| B57 | BHK INVESTMENT ADVISORS, LLC CRD 140515 | AL | $794.1M | 5 | Charles Schwab→ |
| B51 | CACHETECH INC. CRD 327688 | UT | $547.4M | 3 | Charles Schwab→ |
| B51 | FINANCIAL NETWORK WEALTH ADVISORS LLC CRD 318842 | UT | $515.4M | 6 | Charles Schwab→ |
| C50 | JACOBSEN CAPITAL MANAGEMENT, LLC CRD 116085 | UT | $562.9M | 3 | Charles Schwab→ |
| C48 | FIDUCIARY ADVISORS, LLC CRD 104189 | UT | $520.2M | 1 | E*Trade→ |
| C44 | ABG CONSULTANTS, LLC CRD 131129 | UT | $697.4M | 4 | Charles Schwab→ |
| C44 | BANNER CAPITAL MANAGEMENT, LLC CRD 326949 | UT | $527.2M | — | E*Trade→ |
| C44 | PARK LANE ADVISORS, LLC CRD 338445 | AL | $623.9M | — | Fidelity→ |
| C43 | ACCUVEST GLOBAL ADVISORS, INC. CRD 134096 | UT | $630.5M | 4 | Charles Schwab→ |
| C43 | OAKWORTH ASSET MANAGEMENT, LLC CRD 335388 | AL | $846.3M | 21 | E*Trade→ |
| C41 | SG TRADING SOLUTIONS, LLC CRD 322928 | UT | $911.7M | — | E*Trade→ |
| C40 | PETERSON WEALTH ADVISORS, LLC CRD 146349 | UT | $829.7M | 13 | Charles Schwab→ |
| C39 | ZIONS CAPITAL ADVISORS, INC. CRD 131308 | UT | $830.8M | 15 | E*Trade→ |
| C39 | NAVIGATE PRIVATE WEALTH, LLC CRD 170774 | UT | $529.2M | 7 | Fidelity→ |
| C38 | BMSS WESSON WEALTH SOLUTIONS, LLC CRD 282792 | AL | $704.0M | 8 | Charles Schwab→ |
| C38 | STRATEGIC PLANNING GROUP, LLC CRD 113844 | UT | $910.3M | 13 | Charles Schwab→ |
| C37 | AQUIRE WEALTH ADVISORS, LLC CRD 149559 | UT | $504.0M | 10 | Charles Schwab→ |
| C37 | FAIRVOY PRIVATE WEALTH, LLC CRD 329636 | AL | $605.1M | 6 | Fidelity→ |
| C36 | PETERSON WEALTH SERVICES INC. CRD 288620 | UT | $528.5M | 4 | Raymond James→ |
| 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→ |
| C36 | NET WORTH ADVISORY GROUP, LLC CRD 126983 | UT | $838.4M | 20 | Fidelity→ |
| C36 | CIMARRON HEALTHCARE CAPITAL, LLC CRD 282387 | UT | $532.7M | — | E*Trade→ |
| C34 | BRIDGE NET LEASE FUND MANAGER LLC CRD 316623 | UT | $843.3M | — | E*Trade→ |
| C33 | SUNBURST FINANCIAL GROUP, LLC CRD 283605 | AL | $808.1M | 7 | Charles Schwab→ |
| C32 | HST VENTURES, LLC CRD 317143 | UT | $551.1M | — | E*Trade→ |
| 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 | LEP MANAGEMENT LLC CRD 173481 | UT | $585.2M | — | E*Trade→ |
| C31 | M3F, INC. CRD 151191 | UT | $778.2M | 2 | E*Trade→ |
| C29 | SMITH THORNTON ADVISORS, LLC CRD 312537 | AL | $852.3M | 8 | Charles Schwab→ |
| C28 | KESLER, NORMAN & WRIDE, LLC CRD 307667 | UT | $661.4M | 5 | Altruist→ |
| C28 | PLATFORM WEALTH MANAGEMENT, LLC CRD 329313 | UT | $600.5M | 10 | Charles Schwab→ |
| C27 | LONE PEAK GLOBAL INVESTORS, LLC CRD 153956 | UT | $598.4M | 6 | 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 | NARUS FINANCIAL PARTNERS, LLC CRD 173534 | UT | $559.0M | 5 | 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 | ADAMS WEALTH MANAGEMENT LLC CRD 286087 | UT | $565.8M | 10 | Charles Schwab→ |
| C25 | TAYLOR DERRICK CAPITAL, L.L.C. CRD 158016 | UT | $910.7M | 5 | E*Trade→ |
| C25 | SANDLOT PARTNERS, LLC CRD 311409 | UT | $916.6M | — | E*Trade→ |
| C24 | GO INVEST LLC CRD 291884 | UT | $889.0M | 1 | E*Trade→ |
| C20 | ALLIANCE WEALTH ADVISORS, LLC CRD 314668 | UT | $552.0M | 9 | Charles Schwab→ |
| C19 | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC CRD 117750 | UT | $586.7M | 12 | Charles Schwab→ |
| C19 | SOLIDARITY WEALTH, LLC CRD 315843 | UT | $704.2M | 9 | Pershing→ |
| C14 | LUNT CAPITAL MANAGEMENT INC. CRD 125183 | UT | $601.5M | 3 | Charles Schwab→ |
