| C35 | JBR CO. FINANCIAL MANAGEMENT INC. CRD 117600 | OK | $318.3M | 11 | Charles Schwab→ |
| C35 | TAO PRIVATE WEALTH, LLC CRD 340979 | OK | $0 | — | E*Trade→ |
| C35 | DISCIPLINED INVESTMENTS, LLC CRD 129696 | OK | $592.8M | 6 | Charles Schwab→ |
| C35 | MELIA GROUP LLC CRD 145402 | OK | $560.1M | 4 | Charles Schwab→ |
| C35 | RELATION WEALTH MANAGEMENT, INC. CRD 329961 | OK | $541.2M | 7 | Charles Schwab→ |
| C35 | CE INVESTMENT MANAGEMENT, LLC CRD 299786 | OK | $5.91B | — | Fidelity→ |
| C35 | BURK HOLDINGS LLC CRD 305300 | OK | $379.9M | 7 | Charles Schwab→ |
| C34 | MITCHELL & PAHL PRIVATE WEALTH, LLC CRD 307625 | OK | $449.9M | 2 | Wells Fargo→ |
| C34 | SUMMIT WEALTH GROUP, LLC CRD 166118 | OK | $182.5M | 2 | Charles Schwab→ |
| C33 | THE STOLPER COMPANY L.L.C. CRD 132962 | OK | $356.3M | 4 | Raymond James→ |
| C32 | HUMPHREYS CAPITAL, LLC CRD 309323 | OK | $252.4M | — | E*Trade→ |
| C30 | SCISSORTAIL WEALTH MANAGEMENT, LLC CRD 297761 | OK | $568.2M | 8 | Raymond James→ |
| C29 | OATH PLANNING, LLC CRD 299187 | OK | $284.7M | 6 | Charles Schwab→ |
| C29 | PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. CRD 115220 | OK | $1.30B | — | Charles Schwab→ |
| C28 | ARGONAUT PRIVATE CAPITAL, LP CRD 283878 | OK | $3.01B | — | Wells Fargo→ |
| C28 | GIBRALTAR CAPITAL MANAGEMENT, INC. CRD 122328 | OK | $1.35B | 18 | Fidelity→ |
| C28 | EXCHANGE TRADED CONCEPTS, LLC CRD 151197 | OK | $22.95B | — | JPMorgan→ |
| C27 | EVERPAR ADVISORS LLC CRD 326468 | OK | $587.8M | 9 | Fidelity→ |
| C27 | FORGE FINANCIAL SERVICES, LLC CRD 306480 | OK | $1.46B | 15 | LPL Financial→ |
| C26 | CADENT CAPITAL ADVISORS, LLC CRD 169704 | OK | $785.8M | 11 | Fidelity→ |
| C26 | ARK & TLK INVESTMENTS, LLC CRD 205512 | OK | $751.4M | 8 | Charles Schwab→ |
| C26 | THE ADVISORY RESOURCE GROUP, LLC CRD 290110 | OK | $926.6M | 8 | Charles Schwab→ |
| C25 | PLAN GROUP FINANCIAL, INC. CRD 116508 | OK | $690.3M | 17 | Charles Schwab→ |
| C25 | ACORN GROWTH COMPANIES, LC CRD 164499 | OK | $893.2M | — | Folio Institutional→ |
| C23 | RETIREMENT INVESTMENT ADVISORS INC CRD 106316 | OK | $1.49B | 8 | E*Trade→ |
| C23 | FOURPATH CAPITAL MANAGEMENT, LLC CRD 313573 | OK | $1.06B | 6 | Wells Fargo→ |
| C22 | WINDLE WEALTH, LLC CRD 285653 | OK | $251.0M | 2 | Charles Schwab→ |
| C20 | CAPITAL ADVISORS, INC. CRD 104643 | OK | $7.43B | 36 | Charles Schwab→ |
| C19 | ROBERT WILLIAM GAY CRD 168880 | OK | — | — | E*Trade→ |
| C19 | KNIGHTSBRIDGE ADVISERS LLC CRD 111043 | OK | $3.29B | 2 | JPMorgan→ |
| C19 | WARWICK INVESTMENT GROUP, LLC CRD 226670 | OK | $2.05B | — | E*Trade→ |
| C18 | JACKSON HOLE CAPITAL PARTNERS, LLC CRD 285978 | OK | $1.09B | 4 | Charles Schwab→ |
| C16 | FLATLANDS WEALTH LLC CRD 338529 | OK | — | 1 | Altruist→ |
| C14 | PALO DURO PARTNERS, LLC CRD 305990 | OK | — | — | Interactive Brokers→ |
| C14 | KJLK & CO. CRD 329634 | OK | — | — | E*Trade→ |
| C14 | GADDIS PREMIER WEALTH ADVISORS LLC CRD 317837 | OK | $368.5M | 8 | Charles Schwab→ |
| C14 | WARBURTON CAPITAL MANAGEMENT, LLC CRD 141969 | OK | $786.6M | 6 | Charles Schwab→ |
| C13 | VAULT WEALTH CRD 288541 | OK | — | 5 | Charles Schwab→ |
| C13 | COMPASS COACHING AND CONSULTING, LLC CRD 327213 | OK | — | 1 | E*Trade→ |
| C12 | AMERICAN VALUE CAPITAL CRD 174345 | OK | — | — | E*Trade→ |
| C12 | VARSITY FINANCIAL CRD 323366 | OK | — | — | E*Trade→ |
| C12 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. CRD 110774 | OK | $15.23B | 33 | E*Trade→ |
| C9 | CAPTION MANAGEMENT, LLC CRD 173841 | OK | $3.41B | — | E*Trade→ |
