | JOHKIM CAPITAL PARTNERS MANAGEMENT LLC CRD 289512 | TX | $277.0M | — | U.S. Bank→ |
| C42 | MULTICOIN CAPITAL MANAGEMENT, LLC CRD 297302 | TX | $2.69B | — | Pershing→ |
| C41 | SANDERS MORRIS LLC CRD 20580 | TX | $576.1M | 25 | Pershing→ |
| C40 | RIA GLOBAL RESEARCH, LLC CRD 332608 | TX | $928K | 2 | Pershing→ |
| C40 | ABLE FINANCIAL GROUP, LLC CRD 323646 | AZ | $732.9M | 9 | Pershing→ |
| C38 | SOCORRO ASSET MANAGEMENT, L.P. CRD 304401 | TX | $497.9M | — | U.S. Bank→ |
| C37 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC CRD 105519 | TX | $59.04B | 28 | U.S. Bank→ |
| C36 | GALLOWAY ASSET MANAGEMENT LLC CRD 141091 | AZ | $17.9M | 26 | Pershing→ |
| C35 | NEXADVISORS, LLC CRD 317477 | TX | $26.1M | 2 | Pershing→ |
| C35 | BANORTE VENTURES LTD. CRD 335283 | TX | $52K | 8 | Pershing→ |
| C34 | MCILRATH & ECK, LLC CRD 145252 | WA | $1.36B | 6 | Pershing→ |
| C33 | ALTA FOX CAPITAL MANAGEMENT, LLC CRD 295816 | TX | $821.4M | — | Pershing→ |
| C32 | S.B. VALUE PARTNERS, L.P. CRD 139162 | TX | $3.89B | 7 | Pershing→ |
| C32 | PARADIGM GLOBAL INVESTORS, LLC CRD 338287 | TX | $3.03B | 2 | Pershing→ |
| C32 | J. P. DAVIS, INC. CRD 289548 | AZ | $242.0M | 4 | Pershing→ |
| C31 | BH CREDIT MANAGEMENT LLC CRD 317505 | TX | $1.37B | 1 | U.S. Bank→ |
| C31 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. CRD 156925 | TX | $14.45B | 9 | Pershing→ |
| C31 | SATURNA CAPITAL CORPORATION CRD 25586 | WA | $8.62B | 33 | Pershing→ |
| C31 | SENDERO WEALTH MANAGEMENT, LLC CRD 145594 | TX | $6.51B | 21 | Pershing→ |
| C29 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC CRD 111838 | TX | $9.26B | 29 | Pershing→ |
| C29 | QVIDTVM MANAGEMENT LLC CRD 309456 | TX | $555.8M | — | U.S. Bank→ |
| C29 | RUSSELL INVESTMENT MANAGEMENT, LLC CRD 105734 | WA | $68.60B | 50 | Pershing→ |
| C28 | FIRST COMMAND ADVISORY SERVICES CRD 281958 | TX | $24.43B | 50 | Pershing→ |
| C28 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. CRD 104536 | TX | $34.11B | 1 | U.S. Bank→ |
| C27 | ALTRAVUE CAPITAL, LLC CRD 283260 | WA | $1.54B | 4 | Pershing→ |
| C27 | BANORTE ASSET MANAGEMENT, INC. CRD 290555 | TX | $661.2M | 17 | Pershing→ |
| C27 | SUMMIT HOUSE CAPITAL MANAGEMENT, LLC CRD 306823 | TX | $518.7M | 1 | U.S. Bank→ |
| C27 | STONECREST ADVISORS, INC. CRD 142095 | TX | $398.8M | 21 | Pershing→ |
| C26 | ALM FIRST FINANCIAL ADVISORS LLC CRD 108561 | TX | $76.17B | — | Pershing→ |
| C26 | NB ALTERNATIVES ADVISERS LLC CRD 149822 | TX | $160.24B | — | U.S. Bank→ |
| C26 | GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC CRD 160830 | TX | $1.54B | 2 | Pershing→ |
| C26 | CRESTA ADVISORS, LTD. CRD 169641 | TX | $786.0M | 7 | Pershing→ |
