| B56 | PRIMETRUST ADVISORS LLC CRD 141625 | SC | $421.6M | 2 | E*Trade→ |
| B55 | JFA ADVISORS, LLC CRD 144039 | SC | $175.0M | 1 | —→ |
| B55 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| 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 | IVY EVERGREEN, LLC CRD 324430 | SC | $155.0M | — | E*Trade→ |
| B54 | INDEPENDENT WEALTH MANAGEMENT, LLC CRD 124242 | MI | $203.0M | 3 | E*Trade→ |
| B54 | NORRIS FINANCIAL GROUP, LLC CRD 129422 | SC | $353.0M | 3 | Pershing→ |
| B54 | BLUE WATER ASSET MANAGEMENT, LLC CRD 175362 | MI | $428.5M | 7 | Charles Schwab→ |
| B54 | ANDERSON GRIGGS & COMPANY, INC. CRD 110313 | SC | $133.6M | 3 | Charles Schwab→ |
| B54 | ARBORFI ADVISORS, LLC CRD 305009 | MI | $148.4M | 2 | Charles Schwab→ |
| B54 | ARMADA ETF ADVISORS LLC CRD 317979 | MI | $10.2M | — | E*Trade→ |
| 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→ |
| B52 | FAI ADVISORS, INC. CRD 122132 | MI | $302.0M | 5 | E*Trade→ |
| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| B52 | STOKES CAPITAL ADVISORS, LLC CRD 281278 | SC | $499.4M | 1 | Charles Schwab→ |
| B52 | TRM ADVISORS LP CRD 321278 | MI | $159.8M | — | E*Trade→ |
| B52 | WALLICK INVESTMENTS, LLC CRD 162976 | SC | $126.5M | 3 | Charles Schwab→ |
| B52 | KINWELL LLC CRD 290449 | SC | $214.7M | 2 | Charles Schwab→ |
| 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 | 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 | 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→ |
| B50 | SQN VENTURE PARTNERS, LLC CRD 301483 | SC | $137.3M | — | E*Trade→ |
| 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→ |
| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| 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 | OCEANSIDE ADVISORS LLC CRD 170307 | SC | $191.3M | 4 | Charles Schwab→ |
| C49 | GREENWAY FINANCIAL, LLC CRD 288864 | MI | $151.4M | 3 | Charles Schwab→ |
| C49 | METIS WEALTH MANAGEMENT & PLANNING LLC CRD 305086 | SC | $114.9M | 2 | Charles Schwab→ |
| C49 | HILTON HEAD FINANCIAL ADVISORS, INC. CRD 140249 | SC | $375.1M | 1 | Charles Schwab→ |
| C49 | ENGLISH CAPITAL MANAGEMENT LLC CRD 234790 | MI | $241.1M | — | E*Trade→ |
| C48 | CHARLESTON FINANCIAL ADVISORS, LLC CRD 137536 | SC | $262.4M | 2 | Charles Schwab→ |
| C48 | ARBOR INVESTMENT MANAGEMENT, LLC CRD 154735 | MI | $162.0M | 2 | Charles Schwab→ |
