| A80 | COMPREHENSIVE FINANCIAL PLANNING INC CRD 109822 | OK | $176.0M | 1 | Charles Schwab→ |
| B62 | ADAPTATION FINANCIAL ADVISORS INC. CRD 309192 | OK | $233.6M | 4 | Charles Schwab→ |
| B58 | SERVO WEALTH MANAGEMENT LLC CRD 159367 | OK | $173.8M | 1 | Charles Schwab→ |
| B58 | REVO FINANCIAL, LLC CRD 172646 | OK | $135.4M | 2 | Fidelity→ |
| B58 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC CRD 217514 | OK | $167.1M | 2 | Charles Schwab→ |
| B57 | EPIC WEALTH MANAGEMENT, LLC CRD 297643 | OK | $120.8M | 3 | Raymond James→ |
| B55 | SUSTAINABLE ADVISORS ALLIANCE LLC CRD 312061 | OK | $234.8M | 8 | Charles Schwab→ |
| B55 | MELIORA CAPITAL, LLC CRD 172367 | OK | $174.8M | 1 | Charles Schwab→ |
| B53 | TRITON FINANCIAL GROUP, INC CRD 309294 | OK | $258.7M | 2 | Charles Schwab→ |
| B53 | STREETER MOORE & STIPE LLC CRD 118588 | OK | $219.1M | 3 | Raymond James→ |
| B53 | COMPASS CAPITAL MANAGEMENT, LLC CRD 150170 | OK | $119.0M | 3 | Pershing→ |
| B53 | BISON CAPITAL ADVISORS, LLC CRD 306471 | OK | $250.0M | 2 | Fidelity→ |
| B52 | ARCHAMBO FINANCIAL ADVISORS, INC. CRD 129927 | OK | $163.1M | 7 | E*Trade→ |
| B51 | ACCESS FINANCIAL RESOURCES INC. CRD 109495 | OK | $410.6M | 7 | E*Trade→ |
| B51 | 10ELMS LLP CRD 323398 | OK | $120.6M | 4 | Charles Schwab→ |
| B51 | J M BROWN & ASSOCIATES, INC. CRD 118427 | OK | $202.1M | 10 | Charles Schwab→ |
| B51 | G. DEWAYNE MCANALLY, LLC CRD 118511 | OK | $170.1M | 3 | Charles Schwab→ |
| C49 | XXEC INC CRD 108886 | OK | $150.4M | 1 | Charles Schwab→ |
| C49 | DRAWBRIDGE CAPITAL, LLC CRD 128636 | OK | $224.6M | 6 | E*Trade→ |
| C48 | LONGBOW ASSET MANAGEMENT CRD 126193 | OK | $134.4M | 2 | Charles Schwab→ |
| C47 | REDSTONE WEALTH MANAGEMENT, LLC CRD 311525 | OK | $187.7M | 4 | Charles Schwab→ |
| C47 | JM2 CAPITAL INC. CRD 292351 | OK | $238.4M | 3 | Charles Schwab→ |
| C46 | HUGHES WARREN, INC. CRD 145570 | OK | $220.5M | 2 | Fidelity→ |
| C45 | OLISTICO WEALTH, LLC CRD 315028 | OK | $371.5M | 4 | Pershing→ |
| C45 | CHAPPELWOOD FINANCIAL SERVICES CORP. CRD 134318 | OK | $113.1M | 3 | —→ |
| C42 | SUTTERFIELD FINANCIAL GROUP, INC. CRD 115652 | OK | $274.4M | 7 | Charles Schwab→ |
| C42 | R.J. CLOUD ADVISORS & COMPANY CRD 289371 | OK | $171.3M | 3 | Charles Schwab→ |
| C41 | LIG CAPITAL MANAGEMENT, LLC CRD 130489 | OK | $250.4M | 4 | Charles Schwab→ |
| C41 | MCGUIRE CAPITAL ADVISORS, INC. CRD 164549 | OK | $200.8M | 4 | Charles Schwab→ |
| C41 | CORPORATE CONSULTING GROUP, INC. CRD 123761 | OK | $240.8M | 1 | E*Trade→ |
| C39 | ASSET MANAGEMENT ADVISORS, LLC CRD 111309 | OK | $221.3M | 2 | Charles Schwab→ |
| C39 | SAGEOAK FINANCIAL, LLC CRD 166927 | OK | $174.8M | 4 | Charles Schwab→ |
| C38 | F.I.G. FINANCIAL ADVISORY SERVICES, INC. CRD 105506 | OK | $162.4M | 3 | E*Trade→ |
| C38 | BISON CAPITAL GROUP, LLC CRD 315170 | OK | $306.2M | — | E*Trade→ |
| C38 | L&S PRIVATE WEALTH, LLC CRD 339946 | OK | $108.5M | 3 | —→ |
| C38 | TRANSCENDENT CAPITAL GROUP LLC CRD 316872 | OK | $360.7M | 9 | Raymond James→ |
| C35 | JBR CO. FINANCIAL MANAGEMENT INC. CRD 117600 | OK | $318.3M | 11 | Charles Schwab→ |
| C35 | BURK HOLDINGS LLC CRD 305300 | OK | $379.9M | 7 | Charles Schwab→ |
| C34 | MITCHELL & PAHL PRIVATE WEALTH, LLC CRD 307625 | OK | $449.9M | 2 | Wells Fargo→ |
| C34 | SUMMIT WEALTH GROUP, LLC CRD 166118 | OK | $182.5M | 2 | Charles Schwab→ |
| C33 | THE STOLPER COMPANY L.L.C. CRD 132962 | OK | $356.3M | 4 | Raymond James→ |
| C32 | HUMPHREYS CAPITAL, LLC CRD 309323 | OK | $252.4M | — | E*Trade→ |
| C29 | OATH PLANNING, LLC CRD 299187 | OK | $284.7M | 6 | Charles Schwab→ |
| C22 | WINDLE WEALTH, LLC CRD 285653 | OK | $251.0M | 2 | Charles Schwab→ |
| C14 | GADDIS PREMIER WEALTH ADVISORS LLC CRD 317837 | OK | $368.5M | 8 | Charles Schwab→ |
