| B51 | UNION HERITAGE CAPITAL CRD 309768 | MI | $295.2M | — | E*Trade→ |
| B51 | RBS WEALTH MANAGEMENT, LLC CRD 336536 | MI | $322.3M | 2 | Charles Schwab→ |
| B51 | THE ENTERPRISE INVESTMENT COMPANY CRD 116889 | MI | $607.1M | 2 | Charles Schwab→ |
| B51 | CIG ASSET MANAGEMENT, INC. CRD 123609 | MI | $192.5M | 3 | Charles Schwab→ |
| B51 | HARBORFRONT FINANCIAL LLC CRD 331763 | MI | $149.0M | 4 | LPL Financial→ |
| B51 | FINANCIAL ADVISORY CORPORATION CRD 105472 | MI | $1.10B | 9 | Charles Schwab→ |
| B51 | PATHWORKS FINANCIAL, INC. CRD 138393 | MI | $279.3M | 5 | Charles Schwab→ |
| B51 | SANDERS MANAGEMENT GROUP, LTD CRD 334205 | MI | $203.5M | — | E*Trade→ |
| B50 | MEADOWBROOK INVESTMENT ADVISORS LLC CRD 109960 | MI | $185.2M | 2 | Charles Schwab→ |
| C50 | VALSTONE PARTNERS VI, LLC CRD 300629 | MI | $735.9M | — | BNY Mellon→ |
| C50 | PILGRIMS CAPITAL ADVISORS, INC. CRD 121348 | MI | $294.9M | 4 | E*Trade→ |
| C49 | CAITLIN JOHN, LLC CRD 154494 | MI | $214.9M | 23 | Charles Schwab→ |
| C49 | VANDERPOL INVESTMENTS L.L.C. CRD 168174 | MI | $118.1M | 3 | Charles Schwab→ |
| C49 | GREENWAY FINANCIAL, LLC CRD 288864 | MI | $151.4M | 3 | Charles Schwab→ |
| C49 | ENGLISH CAPITAL MANAGEMENT LLC CRD 234790 | MI | $241.1M | — | E*Trade→ |
| C48 | ARBOR INVESTMENT MANAGEMENT, LLC CRD 154735 | MI | $162.0M | 2 | Charles Schwab→ |
| C48 | SCULATI WEALTH MANAGEMENT, LLC CRD 158783 | MI | $381.5M | 3 | Charles Schwab→ |
| C48 | ANTONELLI FINANCIAL ADVISORS, LLC CRD 286452 | MI | $229.1M | 3 | Charles Schwab→ |
| C48 | DANIEL INVESTMENT GROUP INC. CRD 338851 | MI | $210.1M | 3 | E*Trade→ |
| C48 | STONEBROOK PRIVATE LLC CRD 325434 | MI | $937.0M | 3 | Raymond James→ |
| C47 | FEE-ONLY FIDUCIARY ADVISORS LLC CRD 143329 | MI | $197.0M | 3 | Fidelity→ |
| C47 | HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC CRD 291609 | MI | $200.0M | 1 | Charles Schwab→ |
| C47 | GRAETZ WEALTH, LLC CRD 317857 | MI | $158.2M | 3 | Altruist→ |
| C47 | PATRICK FINANCIAL GROUP, L.L.C. CRD 124610 | MI | $170.4M | 1 | E*Trade→ |
| C47 | VAM GROUP, INC. CRD 118048 | MI | $589.4M | 6 | Charles Schwab→ |
| C47 | MBX INVESTORS LLC CRD 339299 | MI | $224.6M | 1 | —→ |
| C47 | INTEGRATED INVESTMENT CONSULTANTS, LLC CRD 175299 | MI | $1.08B | 10 | Charles Schwab→ |
| C47 | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC CRD 323718 | MI | $242.8M | 5 | E*Trade→ |
| C47 | MD WEALTH MANAGEMENT, LLC CRD 297823 | MI | $109.9M | 2 | —→ |
| C46 | ACORN WEALTH ADVISORS, LLC CRD 170462 | MI | $561.4M | 5 | Charles Schwab→ |
| C46 | DANIEL KRUG & ASSOCIATES, INC. CRD 298532 | MI | $145.1M | 2 | E*Trade→ |
| C46 | FLEXIBLE PLAN INVESTMENTS LTD CRD 110762 | MI | $1.48B | 5 | E*Trade→ |
| C46 | INSTITUTIONAL INVESTMENT CONSULTING CRD 168705 | MI | $125.0M | 5 | E*Trade→ |
| C46 | CLARKSTON CAPITAL PARTNERS, LLC CRD 143456 | MI | $1.71B | 6 | Charles Schwab→ |
| C46 | VIMA, LLC CRD 148833 | MI | $229.5M | 12 | Pershing→ |
| C46 | BREAKWATER CAPITAL, LLC CRD 172498 | MI | $156.6M | 2 | Charles Schwab→ |
| C45 | KAYDAN WEALTH MANAGEMENT, INC. CRD 108964 | MI | $726.5M | 9 | Raymond James→ |
| C45 | TRUSTEE EMPOWERMENT & PROTECTION, INC. CRD 108249 | MI | $10.3M | 4 | E*Trade→ |
| C45 | J.W. KORTH & COMPANY, LIMITED PARTNERSHIP CRD 26455 | MI | $228.7M | 17 | Pershing→ |
| C45 | RICHARD W. PAUL & ASSOCIATES, LLC CRD 156812 | MI | $372.8M | 6 | E*Trade→ |
| C45 | SEIZERT CAPITAL PARTNERS, LLC CRD 108954 | MI | $2.48B | 9 | Charles Schwab→ |
| C45 | PREMIER ESTATE PLANNERS, LLC CRD 122638 | MI | $226.9M | 2 | Charles Schwab→ |
| C45 | SAGE HILL CAPITAL L.L.C. CRD 155016 | MI | $214.3M | 2 | Charles Schwab→ |
| C45 | ROCHESTER WEALTH STRATEGIES, LLC CRD 299150 | MI | $177.8M | 4 | Charles Schwab→ |
| C45 | WEALTHSPAN INVESTMENT MANAGEMENT, LLC CRD 309553 | MI | $93.1M | 5 | Charles Schwab→ |
| C45 | LIGHTSQUARE WEALTH MANAGEMENT, LLC CRD 324958 | MI | $203.5M | 3 | Raymond James→ |
| C44 | UHY WEALTH MANAGEMENT RIA LLC CRD 317608 | MI | $102.6M | 9 | —→ |
| C44 | MILLER FINANCIAL SERVICES LLC CRD 143788 | MI | $462.9M | 3 | Charles Schwab→ |
| C44 | TRUE BLUE FINANCIAL, LLC CRD 310841 | MI | $271.5M | 4 | LPL Financial→ |
| C44 | BRIGHT FINANCIAL ADVISORS, INC. CRD 107931 | MI | $725.5M | 2 | Charles Schwab→ |
