| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| C50 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | Charles Schwab→ |
| C48 | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC CRD 148156 | NC | $1.29B | 9 | Charles Schwab→ |
| C48 | WOODARD & CO ASSET MANAGEMENT GROUP INC CRD 108199 | NC | $1.17B | 5 | E*Trade→ |
| C46 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC CRD 107312 | NC | $132.63B | 13 | State Street→ |
| C44 | COMPERIO RETIREMENT CONSULTING, INC. CRD 140786 | NC | $1.99B | 2 | E*Trade→ |
| C44 | GLADIUS CAPITAL MANAGEMENT LP CRD 152023 | UT | $2.88B | — | Wells Fargo→ |
| C43 | CAPITAL INVESTMENT COUNSEL INC CRD 104591 | NC | $1.02B | 4 | Pershing→ |
| C43 | BILTMORE FAMILY OFFICE, LLC CRD 167174 | NC | $3.47B | 14 | Charles Schwab→ |
| C42 | SEPIO CAPITAL, LP CRD 285645 | UT | $5.64B | 18 | Fidelity→ |
| C42 | THE NORDEN GROUP LLC CRD 323988 | UT | $1.97B | 22 | Charles Schwab→ |
| C41 | WEDGE CAPITAL MANAGEMENT LLP CRD 106234 | NC | $7.75B | 23 | E*Trade→ |
| C40 | ALLSPRING GLOBAL INVESTMENTS, LLC CRD 104973 | NC | $475.78B | — | State Street→ |
| C40 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC CRD 149124 | NC | $2.39B | 50 | Charles Schwab→ |
| C39 | STEELE CREEK INVESTMENT MANAGEMENT LLC CRD 170209 | NC | $1.74B | — | U.S. Bank→ |
| C39 | ALUMINA INVESTMENT MANAGEMENT, LLC CRD 164273 | NC | $5.26B | — | E*Trade→ |
| C39 | ALLSPRING FUNDS MANAGEMENT, LLC CRD 110841 | NC | $324.65B | 50 | LPL Financial→ |
| C38 | SILVERBACK ASSET MANAGEMENT, LLC CRD 141407 | NC | $1.19B | — | JPMorgan→ |
| C38 | IRON GATE GLOBAL ADVISORS, LLC CRD 111177 | UT | $1.32B | 7 | Charles Schwab→ |
| C37 | CARDINAL CAPITAL MANAGEMENT INC CRD 108076 | NC | $1.03B | 3 | Charles Schwab→ |
| C37 | LAUREL WEALTH ADVISORS, LLC CRD 118469 | NC | $1.11B | 7 | Charles Schwab→ |
| C36 | OAK CITY CONSULTING, LLC CRD 162220 | NC | $1.43B | 3 | Fidelity→ |
| C36 | MILL CAPITAL MANAGEMENT, LLC CRD 312798 | NC | $1.49B | 3 | Charles Schwab→ |
| C35 | SUMMIT GLOBAL INVESTMENTS, LLC CRD 157091 | UT | $2.29B | 50 | Charles Schwab→ |
| C35 | CORNERSTONE WEALTH GROUP, LLC CRD 289971 | NC | $2.49B | 29 | Charles Schwab→ |
| C35 | BARINGS LLC CRD 106006 | NC | $392.75B | — | State Street→ |
| C34 | ALLY INVEST ADVISORS INC CRD 170301 | NC | $1.73B | 50 | Apex Clearing→ |
| C34 | STERLING CAPITAL MANAGEMENT LLC CRD 135405 | NC | $69.23B | 37 | E*Trade→ |
| C34 | VERITY ASSET MANAGEMENT, INC. CRD 158667 | NC | $1.15B | 50 | E*Trade→ |
| C34 | CAPFINANCIAL PARTNERS, LLC CRD 175112 | NC | $1236.70B | 50 | E*Trade→ |
| C33 | FTA ASSET MANAGEMENT, LLC CRD 332377 | NC | $1.01B | — | E*Trade→ |
| C33 | MORGAN CREEK CAPITAL MANAGEMENT, LLC CRD 138401 | NC | $1.79B | — | Northern Trust→ |
| C33 | FIVE POINTS CAPITAL LLC CRD 160792 | NC | $1.45B | — | E*Trade→ |
| C33 | KIAN CAPITAL PARTNERS, LLC CRD 329179 | NC | $1.10B | — | E*Trade→ |
| C32 | ASSOCIATION FINANCIAL SERVICES INC. CRD 142205 | UT | $1.27B | 10 | E*Trade→ |
| C32 | LINDEN THOMAS ADVISORY SERVICES, LLC CRD 288557 | NC | $1.77B | 11 | Charles Schwab→ |
| C31 | ALBION MANAGEMENT GROUP CRD 105957 | UT | $2.01B | 17 | Charles Schwab→ |
| C31 | FOUNDERS FINANCIAL ALLIANCE, LLC CRD 173011 | NC | $1.19B | 31 | LPL Financial→ |
| C31 | ETON ADVISORS GROUP, LLC CRD 289395 | NC | $1.89B | 6 | BNY Mellon→ |
| C31 | TOPSAIL WEALTH MANAGEMENT LLC CRD 331098 | NC | $1.31B | 4 | Charles Schwab→ |
| C31 | FIRST CITIZENS INVESTOR SERVICES, INC. CRD 44430 | NC | $2.63B | 50 | Pershing→ |
| C31 | PHYSICIAN WEALTH ADVISORS, INC. CRD 106043 | UT | $2.01B | 9 | Charles Schwab→ |
| C31 | GRANDEUR PEAK GLOBAL ADVISORS, LLC CRD 158270 | UT | $3.80B | 16 | State Street→ |
| C31 | WESTEND ADVISORS, LLC CRD 133279 | NC | $1.87B | 18 | E*Trade→ |
| C31 | HEALTHEQUITY ADVISORS, LLC CRD 167105 | UT | $1.99B | 1 | E*Trade→ |
| C30 | ALIGHT FINANCIAL ADVISORS, LLC CRD 158744 | NC | $35.05B | 50 | E*Trade→ |
| C30 | TOWNSQUARE CAPITAL, LLC CRD 288576 | UT | $18.07B | 18 | Charles Schwab→ |
| C30 | CROSS CREEK ADVISORS, LLC CRD 165803 | UT | $1.35B | 4 | Morgan Stanley→ |
| C30 | COLONY FAMILY OFFICES, LLC CRD 167017 | NC | $3.36B | 6 | E*Trade→ |
| C30 | BLUEPRINT INVESTMENT PARTNERS LLC CRD 170196 | NC | $1.87B | 5 | Charles Schwab→ |
