| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C43 | PERMANENS CAPITAL L.P. CRD 157476 | SC | $4.02B | 4 | Charles Schwab→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C37 | LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | SC | $1.14B | — | JPMorgan→ |
| C36 | PERFORMA LIMITED (US), LLC CRD 154232 | SC | $4.49B | — | E*Trade→ |
| C36 | GREENWOOD CAPITAL ASSOCIATES, LLC CRD 115015 | SC | $1.77B | 16 | Charles Schwab→ |
| 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→ |
| C33 | VOLOFIN CAPITAL MANAGEMENT (US) LLC CRD 309922 | SC | $1.01B | — | E*Trade→ |
| C33 | ABACUS PLANNING GROUP, INC. CRD 107994 | SC | $2.16B | 15 | Charles Schwab→ |
| C32 | ANDERSON GROWTH PARTNERS, LLC CRD 138600 | AL | $1.01B | 1 | Pershing→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C30 | JACKSON THORNTON WEALTH MANAGEMENT, LLC CRD 116091 | AL | $2.01B | 10 | Charles Schwab→ |
| 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→ |
| C26 | LPL FINANCIAL LLC CRD 6413 | SC | $819.12B | 50 | LPL Financial→ |
| C25 | HARBERT FUND ADVISORS, LLC CRD 110577 | AL | $7.82B | — | E*Trade→ |
| C25 | COLONIAL TRUST ADVISORS, INC. CRD 110257 | SC | $1.85B | 15 | Fidelity→ |
| 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→ |
| C23 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC CRD 165306 | SC | $4.96B | 27 | Charles Schwab→ |
| C23 | FIDUCIARY ALLIANCE LLC CRD 284924 | SC | $2.53B | 45 | Charles Schwab→ |
| C23 | ANCHOR INVESTMENT MANAGEMENT, LLC CRD 135296 | SC | $1.52B | 7 | Charles Schwab→ |
| C23 | APOLLON WEALTH MANAGEMENT, LLC CRD 291902 | SC | $11.56B | 50 | Charles Schwab→ |
| C22 | VERITY AND VERITY, LLC CRD 119630 | SC | $1.40B | 12 | Charles Schwab→ |
| C22 | GREYSTAR INVESTMENT GROUP, LLC CRD 160665 | SC | $36.50B | — | JPMorgan→ |
| C22 | APOLLON FINANCIAL, LLC CRD 321217 | SC | $1.45B | 19 | Charles Schwab→ |
| C20 | APTUS CAPITAL ADVISORS, LLC CRD 167626 | AL | $14.14B | 18 | Charles Schwab→ |
| C15 | FOSTER VICTOR WEALTH ADVISORS, LLC CRD 283656 | SC | $2.64B | 19 | Charles Schwab→ |
| C13 | THE WELCH GROUP, LLC CRD 111273 | AL | $3.68B | 28 | Charles Schwab→ |