| B56 | AG FINANCIAL, LLC CRD 140226 | UT | $103.5M | 2 | Charles Schwab→ |
| B56 | PARAGON CAPITAL MANAGEMENT INC CRD 105962 | UT | $153.4M | 3 | Charles Schwab→ |
| B56 | PRIMETRUST ADVISORS LLC CRD 141625 | SC | $421.6M | 2 | E*Trade→ |
| B55 | COSEY FINANCIAL SERVICES, INC. CRD 140175 | TN | $123.7M | 3 | Charles Schwab→ |
| B55 | AGP FRANKLIN, LLC CRD 331699 | TN | $247.1M | 3 | Raymond James→ |
| B55 | GUARDIAN WEALTH MANAGEMENT, LLC CRD 146923 | UT | $174.8M | 3 | Charles Schwab→ |
| B55 | CARDINAL WEALTH ADVISORY, LLC CRD 136659 | TN | $273.2M | 2 | E*Trade→ |
| B55 | JFA ADVISORS, LLC CRD 144039 | SC | $175.0M | 1 | —→ |
| B55 | HOGAN INVESTMENT COUNSEL, LLC CRD 160186 | TN | $107.2M | 1 | —→ |
| B55 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B55 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | E*Trade→ |
| B55 | IVY EVERGREEN, LLC CRD 324430 | SC | $155.0M | — | E*Trade→ |
| B55 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| B55 | INVESTMENT & RETIREMENT ADVISORS, LLC CRD 131741 | TN | $138.6M | 2 | E*Trade→ |
| B55 | LARSEN, GLEN ALLEN CRD 118496 | UT | $146.6M | — | Charles Schwab→ |
| B54 | DORIAN EASON ASSET MANAGEMENT, LLC CRD 113724 | TN | $27.1M | 1 | Charles Schwab→ |
| B54 | NORRIS FINANCIAL GROUP, LLC CRD 129422 | SC | $353.0M | 3 | Pershing→ |
| B54 | ANDERSON GRIGGS & COMPANY, INC. CRD 110313 | SC | $133.6M | 3 | Charles Schwab→ |
| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| B53 | 12TH STREET ASSET MANAGEMENT LLC CRD 153528 | TN | $621.6M | 4 | Raymond James→ |
| B53 | JEFFERSON BRIDGE CAPITAL, LLC CRD 325636 | TN | $146.2M | 3 | Charles Schwab→ |
| B53 | THE NALLS SHERBAKOFF GROUP, LLC CRD 168239 | TN | $337.1M | 3 | Charles Schwab→ |
| B53 | BLONG FINANCIAL, LLC CRD 164746 | TN | $202.0M | 2 | Charles Schwab→ |
| B53 | W ADVISORS LLC CRD 168452 | TN | $244.9M | 2 | Charles Schwab→ |
| B53 | COORDINATED WEALTH MANAGEMENT, L.L.C. CRD 141348 | TN | $113.9M | 1 | Charles Schwab→ |
| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| B52 | STOKES CAPITAL ADVISORS, LLC CRD 281278 | SC | $499.4M | 1 | Charles Schwab→ |
| B52 | WALLICK INVESTMENTS, LLC CRD 162976 | SC | $126.5M | 3 | Charles Schwab→ |
| B52 | KINWELL LLC CRD 290449 | SC | $214.7M | 2 | Charles Schwab→ |
| B52 | GEN CAP AMERICA, INC. CRD 160042 | TN | $212.6M | — | E*Trade→ |
| B51 | TRUSCO INVESTMENT MANAGEMENT, LLC CRD 285736 | TN | $107.0M | 2 | —→ |
| B51 | REMORA CAPITAL MANAGEMENT, LLC CRD 316160 | TN | $268.6M | — | E*Trade→ |
| B51 | NORTH CAPITAL, INC. CRD 148802 | UT | $292.6M | 11 | Charles Schwab→ |
| B51 | CACHETECH INC. CRD 327688 | UT | $547.4M | 3 | Charles Schwab→ |
| B51 | LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC CRD 127618 | TN | $106.8M | 2 | E*Trade→ |
| B51 | PLANROCK INVESTMENT MANAGEMENT, LLC CRD 304803 | TN | $71.0M | 5 | E*Trade→ |
| B51 | FINANCIAL NETWORK WEALTH ADVISORS LLC CRD 318842 | UT | $515.4M | 6 | Charles Schwab→ |
| B51 | THISTLE CREEK CAPITAL, LLC CRD 331449 | UT | $161.0M | — | E*Trade→ |
| B51 | LECONTE WEALTH MANAGEMENT, LLC CRD 168539 | TN | $346.8M | 7 | Charles Schwab→ |
| B51 | COIGN CAPITAL ADVISORS LLC CRD 171306 | UT | $472.9M | 7 | Charles Schwab→ |
| B50 | MISSION VALUE PARTNERS, LLC CRD 153704 | TN | $303.2M | — | State Street→ |
| B50 | SQN VENTURE PARTNERS, LLC CRD 301483 | SC | $137.3M | — | E*Trade→ |
| B50 | CANNON CAPITAL MANAGEMENT, INC. CRD 144247 | UT | $386.1M | 3 | Charles Schwab→ |
| B50 | BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC CRD 333059 | UT | $301.4M | 2 | E*Trade→ |
| C50 | STRATEGIC ADVISORY SERVICES, LLC CRD 287984 | TN | $201.2M | 8 | LPL Financial→ |
| C50 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | Charles Schwab→ |
| C50 | LEGACY WEALTH MANAGEMENT INC CRD 108619 | TN | $2.66B | 16 | Charles Schwab→ |
| C50 | JACOBSEN CAPITAL MANAGEMENT, LLC CRD 116085 | UT | $562.9M | 3 | Charles Schwab→ |
| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C49 | OCEANSIDE ADVISORS LLC CRD 170307 | SC | $191.3M | 4 | Charles Schwab→ |
