| 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 | 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 | BERNICKE WEALTH MANAGEMENT, LTD. CRD 335431 | WI | $887.4M | 12 | Charles Schwab→ |
| 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→ |
| 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→ |
| 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→ |
| 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 | RIVERWATER PARTNERS LLC CRD 283540 | WI | $660.9M | 6 | Charles Schwab→ |
| C32 | WINCH ADVISORY SERVICES, LLC CRD 110194 | WI | $580.2M | 7 | LPL Financial→ |
| C31 | SHAKESPEARE WEALTH MANAGEMENT, LLC CRD 111950 | WI | $641.9M | 6 | Charles Schwab→ |
| C30 | WEA FINANCIAL ADVISORS, INC. CRD 144919 | WI | $507.8M | 3 | E*Trade→ |
| C29 | CAPITAL INNOVATIONS, LLC CRD 145329 | WI | $806.7M | 1 | E*Trade→ |
| C28 | MARIETTA INVESTMENT PARTNERS, LLC CRD 108479 | WI | $683.7M | 7 | Charles Schwab→ |
| C28 | LEVERTY FINANCIAL GROUP, LLC CRD 310258 | WI | $676.8M | 6 | Pershing→ |
| C28 | UNCOMMON CENTS INVESTING, LLC CRD 290105 | WI | $519.6M | 3 | Charles Schwab→ |
| C27 | MIDWEST PROFESSIONAL PLANNERS, LTD. CRD 112995 | WI | $649.3M | 16 | Fidelity→ |
| C26 | JACOBSON & SCHMITT ADVISORS, LLC CRD 140431 | WI | $676.4M | 12 | Charles Schwab→ |
| C25 | AVAII WEALTH MANAGEMENT, LLC CRD 298165 | WI | $602.8M | 9 | Fidelity→ |
| C23 | DRAKE & ASSOCIATES, LLC CRD 154854 | WI | $607.3M | 14 | Charles Schwab→ |
| C23 | GLOBAL VIEW CAPITAL MANAGEMENT LLC CRD 158292 | WI | $775.2M | 50 | Charles Schwab→ |
| C23 | MBE WEALTH MANAGEMENT, LLC CRD 165516 | WI | $977.1M | 12 | Charles Schwab→ |
| C19 | BUSKA WEALTH MANAGEMENT, LLC CRD 170627 | WI | $538.7M | 8 | Charles Schwab→ |
| C18 | RMG WEALTH MANAGEMENT, LLC CRD 310363 | WI | $914.0M | 11 | Charles Schwab→ |
| C14 | ENDOWMENT WEALTH MANAGEMENT, INC. CRD 108652 | WI | $609.2M | 12 | Fidelity→ |
| C14 | COPPER HARBOR INVESTMENT ADVISORS, LLC CRD 169978 | WI | $805.0M | 6 | Charles Schwab→ |
