| B57 | BHK INVESTMENT ADVISORS, LLC CRD 140515 | AL | $794.1M | 5 | Charles Schwab→ |
| B52 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | OR | $808.9M | — | Pershing→ |
| B51 | AUXIER ASSET MANAGEMENT LLC CRD 107980 | OR | $946.1M | 6 | Charles Schwab→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| B50 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION CRD 107777 | OR | $758.3M | 4 | Charles Schwab→ |
| C48 | THE H GROUP, INC. CRD 106801 | OR | $580.1M | — | Charles Schwab→ |
| C47 | PEREGRINE ASSET ADVISERS, INC. CRD 115738 | OR | $611.0M | 6 | Charles Schwab→ |
| C47 | MENGIS CAPITAL MANAGEMENT, INC. CRD 117127 | OR | $903.5M | 6 | Charles Schwab→ |
| C47 | CGC FINANCIAL SERVICES, LLC CRD 155446 | OR | $875.8M | 5 | Charles Schwab→ |
| C46 | GREEN CITIES INVESTMENT MANAGEMENT, LLC CRD 166263 | OR | $875.0M | — | E*Trade→ |
| C44 | PARK LANE ADVISORS, LLC CRD 338445 | AL | $623.9M | — | Fidelity→ |
| C43 | OAKWORTH ASSET MANAGEMENT, LLC CRD 335388 | AL | $846.3M | 21 | E*Trade→ |
| C42 | ACM MANAGEMENT COMPANY, LLC CRD 283037 | OR | $650.1M | — | E*Trade→ |
| C40 | VON BORSTEL & ASSOCIATES, INC. CRD 309746 | OR | $680.2M | 4 | Charles Schwab→ |
| C39 | EFM INVESTMENTS & ADVISORY LLC CRD 339744 | OR | $680.0M | — | E*Trade→ |
| C39 | NORTHMARQ FUND MANAGEMENT, LLC CRD 150703 | OR | $541.3M | 1 | E*Trade→ |
| C38 | BMSS WESSON WEALTH SOLUTIONS, LLC CRD 282792 | AL | $704.0M | 8 | Charles Schwab→ |
| C37 | FAIRVOY PRIVATE WEALTH, LLC CRD 329636 | AL | $605.1M | 6 | Fidelity→ |
| C36 | ROEHL & YI INVESTMENT ADVISORS, LLC CRD 109258 | OR | $959.4M | 12 | Charles Schwab→ |
| C36 | ONEASCENT FAMILY OFFICE LLC CRD 323305 | AL | $544.5M | 9 | Charles Schwab→ |
| C36 | PORTER WHITE INVESTMENT ADVISORS, INC. CRD 110876 | AL | $748.2M | 4 | E*Trade→ |
| C35 | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC CRD 182520 | OR | $642.6M | — | E*Trade→ |
| C33 | NORTHWEST QUADRANT, LLC CRD 158455 | OR | $579.7M | 2 | Charles Schwab→ |
| C33 | ALLIUM FINANCIAL ADVISORS, LLC CRD 288462 | OR | $733.5M | 7 | E*Trade→ |
| C33 | SUNBURST FINANCIAL GROUP, LLC CRD 283605 | AL | $808.1M | 7 | Charles Schwab→ |
| C32 | MAYFAIR ADVISORY GROUP, LLC CRD 304668 | AL | $806.4M | 4 | Charles Schwab→ |
| C32 | BCR WEALTH STRATEGIES, LLC CRD 119670 | AL | $528.1M | 7 | Pershing→ |
| C31 | 801 WEST CAPITAL MANAGEMENT, LLC CRD 168417 | OR | $515.9M | — | JPMorgan→ |
| C31 | BNC WEALTH MANAGEMENT, LLC CRD 306483 | OR | $847.5M | 4 | Charles Schwab→ |
| C29 | SMITH THORNTON ADVISORS, LLC CRD 312537 | AL | $852.3M | 8 | Charles Schwab→ |
| C28 | VERIDAN WEALTH LLC CRD 329666 | OR | $667.2M | 4 | Fidelity→ |
| C27 | TRUEWEALTH ADVISORS, LLC CRD 298838 | AL | $547.5M | 14 | Charles Schwab→ |
| C26 | MELD FINANCIAL, INC. CRD 118896 | AL | $776.4M | 10 | Fidelity→ |
| C26 | MAINSAIL ASSET MANAGEMENT, LLC CRD 128373 | AL | $598.8M | 4 | Charles Schwab→ |
| C26 | HORST & GRABEN WEALTH MANAGEMENT, LLC CRD 297368 | OR | $920.1M | 4 | Charles Schwab→ |
| C26 | ONEASCENT INVESTMENT SOLUTIONS, LLC CRD 285512 | AL | $987.2M | 1 | Charles Schwab→ |
| C25 | PARK PLACE CAPITAL CORPORATION CRD 107952 | AL | $879.2M | 7 | Charles Schwab→ |
| C22 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC CRD 292600 | OR | $921.5M | 8 | Charles Schwab→ |
| C20 | R.V. KUHNS & ASSOCIATES, INC. CRD 18005 | OR | $827.9M | — | Charles Schwab→ |
| C20 | PINNACLE WEALTH ADVISORS, LLC CRD 117517 | OR | $549.7M | 14 | Charles Schwab→ |
| C14 | HEADWATER INVESTMENT CONSULTING,INC. CRD 133009 | OR | $543.0M | 5 | Fidelity→ |
| C14 | ETESIAN WEALTH ADVISORS, INC. CRD 152127 | OR | $503.3M | 7 | Charles Schwab→ |
