| B54 | SAMARA INVESTMENT MANAGEMENT, LLC CRD 336178 | OR | $123.0M | 2 | Charles Schwab→ |
| B54 | CROSSGEN WEALTH LLC CRD 336270 | NC | $222.8M | 2 | Raymond James→ |
| B53 | HUNTER STREET INVESTMENT ADVISORS LLC CRD 145334 | NC | $166.4M | 8 | E*Trade→ |
| B53 | CANNON WEALTH MANAGEMENT SERVICES, LLC CRD 323302 | NC | $245.2M | 5 | Charles Schwab→ |
| B53 | EASTOVER INVESTMENT ADVISORS, LLC CRD 150821 | NC | $392.3M | 3 | Charles Schwab→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| B53 | KENNETH FRENKE & CO., INC. CRD 109352 | NC | $206.5M | 2 | Charles Schwab→ |
| B53 | SMITH PARTNERS WEALTH MANAGEMENT, LLC CRD 112231 | NC | $196.1M | 9 | Charles Schwab→ |
| B53 | MCGRATH & ASSOCIATES, INC. CRD 121197 | NC | $155.9M | 2 | Charles Schwab→ |
| B53 | PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC CRD 150266 | NC | $136.2M | 2 | LPL Financial→ |
| B53 | ROOTED FINANCIAL GROUP, LLC CRD 335302 | OR | $108.7M | 2 | Charles Schwab→ |
| B53 | VARIANT PERCEPTION, LLC CRD 334510 | NC | $31.9M | 1 | E*Trade→ |
| B53 | TRICAPITAL WEALTH MANAGEMENT, INC. CRD 118788 | NC | $132.7M | 3 | E*Trade→ |
| B52 | HURLEY FINANCIAL GROUP, INC. CRD 108983 | OR | $406.5M | 15 | E*Trade→ |
| B52 | EQV ADVISORY, LLC CRD 338271 | NC | $106.8M | 4 | Charles Schwab→ |
| B52 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | OR | $808.9M | — | Pershing→ |
| B52 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. CRD 171321 | OR | $235.4M | 3 | Charles Schwab→ |
| B52 | AIM ADVISORS, LLC CRD 325125 | NC | $158.2M | 3 | Charles Schwab→ |
| B51 | AUXIER ASSET MANAGEMENT LLC CRD 107980 | OR | $946.1M | 6 | Charles Schwab→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| B51 | SLEDGE AND COMPANY WEALTH ADVISORS, LLC CRD 336314 | NC | $183.4M | 4 | E*Trade→ |
| B51 | PHYSICIANS FINANCIAL SERVICES, INC. CRD 118519 | NC | $482.3M | 3 | Charles Schwab→ |
| B51 | CWC ADVISORS, LLC CRD 127739 | OR | $445.3M | 5 | Charles Schwab→ |
| B50 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION CRD 107777 | OR | $758.3M | 4 | Charles Schwab→ |
| B50 | SABER CAPITAL MANAGEMENT LLC CRD 166103 | NC | $129.3M | 1 | Charles Schwab→ |
| B50 | FPF FA L.L.C. CRD 311329 | NC | $181.3M | 1 | Charles Schwab→ |
| B50 | TRU INDEPENDENCE ASSET MANAGEMENT, LLC CRD 168256 | OR | $336.9M | 8 | Raymond James→ |
| C50 | SHAH CAPITAL MANAGEMENT, INC CRD 133941 | NC | $768.0M | 1 | Charles Schwab→ |
| C49 | COPIA WEALTH MANAGEMENT, LLC CRD 281873 | OR | $157.5M | 4 | Charles Schwab→ |
| C49 | HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC CRD 323171 | NC | $119.6M | 2 | Charles Schwab→ |
| C49 | INDEPENDENT WEALTH ADVISORS, LLC CRD 328786 | NC | $195.3M | 4 | LPL Financial→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C48 | WHITE OAK FINANCIAL MANAGEMENT, INC CRD 142615 | NC | $143.5M | 3 | Fidelity→ |
| C48 | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC CRD 148156 | NC | $1.29B | 9 | Charles Schwab→ |
| C48 | ARK ROYAL WEALTH MANAGEMENT LLC CRD 175151 | NC | $169.3M | 3 | Charles Schwab→ |
| C48 | CAPITAL DEVELOPERS, LLC CRD 292797 | NC | $221.5M | — | Raymond James→ |
| C48 | INMAN FINANCIAL SERVICES, INC. CRD 297414 | OR | $197.5M | 3 | Charles Schwab→ |
| C48 | WAGNER FINANCIAL, LLC CRD 318448 | OR | $144.7M | 1 | Pershing→ |
| C48 | PURSUIT WEALTH MANAGEMENT, LLC CRD 337709 | NC | $457.5M | 4 | Raymond James→ |
| C48 | MILESTONE INVESTMENTS, INC. CRD 47090 | NC | $277.3M | 2 | Charles Schwab→ |
| C48 | HAMPEL INVESTMENT ADVISORS, LLC CRD 300246 | NC | $110.1M | 1 | —→ |
| C48 | THE H GROUP, INC. CRD 106801 | OR | $580.1M | — | Charles Schwab→ |
| C48 | FIRST FINANCIAL GROUP CORPORATION CRD 134006 | NC | $317.0M | 4 | Charles Schwab→ |
| C48 | BP ASSET MANAGEMENT INC. CRD 328276 | NC | $155.3M | — | —→ |
| C48 | TAR RIVER WEALTH PLANNING, LLC CRD 328530 | NC | $401.2M | 5 | Raymond James→ |
| C48 | PANORAMIC CAPITAL PARTNERS LLC CRD 331349 | OR | $392.7M | 6 | Charles Schwab→ |
| C48 | WOODARD & CO ASSET MANAGEMENT GROUP INC CRD 108199 | NC | $1.17B | 5 | E*Trade→ |
| C47 | CLS FINANCIAL ADVISORS, INC. CRD 152892 | OR | $192.0M | 3 | Charles Schwab→ |
| C47 | NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | OR | $200.0M | 2 | LPL Financial→ |
| C47 | KERUSSO CAPITAL MANAGEMENT, LLC CRD 316352 | NC | $222.4M | 2 | E*Trade→ |
