| C47 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 10 | Charles Schwab→ |
| C47 | THINAGEE INVESTMENTS INC. CRD 165054 | MD | $265.4M | 1 | Charles Schwab→ |
| C47 | GEF MANAGEMENT CORPORATION CRD 107208 | MD | $116.0M | — | Wells Fargo→ |
| C46 | THOMA CAPITAL MANAGEMENT LLC CRD 120139 | MD | $310.1M | 2 | Charles Schwab→ |
| C46 | BULL HARBOR CAPITAL LLC. CRD 324995 | MD | $354.8M | 29 | Charles Schwab→ |
| C46 | PROFIT INVESTMENT MANAGEMENT, LLC CRD 110294 | MD | $26.8M | — | E*Trade→ |
| C46 | TOWN CAPITAL, LLC CRD 299341 | MD | $168.8M | 1 | Charles Schwab→ |
| C45 | INDEPENDENT ACCESS PARTNERS, LLC CRD 305842 | MD | $256.9M | — | E*Trade→ |
| C45 | L. K. BENSON & COMPANY, P.C. CRD 107908 | MD | $446.2M | 2 | Charles Schwab→ |
| C45 | IVY LEAGUE FINANCIAL ADVISORS LLC CRD 119145 | MD | $188.7M | 3 | Charles Schwab→ |
| C45 | SHERMAN WEALTH MANAGEMENT LLC CRD 281093 | MD | $160.3M | 3 | Charles Schwab→ |
| C45 | THOMPSON WEALTH SOLUTIONS, LLC CRD 338023 | MD | $172.1M | 2 | Fidelity→ |
| C44 | QP CONSULTING, LLC CRD 129601 | MD | $559.6M | 4 | Charles Schwab→ |
| C44 | ACCORDANT ADVISORY GROUP, INC. CRD 117474 | MD | $278.0M | 2 | Raymond James→ |
| C44 | RCS FINANCIAL PLANNING, LLC CRD 291678 | MD | $281.0M | 2 | Charles Schwab→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C44 | BLUE MARLIN HOLDCO LLC CRD 313892 | MD | $52.7M | — | E*Trade→ |
| C44 | GRITSTONE ASSET MANAGEMENT LLC CRD 298500 | MD | $114.9M | 3 | Pershing→ |
| C44 | CROMWELL INVESTMENT ADVISORS, LLC CRD 314411 | MD | $368.9M | — | BNY Mellon→ |
| C44 | MOORE WEALTH LLC CRD 323374 | MD | $156.9M | 3 | E*Trade→ |
| C43 | LAW & ASSOCIATES INC CRD 105350 | MD | $326.6M | 3 | Raymond James→ |
| C43 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC CRD 132804 | MD | $405.7M | 5 | Charles Schwab→ |
| C43 | GLASSY MOUNTAIN ADVISORS, INC. CRD 314937 | MD | $369.8M | 6 | Charles Schwab→ |
| C43 | PLANVEST FINANCIAL, INC. CRD 290306 | MD | $175.9M | 6 | Charles Schwab→ |
| C42 | WARNER FINANCIAL, INC CRD 135303 | MD | $851.8M | 5 | Charles Schwab→ |
| C42 | CAPITAL SQUARED FINANCIAL LLC CRD 326861 | MD | $198.7M | 2 | Charles Schwab→ |
| C42 | 1919 INVESTMENT COUNSEL, LLC CRD 133370 | MD | $26.04B | 32 | Charles Schwab→ |
| C42 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. CRD 109232 | MD | $316.4M | 2 | E*Trade→ |
| C42 | HARBOR INVESTMENT ADVISORY, LLC CRD 151085 | MD | $6.87B | 32 | Pershing→ |
| C42 | FAMILY OFFICE RESEARCH, LLC CRD 144136 | MD | $648.2M | 3 | Fidelity→ |
| C41 | MV CAPITAL MANAGEMENT, INC. CRD 139034 | MD | $1.44B | 8 | E*Trade→ |
| C41 | THE SIMMONS PARTNERSHIP, INC CRD 156740 | MD | $216.5M | 2 | Charles Schwab→ |
| C41 | ABRAMS BISON INVESTMENTS, L.L.C. CRD 137183 | MD | $2.51B | — | Northern Trust→ |
| C41 | FINANCIAL COUNCIL, LLC CRD 110748 | MD | $1.27B | 6 | E*Trade→ |
| C41 | CWM ADVISORY, LLC CRD 299923 | MD | $101.0M | 3 | —→ |
| C41 | FULTON BREAKEFIELD BROENNIMAN,LLC CRD 108967 | MD | $2.39B | 19 | Charles Schwab→ |
| C41 | TURNING POINT BENEFIT GROUP, INC. CRD 301282 | MD | $339.4M | 15 | Charles Schwab→ |
| C41 | DELTA FINANCIAL ADVISORS, INC CRD 121907 | MD | $234.0M | 5 | Charles Schwab→ |
| C41 | SFG WEALTH MANAGEMENT, LLC CRD 285785 | MD | $760.2M | 9 | LPL Financial→ |
| C40 | BOOSTER, LLC CRD 314629 | MD | $229.3M | 2 | E*Trade→ |
| C40 | FVLCRUM PARTNERS, LLC CRD 310971 | MD | $328.8M | — | E*Trade→ |
| C40 | SOAPSTONE MANAGEMENT L.P. CRD 162936 | MD | $610.1M | — | Pershing→ |
| C40 | AWANI CAPITAL MANAGEMENT LP CRD 335179 | MD | $268.7M | — | E*Trade→ |
| C40 | KILNER CAPITAL ADVISORS, LLC CRD 139521 | MD | $336.7M | 2 | Charles Schwab→ |
| C40 | A.G. CAMPBELL ADVISORY, LLC CRD 162150 | MD | $403.9M | 4 | Charles Schwab→ |
| C39 | GLASS JACOBSON INVESTMENT ADVISORS, LLC CRD 120141 | MD | $928.0M | 10 | Charles Schwab→ |
| C39 | MY WEALTH MANAGEMENT, INC. CRD 168566 | MD | $156.2M | 2 | Charles Schwab→ |
| C39 | FOUNDRY WEALTH ADVISORS, LLC CRD 300794 | MD | $163.4M | 4 | Charles Schwab→ |
| C39 | BEACON INVESTMENT ADVISORS LLC CRD 127368 | MD | $541.9M | 1 | Fidelity→ |
| C39 | THE LUTS & GREENLEIGH GROUP, INC. CRD 305002 | MD | $563.9M | 2 | Charles Schwab→ |
