| C43 | OAKWORTH ASSET MANAGEMENT, LLC CRD 335388 | AL | $846.3M | 21 | E*Trade→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C42 | THE HEATON HOPPES GROUP, LLC CRD 115511 | IA | $172.5M | 3 | Charles Schwab→ |
| C42 | ABACUS INVESTMENTS LLC CRD 327805 | AL | $105.9M | — | E*Trade→ |
| C42 | VALIANT WEALTH, LLC CRD 146911 | IA | $423.1M | 3 | Equity Trust→ |
| C42 | BALLAST CAPITAL ADVISORS LLC CRD 282369 | IA | $328.7M | 3 | E*Trade→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | WILKINS MILLER WEALTH MANAGEMENT, LLC CRD 162222 | AL | $257.5M | 2 | Charles Schwab→ |
| C41 | STEADMONT ADVISORS, LLC CRD 328882 | AL | $430.7M | 4 | Fidelity→ |
| C41 | ARAGON FAMILY OFFICE LLC CRD 337597 | AL | $112.0M | 2 | Charles Schwab→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C41 | RDA FINANCIAL NETWORK, INC. CRD 147309 | IA | $675.2M | 17 | Charles Schwab→ |
| C41 | PALADIN ADVISORY GROUP, LLC CRD 285303 | IA | $279.8M | 3 | Charles Schwab→ |
| C41 | WFG CAPITAL ADVISORS, LLC CRD 310008 | AL | $354.8M | 2 | Charles Schwab→ |
| C40 | COOK & BYNUM CAPITAL MANAGEMENT, LLC CRD 149454 | AL | $359.8M | — | Pershing→ |
| C40 | QUAD-CITIES INVESTMENT GROUP, LLC CRD 154113 | IA | $425.5M | 7 | Raymond James→ |
| C40 | MCDONALD FINANCIAL SERVICES, LLC CRD 282899 | AL | $443.5M | 8 | LPL Financial→ |
| C39 | AEGON USA REALTY ADVISORS, LLC CRD 286438 | IA | $394.5M | — | E*Trade→ |
| C39 | LONGVIEW FINANCIAL ADVISORS, INC. CRD 122451 | AL | $208.2M | 3 | Fidelity→ |
| C39 | ONEASCENT CAPITAL LLC CRD 323220 | AL | $55.6M | 2 | E*Trade→ |
| C38 | FEATHERINGILL CAPITAL, LLC CRD 299523 | AL | $142.9M | — | E*Trade→ |
| C38 | DMKC ADVISORY SERVICES, LLC CRD 145112 | IA | $902.5M | 11 | E*Trade→ |
| C38 | BMSS WESSON WEALTH SOLUTIONS, LLC CRD 282792 | AL | $704.0M | 8 | Charles Schwab→ |
| C38 | BROWN MCLEOD, INC CRD 155548 | AL | $468.2M | 6 | Charles Schwab→ |
| C38 | FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC CRD 168390 | AL | $194.9M | 3 | E*Trade→ |
| C38 | PETERSON FINANCIAL GROUP, INC. CRD 169519 | IA | $299.2M | 3 | Fidelity→ |
| C38 | LSB CAPITAL MANAGEMENT, INC. CRD 310466 | IA | $228.8M | 6 | LPL Financial→ |
| C38 | CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC CRD 337758 | AL | $132.1M | 2 | Charles Schwab→ |
| C38 | ACCEL WEALTH MANAGEMENT LLC CRD 286201 | IA | $1.15B | 10 | Charles Schwab→ |
| C37 | PRINCIPAL GLOBAL INVESTORS, LLC CRD 109002 | IA | $427.71B | 50 | State Street→ |
| C37 | FAIRVOY PRIVATE WEALTH, LLC CRD 329636 | AL | $605.1M | 6 | Fidelity→ |
| C37 | RETIRERIGHT, LLC CRD 300925 | IA | $561.1M | 5 | LPL Financial→ |
| C36 | VAN DIEST CAPITAL, LLC CRD 334743 | IA | $144.1M | 7 | —→ |
| C36 | ONEASCENT FAMILY OFFICE LLC CRD 323305 | AL | $544.5M | 9 | Charles Schwab→ |
| C36 | PORTER WHITE INVESTMENT ADVISORS, INC. CRD 110876 | AL | $748.2M | 4 | E*Trade→ |
| C36 | SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | AL | $1.05B | 3 | Fidelity→ |
| C36 | AOT INVEST LLC CRD 319016 | IA | $93.9M | 1 | E*Trade→ |
| C36 | BLUEWATER WEALTH ADVISORS, LLC CRD 330078 | AL | $145.8M | 3 | Charles Schwab→ |
| C35 | CLARITY ASSET MANAGEMENT, INC. CRD 115699 | IA | $257.4M | 4 | Fidelity→ |
| C35 | AUSDAL FINANCIAL PARTNERS, INC. CRD 7995 | IA | $3.73B | 50 | Charles Schwab→ |
| C35 | SYVERSON STREGE & COMPANY CRD 109228 | IA | $910.8M | 13 | Charles Schwab→ |
| C35 | STRAUSS WEALTH ADVISING, INC. CRD 310512 | AL | $276.0M | 3 | Fidelity→ |
| C34 | MATHESON & ROCK WEALTH MANAGEMENT, LLC CRD 289603 | IA | $530.0M | 3 | Charles Schwab→ |
| C34 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | COMPASS FINANCIAL SERVICES, INC. CRD 109441 | IA | $407.4M | 7 | LPL Financial→ |
| C34 | FSB PREMIER WEALTH MANAGEMENT, INC. CRD 15898 | IA | $431.7M | 12 | Charles Schwab→ |
| C34 | INDEPENDENT WEALTH NETWORK, INC. CRD 286262 | IA | $518.4M | 32 | Charles Schwab→ |
| C34 | VAN METER ASSOCIATES, LLC CRD 134191 | IA | — | 2 | E*Trade→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
| C33 | WEALTH ADVISORS OF IOWA, LLC CRD 115088 | IA | $539.4M | 10 | Charles Schwab→ |
