| C48 | CHARLESTON FINANCIAL ADVISORS, LLC CRD 137536 | SC | $262.4M | 2 | Charles Schwab→ |
| C48 | BEERS KIGHT FINANCIAL ADVISORS, LLC CRD 160286 | SC | $179.4M | 1 | Charles Schwab→ |
| C48 | APPROACH RETIREMENT ADVISORS, LLC CRD 166221 | AL | $227.5M | 2 | Charles Schwab→ |
| C48 | TRUST ADVISORY GROUP LTD CRD 106926 | AL | $313.5M | 20 | Charles Schwab→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C47 | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. CRD 135759 | SC | $225.7M | 3 | Charles Schwab→ |
| C47 | OAK STREET ADVISORS INC CRD 139400 | SC | $126.2M | 2 | —→ |
| C46 | NAVIANT PARTNERS, LLC CRD 339108 | AL | $177.3M | 2 | Charles Schwab→ |
| C46 | FRONTLINE HEALTHCARE PARTNERS, LLC CRD 311770 | SC | $168.1M | — | E*Trade→ |
| C46 | MCKINNEY CAPITAL, LLC CRD 315545 | AL | $91.0M | — | E*Trade→ |
| C45 | VICTORIA CAPITAL MANAGEMENT, INC. CRD 107665 | SC | $305.5M | 3 | Charles Schwab→ |
| C45 | TUCKER JR., DOUGLAS, RAY CRD 298292 | AL | $339.0M | 3 | Charles Schwab→ |
| C45 | MAGNOLIA WEALTH MANAGEMENT LLC CRD 297598 | AL | $183.3M | 2 | Charles Schwab→ |
| C45 | CARROLL INVESTORS, INC. CRD 311180 | SC | $221.4M | 2 | Raymond James→ |
| C45 | BLALOCK WILLIAMS, LLC CRD 325465 | AL | $242.6M | 2 | Charles Schwab→ |
| C45 | AXIENT INVESTMENT ADVISORS LLC CRD 336722 | AL | $454.0M | 13 | Pershing→ |
| C44 | CATAWBA RIVER CAPITAL CRD 134217 | SC | $325.1M | 6 | Fidelity→ |
| C44 | BONAVENTURE CAPITAL, LLC CRD 120780 | AL | $493.8M | 2 | Charles Schwab→ |
| C44 | GENEROUSWEALTH, LLC CRD 308263 | SC | $110.4M | 2 | —→ |
| C44 | PARK LANE ADVISORS, LLC CRD 338445 | AL | $623.9M | — | Fidelity→ |
| C44 | CONCORDE FINANCIAL RESOURCES I INC. CRD 117836 | SC | $231.0M | 2 | Fidelity→ |
| C43 | COASTAL WEALTH ADVISORS, LLC CRD 174574 | SC | $106.6M | 2 | —→ |
| C43 | OAKWORTH ASSET MANAGEMENT, LLC CRD 335388 | AL | $846.3M | 21 | E*Trade→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C43 | PERMANENS CAPITAL L.P. CRD 157476 | SC | $4.02B | 4 | Charles Schwab→ |
| C42 | ABACUS INVESTMENTS LLC CRD 327805 | AL | $105.9M | — | E*Trade→ |
| C42 | OAK ADVISORS, LLC CRD 137192 | SC | $284.7M | 6 | Charles Schwab→ |
| C42 | HEADLAND CAPITAL, LLC CRD 332277 | SC | $559.3M | 10 | LPL Financial→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | WILKINS MILLER WEALTH MANAGEMENT, LLC CRD 162222 | AL | $257.5M | 2 | Charles Schwab→ |
| C41 | STEADMONT ADVISORS, LLC CRD 328882 | AL | $430.7M | 4 | Fidelity→ |
| C41 | ARAGON FAMILY OFFICE LLC CRD 337597 | AL | $112.0M | 2 | Charles Schwab→ |
| C41 | COASTLINE COMPLETE WEALTH LLC CRD 338227 | SC | $213.6M | 2 | Raymond James→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C41 | KEEN CAPITAL, LTD CRD 145023 | SC | $179.7M | 4 | Charles Schwab→ |
| C41 | GROUND SWELL CAPITAL, LLC CRD 159812 | SC | $949.2M | 6 | E*Trade→ |
| C41 | BREACH INLET CAPITAL MANAGEMENT, LLC CRD 282056 | SC | $227.7M | 1 | Goldman Sachs→ |
| C41 | CAPASSO PLANNING PARTNERS LLC CRD 294673 | SC | $274.2M | 2 | Charles Schwab→ |
| C41 | WFG CAPITAL ADVISORS, LLC CRD 310008 | AL | $354.8M | 2 | Charles Schwab→ |
| C40 | COOK & BYNUM CAPITAL MANAGEMENT, LLC CRD 149454 | AL | $359.8M | — | Pershing→ |
| C40 | E & R WEALTH MANAGEMENT, LLC CRD 171271 | SC | $104.8M | 2 | —→ |
| C40 | JACKSON FINANCIAL SERVICES, LLC CRD 132252 | SC | $498.1M | 2 | Charles Schwab→ |
| C40 | MCDONALD FINANCIAL SERVICES, LLC CRD 282899 | AL | $443.5M | 8 | LPL Financial→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 4 | Fidelity→ |
| C39 | LONGVIEW FINANCIAL ADVISORS, INC. CRD 122451 | AL | $208.2M | 3 | Fidelity→ |
| C39 | ONEASCENT CAPITAL LLC CRD 323220 | AL | $55.6M | 2 | E*Trade→ |
| C39 | FUSION CAPITAL, LLC CRD 154726 | SC | $492.3M | 4 | Charles Schwab→ |
| C39 | HARBOUR WEALTH MANAGEMENT GROUP, INC. CRD 314496 | SC | $266.2M | 3 | Raymond James→ |
| C38 | FEATHERINGILL CAPITAL, LLC CRD 299523 | AL | $142.9M | — | E*Trade→ |