| B61 | L.D. LOWE WEALTH ADVISORY, INC. CRD 136596 | TX | $118.8M | 1 | E*Trade→ |
| B61 | SKYBOUND WEALTH MANAGEMENT USA, LLC CRD 313358 | TX | $166.5M | 10 | E*Trade→ |
| B61 | MIAI, INC. CRD 111695 | TX | $213.3M | 5 | E*Trade→ |
| B61 | CERTIFIED FINANCIAL STRATEGIES CORPORATION CRD 114361 | TX | $133.3M | 2 | Charles Schwab→ |
| B61 | CAPITAL ADVISORY GROUP, INC. CRD 114539 | TX | $224.9M | 2 | Charles Schwab→ |
| B61 | BISON INVESTMENT ADVISORS, LLC CRD 149775 | TX | $157.5M | 3 | Charles Schwab→ |
| B61 | FAMILY DYNASTY ADVISORS LLC CRD 297082 | TX | $52.3M | 2 | Charles Schwab→ |
| B61 | STRATEGIC PLANNING, INC. CRD 139648 | OH | $376.6M | 1 | Charles Schwab→ |
| B61 | HARDY & HARDY CO LLC CRD 145088 | OH | $269.4M | 2 | LPL Financial→ |
| B60 | FLACK, EMBER LOUISE CRD 114269 | TX | $180.0M | — | E*Trade→ |
| B60 | ROCK HILL CAPITAL GROUP, LLC CRD 163129 | TX | $238.8M | — | E*Trade→ |
| B60 | JTS FUND ADVISORS, LLC CRD 283677 | TX | $156.4M | — | U.S. Bank→ |
| B60 | M & A CONSULTING GROUP, LLC CRD 286078 | TX | $155.4M | 2 | Charles Schwab→ |
| B60 | ASSET PRESERVATION GROUP INC CRD 108150 | TX | $321.2M | 2 | Fidelity→ |
| B59 | WEALTHYX LLC CRD 172380 | TX | $68.8M | — | E*Trade→ |
| B59 | SEVEN HILLS CAPITAL ADVISORS, LLC CRD 175280 | OH | $130.0M | 1 | E*Trade→ |
| B59 | OUTFITTER ENERGY MANAGEMENT, LLC CRD 286213 | TX | $239.6M | — | E*Trade→ |
| B59 | D.H. HILL ADVISORS, INC. CRD 116324 | TX | $226.4M | 18 | Charles Schwab→ |
| B59 | CAMELOT PORTFOLIOS, LLC CRD 145918 | OH | $272.2M | 3 | E*Trade→ |
| B59 | DOUBLE EAGLE CAPITAL MANAGEMENT LP CRD 135522 | TX | $133.2M | 1 | E*Trade→ |
| B59 | FINANCIAL COUNSELING, INC. CRD 119969 | OH | $100.1M | 3 | Charles Schwab→ |
| B59 | MONETARY SOLUTIONS, LTD. CRD 121217 | OH | $139.7M | 3 | Charles Schwab→ |
| B59 | PIVOT POINT ADVISORS, LLC CRD 130562 | TX | $141.7M | 2 | Charles Schwab→ |
| B59 | MURRAY INVESTMENT MANAGEMENT, LLC CRD 146921 | TX | $159.1M | 1 | Fidelity→ |
| B59 | SUMMIT WEALTH MANAGEMENT LLC CRD 226722 | OH | $120.1M | 2 | Charles Schwab→ |
| B59 | FOGARTY WEALTH MANAGEMENT, INC. CRD 283998 | TX | $135.3M | 1 | Charles Schwab→ |
| B59 | BELL CITY WEALTH, INC. CRD 326354 | OH | $163.3M | 1 | Raymond James→ |
| B58 | MCDONALD PARTNERS LLC CRD 135414 | OH | $1.28B | 29 | E*Trade→ |
| B58 | TKC WEALTH MANAGEMENT LLC CRD 158498 | TX | $138.6M | 5 | Charles Schwab→ |
| B58 | JAYKAY WEALTH ADVISORS, INC. CRD 170192 | TX | $173.8M | 3 | LPL Financial→ |
| B58 | HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. CRD 282906 | OH | $76.6M | — | Fidelity→ |
| B58 | DDELTA REAL ESTATE INVESTMENTS INC. CRD 326662 | TX | $169.6M | 1 | Pershing→ |
| B58 | BROADMARK ASSET MANAGEMENT LLC CRD 109422 | TX | $238.4M | — | E*Trade→ |
| B58 | GSV ASSET MANAGEMENT, LLC CRD 154664 | TX | $143.4M | — | E*Trade→ |
| B58 | LONE STAR INVESTMENT ADVISORS, LLC CRD 158283 | TX | $119.9M | — | E*Trade→ |
| B58 | WINSLOW ASSET MANAGEMENT INC CRD 106337 | OH | $626.7M | 1 | E*Trade→ |
| B58 | WHITE ROCK OIL & GAS HOLDINGS, LLC CRD 165255 | TX | $205.1M | — | E*Trade→ |
| B58 | TILLRIDGE CAPITAL PARTNERS, LLC CRD 284992 | TX | $270.0M | — | E*Trade→ |
| B58 | BUILDGROUP MANAGEMENT, LLC CRD 289150 | TX | $294.4M | — | E*Trade→ |
| B58 | EFS ASSET MANAGEMENT LLC CRD 106184 | TX | $70.0M | 1 | Charles Schwab→ |
| B58 | SKA FINANCIAL SERVICES,INC. CRD 107348 | OH | $159.1M | 1 | Charles Schwab→ |
| B58 | J.K. FINANCIAL, INC. CRD 114929 | TX | $195.8M | 2 | Charles Schwab→ |
| B58 | CAPITAL ASSET MANAGEMENT, INC. CRD 120597 | OH | $199.5M | 2 | Fidelity→ |
| B58 | MERCANTILE ADVISORS I, LLC CRD 165094 | TX | $146.0M | 2 | Charles Schwab→ |
| B58 | INFINITY WEALTH COUNSEL, LLC CRD 171959 | OH | $151.9M | 2 | Charles Schwab→ |
| B58 | 9823 CAPITAL, LP CRD 324329 | TX | $677.1M | 3 | Goldman Sachs→ |
| B58 | SIGNATURE EQUITY PARTNERS, LLC CRD 327455 | OH | $330.6M | 31 | Charles Schwab→ |
| B57 | SENTRY MANAGEMENT INC CRD 107379 | TX | $5.44B | 3 | E*Trade→ |
| B57 | DEMMING FINANCIAL SERVICES CORP. CRD 120106 | OH | $675.7M | 5 | Charles Schwab→ |
| B57 | FRUTH INVESTMENT MANAGEMENT CRD 107273 | TX | $417.8M | 3 | Charles Schwab→ |
