| A71 | MUNICIPAL ASSET MANAGEMENT INC CRD 108320 | NY | $112.8M | 3 | Wells Fargo→ |
| B52 | BRANT POINT INVESTMENT MANAGEMENT LLC CRD 157572 | NY | $453.3M | — | Wells Fargo→ |
| B52 | CP CAPITAL (US) PARTNERS LP CRD 158979 | NY | $393.6M | — | Wells Fargo→ |
| C49 | TRUBEE WEALTH ADVISORS, INC. CRD 3618 | NY | $911.5M | 17 | Wells Fargo→ |
| C49 | LINCOLNSHIRE MANAGEMENT, INC. CRD 157144 | NY | $494.4M | — | Wells Fargo→ |
| C48 | BRIGHTON SECURITIES CORP. CRD 3875 | NY | $931.0M | 31 | Wells Fargo→ |
| C45 | V&V MANAGEMENT GROUP CORPORATION CRD 287468 | NY | $104.8M | 1 | Altruist→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C41 | EAGLE'S CREST ADVISORS, LLC CRD 335252 | NY | $65.3M | 2 | Altruist→ |
| C41 | FOUR POINTS ADVISORS, LLC CRD 171720 | NY | $40.0M | 11 | Wells Fargo→ |
| C41 | THE PITTI GROUP WEALTH MANAGEMENT, LLC CRD 314685 | NY | $374.3M | 4 | Wells Fargo→ |
| C39 | ASPEN RENEWABLE INVESTMENTS, L.L.C. CRD 334812 | NY | $868.4M | — | Wells Fargo→ |
| C39 | MOUNTAIN PASS PLANNING CORPORATION CRD 283389 | NY | $74.9M | 1 | Altruist→ |
| C39 | ICONOCLASTIC CAPITAL MANAGEMENT LLC CRD 310132 | NY | $68.2M | 3 | Altruist→ |
| C38 | NORTHCAPE WEALTH MANAGEMENT, LLC CRD 312350 | NY | $706.1M | 4 | Wells Fargo→ |
| C38 | PINNACLE CAPITAL MANAGEMENT, LLC CRD 141661 | NY | $300.5M | — | Wells Fargo→ |
| C37 | MA ASSET MANAGEMENT, LLC CRD 283673 | NY | $257.7M | — | Wells Fargo→ |
| C37 | PING CAPITAL MANAGEMENT, INC. CRD 308358 | NY | $482.2M | — | Wells Fargo→ |
| C37 | ESTABROOK CAPITAL MANAGEMENT LLC CRD 128856 | NY | $933.3M | 4 | Wells Fargo→ |
| C36 | LAKE ROAD ADVISORS, LLC CRD 281657 | NY | $98.8M | 2 | Altruist→ |
| C35 | MADISON INTERNATIONAL REALTY HOLDINGS, LLC CRD 158165 | NY | $6.31B | — | Wells Fargo→ |
| C34 | GALAXY INVESTMENT MANAGEMENT, LLC CRD 281589 | NY | $323.8M | — | Wells Fargo→ |
| C33 | THINKING BIG FINANCIAL INC. CRD 287476 | NY | $93.0M | 2 | Altruist→ |
| C32 | C-III INVESTMENT MANAGEMENT LLC CRD 156553 | NY | $2.47B | — | Wells Fargo→ |
| C32 | SETPOINT MANAGEMENT LLC CRD 328702 | NY | $835.1M | — | Wells Fargo→ |
| C32 | BONE FIDE WEALTH, LLC CRD 301066 | NY | $126.7M | 2 | Altruist→ |
| C30 | ALTITUDE CAPITAL MANAGEMENT LLC CRD 329366 | IA | $103.6M | 28 | Altruist→ |
| C29 | FLEXSTONE PARTNERS, LLC CRD 147353 | NY | $5.30B | — | Wells Fargo→ |
| C28 | MEDALIST PARTNERS LP CRD 292747 | NY | $2.44B | — | Wells Fargo→ |
| C27 | BLACKSTONE MULTI-ASSET ADVISORS L.L.C. CRD 171640 | NY | $8.54B | — | Wells Fargo→ |
| C27 | TERRA REIT ADVISORS, LLC CRD 290571 | NY | $1.44B | — | Wells Fargo→ |
| C27 | BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. CRD 165796 | NY | $15.57B | — | Wells Fargo→ |
| C27 | OMERS INFRASTRUCTURE US LIMITED CRD 170309 | NY | $17.83B | — | Wells Fargo→ |
| C27 | HILTON CAPITAL MANAGEMENT, LLC CRD 116357 | NY | $3.16B | 7 | Wells Fargo→ |
| C27 | RETIRABLE INC. CRD 307472 | NY | $301.0M | 13 | Altruist→ |
| C25 | PINNACLE INVESTMENTS, LLC CRD 142910 | NY | $1.29B | 50 | Wells Fargo→ |
| C25 | EOS REAL ESTATE INVESTORS LLC CRD 290205 | NY | $1.79B | — | Wells Fargo→ |
| C25 | PALISTAR CAPITAL LP CRD 300897 | NY | $3.47B | — | Wells Fargo→ |
| C25 | JADE MOUNTAIN PARTNERS, LLC CRD 290415 | NY | $588.4M | — | Wells Fargo→ |
| C24 | 400 CAPITAL MANAGEMENT LLC CRD 160089 | NY | $9.04B | — | Wells Fargo→ |
| C24 | ATW PARTNERS LLC CRD 283146 | NY | $1.15B | — | Wells Fargo→ |
| C24 | RELATED FUND MANAGEMENT, LLC CRD 156543 | NY | $14.02B | — | Wells Fargo→ |
| C23 | BONACCORD CAPITAL ADVISORS LLC CRD 316716 | NY | $4.19B | — | Wells Fargo→ |
| C23 | PRINCIPAL REAL ESTATE INVESTORS, LLC CRD 109008 | IA | $105.65B | — | Wells Fargo→ |
| C22 | SECFI ADVISORY LIMITED CRD 306961 | NY | $225.9M | 5 | Altruist→ |
| C22 | BLACKSTONE REAL ESTATE ADVISORS L.P. CRD 142979 | NY | $130.74B | — | Wells Fargo→ |
| C22 | POMONA MANAGEMENT LLC CRD 148269 | NY | $15.16B | — | Wells Fargo→ |
| C22 | BLACKSTONE PROPERTY ADVISORS L.P. CRD 226598 | NY | $77.40B | — | Wells Fargo→ |
| C19 | SANDTON CAPITAL PARTNERS, LP CRD 160364 | NY | $2.27B | — | Wells Fargo→ |
| C18 | RIDGEWOOD INFRASTRUCTURE, LLC CRD 291736 | NY | $1.82B | — | Wells Fargo→ |
