| B57 | BHK INVESTMENT ADVISORS, LLC CRD 140515 | AL | $794.1M | 5 | Charles Schwab→ |
| B55 | SKYLANDS CAPITAL, LLC CRD 131183 | WI | $746.5M | 2 | Goldman Sachs→ |
| B55 | MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | WI | $877.6M | 7 | Charles Schwab→ |
| B54 | ALPHA INVESTMENT CONSULTING GROUP, LLC CRD 139721 | WI | $713.6M | 3 | E*Trade→ |
| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| B52 | ADVISORS MANAGEMENT GROUP INC CRD 113020 | WI | $819.6M | 12 | Charles Schwab→ |
| B51 | GOOGINS ADVISORS, INC. CRD 13985 | WI | $501.0M | 4 | Charles Schwab→ |
| C50 | AFFILIATED FINANCIAL ADVISORS INC CRD 108154 | WI | $541.5M | 4 | Charles Schwab→ |
| C48 | TFB ADVISORS, LLC CRD 321870 | KS | $840.2M | 17 | Charles Schwab→ |
| C48 | BERNICKE WEALTH MANAGEMENT, LTD. CRD 335431 | WI | $887.4M | 12 | Charles Schwab→ |
| C45 | PCG WEALTH ADVISORS, LLC CRD 290977 | KS | $931.1M | 18 | LPL Financial→ |
| C44 | BROADVIEW FINANCIAL MANAGEMENT, LLC CRD 143550 | WI | $699.2M | 6 | Charles Schwab→ |
| C44 | PARK CAPITAL MANAGEMENT, LLC CRD 158965 | WI | $868.0M | 5 | Charles Schwab→ |
| C44 | PARK LANE ADVISORS, LLC CRD 338445 | AL | $623.9M | — | Fidelity→ |
| C43 | CLAYTON FINANCIAL SERVICES INC CRD 105898 | KS | $909.8M | 7 | 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 | FRIEDLANDER & CO INC CRD 105150 | WI | $564.8M | 1 | E*Trade→ |
| C41 | BKM WEALTH MANAGEMENT, LLC CRD 323928 | WI | $651.8M | 6 | Wells Fargo→ |
| C41 | GROUND SWELL CAPITAL, LLC CRD 159812 | SC | $949.2M | 6 | E*Trade→ |
| C41 | 503 CAPITAL PARTNERS, LLC CRD 327580 | KS | $636.4M | — | U.S. Bank→ |
| C40 | ENRICH FINANCIAL PARTNERS LLC CRD 111234 | WI | $556.8M | 4 | Charles Schwab→ |
| C40 | RICHARDSON CAPITAL MANAGEMENT, LLC CRD 130985 | WI | $582.2M | 10 | Charles Schwab→ |
| C40 | POEHLING CAPITAL MANAGEMENT, INC. CRD 131668 | WI | $591.3M | 6 | Charles Schwab→ |
| C40 | KOESTEN HIRSCHMANN & CRABTREE, INC. CRD 107212 | KS | $668.3M | 8 | Charles Schwab→ |
| 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→ |
| C38 | BCWM, LLC. CRD 144748 | KS | $665.2M | 7 | Charles Schwab→ |
| C37 | MITCHELL CAPITAL MANAGEMENT CO CRD 106338 | KS | $847.3M | 6 | 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→ |
| C35 | BAIRD CAPITAL MANAGEMENT COMPANY, LLC CRD 323309 | WI | $737.9M | — | E*Trade→ |
| C34 | P. J. SCHMIDT INVESTMENT MANAGEMENT, INC CRD 104701 | WI | $852.0M | 7 | E*Trade→ |
| C33 | MATTERN WEALTH MANAGEMENT LLC CRD 304520 | KS | $579.0M | 3 | Charles Schwab→ |
| C33 | RIVERWATER PARTNERS LLC CRD 283540 | WI | $660.9M | 6 | Charles Schwab→ |
| C33 | SUNBURST FINANCIAL GROUP, LLC CRD 283605 | AL | $808.1M | 7 | Charles Schwab→ |
| C32 | WESTWARD INVESTMENT ADVISORY, LLC CRD 281742 | KS | $571.5M | 3 | E*Trade→ |
| C32 | MAYFAIR ADVISORY GROUP, LLC CRD 304668 | AL | $806.4M | 4 | Charles Schwab→ |
| C32 | WEALTH ALLIANCE ADVISORY GROUP, LLC CRD 290329 | KS | $978.6M | 5 | Fidelity→ |
| C32 | WINCH ADVISORY SERVICES, LLC CRD 110194 | WI | $580.2M | 7 | LPL Financial→ |
| 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 | UNITED CAPITAL MANAGEMENT OF KANSAS, INC. CRD 157755 | KS | $884.8M | 26 | Charles Schwab→ |
| C31 | SHAKESPEARE WEALTH MANAGEMENT, LLC CRD 111950 | WI | $641.9M | 6 | Charles Schwab→ |
| C31 | MORRIS FINANCIAL CONCEPTS, INC. CRD 114862 | SC | $538.4M | 9 | Charles Schwab→ |
| C30 | WEA FINANCIAL ADVISORS, INC. CRD 144919 | WI | $507.8M | 3 | E*Trade→ |
| C29 | SMITH THORNTON ADVISORS, LLC CRD 312537 | AL | $852.3M | 8 | Charles Schwab→ |
| C29 | SUNFLOWER WEALTH ADVISORS LLC CRD 269963 | KS | $812.8M | 3 | E*Trade→ |
