| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| B52 | ATLAS CAPITAL MANAGEMENT CORP CRD 106107 | IN | $869.8M | 5 | E*Trade→ |
| B52 | QUANTUM FINANCIAL SERVICES INC. CRD 121631 | IN | $730.9M | 2 | E*Trade→ |
| B52 | SYCAMORE FINANCIAL GROUP, INC. CRD 14143 | IN | $787.4M | 6 | E*Trade→ |
| C44 | 3FOURTEEN & SMI ADVISORY SERVICES, LLC CRD 331301 | IN | $723.0M | — | E*Trade→ |
| C44 | THE FINANCIAL RESOURCE CENTER, INC. CRD 316747 | IN | $642.5M | 4 | E*Trade→ |
| C43 | MERIDIAN INVESTMENT ADVISORS, INC. CRD 107593 | IN | $628.0M | 4 | E*Trade→ |
| C42 | HEADLAND CAPITAL, LLC CRD 332277 | SC | $559.3M | 10 | LPL Financial→ |
| C41 | GROUND SWELL CAPITAL, LLC CRD 159812 | SC | $949.2M | 6 | E*Trade→ |
| C40 | GALECKI FINANCIAL MANAGEMENT INC CRD 107218 | IN | $929.5M | 6 | E*Trade→ |
| C39 | AMI INVESTMENT MANAGEMENT INC CRD 106321 | IN | $963.6M | 4 | Charles Schwab→ |
| C38 | GLOBAL VIEW INVESTMENT ADVISORS, LLC CRD 145499 | SC | $553.8M | 4 | E*Trade→ |
| C38 | KIRR, MARBACH & COMPANY, LLC CRD 104634 | IN | $587.7M | 6 | Charles Schwab→ |
| C37 | SMI ADVISORY SERVICES, LLC CRD 137872 | IN | $949.0M | 7 | Charles Schwab→ |
| C37 | BURKETT FINANCIAL SERVICES, LLC CRD 140168 | SC | $572.6M | 5 | Charles Schwab→ |
| C36 | IMC ADVISORS, LLC CRD 111537 | IN | $540.0M | 3 | Fidelity→ |
| C36 | HURLOW WEALTH MANAGEMENT GROUP, INC. CRD 282587 | IN | $794.4M | 10 | Charles Schwab→ |
| C36 | WEALTH ADVISORY SOLUTIONS, LLC CRD 288903 | IN | $599.1M | 9 | Charles Schwab→ |
| C36 | EVERNEST FINANCIAL ADVISORS CRD 328161 | IN | $963.0M | 6 | Charles Schwab→ |
| C34 | US AGRICULTURE, LLC CRD 282576 | IN | $759.1M | — | E*Trade→ |
| C33 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. CRD 128257 | IN | $595.6M | 12 | Raymond James→ |
| C33 | HILTOP PARTNERS, LLC CRD 290981 | IN | $616.4M | 9 | Charles Schwab→ |
| C33 | REIFY WEALTH ADVISORS, INC. CRD 121978 | IN | $524.4M | 5 | Charles Schwab→ |
| C33 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC CRD 122212 | IN | $776.0M | 9 | Charles Schwab→ |
| C33 | ELEVATED FINANCIAL GROUP, LLC CRD 334353 | IN | $532.0M | 7 | Charles Schwab→ |
| C32 | NORTHWEST FINANCIAL SERVICES INC CRD 106805 | IN | $634.9M | 9 | Charles Schwab→ |
| C32 | INDIE ASSET PARTNERS, LLC CRD 154503 | IN | $685.2M | 4 | Charles Schwab→ |
| C32 | WEALTH MANAGEMENT ADVISORS, LLC CRD 171260 | SC | $686.1M | 5 | Charles Schwab→ |
| C31 | MORRIS FINANCIAL CONCEPTS, INC. CRD 114862 | SC | $538.4M | 9 | Charles Schwab→ |
| C26 | HALTER FERGUSON FINANCIAL INC CRD 109563 | IN | $705.0M | 7 | Charles Schwab→ |
| C26 | HOBBS GROUP ADVISORS LLC CRD 157274 | SC | $584.4M | 7 | Fidelity→ |
| C26 | HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC CRD 289413 | IN | $546.8M | 7 | Charles Schwab→ |
| C25 | CURRAN FINANCIAL PARTNERS, LLC CRD 281943 | SC | $749.4M | 16 | Charles Schwab→ |
| C25 | DISCIPLINE WEALTH SOLUTIONS, INC. CRD 315846 | SC | $746.7M | 18 | Charles Schwab→ |
| C24 | GLOBAL FRONTIER INVESTMENTS, LLC CRD 160105 | SC | $682.0M | — | Goldman Sachs→ |
| C24 | CID CAPITAL II, INC. CRD 160776 | IN | $515.8M | — | E*Trade→ |
| C23 | HOWARD BAILEY SECURITIES, LLC CRD 282712 | IN | $582.8M | 13 | Fidelity→ |
| C22 | LYNCH & ASSOCIATES INC CRD 108326 | IN | $831.1M | 7 | E*Trade→ |
| C21 | FINANCIAL ENHANCEMENT GROUP LLC CRD 159017 | IN | $987.0M | 26 | Charles Schwab→ |
| C19 | WALTER & KEENAN WEALTH MANAGEMENT, LLC CRD 104838 | IN | $983.3M | 6 | Charles Schwab→ |
| C19 | FINANCIAL PLANS & STRATEGIES, INC. CRD 123793 | IN | $610.6M | 6 | Charles Schwab→ |
| C19 | MTM INVESTMENT MANAGEMENT, LLC CRD 297500 | SC | $678.1M | 5 | Raymond James→ |
| C19 | BCGM WEALTH MANAGEMENT, LLC CRD 306757 | IN | $541.5M | 9 | Charles Schwab→ |
| C19 | BNA WEALTH, INC. CRD 39326 | SC | $619.8M | 6 | Charles Schwab→ |
| C14 | PATHWAY FINANCIAL ADVISERS, LLC CRD 166237 | IN | $524.2M | 6 | Fidelity→ |
