| B57 | BHK INVESTMENT ADVISORS, LLC CRD 140515 | AL | $794.1M | 5 | Charles Schwab→ |
| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| 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 | HEADLAND CAPITAL, LLC CRD 332277 | SC | $559.3M | 10 | LPL Financial→ |
| C41 | GROUND SWELL CAPITAL, LLC CRD 159812 | SC | $949.2M | 6 | E*Trade→ |
| C38 | GLOBAL VIEW INVESTMENT ADVISORS, LLC CRD 145499 | SC | $553.8M | 4 | E*Trade→ |
| C38 | BMSS WESSON WEALTH SOLUTIONS, LLC CRD 282792 | AL | $704.0M | 8 | Charles Schwab→ |
| C37 | BURKETT FINANCIAL SERVICES, LLC CRD 140168 | SC | $572.6M | 5 | Charles Schwab→ |
| C37 | FAIRVOY PRIVATE WEALTH, LLC CRD 329636 | AL | $605.1M | 6 | Fidelity→ |
| 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→ |
| 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→ |
| 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→ |
| C29 | SMITH THORNTON ADVISORS, LLC CRD 312537 | AL | $852.3M | 8 | Charles Schwab→ |
| 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 | HOBBS GROUP ADVISORS LLC CRD 157274 | SC | $584.4M | 7 | Fidelity→ |
| 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→ |
| 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→ |
| C19 | MTM INVESTMENT MANAGEMENT, LLC CRD 297500 | SC | $678.1M | 5 | Raymond James→ |
| C19 | BNA WEALTH, INC. CRD 39326 | SC | $619.8M | 6 | Charles Schwab→ |
