| B61 | PRIVATE WEALTH MANAGEMENT, INC. CRD 120823 | TN | $832.5M | 2 | Charles Schwab→ |
| B53 | 12TH STREET ASSET MANAGEMENT LLC CRD 153528 | TN | $621.6M | 4 | Raymond James→ |
| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| C48 | PHAROS CAPITAL GROUP, LLC CRD 158849 | TN | $629.6M | — | Fidelity→ |
| C42 | EVERGREEN ADVISORS, LLC CRD 149861 | TN | $522.8M | 2 | Charles Schwab→ |
| C42 | SOUTHERNSUN ASSET MANAGEMENT LLC CRD 154572 | TN | $749.4M | 1 | E*Trade→ |
| C42 | HEADLAND CAPITAL, LLC CRD 332277 | SC | $559.3M | 10 | LPL Financial→ |
| C41 | WEALTH PRESERVATION ADVISORS, LLC CRD 167518 | TN | $591.6M | 2 | Charles Schwab→ |
| C41 | GROUND SWELL CAPITAL, LLC CRD 159812 | SC | $949.2M | 6 | E*Trade→ |
| C41 | WMG FINANCIAL ADVISORS, LLC CRD 285824 | TN | $693.8M | 15 | Charles Schwab→ |
| C40 | DECKER WEALTH MANAGEMENT, LLC CRD 150094 | TN | $566.2M | 7 | Charles Schwab→ |
| C38 | BROGAN FINANCIAL, INC. CRD 133623 | TN | $577.0M | 6 | Charles Schwab→ |
| C38 | GLOBAL VIEW INVESTMENT ADVISORS, LLC CRD 145499 | SC | $553.8M | 4 | E*Trade→ |
| C38 | ICR PARTNERS, LLC CRD 304689 | TN | $798.7M | — | E*Trade→ |
| C37 | BURKETT FINANCIAL SERVICES, LLC CRD 140168 | SC | $572.6M | 5 | Charles Schwab→ |
| C36 | CLARITAS CAPITAL MANAGEMENT SERVICES, INC. CRD 329689 | TN | $814.0M | — | E*Trade→ |
| C35 | THE PATTEN GROUP, INC. CRD 168255 | TN | $725.1M | 7 | Charles Schwab→ |
| C35 | TRANQUILITY PARTNERS, LLC CRD 283478 | TN | $897.0M | 7 | Charles Schwab→ |
| C33 | AM INVESTMENT STRATEGIES, LLC CRD 165823 | TN | $738.4M | 2 | Fidelity→ |
| C33 | LEADING EDGE FINANCIAL PLANNING LLC CRD 277149 | TN | $521.8M | 9 | Charles Schwab→ |
| C32 | WEALTH MANAGEMENT ADVISORS, LLC CRD 171260 | SC | $686.1M | 5 | Charles Schwab→ |
| C31 | TSW II CAPITAL ADVISORS, LLC CRD 157380 | TN | $544.5M | — | E*Trade→ |
| C31 | PROFFITT & GOODSON INC. CRD 105278 | TN | $797.7M | 6 | Charles Schwab→ |
| C31 | LAFFER TENGLER INVESTMENTS, INC. CRD 108068 | TN | $800.1M | 11 | Charles Schwab→ |
| C31 | MORRIS FINANCIAL CONCEPTS, INC. CRD 114862 | SC | $538.4M | 9 | Charles Schwab→ |
| C30 | SAGEGUARD FINANCIAL GROUP, LLC CRD 160266 | TN | $755.7M | 15 | Charles Schwab→ |
| C30 | SOUTHERN CAPITAL ADVISORS, LLC CRD 292275 | TN | $636.9M | 6 | Fidelity→ |
| C29 | COUNCIL CAPITAL FUNDS MANAGEMENT, LLC CRD 174036 | TN | $518.6M | — | E*Trade→ |
| C28 | BCS FINANCIAL, LLC CRD 115489 | TN | $987.4M | 7 | Charles Schwab→ |
| C28 | FCG INVESTMENT COMPANY CRD 308192 | TN | $568.2M | 10 | Charles Schwab→ |
| C27 | RIVER ASSOCIATES INVESTMENTS, L.P. CRD 295692 | TN | $815.5M | — | E*Trade→ |
| C27 | ACUMEN WEALTH ADVISORS, LLC CRD 282565 | TN | $638.5M | 12 | Charles Schwab→ |
| C27 | COGENTBLUE WEALTH ADVISORS, LLC CRD 312899 | TN | $606.0M | 5 | E*Trade→ |
| C26 | HOBBS GROUP ADVISORS LLC CRD 157274 | SC | $584.4M | 7 | Fidelity→ |
| C26 | KIMERY WEALTH MANAGEMENT, LLC CRD 288229 | TN | $555.0M | 6 | 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→ |
| C21 | KELMAN LAZAROV INC CRD 107727 | TN | $894.6M | 13 | Charles Schwab→ |
| C19 | PROVIDENT WEALTH MANAGEMENT, LLC CRD 130417 | TN | $758.5M | 11 | Charles Schwab→ |
| 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→ |
