| B56 | PRIMETRUST ADVISORS LLC CRD 141625 | SC | $421.6M | 2 | E*Trade→ |
| B55 | WALL CAPITAL GROUP, INC. CRD 105913 | AZ | $294.7M | 3 | Charles Schwab→ |
| B55 | JFA ADVISORS, LLC CRD 144039 | SC | $175.0M | 1 | —→ |
| B55 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B55 | IVY EVERGREEN, LLC CRD 324430 | SC | $155.0M | — | E*Trade→ |
| B54 | ASCENT CAPITAL PARTNERS, LLC CRD 291218 | AZ | $172.0M | 8 | JPMorgan→ |
| B54 | STERLING INVESTMENT MANAGEMENT, LLC CRD 112923 | AZ | $409.2M | 3 | Charles Schwab→ |
| B54 | NORRIS FINANCIAL GROUP, LLC CRD 129422 | SC | $353.0M | 3 | Pershing→ |
| B54 | ANDERSON GRIGGS & COMPANY, INC. CRD 110313 | SC | $133.6M | 3 | Charles Schwab→ |
| B54 | EMBARK WEALTH MANAGEMENT, LLC CRD 157950 | AZ | $57.4M | 2 | Altruist→ |
| B53 | ONE WEALTH CAPITAL MANAGEMENT, LLC CRD 331395 | AZ | $306.8M | 6 | Charles Schwab→ |
| B53 | PROSPER PRIVATE WEALTH, LLC CRD 333708 | AZ | $150.8M | 2 | E*Trade→ |
| B53 | R.H. INVESTMENT GROUP, LLC CRD 115994 | AZ | $238.5M | 1 | Charles Schwab→ |
| B53 | WEALTH ENGINEERING, LLC CRD 128549 | AZ | $171.0M | 1 | Charles Schwab→ |
| B53 | GREENBERG FINANCIAL GROUP CRD 38747 | AZ | $406.9M | 6 | E*Trade→ |
| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| B52 | STOKES CAPITAL ADVISORS, LLC CRD 281278 | SC | $499.4M | 1 | Charles Schwab→ |
| B52 | WALLICK INVESTMENTS, LLC CRD 162976 | SC | $126.5M | 3 | Charles Schwab→ |
| B52 | KINWELL LLC CRD 290449 | SC | $214.7M | 2 | Charles Schwab→ |
| B52 | COLE WEALTH MANAGEMENT, LLC CRD 134509 | AZ | $181.1M | 4 | E*Trade→ |
| B52 | STABLEFORD CAPITAL LLC CRD 173383 | AZ | $305.3M | 4 | E*Trade→ |
| B52 | RIDGELINE WEALTH LLC CRD 318258 | AZ | $172.8M | 4 | Charles Schwab→ |
| B51 | WINDSOR CAPITAL MANAGEMENT, LLC CRD 116593 | AZ | $703.4M | 5 | Charles Schwab→ |
| B51 | CYPRESS ADVISORY GROUP, LLC CRD 172113 | AZ | $152.7M | 3 | Charles Schwab→ |
| B51 | INTRINSIC WEALTH COUNSEL, INC. CRD 105022 | AZ | $344.7M | 3 | Charles Schwab→ |
| B51 | HARMONY ASSET MANAGEMENT LLC CRD 116069 | AZ | $462.5M | 7 | E*Trade→ |
| B50 | FOOTHILLS ADVISORS, LLC CRD 298408 | AZ | $128.5M | 3 | Charles Schwab→ |
| B50 | SQN VENTURE PARTNERS, LLC CRD 301483 | SC | $137.3M | — | E*Trade→ |
| B50 | AMPLIFY FINANCIAL, LLC CRD 325721 | AZ | $230.7M | 4 | Charles Schwab→ |
| C50 | FINANCIAL DIRECTIONS LLC CRD 108475 | AZ | $737.8M | 3 | Fidelity→ |
| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C49 | OCEANSIDE ADVISORS LLC CRD 170307 | SC | $191.3M | 4 | Charles Schwab→ |
| C49 | METIS WEALTH MANAGEMENT & PLANNING LLC CRD 305086 | SC | $114.9M | 2 | Charles Schwab→ |
| C49 | SLT HOLDINGS LLC CRD 328450 | AZ | $230.3M | 4 | Charles Schwab→ |
| C49 | HILTON HEAD FINANCIAL ADVISORS, INC. CRD 140249 | SC | $375.1M | 1 | Charles Schwab→ |
| C49 | THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP CRD 165183 | AZ | $309.3M | 2 | LPL Financial→ |
| C49 | ALPHA FIDUCIARY, INC. CRD 144720 | AZ | $114.0M | 2 | Equity Trust→ |
| C49 | TOTAL INVESTMENT MANAGEMENT, INC. CRD 108818 | AZ | $1.35B | 10 | Charles Schwab→ |
| C49 | XCELLERANT VENTURES, LLC CRD 319671 | AZ | $26.0M | — | E*Trade→ |
| C48 | CHARLESTON FINANCIAL ADVISORS, LLC CRD 137536 | SC | $262.4M | 2 | Charles Schwab→ |
| C48 | BEERS KIGHT FINANCIAL ADVISORS, LLC CRD 160286 | SC | $179.4M | 1 | Charles Schwab→ |
| C47 | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. CRD 135759 | SC | $225.7M | 3 | Charles Schwab→ |
| C47 | TRIBECA FINANCIAL, LLC CRD 113245 | AZ | $248.3M | 6 | Charles Schwab→ |
| C47 | FORTRESS FINANCIAL SOLUTIONS, LLC CRD 143969 | AZ | $142.0M | 7 | Charles Schwab→ |
| C47 | VIGILARE WEALTH MANAGEMENT LLC CRD 157663 | AZ | $330.9M | 4 | Charles Schwab→ |
| C47 | ACCORDANT INVESTMENTS LLC CRD 325678 | AZ | $186.4M | 3 | E*Trade→ |
| C47 | OAK STREET ADVISORS INC CRD 139400 | SC | $126.2M | 2 | —→ |
| C47 | SCOTTSDALE WEALTH PLANNING, INC. CRD 169248 | AZ | $171.5M | 2 | Charles Schwab→ |
| C46 | CLAREMONT CAPITAL MANAGEMENT, LLC CRD 155189 | AZ | $843.9M | 2 | Charles Schwab→ |
| C46 | FRONTLINE HEALTHCARE PARTNERS, LLC CRD 311770 | SC | $168.1M | — | E*Trade→ |
