| B53 | COMPASS CAPITAL MANAGEMENT, LLC CRD 150170 | OK | $119.0M | 3 | Pershing→ |
| 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 | BISON CAPITAL ADVISORS, LLC CRD 306471 | OK | $250.0M | 2 | Fidelity→ |
| B53 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC CRD 292786 | WI | $81.7M | — | E*Trade→ |
| B52 | ADVISORS MANAGEMENT GROUP INC CRD 113020 | WI | $819.6M | 12 | Charles Schwab→ |
| B52 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC CRD 326646 | WI | $83.7M | — | E*Trade→ |
| B52 | ARCHAMBO FINANCIAL ADVISORS, INC. CRD 129927 | OK | $163.1M | 7 | E*Trade→ |
| B52 | INVESTRUST CONSULTING, LLC CRD 108037 | OK | $588.2M | 7 | Fidelity→ |
| B51 | ACCESS FINANCIAL RESOURCES INC. CRD 109495 | OK | $410.6M | 7 | E*Trade→ |
| B51 | 10ELMS LLP CRD 323398 | OK | $120.6M | 4 | Charles Schwab→ |
| B51 | GOOGINS ADVISORS, INC. CRD 13985 | WI | $501.0M | 4 | Charles Schwab→ |
| B51 | J M BROWN & ASSOCIATES, INC. CRD 118427 | OK | $202.1M | 10 | Charles Schwab→ |
| B51 | G. DEWAYNE MCANALLY, LLC CRD 118511 | OK | $170.1M | 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 | SPUR CAPITAL PARTNERS, LLC CRD 115959 | OK | $879.9M | — | E*Trade→ |
| 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 | NATIVE AMERICAN FUND ADVISORS LLC CRD 108149 | OK | $38.9M | 3 | Charles Schwab→ |
| C50 | ECIO, INC. CRD 301432 | WI | $395.6M | 5 | Charles Schwab→ |
| C49 | XXEC INC CRD 108886 | OK | $150.4M | 1 | 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 | 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→ |
| C49 | DRAWBRIDGE CAPITAL, LLC CRD 128636 | OK | $224.6M | 6 | E*Trade→ |
| C48 | LONGBOW ASSET MANAGEMENT CRD 126193 | OK | $134.4M | 2 | Charles Schwab→ |
| C48 | RAMIAH INVESTMENT GROUP, INC. CRD 130919 | WI | $283.3M | 4 | Pershing→ |
| C48 | SERAPH CAPITAL ASSOCIATES, LLC CRD 165754 | OK | $90.3M | — | Charles Schwab→ |
| C48 | CALCULATED WEALTH LLC CRD 318985 | WI | $200.8M | 4 | Charles Schwab→ |
| C48 | BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC CRD 168956 | WI | $252.1M | — | E*Trade→ |
| C48 | MACCO FINANCIAL GROUP, INC. CRD 337398 | WI | $277.8M | 4 | Raymond James→ |
| C48 | BERNICKE WEALTH MANAGEMENT, LTD. CRD 335431 | WI | $887.4M | 12 | Charles Schwab→ |
| C47 | LIBERTY FINANCIAL GROUP, INC. CRD 111272 | WI | $194.3M | 2 | Charles Schwab→ |
| C47 | MUELLER WEALTH, LLC CRD 306943 | WI | $148.1M | 2 | Charles Schwab→ |
| C47 | REDSTONE WEALTH MANAGEMENT, LLC CRD 311525 | OK | $187.7M | 4 | Charles Schwab→ |
| C47 | WISCONSIN CAPITAL MANAGEMENT, LLC CRD 110394 | WI | $256.6M | 2 | Charles Schwab→ |
| C47 | JM2 CAPITAL INC. CRD 292351 | OK | $238.4M | 3 | Charles Schwab→ |
| C46 | WISCONSIN WEALTH ADVISORS, LLC CRD 145946 | WI | $157.6M | 3 | E*Trade→ |
| C46 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC CRD 104511 | OK | $1.63B | 6 | Fidelity→ |
| C46 | HUGHES WARREN, INC. CRD 145570 | OK | $220.5M | 2 | Fidelity→ |
| C46 | SIMS CAPITAL MANAGEMENT LLC CRD 129398 | WI | $56.4M | 1 | Charles Schwab→ |
| C46 | CUSHING CAPITAL PARTNERS, LLC CRD 313497 | WI | $274.7M | 2 | Wells Fargo→ |
| C46 | VERUS WEALTH MANAGEMENT, LLC CRD 323130 | WI | $143.1M | 1 | Charles Schwab→ |
| C45 | BEADELL A D INVESTMENT COUNSEL INC CRD 106946 | WI | $250.0M | 2 | Charles Schwab→ |
| C45 | OLISTICO WEALTH, LLC CRD 315028 | OK | $371.5M | 4 | Pershing→ |
| C45 | CHAPPELWOOD FINANCIAL SERVICES CORP. CRD 134318 | OK | $113.1M | 3 | —→ |
| C45 | NEUENSCHWANDER ASSET MANAGEMENT, LLC CRD 125179 | WI | $173.5M | 3 | Fidelity→ |
| C45 | VISTA INVESTMENT PARTNERS LLC CRD 286014 | OK | $610.6M | 6 | Raymond James→ |
