| B57 | EPIC WEALTH MANAGEMENT, LLC CRD 297643 | OK | $120.8M | 3 | Raymond James→ |
| B57 | PRESTIGE WEALTH MANAGEMENT GROUP, LLC CRD 127381 | NJ | $666.4M | 5 | Charles Schwab→ |
| B57 | MULLOOLY ASSET MANAGEMENT, INC. CRD 121184 | NJ | $455.6M | 4 | Charles Schwab→ |
| B56 | EXCEL CAPITAL MANAGEMENT CORP CRD 109229 | NJ | $192.5M | 2 | E*Trade→ |
| B56 | SHAPIRO FINANCIAL SECURITY GROUP, INC. CRD 120801 | NJ | $152.6M | 3 | E*Trade→ |
| B56 | MFG INVESTMENTS, LLC CRD 125122 | NJ | $146.5M | 5 | E*Trade→ |
| B56 | GRAND SLAM ASSET MANAGEMENT, LLC CRD 161122 | NJ | $35.0M | — | Wells Fargo→ |
| B56 | WEALTH MANAGEMENT ASSOCIATES, INC. CRD 117606 | NJ | $717.4M | 11 | E*Trade→ |
| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B56 | AG FINANCIAL, LLC CRD 140226 | UT | $103.5M | 2 | Charles Schwab→ |
| B56 | PARAGON CAPITAL MANAGEMENT INC CRD 105962 | UT | $153.4M | 3 | Charles Schwab→ |
| B56 | PINNACLE HOLDINGS, LLC CRD 108086 | OK | $508.3M | 6 | Charles Schwab→ |
| B56 | MLP3, LLC CRD 296314 | NJ | $248.1M | 2 | E*Trade→ |
| B55 | GENEVA FINANCIAL GROUP LLC CRD 331944 | NJ | $233.7M | 1 | E*Trade→ |
| B55 | TSP CAPITAL MANAGEMENT GROUP, LLC CRD 131889 | NJ | $553.3M | 2 | E*Trade→ |
| B55 | GUARDIAN WEALTH MANAGEMENT, LLC CRD 146923 | UT | $174.8M | 3 | Charles Schwab→ |
| B55 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | E*Trade→ |
| B55 | BPP WEALTH SOLUTIONS, LLC CRD 166962 | NJ | $247.3M | 4 | Charles Schwab→ |
| B55 | SUSTAINABLE ADVISORS ALLIANCE LLC CRD 312061 | OK | $234.8M | 8 | Charles Schwab→ |
| B55 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| B55 | SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC CRD 298315 | NJ | $454.2M | 5 | Charles Schwab→ |
| B55 | LARSEN, GLEN ALLEN CRD 118496 | UT | $146.6M | — | Charles Schwab→ |
| B55 | TEPLITZ FINANCIAL GROUP LLC CRD 122038 | NJ | $131.7M | 1 | Charles Schwab→ |
| B55 | MELIORA CAPITAL, LLC CRD 172367 | OK | $174.8M | 1 | Charles Schwab→ |
| B54 | NEW VERNON ADVISERS LP CRD 160231 | NJ | $902.1M | — | Pershing→ |
| B54 | VENTURE INVESTMENT MANAGEMENT CO., L.L.C. CRD 160002 | NJ | $636.8M | — | Raymond James→ |
| B54 | HIGH POINT WEALTH MANAGEMENT, LLC CRD 147111 | NJ | $192.9M | 2 | Fidelity→ |
| B54 | STOLZER ROTHSCHILD LEVY LLC CRD 169817 | NJ | $166.0M | 2 | Charles Schwab→ |
| B54 | SFI ADVISORS, LLC CRD 287929 | NJ | $176.0M | 4 | Charles Schwab→ |
| B54 | HUDSON OAK WEALTH ADVISORY LLC CRD 300218 | NJ | $133.9M | 1 | Charles Schwab→ |
| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| B53 | REEDMARK ADVISORS, LLC CRD 173760 | NJ | $564.6M | 4 | E*Trade→ |
| B53 | EVEN HERD LLC CRD 329728 | OK | $55.9M | — | E*Trade→ |
| B53 | COPPER BEECH FINANCIAL GROUP, LLC CRD 313156 | NJ | $197.4M | 3 | E*Trade→ |
| B53 | TRITON FINANCIAL GROUP, INC CRD 309294 | OK | $258.7M | 2 | Charles Schwab→ |
| B53 | SINDIA CAPITAL ADVISERS, LLC CRD 333325 | NJ | $423.4M | 1 | E*Trade→ |
| B53 | STREETER MOORE & STIPE LLC CRD 118588 | OK | $219.1M | 3 | Raymond James→ |
| B53 | AZNAR FINANCIAL ADVISORS, LLC CRD 121388 | NJ | $169.6M | 6 | Charles Schwab→ |
| B53 | 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT CRD 124288 | NJ | $150.1M | 1 | Fidelity→ |
| B53 | STEMBROOK ASSET MANAGEMENT, LLC CRD 144116 | NJ | $147.5M | 2 | Charles Schwab→ |
| B53 | COMPASS CAPITAL MANAGEMENT, LLC CRD 150170 | OK | $119.0M | 3 | Pershing→ |
| B53 | DAVIDSON WEALTH MANAGEMENT LLC CRD 153227 | NJ | $172.4M | 3 | Charles Schwab→ |
| B53 | SUSTAINVEST ASSET MANAGEMENT, LLC CRD 166685 | NJ | $137.4M | 1 | Charles Schwab→ |
| B53 | LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. CRD 171967 | NJ | $237.4M | 1 | LPL Financial→ |
| B53 | BISON CAPITAL ADVISORS, LLC CRD 306471 | OK | $250.0M | 2 | Fidelity→ |
| B53 | AEM ASSET MANAGEMENT, LLC CRD 310360 | NJ | $117.9M | 2 | E*Trade→ |
| B52 | LUMIDA WEALTH MANAGEMENT LLC CRD 323410 | NJ | $132.8M | 5 | Charles Schwab→ |
| B52 | FRIEDENTHAL FINANCIAL, LLC CRD 150457 | NJ | $196.4M | 4 | Charles Schwab→ |
| B52 | ARCHAMBO FINANCIAL ADVISORS, INC. CRD 129927 | OK | $163.1M | 7 | E*Trade→ |
| B52 | INVESTRUST CONSULTING, LLC CRD 108037 | OK | $588.2M | 7 | Fidelity→ |
