| B53 | FIDELIS CAPITAL, LLC CRD 141341 | AL | $18.3M | — | Charles Schwab→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C36 | SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | AL | $1.05B | 3 | Fidelity→ |
| C34 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
| C32 | ANDERSON GROWTH PARTNERS, LLC CRD 138600 | AL | $1.01B | 1 | Pershing→ |
| C31 | MM ADVISORS, LLC CRD 337688 | AL | $0 | — | E*Trade→ |
| C31 | NAVIGATE PRIVATE FUND ADVISORS LLC CRD 313687 | AL | $0 | 3 | E*Trade→ |
| C30 | JACKSON THORNTON WEALTH MANAGEMENT, LLC CRD 116091 | AL | $2.01B | 10 | Charles Schwab→ |
| C30 | LYONS VIEW CAPITAL, LLC CRD 324582 | AL | $0 | 2 | E*Trade→ |
| C30 | NBC SECURITIES, INC. CRD 17870 | AL | $1.78B | 50 | E*Trade→ |
| C29 | LEAVELL INVESTMENT MANAGEMENT, INC. CRD 107890 | AL | $3.40B | 24 | Charles Schwab→ |
| C28 | RESOURCE MANAGEMENT SERVICE, LLC CRD 130791 | AL | $5.92B | — | E*Trade→ |
| C27 | ARLINGTON PARTNERS LLC CRD 109335 | AL | $2.31B | 7 | E*Trade→ |
| C27 | WAVERLY ADVISORS, LLC CRD 115332 | AL | $29.78B | 50 | Charles Schwab→ |
| C27 | ONEASCENT FINANCIAL SERVICES LLC CRD 284549 | AL | $3.54B | 50 | Charles Schwab→ |
| C25 | HARBERT FUND ADVISORS, LLC CRD 110577 | AL | $7.82B | — | E*Trade→ |
| C24 | REGIONS INVESTMENT MANAGEMENT, INC. CRD 111715 | AL | $20.14B | 4 | E*Trade→ |
| C24 | RFG ADVISORY, LLC CRD 158401 | AL | $6.81B | 50 | Charles Schwab→ |
| C24 | EVERSOURCE WEALTH ADVISORS, LLC CRD 286340 | AL | $5.10B | 50 | Charles Schwab→ |
| C24 | KEEL POINT, LLC CRD 127902 | AL | $3.46B | 47 | Fidelity→ |
| C20 | APTUS CAPITAL ADVISORS, LLC CRD 167626 | AL | $14.14B | 18 | Charles Schwab→ |
| C13 | THE WELCH GROUP, LLC CRD 111273 | AL | $3.68B | 28 | Charles Schwab→ |
