| B57 | INVESTMENT CONSULTING GROUP INC CRD 106967 | IA | $2.84B | 2 | Charles Schwab→ |
| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C46 | BFC PLANNING, INC. CRD 119682 | IA | $3.84B | 50 | E*Trade→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C43 | PERMANENS CAPITAL L.P. CRD 157476 | SC | $4.02B | 4 | Charles Schwab→ |
| C38 | ACCEL WEALTH MANAGEMENT LLC CRD 286201 | IA | $1.15B | 10 | Charles Schwab→ |
| C37 | PRINCIPAL GLOBAL INVESTORS, LLC CRD 109002 | IA | $427.71B | 50 | 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→ |
| C35 | AUSDAL FINANCIAL PARTNERS, INC. CRD 7995 | IA | $3.73B | 50 | Charles Schwab→ |
| 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→ |
| C33 | NORTHWEST WEALTH MANAGEMENT, LLC CRD 152816 | IA | $1.03B | 20 | Charles Schwab→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C31 | AEGON USA INVESTMENT MANAGEMENT, LLC CRD 114537 | IA | $88.80B | 1 | State Street→ |
| C31 | PRINCIPAL SECURITIES, INC. CRD 1137 | IA | $17.02B | 50 | Fidelity→ |
| C31 | TRANSAMERICA RETIREMENT ADVISORS, LLC CRD 107319 | IA | $18.83B | 39 | Pershing→ |
| C30 | BTC CAPITAL MANAGEMENT, INC. CRD 127158 | IA | $4.60B | 22 | E*Trade→ |
| C28 | INTEGRITY ALLIANCE, LLC CRD 139627 | IA | $5.41B | 50 | Charles Schwab→ |
| C28 | INTEGRITY ADVISORY SOLUTIONS, LLC CRD 288817 | IA | $1.10B | 50 | Charles Schwab→ |
| C26 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC CRD 321109 | IA | $122.05B | — | E*Trade→ |
| C26 | STEELE CAPITAL MANAGEMENT, INC. CRD 107097 | IA | $3.55B | 15 | Charles Schwab→ |
| C26 | LPL FINANCIAL LLC CRD 6413 | SC | $819.12B | 50 | LPL Financial→ |
| C25 | COLONIAL TRUST ADVISORS, INC. CRD 110257 | SC | $1.85B | 15 | Fidelity→ |
| C24 | FOSTER GROUP, INC. CRD 107148 | IA | $4.78B | 50 | Charles Schwab→ |
| C23 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. CRD 134139 | IA | $138.69B | 50 | —→ |
| 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 | AVANTAX PLANNING PARTNERS, INC. CRD 106237 | IA | $7.57B | 50 | 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→ |
| C23 | PRINCIPAL REAL ESTATE INVESTORS, LLC CRD 109008 | IA | $105.65B | — | Wells Fargo→ |
| C23 | PRINCIPAL ADVISED SERVICES, LLC CRD 297324 | IA | $1.42B | 50 | E*Trade→ |
| C22 | VERITY AND VERITY, LLC CRD 119630 | SC | $1.40B | 12 | Charles Schwab→ |
| C22 | LEGACY FINANCIAL GROUP, LLC CRD 154927 | IA | $1.01B | 8 | 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→ |
| C17 | GILBERT & COOK, INC. CRD 283112 | IA | $1.70B | 18 | Charles Schwab→ |
| C15 | FOSTER VICTOR WEALTH ADVISORS, LLC CRD 283656 | SC | $2.64B | 19 | Charles Schwab→ |
