| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| B57 | KEIDAN FINANCIAL CONSULTANTS LLC CRD 108093 | OH | $574.9M | 2 | Pershing→ |
| B51 | FINANCIAL MANAGEMENT STRATEGIES, INC. CRD 120818 | OH | $714.2M | 19 | Pershing→ |
| C49 | HENDLEY & CO INC CRD 110465 | OH | $445.0M | 2 | Pershing→ |
| C48 | RAMIAH INVESTMENT GROUP, INC. CRD 130919 | WI | $283.3M | 4 | Pershing→ |
| C48 | CLUTTERBUCK CAPITAL MANAGEMENT LLC CRD 140082 | OH | $233.4M | — | Pershing→ |
| C48 | SCHMIDT FINANCIAL MANAGEMENT, INC. CRD 328247 | WA | $497.5M | 2 | Pershing→ |
| C47 | FOUNTAIN SQUARE ASSET MANAGEMENT, LLC CRD 316955 | OH | $233.7M | 3 | Pershing→ |
| C45 | PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC CRD 324817 | KS | $77.2M | — | U.S. Bank→ |
| 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→ |
| C41 | JAMES REED FINANCIAL SERVICES, INC. CRD 112179 | OH | $388.6M | 4 | Pershing→ |
| C41 | 503 CAPITAL PARTNERS, LLC CRD 327580 | KS | $636.4M | — | U.S. Bank→ |
| C40 | TORTOISE CAPITAL ADVISORS, L.L.C. CRD 123711 | KS | $8.93B | 11 | U.S. Bank→ |
| C38 | VANTAGE FINANCIAL GROUP, INC. CRD 105950 | OH | $866.9M | 21 | Pershing→ |
| C34 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") CRD 161853 | OH | $21.32B | — | U.S. Bank→ |
| C34 | MCILRATH & ECK, LLC CRD 145252 | WA | $1.36B | 6 | Pershing→ |
| C31 | SATURNA CAPITAL CORPORATION CRD 25586 | WA | $8.62B | 33 | Pershing→ |
| C30 | WESBANCO SECURITIES, INC. CRD 43276 | OH | $285.9M | 50 | Pershing→ |
| C29 | RUSSELL INVESTMENT MANAGEMENT, LLC CRD 105734 | WA | $68.60B | 50 | Pershing→ |
| C28 | LEVERTY FINANCIAL GROUP, LLC CRD 310258 | WI | $676.8M | 6 | Pershing→ |
| C27 | ALTRAVUE CAPITAL, LLC CRD 283260 | WA | $1.54B | 4 | Pershing→ |
| C27 | VALMARK ADVISERS INC CRD 108050 | OH | $10.17B | 50 | Pershing→ |
| C26 | RDST CAPITAL LLC CRD 284645 | WA | $1.28B | 1 | Pershing→ |
| C26 | ROBERT W. BAIRD & CO. INCORPORATED CRD 8158 | WI | $394.07B | 50 | U.S. Bank→ |
| C25 | GATEWAY WEALTH, INC. CRD 106022 | OH | — | 1 | Pershing→ |
| C25 | BOYD WATTERSON ASSET MANAGEMENT, LLC CRD 107808 | OH | $18.81B | 18 | U.S. Bank→ |
| C23 | ORGEL WEALTH MANAGEMENT, LLC CRD 168219 | WI | $9.55B | 30 | Pershing→ |
| C22 | HAMMES REALTY ADVISORS, LLC CRD 165693 | WI | $2.02B | — | U.S. Bank→ |
| C20 | KEY INVESTMENT SERVICES LLC CRD 136300 | OH | $8.88B | 50 | Pershing→ |
| C19 | NCA FINANCIAL PLANNERS CRD 120086 | OH | — | — | Pershing→ |
| C18 | FLECKENSTEIN CAPITAL, INC. CRD 116810 | WA | — | 2 | Pershing→ |
