| B56 | NEXT GENERATION INVESTING, LLC CRD 149017 | KS | $128.0M | 3 | E*Trade→ |
| B55 | GUARDIAN WEALTH MANAGEMENT, LLC CRD 146923 | UT | $174.8M | 3 | Charles Schwab→ |
| B55 | DOUGLASS INVESTMENT GROUP LLC CRD 331223 | KS | $173.6M | 2 | E*Trade→ |
| B55 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | E*Trade→ |
| B55 | SUMMIT FINANCIAL CONSULTING LLC CRD 126570 | MI | $184.7M | 6 | Charles Schwab→ |
| B55 | BEMANAGED FINANCIAL SERVICES, INC. CRD 140099 | MI | $410.0M | — | Fidelity→ |
| 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 | INDEPENDENT WEALTH MANAGEMENT, LLC CRD 124242 | MI | $203.0M | 3 | E*Trade→ |
| B54 | REDSTONE ADVISORS INC CRD 107699 | KS | $490.6M | 5 | Charles Schwab→ |
| B54 | BLUE WATER ASSET MANAGEMENT, LLC CRD 175362 | MI | $428.5M | 7 | Charles Schwab→ |
| B54 | ARBORFI ADVISORS, LLC CRD 305009 | MI | $148.4M | 2 | 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→ |
| B54 | ARMADA ETF ADVISORS LLC CRD 317979 | MI | $10.2M | — | E*Trade→ |
| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| B53 | ASPEN INVESTMENT MANAGEMENT INC. CRD 112081 | MI | $452.5M | 5 | Charles Schwab→ |
| B53 | WOLVERINE WEALTH ADVISORY SERVICES INC. CRD 146564 | MI | $140.9M | 1 | Charles Schwab→ |
| B53 | UP NORTH FINANCIAL, LLC CRD 150996 | MI | $203.8M | 2 | Fidelity→ |
| B53 | OCTO CAPITAL, LLC CRD 174351 | MI | $165.0M | 1 | Charles Schwab→ |
| B53 | CURTIS CAPITAL ADVISORS, LLC CRD 330835 | KS | $165.5M | 2 | Charles Schwab→ |
| B52 | FAI ADVISORS, INC. CRD 122132 | MI | $302.0M | 5 | E*Trade→ |
| B52 | TRM ADVISORS LP CRD 321278 | MI | $159.8M | — | E*Trade→ |
| B52 | BURNHAM & COMPANY LLC CRD 319339 | MI | $129.5M | 2 | Charles Schwab→ |
| B52 | LONG ROAD INVESTMENT COUNSEL, LLC CRD 171343 | MI | $346.4M | 2 | E*Trade→ |
| B52 | CYGNET FINANCIAL PLANNING INC. CRD 123430 | MI | $212.9M | 6 | Charles Schwab→ |
| B52 | GASAWAY INVESTMENT ADVISORS, INC. CRD 123807 | MI | $173.1M | 4 | Raymond James→ |
| B52 | FREESTATE ADVISORS LLC CRD 145800 | KS | $181.8M | 9 | Charles Schwab→ |
| B52 | ELE ADVISORY SERVICES, INC CRD 148228 | MI | $136.5M | 15 | Charles Schwab→ |
| B52 | MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC CRD 284251 | MI | $162.7M | 6 | LPL Financial→ |
| B51 | NORTH CAPITAL, INC. CRD 148802 | UT | $292.6M | 11 | Charles Schwab→ |
| 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 | CACHETECH INC. CRD 327688 | UT | $547.4M | 3 | Charles Schwab→ |
| B51 | THE ENTERPRISE INVESTMENT COMPANY CRD 116889 | MI | $607.1M | 2 | 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 | CIG ASSET MANAGEMENT, INC. CRD 123609 | MI | $192.5M | 3 | Charles Schwab→ |
| B51 | THISTLE CREEK CAPITAL, LLC CRD 331449 | UT | $161.0M | — | E*Trade→ |
| 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 | 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→ |
| 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→ |
| B50 | CANNON CAPITAL MANAGEMENT, INC. CRD 144247 | UT | $386.1M | 3 | Charles Schwab→ |
| B50 | BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC CRD 333059 | UT | $301.4M | 2 | E*Trade→ |
