| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| B53 | FIDELIS CAPITAL, LLC CRD 141341 | AL | $18.3M | — | Charles Schwab→ |
| C50 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | Charles Schwab→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C44 | GLADIUS CAPITAL MANAGEMENT LP CRD 152023 | UT | $2.88B | — | Wells Fargo→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C42 | SEPIO CAPITAL, LP CRD 285645 | UT | $5.64B | 18 | Fidelity→ |
| C42 | THE NORDEN GROUP LLC CRD 323988 | UT | $1.97B | 22 | Charles Schwab→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C41 | CYNOSURE PORTFOLIO ADVISORS LLC CRD 337747 | UT | $5.8M | 6 | Charles Schwab→ |
| C39 | COLAB CAPITAL, LLC CRD 338182 | UT | $1.4M | 1 | Charles Schwab→ |
| C38 | IRON GATE GLOBAL ADVISORS, LLC CRD 111177 | UT | $1.32B | 7 | Charles Schwab→ |
| C37 | TANARA WEALTH MANAGEMENT LLC CRD 340174 | UT | $0 | 6 | E*Trade→ |
| C36 | SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | AL | $1.05B | 3 | Fidelity→ |
| C35 | SUMMIT GLOBAL INVESTMENTS, LLC CRD 157091 | UT | $2.29B | 50 | Charles Schwab→ |
| C34 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
| C32 | ASSOCIATION FINANCIAL SERVICES INC. CRD 142205 | UT | $1.27B | 10 | E*Trade→ |
| C32 | ANDERSON GROWTH PARTNERS, LLC CRD 138600 | AL | $1.01B | 1 | Pershing→ |
| C31 | ALBION MANAGEMENT GROUP CRD 105957 | UT | $2.01B | 17 | Charles Schwab→ |
| C31 | PHYSICIAN WEALTH ADVISORS, INC. CRD 106043 | UT | $2.01B | 9 | Charles Schwab→ |
| C31 | GRANDEUR PEAK GLOBAL ADVISORS, LLC CRD 158270 | UT | $3.80B | 16 | State Street→ |
| C31 | MM ADVISORS, LLC CRD 337688 | AL | $0 | — | E*Trade→ |
| C31 | NAVIGATE PRIVATE FUND ADVISORS LLC CRD 313687 | AL | $0 | 3 | E*Trade→ |
| C31 | HEALTHEQUITY ADVISORS, LLC CRD 167105 | UT | $1.99B | 1 | E*Trade→ |
| C30 | JACKSON THORNTON WEALTH MANAGEMENT, LLC CRD 116091 | AL | $2.01B | 10 | Charles Schwab→ |
| C30 | TOWNSQUARE CAPITAL, LLC CRD 288576 | UT | $18.07B | 18 | Charles Schwab→ |
| C30 | CROSS CREEK ADVISORS, LLC CRD 165803 | UT | $1.35B | 4 | Morgan Stanley→ |
| C30 | LYONS VIEW CAPITAL, LLC CRD 324582 | AL | $0 | 2 | E*Trade→ |
| C30 | NBC SECURITIES, INC. CRD 17870 | AL | $1.78B | 50 | E*Trade→ |
| C30 | ANDINA CAPITAL MANAGEMENT, LLC CRD 151762 | UT | $1.26B | 10 | Charles Schwab→ |
| C29 | SANDLOT PRIVATE WEALTH LLC CRD 335925 | UT | $305K | 2 | E*Trade→ |
| C29 | PETERSON PARTNERS, LLC CRD 159450 | UT | $2.96B | — | Northern Trust→ |
| C29 | LEAVELL INVESTMENT MANAGEMENT, INC. CRD 107890 | AL | $3.40B | 24 | Charles Schwab→ |
| C29 | DIVERSIFY ADVISORY SERVICES, LLC CRD 326060 | UT | $4.65B | 50 | Charles Schwab→ |
| C28 | RESOURCE MANAGEMENT SERVICE, LLC CRD 130791 | AL | $5.92B | — | E*Trade→ |
| C27 | ARLINGTON PARTNERS LLC CRD 109335 | AL | $2.31B | 7 | E*Trade→ |
| C27 | WAVERLY ADVISORS, LLC CRD 115332 | AL | $29.78B | 50 | Charles Schwab→ |
| C27 | SOLTIS INVESTMENT ADVISORS, LLC CRD 154690 | UT | $12.04B | 50 | Charles Schwab→ |
| C27 | ONEASCENT FINANCIAL SERVICES LLC CRD 284549 | AL | $3.54B | 50 | Charles Schwab→ |
| C26 | WASATCH ADVISORS LP CRD 106081 | UT | $23.35B | 41 | E*Trade→ |
| C26 | PORTSIDE WEALTH GROUP, LLC CRD 325175 | UT | $1.43B | 50 | Charles Schwab→ |
| C26 | WEST RIM CAPITAL ASSOCIATES II, L.P. CRD 145085 | UT | $1.66B | — | E*Trade→ |
| C25 | HARBERT FUND ADVISORS, LLC CRD 110577 | AL | $7.82B | — | E*Trade→ |
| C24 | REGIONS INVESTMENT MANAGEMENT, INC. CRD 111715 | AL | $20.14B | 4 | E*Trade→ |
| C24 | RFG ADVISORY, LLC CRD 158401 | AL | $6.81B | 50 | Charles Schwab→ |
| C24 | EVERSOURCE WEALTH ADVISORS, LLC CRD 286340 | AL | $5.10B | 50 | Charles Schwab→ |
| C24 | KEEL POINT, LLC CRD 127902 | AL | $3.46B | 47 | Fidelity→ |
| C24 | MORETON ASSET MANAGEMENT, LLC CRD 133417 | UT | $4.71B | — | E*Trade→ |
