| B51 | COIGN CAPITAL ADVISORS LLC CRD 171306 | UT | $472.9M | 7 | Charles Schwab→ |
| 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 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | 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→ |
| C49 | METIS WEALTH MANAGEMENT & PLANNING LLC CRD 305086 | SC | $114.9M | 2 | Charles Schwab→ |
| C49 | HILTON HEAD FINANCIAL ADVISORS, INC. CRD 140249 | SC | $375.1M | 1 | Charles Schwab→ |
| C49 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C49 | NAVIGATE FINANCIAL LLC CRD 325945 | UT | $337.9M | 2 | Charles Schwab→ |
| 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 | JRS WEALTH MANAGEMENT LLC CRD 306294 | UT | $135.0M | 2 | —→ |
| C48 | FIDUCIARY ADVISORS, LLC CRD 104189 | UT | $520.2M | 1 | E*Trade→ |
| C48 | WASATCH VENTURE MANAGEMENT, LLC CRD 326762 | UT | $337.3M | — | E*Trade→ |
| C47 | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. CRD 135759 | SC | $225.7M | 3 | Charles Schwab→ |
| C47 | SUN FINANCIAL, INC. CRD 333404 | UT | $217.5M | 3 | Charles Schwab→ |
| C47 | PERIOPE, LC CRD 144256 | UT | $177.2M | 3 | E*Trade→ |
| C47 | DIAMOND WEALTH MANAGEMENT, LLC CRD 288603 | UT | $212.0M | 6 | Charles Schwab→ |
| C47 | OAK STREET ADVISORS INC CRD 139400 | SC | $126.2M | 2 | —→ |
| C46 | FRONTLINE HEALTHCARE PARTNERS, LLC CRD 311770 | SC | $168.1M | — | E*Trade→ |
| C46 | COTTONWOOD CAPITAL ADVISORS, LLC CRD 311272 | UT | $279.0M | 2 | Wells Fargo→ |
| C45 | VICTORIA CAPITAL MANAGEMENT, INC. CRD 107665 | SC | $305.5M | 3 | Charles Schwab→ |
| C45 | JACOBS EQUITY CRD 147725 | UT | $133.2M | 3 | Charles Schwab→ |
| C45 | CARROLL INVESTORS, INC. CRD 311180 | SC | $221.4M | 2 | Raymond James→ |
| C44 | ABG CONSULTANTS, LLC CRD 131129 | UT | $697.4M | 4 | Charles Schwab→ |
| C44 | BANNER CAPITAL MANAGEMENT, LLC CRD 326949 | UT | $527.2M | — | E*Trade→ |
| C44 | CATAWBA RIVER CAPITAL CRD 134217 | SC | $325.1M | 6 | Fidelity→ |
| C44 | WASATCH INVESTMENT FUND MANAGER, LLC CRD 325037 | UT | $254.6M | — | E*Trade→ |
| C44 | VERITAS WEALTH MANAGEMENT, LLC CRD 160600 | UT | $135.8M | 1 | —→ |
| C44 | OLYMPUS PEAKS FINANCIAL, LLC CRD 283040 | UT | $141.4M | 1 | —→ |
| C44 | GENEROUSWEALTH, LLC CRD 308263 | SC | $110.4M | 2 | —→ |
| C44 | GLADIUS CAPITAL MANAGEMENT LP CRD 152023 | UT | $2.88B | — | Wells Fargo→ |
| C44 | CONCORDE FINANCIAL RESOURCES I INC. CRD 117836 | SC | $231.0M | 2 | Fidelity→ |
| C44 | BURRUS FINANCIAL SERVICES, INC. CRD 141435 | UT | $240.7M | 2 | E*Trade→ |
| C44 | PROSPER WEALTH SOLUTIONS, LLC CRD 311144 | UT | $58.2M | 5 | Charles Schwab→ |
| C44 | PRESTIGE WEALTHWIDE, LLC CRD 321789 | UT | $198.5M | 2 | Charles Schwab→ |
| C43 | COASTAL WEALTH ADVISORS, LLC CRD 174574 | SC | $106.6M | 2 | —→ |
| C43 | ACCUVEST GLOBAL ADVISORS, INC. CRD 134096 | UT | $630.5M | 4 | Charles Schwab→ |
| C43 | STONEBRIAR WEALTH, LLC CRD 327618 | UT | $139.0M | 4 | Fidelity→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C43 | PERMANENS CAPITAL L.P. CRD 157476 | SC | $4.02B | 4 | Charles Schwab→ |
| C42 | LIVET WEALTH, LLC CRD 337826 | UT | $322.2M | 3 | Charles Schwab→ |
| C42 | MED VENTURE MANAGEMENT, LLC CRD 335443 | UT | $495.2M | — | 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→ |
| C42 | ALPHA WEALTH FUNDS, LLC CRD 150231 | UT | $214.1M | 10 | Interactive Brokers→ |
| C42 | SEPIO CAPITAL, LP CRD 285645 | UT | $5.64B | 18 | Fidelity→ |
