| B62 | RALL CAPITAL MANAGEMENT, INC. CRD 132827 | FL | $122.7M | 2 | —→ |
| B62 | GUNN & COMPANY INVESTMENT MANAGEMENT, INC. CRD 120084 | FL | $213.5M | 3 | Fidelity→ |
| B62 | PRINCE ASSET MANAGEMENT, INC. CRD 141567 | FL | $137.7M | 3 | Charles Schwab→ |
| B62 | LYONS WEALTH MANAGEMENT, LLC CRD 150581 | FL | $109.1M | 4 | Charles Schwab→ |
| B62 | 1650 WEALTH MANAGEMENT, LLC CRD 152985 | FL | $119.7M | 1 | Charles Schwab→ |
| B62 | FORTIS PRIVATE WEALTH ADVISORS, LLC CRD 304494 | FL | $124.4M | 1 | Pershing→ |
| B62 | ADAPTATION FINANCIAL ADVISORS INC. CRD 309192 | OK | $233.6M | 4 | Charles Schwab→ |
| B62 | FINANCIAL PLANNING SERVICES, INC. CRD 311146 | FL | $145.0M | — | Charles Schwab→ |
| B61 | MOSELEY INVESTMENT MANAGEMENT, INC. CRD 124152 | FL | $456.8M | 4 | Charles Schwab→ |
| B61 | COLBERT INVESTMENT MANAGEMENT CO CRD 108642 | FL | $295.8M | 2 | Fidelity→ |
| B61 | TARGETED FINANCIAL SERVICES, LLC CRD 129049 | FL | $353.4M | 4 | Fidelity→ |
| B60 | OAK CREEK PRIVATE WEALTH MANAGEMENT LLC CRD 306851 | OK | $4.3M | 1 | Charles Schwab→ |
| B60 | MBF HEALTHCARE MANAGEMENT II, LLC CRD 283576 | FL | $235.0M | — | E*Trade→ |
| B60 | KAZAZIAN ASSET MANAGEMENT, LLC CRD 328433 | FL | $193.3M | — | E*Trade→ |
| B60 | CYWP FUND LLC CRD 337234 | FL | $160.8M | — | E*Trade→ |
| B60 | PERSONAL FINANCIAL PROFILES INC CRD 109327 | FL | $335.3M | 2 | Charles Schwab→ |
| B60 | ARMADA ADVISORS, INC. CRD 150416 | FL | $190.3M | 2 | E*Trade→ |
| B59 | FUSCO FINANCIAL SERVICES INC CRD 106841 | FL | $159.3M | 2 | E*Trade→ |
| B59 | SPARROW WEALTH MANAGEMENT, INC. CRD 152670 | FL | $135.2M | 1 | E*Trade→ |
| B59 | CHRONOS CAPITAL ADVISORS LLC CRD 283639 | FL | $181.1M | 2 | E*Trade→ |
| B59 | MUTUAL TRUST ASSET MGMT., INC. CRD 121364 | FL | $58.4M | 5 | Charles Schwab→ |
| B59 | WHITESTAR ADVISORS, LLC CRD 124627 | FL | $454.5M | — | E*Trade→ |
| B59 | LIFEINVEST WEALTH MANAGEMENT, LTD CRD 146966 | FL | $300.5M | 8 | Pershing→ |
| B59 | CARDEA CAPITAL ADVISORS, LLC CRD 307600 | FL | $124.2M | 7 | Charles Schwab→ |
| B59 | LONG SHORT ADVISORS, LLC CRD 153632 | FL | $154.2M | — | E*Trade→ |
| B59 | MFP FINANCIAL SERVICES, LLC CRD 331681 | FL | $361.0M | 3 | LPL Financial→ |
| B59 | LUMA CAPITAL LLC CRD 119576 | FL | $135.8M | 4 | Charles Schwab→ |
| B59 | WILLIAMS WEALTH MANAGEMENT GROUP, INC. CRD 147341 | FL | $161.0M | 1 | Charles Schwab→ |
| B59 | MACLENDON WEALTH MANAGEMENT, LLC CRD 157819 | FL | $129.6M | 2 | Charles Schwab→ |
| B59 | CRAMER & RAUCHEGGER, INC. CRD 164784 | FL | $151.4M | 3 | Charles Schwab→ |
| B59 | CORAL WEALTH MANAGEMENT, LLC CRD 307117 | FL | $114.7M | 1 | Charles Schwab→ |
| B59 | BASSAM WEALTH MANAGEMENT, LLC CRD 330695 | FL | $241.0M | 1 | Fidelity→ |
| B59 | REES WEALTH MANAGEMENT, LLC CRD 335458 | FL | $115.7M | 1 | Charles Schwab→ |
| B58 | BURGESS CHAMBERS & ASSOCIATES INC CRD 110164 | FL | $165.9M | 4 | Charles Schwab→ |
| B58 | BELHEALTH INVESTMENT PARTNERS, LLC CRD 162674 | FL | $156.7M | — | E*Trade→ |
| B58 | SERVO WEALTH MANAGEMENT LLC CRD 159367 | OK | $173.8M | 1 | Charles Schwab→ |
| B58 | SECOND HALF FINANCIAL PARTNERS, LLC CRD 163454 | FL | $128.0M | 3 | Charles Schwab→ |
| B58 | ATLANTIC FAMILY WEALTH, LLC CRD 171062 | FL | $210.1M | 2 | LPL Financial→ |
| B58 | REVO FINANCIAL, LLC CRD 172646 | OK | $135.4M | 2 | Fidelity→ |
| B58 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC CRD 217514 | OK | $167.1M | 2 | Charles Schwab→ |
| B58 | MANNA WEALTH MANAGEMENT INC. CRD 332313 | FL | $146.1M | 1 | Charles Schwab→ |
| B58 | ADVISORY INVESTOR SERVICES LLC CRD 173134 | FL | $209.9M | 7 | Charles Schwab→ |
| B57 | OMNIA FAMILY WEALTH, LLC CRD 170909 | FL | $994.6M | 5 | Pershing→ |
| B57 | PREMIA GLOBAL ADVISORS, LLC CRD 282426 | FL | $340.8M | 3 | Pershing→ |
| B57 | ANCHOR WEALTH MANAGEMENT GROUP LLC CRD 329286 | FL | $233.0M | 1 | E*Trade→ |
| B57 | HOLLANDER ASSET MANAGEMENT LLC CRD 150343 | FL | $419.7M | 2 | Goldman Sachs→ |
| B57 | MGM INNOVA CAP MANAGEMENT LLC CRD 301918 | FL | $129.1M | — | E*Trade→ |
| B57 | FUND ADVISORS OF AMERICA INC CRD 112567 | FL | $149.4M | 3 | Charles Schwab→ |
| B57 | DORMAN FINANCIAL MANAGEMENT, P.A. CRD 136881 | FL | $160.6M | 2 | Charles Schwab→ |
| B57 | LIGHTHOUSE FINANCIAL LLC CRD 137277 | FL | $755.6M | 1 | Charles Schwab→ |
