| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C43 | KORNITZER CAPITAL MANAGEMENT, INC. CRD 111087 | KS | $6.75B | 10 | E*Trade→ |
| 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→ |
| C40 | TORTOISE CAPITAL ADVISORS, L.L.C. CRD 123711 | KS | $8.93B | 11 | U.S. Bank→ |
| C39 | FINANCIAL COUNSELORS INC CRD 106398 | KS | $1.47B | 8 | E*Trade→ |
| C39 | TWO WEST CAPITAL ADVISORS LLC CRD 154543 | KS | $3.89B | 16 | Charles Schwab→ |
| C38 | MCD-KISSNER GP, LLC CRD 336165 | KS | $1.02B | — | E*Trade→ |
| 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 | FINANCIAL PARTNERS GROUP, INC. CRD 288644 | KS | $1.15B | 9 | Fidelity→ |
| C36 | GREENWOOD CAPITAL ASSOCIATES, LLC CRD 115015 | SC | $1.77B | 16 | Charles Schwab→ |
| C35 | KEATING FINANCIAL ADVISORY SERVICES, INC. CRD 142772 | KS | $1.45B | 29 | Raymond James→ |
| C35 | WATERFRONT WEALTH INC. CRD 173220 | KS | $1.14B | 10 | Wells Fargo→ |
| C34 | MARINER MANAGED ACCOUNT SOLUTIONS, LLC CRD 151664 | KS | $2.77B | 7 | E*Trade→ |
| 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 | CALIBER WEALTH MANAGEMENT, LLC CRD 331165 | KS | $1.76B | 14 | Charles Schwab→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C31 | CREATIVEONE SECURITIES, LLC CRD 152974 | KS | $2.54B | 50 | Charles Schwab→ |
| C30 | CREATIVE PLANNING, LLC CRD 105348 | KS | $295.57B | 50 | Charles Schwab→ |
| C30 | VETA INVESTMENT PARTNERS, LLC CRD 309023 | KS | $2.79B | 3 | E*Trade→ |
| C29 | DEAN CAPITAL MANAGEMENT, LLC CRD 145666 | KS | $1.15B | 5 | E*Trade→ |
| C29 | SUNESIS ADVISORS, LLC CRD 159114 | KS | $1.48B | 3 | Charles Schwab→ |
| C28 | TRIUNE FINANCIAL PARTNERS, LLC CRD 152277 | KS | $1.52B | 16 | Charles Schwab→ |
| C27 | ONEDIGITAL INVESTMENT ADVISORS LLC CRD 106766 | KS | $155.41B | 50 | Charles Schwab→ |
| C27 | MARINER, LLC CRD 140195 | KS | $125.41B | 50 | Charles Schwab→ |
| C27 | MARINER INDEPENDENT ADVISOR NETWORK, LLC CRD 283824 | KS | $9.57B | 50 | Charles Schwab→ |
| C27 | MARINER PLATFORM SOLUTIONS, LLC CRD 305418 | KS | $7.34B | 50 | Charles Schwab→ |
| C26 | LPL FINANCIAL LLC CRD 6413 | SC | $819.12B | 50 | LPL Financial→ |
| C26 | STEPP & ROTHWELL INC CRD 107999 | KS | $1.06B | 7 | Charles Schwab→ |
| C26 | PRIME CAPITAL INVESTMENT ADVISORS, LLC CRD 288712 | KS | $39.14B | 50 | E*Trade→ |
| C25 | COLONIAL TRUST ADVISORS, INC. CRD 110257 | SC | $1.85B | 15 | Fidelity→ |
| C24 | KWMG, LLC CRD 170293 | KS | $1.23B | 21 | Charles Schwab→ |
| C24 | ADAMSBROWN WEALTH CONSULTANTS LLC CRD 308410 | KS | $1.12B | 16 | Charles Schwab→ |
| C24 | AE WEALTH MANAGEMENT, LLC CRD 282580 | KS | $49.84B | 50 | Charles Schwab→ |
| C24 | SRH ADVISORS, LLC CRD 148479 | KS | $3.15B | 3 | Charles Schwab→ |
| C24 | KAVAR CAPITAL PARTNERS GROUP, LLC CRD 311744 | KS | $1.58B | 5 | Charles Schwab→ |
| C23 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC CRD 165306 | SC | $4.96B | 27 | Charles Schwab→ |
| C23 | LEXAURUM ADVISORS, LLC CRD 283653 | KS | $1.27B | 34 | 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 | PALMER SQUARE CAPITAL MANAGEMENT LLC CRD 155697 | KS | $25.59B | 4 | JPMorgan→ |
| 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 | FORTIS CAPITAL ADVISORS, LLC CRD 309709 | KS | $1.62B | 50 | Charles Schwab→ |
| C20 | TRIAD WEALTH PARTNERS, LLC CRD 326523 | KS | $1.53B | 39 | Charles Schwab→ |
| C19 | PALMER SQUARE BDC ADVISOR LLC CRD 306742 | KS | $1.22B | — | E*Trade→ |
