| A71 | LEWIS FINANCIAL MANAGEMENT, LLC CRD 116344 | NC | $338.7M | 3 | E*Trade→ |
| A71 | INTERCAROLINA FINANCIAL SERVICES, INC. CRD 19475 | NC | $85.4M | 31 | E*Trade→ |
| A69 | JACK V. BUTTERFIELD INVESTMENT COMPANY CRD 3998 | MI | $157.6M | 8 | E*Trade→ |
| A68 | GLASS RETIREMENT STRATEGIES, INC. CRD 172610 | MI | $20.1M | 1 | E*Trade→ |
| A68 | RETIREMENT RESOURCES, LLC CRD 151889 | MI | $166.1M | 4 | E*Trade→ |
| B64 | OFG FINANCIAL SERVICES, INC. CRD 23940 | KS | $271.0M | 50 | E*Trade→ |
| B59 | PPS & V ASSET MANAGEMENT CONSULTANTS INC CRD 110491 | MI | $253.7M | 3 | E*Trade→ |
| B57 | ALLEN FINANCIAL MANAGEMENT, LLC CRD 153511 | MI | $121.2M | 1 | E*Trade→ |
| B56 | NEXT GENERATION INVESTING, LLC CRD 149017 | KS | $128.0M | 3 | E*Trade→ |
| B55 | DOUGLASS INVESTMENT GROUP LLC CRD 331223 | KS | $173.6M | 2 | E*Trade→ |
| B55 | FUND DIRECT ADVISORS INC. CRD 155363 | NC | $593.0M | 4 | E*Trade→ |
| B54 | INDEPENDENT WEALTH MANAGEMENT, LLC CRD 124242 | MI | $203.0M | 3 | E*Trade→ |
| B54 | STRUCTURAL SOLUTIONS LLC CRD 319155 | NC | $133.0M | — | E*Trade→ |
| B54 | DISCRETIONARY MANAGEMENT SERVICES, LLC CRD 145851 | KS | $228.4M | 9 | E*Trade→ |
| B54 | ARMADA ETF ADVISORS LLC CRD 317979 | MI | $10.2M | — | E*Trade→ |
| B53 | HUNTER STREET INVESTMENT ADVISORS LLC CRD 145334 | NC | $166.4M | 8 | E*Trade→ |
| B53 | VARIANT PERCEPTION, LLC CRD 334510 | NC | $31.9M | 1 | E*Trade→ |
| B53 | TRICAPITAL WEALTH MANAGEMENT, INC. CRD 118788 | NC | $132.7M | 3 | E*Trade→ |
| B52 | FAI ADVISORS, INC. CRD 122132 | MI | $302.0M | 5 | E*Trade→ |
| B52 | TRM ADVISORS LP CRD 321278 | MI | $159.8M | — | E*Trade→ |
| B52 | LONG ROAD INVESTMENT COUNSEL, LLC CRD 171343 | MI | $346.4M | 2 | E*Trade→ |
| B51 | UNION HERITAGE CAPITAL CRD 309768 | MI | $295.2M | — | E*Trade→ |
| B51 | SLEDGE AND COMPANY WEALTH ADVISORS, LLC CRD 336314 | NC | $183.4M | 4 | E*Trade→ |
| B51 | TYR CAPITAL ADVISORS, LLC CRD 326208 | KS | $244.1M | — | E*Trade→ |
| B51 | SANDERS MANAGEMENT GROUP, LTD CRD 334205 | MI | $203.5M | — | E*Trade→ |
| C50 | PILGRIMS CAPITAL ADVISORS, INC. CRD 121348 | MI | $294.9M | 4 | E*Trade→ |
| C50 | KOMPASS KAPITAL ADVISORS, LLC CRD 335041 | KS | $116.6M | 1 | E*Trade→ |
| C49 | M3SIXTY CAPITAL, LLC CRD 323764 | KS | $28.7M | 3 | E*Trade→ |
| C49 | ENGLISH CAPITAL MANAGEMENT LLC CRD 234790 | MI | $241.1M | — | E*Trade→ |
| C49 | CABIN ADVISORS, LLC CRD 312547 | KS | $220.2M | 15 | E*Trade→ |
| C48 | SILVERHAWK CAPITAL PARTNERS, LLC CRD 161678 | KS | $137.2M | — | E*Trade→ |
| C48 | DANIEL INVESTMENT GROUP INC. CRD 338851 | MI | $210.1M | 3 | E*Trade→ |
| C48 | WOODARD & CO ASSET MANAGEMENT GROUP INC CRD 108199 | NC | $1.17B | 5 | E*Trade→ |
| C47 | PATRICK FINANCIAL GROUP, L.L.C. CRD 124610 | MI | $170.4M | 1 | E*Trade→ |
| C47 | EVEREST WEALTH MANAGEMENT, LLC CRD 133823 | KS | $237.4M | 1 | E*Trade→ |
| C47 | KERUSSO CAPITAL MANAGEMENT, LLC CRD 316352 | NC | $222.4M | 2 | E*Trade→ |
| C47 | COLLABORATIVE PORTFOLIO MANAGEMENT, LLC CRD 332929 | KS | $178.7M | 4 | E*Trade→ |
| C47 | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC CRD 323718 | MI | $242.8M | 5 | E*Trade→ |
| C46 | DANIEL KRUG & ASSOCIATES, INC. CRD 298532 | MI | $145.1M | 2 | E*Trade→ |
| C46 | FLEXIBLE PLAN INVESTMENTS LTD CRD 110762 | MI | $1.48B | 5 | E*Trade→ |
| C46 | INSTITUTIONAL INVESTMENT CONSULTING CRD 168705 | MI | $125.0M | 5 | E*Trade→ |
| C46 | INDEXPERTS, LLC CRD 314858 | NC | $100.9M | 3 | E*Trade→ |
| C46 | WSC & COMPANY, LLC CRD 289138 | NC | $320.4M | — | E*Trade→ |
| C45 | TRUSTEE EMPOWERMENT & PROTECTION, INC. CRD 108249 | MI | $10.3M | 4 | E*Trade→ |
| C45 | GARDEN CITY MANAGEMENT, LLC CRD 310518 | NC | $343.8M | — | E*Trade→ |
| C45 | CORIGLIANO INVESTMENT ADVISERS, LLC CRD 331908 | NC | $495.5M | — | E*Trade→ |
| C45 | OMNISTAR FINANCIAL GROUP, INC. CRD 138515 | NC | $285.7M | 6 | E*Trade→ |
| C45 | RICHARD W. PAUL & ASSOCIATES, LLC CRD 156812 | MI | $372.8M | 6 | E*Trade→ |
| C45 | COPPERLEAF CAPITAL, LLC CRD 117823 | NC | $281.6M | 4 | E*Trade→ |
| C44 | COMPERIO RETIREMENT CONSULTING, INC. CRD 140786 | NC | $1.99B | 2 | E*Trade→ |