| B55 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | E*Trade→ |
| B55 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| B55 | LARSEN, GLEN ALLEN CRD 118496 | UT | $146.6M | — | Charles Schwab→ |
| B55 | PROACTIVE CAPITAL MANAGEMENT, INC. CRD 297791 | KS | $170.7M | 2 | Charles Schwab→ |
| B54 | ACUMEN FINANCIAL ADVISORS, LLC CRD 152748 | MN | $465.2M | 1 | E*Trade→ |
| B54 | NORTHERN PACIFIC GROUP, L.P. CRD 299012 | MN | $58.6M | — | E*Trade→ |
| B54 | REDSTONE ADVISORS INC CRD 107699 | KS | $490.6M | 5 | Charles Schwab→ |
| B54 | WHITE OAKS WEALTH ADVISORS, INC. CRD 173522 | MN | $618.3M | 2 | Charles Schwab→ |
| B54 | WOLD FINANCIAL GROUP LLC CRD 316409 | MN | $182.5M | 3 | Charles Schwab→ |
| B54 | KONZA GLOBAL ADVISORY, LLC CRD 331692 | KS | $125.2M | 2 | Charles Schwab→ |
| B54 | DISCRETIONARY MANAGEMENT SERVICES, LLC CRD 145851 | KS | $228.4M | 9 | E*Trade→ |
| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| B53 | SIIMPL, LLC CRD 311048 | MN | $0 | — | E*Trade→ |
| B53 | CURTIS CAPITAL ADVISORS, LLC CRD 330835 | KS | $165.5M | 2 | Charles Schwab→ |
| B52 | NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC CRD 173350 | MN | $58.6M | — | E*Trade→ |
| B52 | MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. CRD 297716 | MN | $198.9M | 1 | Charles Schwab→ |
| B52 | PALISADE ASSET MANAGEMENT, LLC CRD 136089 | MN | $1.27B | 7 | Charles Schwab→ |
| B52 | FREESTATE ADVISORS LLC CRD 145800 | KS | $181.8M | 9 | Charles Schwab→ |
| B52 | PALADIN WEALTH, LLC CRD 288387 | MN | $196.2M | 7 | Charles Schwab→ |
| B51 | NORTH CAPITAL, INC. CRD 148802 | UT | $292.6M | 11 | Charles Schwab→ |
| B51 | VPWM ADVISORS, LLC CRD 167886 | MN | $326.6M | 15 | LPL Financial→ |
| B51 | CACHETECH INC. CRD 327688 | UT | $547.4M | 3 | Charles Schwab→ |
| B51 | MURPHY POHLAD ASSET MANAGEMENT LLC CRD 109973 | MN | $639.7M | 4 | Charles Schwab→ |
| B51 | INVISOR FINANCIAL LLC CRD 174890 | KS | $198.5M | 3 | Charles Schwab→ |
| B51 | FINANCIAL NETWORK WEALTH ADVISORS LLC CRD 318842 | UT | $515.4M | 6 | Charles Schwab→ |
| B51 | THISTLE CREEK CAPITAL, LLC CRD 331449 | UT | $161.0M | — | E*Trade→ |
| B51 | BOULEVARD WEALTH MANAGEMENT, INC. CRD 164423 | MN | $119.5M | 4 | —→ |
| B51 | NOVA R WEALTH, INC. CRD 169574 | KS | $452.6M | 4 | Fidelity→ |
| B51 | COIGN CAPITAL ADVISORS LLC CRD 171306 | UT | $472.9M | 7 | Charles Schwab→ |
| B51 | TYR CAPITAL ADVISORS, LLC CRD 326208 | KS | $244.1M | — | E*Trade→ |
| B50 | CAPITAL MANAGEMENT ASSOCIATES INC CRD 105010 | MN | $1.88B | 15 | Charles Schwab→ |
| B50 | ADVANCED ADVISOR GROUP, LLC CRD 140393 | MN | $10.9M | 50 | Fidelity→ |
| B50 | SYSTELLIGENCE, LLC CRD 283582 | MN | $783.9M | 3 | E*Trade→ |
| B50 | DSG CAPITAL ADVISORS, LLC CRD 332056 | MN | $780.3M | 7 | LPL Financial→ |
| B50 | SPEECE THORSON CAPITAL GROUP INC CRD 106052 | MN | $469.0M | 5 | E*Trade→ |
| B50 | PEAK FINANCIAL CONSULTING, INC. CRD 291860 | MN | $132.3M | 2 | Charles Schwab→ |
| B50 | CANNON CAPITAL MANAGEMENT, INC. CRD 144247 | UT | $386.1M | 3 | Charles Schwab→ |
| B50 | ADVISORNET FINANCIAL, INC. CRD 113074 | MN | $3.15B | 50 | Charles Schwab→ |
| B50 | BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC CRD 333059 | UT | $301.4M | 2 | E*Trade→ |
| C50 | RADEMACHER FINANCIAL, INC. CRD 114067 | KS | $234.3M | 6 | Raymond James→ |
| C50 | DGV SOLUTIONS LP CRD 174379 | MN | $944.4M | — | Northern Trust→ |
| C50 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | Charles Schwab→ |
| C50 | JACOBSEN CAPITAL MANAGEMENT, LLC CRD 116085 | UT | $562.9M | 3 | Charles Schwab→ |
| C50 | KOMPASS KAPITAL ADVISORS, LLC CRD 335041 | KS | $116.6M | 1 | E*Trade→ |
| C50 | 9 STREAM CAPITAL PARTNERS LLC CRD 340394 | KS | $73.9M | — | Goldman Sachs→ |
| C50 | NORTHLAND CAPITAL MANAGEMENT, LLC CRD 146452 | MN | $235.0M | 3 | E*Trade→ |
| C50 | FELTL ADVISORS, LLC CRD 165244 | MN | $165.6M | 15 | E*Trade→ |
| C49 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C49 | WHITE PINE CAPITAL LLC CRD 108417 | MN | $430.6M | 4 | Charles Schwab→ |
| C49 | GTS FINANCIAL, LLC CRD 310222 | MN | $169.9M | 3 | Charles Schwab→ |
