| B55 | COURSE MANAGEMENT INVESTMENT ADVISORS, LLC CRD 306974 | NC | $100.3M | 4 | —→ |
| B55 | SKYLANDS CAPITAL, LLC CRD 131183 | WI | $746.5M | 2 | Goldman Sachs→ |
| B55 | FUND DIRECT ADVISORS INC. CRD 155363 | NC | $593.0M | 4 | E*Trade→ |
| B55 | GLOBAL VALUE INVESTMENT CORPORATION CRD 144260 | WI | $225.6M | 4 | Charles Schwab→ |
| B55 | MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | WI | $877.6M | 7 | Charles Schwab→ |
| B55 | PENDLETON FINANCIAL, LLC CRD 325303 | NC | $160.0M | 1 | Charles Schwab→ |
| B55 | FOREST CAPITAL OPERATING COMPANY LLC CRD 325514 | NC | $143.2M | 2 | Charles Schwab→ |
| B54 | ALPHA INVESTMENT CONSULTING GROUP, LLC CRD 139721 | WI | $713.6M | 3 | E*Trade→ |
| B54 | CAPITAL INVESTMENT SERVICES OF AMERICA INC CRD 110639 | WI | $1.31B | 9 | Charles Schwab→ |
| B54 | BLACKHAWK CAPITAL PARTNERS, LLC CRD 158020 | WI | $452.0M | 7 | Charles Schwab→ |
| B54 | RICHMOND INVESTMENT SERVICES LLC CRD 327451 | WI | $453.2M | 14 | LPL Financial→ |
| B54 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC CRD 319298 | WI | $236.4M | 5 | LPL Financial→ |
| B54 | STRUCTURAL SOLUTIONS LLC CRD 319155 | NC | $133.0M | — | E*Trade→ |
| B54 | ABS LEGACY PARTNERS, LLC CRD 325604 | NC | $670.8M | 1 | Charles Schwab→ |
| B54 | KULT WEALTH MANAGEMENT GROUP, LLC CRD 126740 | WI | $135.1M | 1 | Charles Schwab→ |
| B54 | THE PINES WEALTH MANAGEMENT, LLC CRD 326353 | NC | $485.9M | 2 | Charles Schwab→ |
| B54 | CROSSGEN WEALTH LLC CRD 336270 | NC | $222.8M | 2 | Raymond James→ |
| B53 | HUNTER STREET INVESTMENT ADVISORS LLC CRD 145334 | NC | $166.4M | 8 | E*Trade→ |
| B53 | CANNON WEALTH MANAGEMENT SERVICES, LLC CRD 323302 | NC | $245.2M | 5 | Charles Schwab→ |
| B53 | EASTOVER INVESTMENT ADVISORS, LLC CRD 150821 | NC | $392.3M | 3 | Charles Schwab→ |
| B53 | KENNETH FRENKE & CO., INC. CRD 109352 | NC | $206.5M | 2 | Charles Schwab→ |
| B53 | SMITH PARTNERS WEALTH MANAGEMENT, LLC CRD 112231 | NC | $196.1M | 9 | Charles Schwab→ |
| B53 | MCGRATH & ASSOCIATES, INC. CRD 121197 | NC | $155.9M | 2 | Charles Schwab→ |
| B53 | PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC CRD 150266 | NC | $136.2M | 2 | LPL Financial→ |
| B53 | CONCEPTUAL FINANCIAL ADVISORS, LLC CRD 167513 | WI | $189.9M | 1 | LPL Financial→ |
| B53 | GRANITE FINANCIAL GROUP, LLC CRD 168675 | WI | $186.2M | 2 | LPL Financial→ |
| B53 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC CRD 292786 | WI | $81.7M | — | E*Trade→ |
| B53 | VARIANT PERCEPTION, LLC CRD 334510 | NC | $31.9M | 1 | E*Trade→ |
| B53 | TRICAPITAL WEALTH MANAGEMENT, INC. CRD 118788 | NC | $132.7M | 3 | E*Trade→ |
| B52 | EQV ADVISORY, LLC CRD 338271 | NC | $106.8M | 4 | Charles Schwab→ |
| B52 | ADVISORS MANAGEMENT GROUP INC CRD 113020 | WI | $819.6M | 12 | Charles Schwab→ |
| B52 | AIM ADVISORS, LLC CRD 325125 | NC | $158.2M | 3 | Charles Schwab→ |
| B52 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC CRD 326646 | WI | $83.7M | — | E*Trade→ |
| B51 | GOOGINS ADVISORS, INC. CRD 13985 | WI | $501.0M | 4 | Charles Schwab→ |
| B51 | SLEDGE AND COMPANY WEALTH ADVISORS, LLC CRD 336314 | NC | $183.4M | 4 | E*Trade→ |
| B51 | PHYSICIANS FINANCIAL SERVICES, INC. CRD 118519 | NC | $482.3M | 3 | Charles Schwab→ |
| B51 | ARCATAUR CAPITAL MANAGEMENT LLC CRD 124663 | WI | $469.5M | 7 | Charles Schwab→ |
| B51 | SYCAMORE INVESTMENT CONSULTING SERVICES, LLC CRD 125081 | WI | $159.6M | 2 | —→ |
| B50 | SABER CAPITAL MANAGEMENT LLC CRD 166103 | NC | $129.3M | 1 | Charles Schwab→ |
| B50 | FPF FA L.L.C. CRD 311329 | NC | $181.3M | 1 | Charles Schwab→ |
| B50 | RETIREMENT INCOME STRATEGIES, LLC CRD 318052 | WI | $159.0M | 1 | Charles Schwab→ |
| C50 | AFFILIATED FINANCIAL ADVISORS INC CRD 108154 | WI | $541.5M | 4 | Charles Schwab→ |
| C50 | SHAH CAPITAL MANAGEMENT, INC CRD 133941 | NC | $768.0M | 1 | Charles Schwab→ |
| C50 | ECIO, INC. CRD 301432 | WI | $395.6M | 5 | Charles Schwab→ |
| C49 | PORTFOLIO DESIGN SERVICES, LLC CRD 131506 | WI | $149.7M | 4 | Charles Schwab→ |
| C49 | TITLETOWN WEALTH MANAGEMENT, LLC CRD 307752 | WI | $150.3M | 2 | Charles Schwab→ |
| C49 | HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC CRD 323171 | NC | $119.6M | 2 | Charles Schwab→ |
| C49 | INDEPENDENT WEALTH ADVISORS, LLC CRD 328786 | NC | $195.3M | 4 | LPL Financial→ |
| C49 | MENDOTA FINANCIAL GROUP, LLC CRD 136294 | WI | $254.2M | 5 | Charles Schwab→ |
| C49 | SUGAR MAPLE ASSET MANAGEMENT, LLC CRD 282632 | WI | $291.5M | 3 | Charles Schwab→ |
