| A65 | MACKE FINANCIAL ADVISORY GROUP, INC. CRD 111318 | FL | $175.7M | 3 | Altruist→ |
| B63 | PLANNING SOLUTIONS INTERNATIONAL LLC CRD 300043 | FL | $108.8M | 1 | Altruist→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C41 | MELODEON CAPITAL PARTNERS, LP CRD 300896 | FL | $340.6M | — | Wells Fargo→ |
| C38 | CAMPBELL FINANCIAL PARTNERS, LLC CRD 142889 | FL | $202.7M | 2 | Altruist→ |
| C38 | CLARITY FINANCIAL ADVISORS LLC CRD 323321 | FL | $149.5M | 5 | Altruist→ |
| C35 | ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC CRD 159393 | FL | $679.5M | — | Wells Fargo→ |
| C34 | MITCHELL & PAHL PRIVATE WEALTH, LLC CRD 307625 | OK | $449.9M | 2 | Wells Fargo→ |
| C34 | CORRY CAPITAL ADVISORS, LLC CRD 165403 | FL | $2.01B | — | Wells Fargo→ |
| C32 | SUN CAPITAL ADVISORS, L.P. CRD 155109 | FL | $5.84B | — | Wells Fargo→ |
| C30 | ALTITUDE CAPITAL MANAGEMENT LLC CRD 329366 | IA | $103.6M | 28 | Altruist→ |
| C30 | DUBIN CLARK & COMPANY, INC CRD 282733 | FL | $425.2M | — | Wells Fargo→ |
| C28 | AMUNI FINANCIAL, INC. CRD 8365 | FL | $194.6M | 21 | Wells Fargo→ |
| C28 | ARGONAUT PRIVATE CAPITAL, LP CRD 283878 | OK | $3.01B | — | Wells Fargo→ |
| C26 | BAYVIEW ASSET MANAGEMENT, LLC CRD 157053 | FL | $64.21B | — | Wells Fargo→ |
| C25 | ELION PARTNERS, LLC CRD 170483 | FL | $1.41B | — | Wells Fargo→ |
| C25 | 3650 REIT INVESTMENT MANAGEMENT LLC CRD 286013 | FL | $2.43B | — | Wells Fargo→ |
| C23 | FOURPATH CAPITAL MANAGEMENT, LLC CRD 313573 | OK | $1.06B | 6 | Wells Fargo→ |
| C23 | PRINCIPAL REAL ESTATE INVESTORS, LLC CRD 109008 | IA | $105.65B | — | Wells Fargo→ |
| C22 | WARREN EQUITY PARTNERS MANAGER, L.P. CRD 295903 | FL | $6.09B | — | Wells Fargo→ |
| C22 | SANDERS CAPITAL, LLC CRD 151480 | FL | $122.18B | 1 | Wells Fargo→ |
| C18 | FLOW FINANCIAL CRD 322842 | FL | — | — | Altruist→ |
| C17 | HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. CRD 285401 | FL | $2.24B | — | Wells Fargo→ |
| C16 | FLOOD TIDE FINANCIAL LLC CRD 298924 | FL | — | 1 | Altruist→ |
| C16 | FLATLANDS WEALTH LLC CRD 338529 | OK | — | 1 | Altruist→ |
