| C43 | ALAMOS CAPITAL, LLC CRD 332985 | AZ | $1.0M | 2 | Charles Schwab→ |
| C43 | LGM CAPITAL MANAGEMENT LLC CRD 283872 | AZ | $14.9M | — | E*Trade→ |
| 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→ |
| C39 | MPI INFINITE INVESTORS, LLC CRD 337830 | AZ | $0 | 1 | E*Trade→ |
| C37 | TANARA WEALTH MANAGEMENT LLC CRD 340174 | UT | $0 | 6 | E*Trade→ |
| C36 | ALKEME INVESTMENTS LLC CRD 332434 | AZ | $0 | — | E*Trade→ |
| C36 | GALLOWAY ASSET MANAGEMENT LLC CRD 141091 | AZ | $17.9M | 26 | Pershing→ |
| C35 | FAMILY OFFICE INVESTMENT ADVISORY LLC CRD 339607 | AZ | $0 | — | E*Trade→ |
| C34 | LILLIANO CAPITAL MANAGEMENT LLC CRD 339106 | AZ | $0 | 1 | Charles Schwab→ |
| C32 | VISION2020 WEALTH MANAGEMENT CORP. CRD 154149 | AZ | $0 | — | Charles Schwab→ |
| C31 | BILI FINANCE, LLC CRD 339828 | AZ | $0 | — | E*Trade→ |
| C29 | SANDLOT PRIVATE WEALTH LLC CRD 335925 | UT | $305K | 2 | E*Trade→ |
| C29 | SVVY, LLC CRD 325358 | AZ | $0 | — | E*Trade→ |
| C28 | TAYLOR FRIGON FAMILY OFFICE, LLC CRD 323249 | AZ | $20.0M | 6 | Charles Schwab→ |
| C24 | NERDWALLET ADVISORY LLC CRD 325767 | AZ | $0 | 1 | E*Trade→ |
