| C36 | BLUEWATER WEALTH ADVISORS, LLC CRD 330078 | AL | $145.8M | 3 | Charles Schwab→ |
| C35 | STRAUSS WEALTH ADVISING, INC. CRD 310512 | AL | $276.0M | 3 | Fidelity→ |
| C34 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
| C33 | CAPSTONE WEALTH MANAGEMENT, LLC CRD 118296 | AL | $416.1M | 9 | Charles Schwab→ |
| C33 | SUNBURST FINANCIAL GROUP, LLC CRD 283605 | AL | $808.1M | 7 | Charles Schwab→ |
| C32 | MAYFAIR ADVISORY GROUP, LLC CRD 304668 | AL | $806.4M | 4 | Charles Schwab→ |
| C32 | ANDERSON GROWTH PARTNERS, LLC CRD 138600 | AL | $1.01B | 1 | Pershing→ |
| C32 | BCR WEALTH STRATEGIES, LLC CRD 119670 | AL | $528.1M | 7 | Pershing→ |
| C32 | KASSOUF WEALTH ADVISORS, LLC CRD 122683 | AL | $471.3M | 6 | Charles Schwab→ |
| C31 | ONEASCENT WEALTH MANAGEMENT LLC CRD 308057 | AL | $475.6M | 13 | Charles Schwab→ |
| C31 | MM ADVISORS, LLC CRD 337688 | AL | $0 | — | E*Trade→ |
| C31 | NAVIGATE PRIVATE FUND ADVISORS LLC CRD 313687 | AL | $0 | 3 | E*Trade→ |
| C30 | JACKSON THORNTON WEALTH MANAGEMENT, LLC CRD 116091 | AL | $2.01B | 10 | Charles Schwab→ |
| C30 | LYONS VIEW CAPITAL, LLC CRD 324582 | AL | $0 | 2 | E*Trade→ |
| C30 | NBC SECURITIES, INC. CRD 17870 | AL | $1.78B | 50 | E*Trade→ |
| C29 | SMITH THORNTON ADVISORS, LLC CRD 312537 | AL | $852.3M | 8 | Charles Schwab→ |
| C29 | LEAVELL INVESTMENT MANAGEMENT, INC. CRD 107890 | AL | $3.40B | 24 | Charles Schwab→ |
| C29 | FORAGER CAPITAL MANAGEMENT, LLC CRD 158835 | AL | $352.9M | 3 | Interactive Brokers→ |
| C28 | TIMBERCHASE FINANCIAL, LLC CRD 131205 | AL | $280.2M | 4 | Charles Schwab→ |
| C28 | NAVIGATE WEALTH MANAGEMENT, LLC CRD 173770 | AL | $429.6M | 7 | Charles Schwab→ |
| C28 | RESOURCE MANAGEMENT SERVICE, LLC CRD 130791 | AL | $5.92B | — | E*Trade→ |
| C28 | NAVIGATE 401K, LLC CRD 309466 | AL | $317.9M | 4 | E*Trade→ |
| C27 | CLOUD INVESTMENTS, LLC CRD 281915 | AL | $404.0M | 6 | 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 | ONEASCENT FINANCIAL SERVICES LLC CRD 284549 | AL | $3.54B | 50 | 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 | ONEASCENT INVESTMENT SOLUTIONS, LLC CRD 285512 | AL | $987.2M | 1 | Charles Schwab→ |
| C25 | HARBERT FUND ADVISORS, LLC CRD 110577 | AL | $7.82B | — | E*Trade→ |
| C25 | PARK PLACE CAPITAL CORPORATION CRD 107952 | AL | $879.2M | 7 | Charles Schwab→ |
| 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→ |
| C20 | APTUS CAPITAL ADVISORS, LLC CRD 167626 | AL | $14.14B | 18 | Charles Schwab→ |
| C17 | COLEFP CRD 132562 | AL | — | 2 | Charles Schwab→ |
| C13 | THE WELCH GROUP, LLC CRD 111273 | AL | $3.68B | 28 | Charles Schwab→ |
| C12 | MEDORA VALUE EQUITY, LLC CRD 284184 | AL | — | 1 | E*Trade→ |
