| B57 | LIGHTHOUSE FINANCIAL LLC CRD 137277 | FL | $755.6M | 1 | Charles Schwab→ |
| B57 | NOESIS CAPITAL MANAGEMENT CORP CRD 110819 | FL | $876.9M | 7 | Charles Schwab→ |
| B57 | DALE K. EHRHART, INC. CRD 35971 | FL | $648.8M | 4 | Charles Schwab→ |
| B56 | FIDUCIARY FAMILY OFFICE, LLC CRD 326990 | FL | $747.7M | 2 | Charles Schwab→ |
| B50 | REZNY WEALTH MANAGEMENT, INC. CRD 109638 | FL | $506.0M | 2 | Charles Schwab→ |
| C47 | ROGAN & ASSOCIATES, INC. CRD 42762 | FL | $709.6M | 9 | Charles Schwab→ |
| C46 | DISCIPLINED EQUITY MANAGEMENT, INC. CRD 129436 | FL | $521.0M | 2 | Charles Schwab→ |
| C45 | ZEGA INVESTMENTS, LLC CRD 330428 | FL | $614.0M | 6 | Charles Schwab→ |
| C44 | TOUNJIAN ADVISORY PARTNERS LLC CRD 329635 | FL | $675.5M | 4 | Charles Schwab→ |
| C43 | AUGUSTINE ASSET MANAGEMENT INC CRD 105801 | FL | $783.3M | 4 | Charles Schwab→ |
| C43 | LAS OLAS CAPITAL ADVISORS, LLC CRD 175077 | FL | $551.9M | 2 | Charles Schwab→ |
| C43 | MATERETSKY FINANCIAL GROUP, INC. CRD 292353 | FL | $720.8M | 4 | Charles Schwab→ |
| C42 | CONVERGENCE INVESTMENT PARTNERS, LLC CRD 148472 | FL | $523.6M | 4 | Charles Schwab→ |
| C42 | BAYSHORE ASSET MANAGEMENT, LLC CRD 144191 | FL | $740.1M | 3 | Charles Schwab→ |
| C40 | CPA ASSET MANAGEMENT GROUP, LLC CRD 107833 | FL | $619.2M | 5 | Charles Schwab→ |
| C40 | RAINEY & RANDALL WEALTH ADVISORS, INC. CRD 116251 | FL | $918.2M | 4 | Charles Schwab→ |
| C37 | ROSEMAWR MANAGEMENT LLC CRD 148984 | FL | $843.6M | — | Charles Schwab→ |
| C36 | FIRESTONE CAPITAL MANAGEMENT INC CRD 106366 | FL | $806.2M | 5 | Charles Schwab→ |
| C36 | COLLABORATIVE WEALTH MANAGEMENT, INC. CRD 142106 | FL | $653.3M | 13 | Charles Schwab→ |
| C36 | DARWIN WEALTH MANAGEMENT, LLC CRD 166585 | FL | $614.5M | 12 | Charles Schwab→ |
| C33 | GLOBAL ASSETS ADVISORY, LLC CRD 300460 | FL | $551.7M | 29 | Charles Schwab→ |
| C33 | SYNERGY INVESTMENT MANAGEMENT LLC CRD 305961 | FL | $681.5M | 17 | Charles Schwab→ |
| C32 | SUMMIT WEALTH PARTNERS, LLC CRD 283648 | FL | $675.7M | 12 | Charles Schwab→ |
| C31 | NESTEGGS RETIREMENT PLAN SERVICES, INC. CRD 133507 | FL | $911.3M | 10 | Charles Schwab→ |
| C31 | KAUFMAN ROSSIN WEALTH, LLC CRD 301921 | FL | $506.7M | 6 | Charles Schwab→ |
| C31 | LEGACY WEALTH ADVISORS, LLC CRD 326117 | FL | $922.8M | 4 | Charles Schwab→ |
| C30 | FSA INVESTMENT GROUP, LLC CRD 163641 | FL | $761.8M | 14 | Charles Schwab→ |
| C30 | MAXIMAI INVESTMENT PARTNERS, LLC CRD 284919 | FL | $695.8M | 5 | Charles Schwab→ |
| C30 | COMPOUND FAMILY OFFICES, LLC CRD 298776 | FL | $540.8M | 5 | Charles Schwab→ |
| C30 | 55 NORTH PRIVATE WEALTH, LLC CRD 325325 | FL | $581.3M | 7 | Charles Schwab→ |
| C29 | COMPASS FINANCIAL MANAGEMENT LLC CRD 156345 | FL | $893.8M | 41 | Charles Schwab→ |
| C28 | DAYBRIGHT ADVISORY SERVICES, INC. CRD 133795 | FL | $997.4M | 20 | Charles Schwab→ |
| C26 | PAULSON WEALTH MANAGEMENT INC. CRD 150374 | FL | $558.9M | 3 | Charles Schwab→ |
| C25 | ALTIUM INVESTMENT STRATEGIES LLC CRD 333950 | FL | $517.7M | — | Charles Schwab→ |
| C24 | POWELL INVESTMENT ADVISORS, LLC CRD 160333 | FL | $648.0M | 2 | Charles Schwab→ |
| C23 | SINGER WEALTH ADVISORS LLC CRD 317218 | FL | $782.4M | 20 | Charles Schwab→ |
| C22 | TIEMPO CAPITAL PARTNERS, LLC CRD 329367 | FL | $911.0M | 5 | Charles Schwab→ |
| C19 | CLIENT 1ST ADVISORY GROUP LLC CRD 167790 | FL | $511.5M | 7 | Charles Schwab→ |
| C19 | FLAHARTY ASSET MANAGEMENT, LLC CRD 168495 | FL | $901.6M | 10 | Charles Schwab→ |
| C19 | TACTIVE ADVISORS, LLC CRD 309311 | FL | $619.0M | 18 | Charles Schwab→ |
| C18 | TRUVESTMENTS CAPITAL LLC CRD 291297 | FL | $660.8M | 15 | Charles Schwab→ |
| C14 | FINANCIAL HARVEST, LLC CRD 148271 | FL | $557.4M | 7 | Charles Schwab→ |
| C14 | ATTICUS WEALTH MANAGEMENT, LLC CRD 296949 | FL | $565.3M | 7 | Charles Schwab→ |
