| B62 | ADAPTATION FINANCIAL ADVISORS INC. CRD 309192 | OK | $233.6M | 4 | Charles Schwab→ |
| B62 | BREAKTHRU ADVISORY SERVICES, LLC CRD 332173 | WI | $125.7M | 1 | Charles Schwab→ |
| B61 | PUTTERMAN, DEAN ELIOT CRD 111779 | TX | $324.5M | — | Charles Schwab→ |
| B61 | L.D. LOWE WEALTH ADVISORY, INC. CRD 136596 | TX | $118.8M | 1 | E*Trade→ |
| B61 | SKYBOUND WEALTH MANAGEMENT USA, LLC CRD 313358 | TX | $166.5M | 10 | E*Trade→ |
| B61 | MIAI, INC. CRD 111695 | TX | $213.3M | 5 | E*Trade→ |
| B61 | REVIEW SERVICES INC CRD 110277 | WI | $227.4M | 3 | Charles Schwab→ |
| B61 | CERTIFIED FINANCIAL STRATEGIES CORPORATION CRD 114361 | TX | $133.3M | 2 | Charles Schwab→ |
| B61 | CAPITAL ADVISORY GROUP, INC. CRD 114539 | TX | $224.9M | 2 | Charles Schwab→ |
| B61 | BISON INVESTMENT ADVISORS, LLC CRD 149775 | TX | $157.5M | 3 | Charles Schwab→ |
| B61 | FAMILY DYNASTY ADVISORS LLC CRD 297082 | TX | $52.3M | 2 | Charles Schwab→ |
| B61 | ELITE RETIREMENT GROUP, INC. CRD 312178 | WI | $168.4M | — | Charles Schwab→ |
| B61 | JP WEALTH MANAGEMENT, INC. CRD 129475 | SC | $274.0M | 2 | Charles Schwab→ |
| B61 | RIA SERVICES, LLC CRD 281520 | WI | $276.1M | 2 | Charles Schwab→ |
| B60 | OAK CREEK PRIVATE WEALTH MANAGEMENT LLC CRD 306851 | OK | $4.3M | 1 | Charles Schwab→ |
| B60 | FLACK, EMBER LOUISE CRD 114269 | TX | $180.0M | — | E*Trade→ |
| B60 | ROCK HILL CAPITAL GROUP, LLC CRD 163129 | TX | $238.8M | — | E*Trade→ |
| B60 | JTS FUND ADVISORS, LLC CRD 283677 | TX | $156.4M | — | U.S. Bank→ |
| B60 | M & A CONSULTING GROUP, LLC CRD 286078 | TX | $155.4M | 2 | Charles Schwab→ |
| B60 | ASSET PRESERVATION GROUP INC CRD 108150 | TX | $321.2M | 2 | Fidelity→ |
| B60 | THE CAVANAUGH GROUP INC CRD 105931 | SC | $485.7M | 2 | E*Trade→ |
| B59 | STERLING CAPITAL MANAGEMENT INC CRD 106822 | WI | $296.9M | 2 | E*Trade→ |
| B59 | BOWSIDE CAPITAL, LLC CRD 170509 | SC | $230.2M | — | E*Trade→ |
| B59 | WEALTHYX LLC CRD 172380 | TX | $68.8M | — | E*Trade→ |
| B59 | OUTFITTER ENERGY MANAGEMENT, LLC CRD 286213 | TX | $239.6M | — | E*Trade→ |
| B59 | D.H. HILL ADVISORS, INC. CRD 116324 | TX | $226.4M | 18 | Charles Schwab→ |
| B59 | JOHN F SUBY WEALTH MANAGEMENT LLC CRD 150824 | WI | $464.9M | 3 | E*Trade→ |
| B59 | DOUBLE EAGLE CAPITAL MANAGEMENT LP CRD 135522 | TX | $133.2M | 1 | E*Trade→ |
| B59 | COORDINATED CAPITAL SECURITIES, INC. CRD 14762 | WI | $159.9M | 30 | Wells Fargo→ |
| B59 | PIVOT POINT ADVISORS, LLC CRD 130562 | TX | $141.7M | 2 | Charles Schwab→ |
| B59 | MURRAY INVESTMENT MANAGEMENT, LLC CRD 146921 | TX | $159.1M | 1 | Fidelity→ |
| B59 | FOGARTY WEALTH MANAGEMENT, INC. CRD 283998 | TX | $135.3M | 1 | Charles Schwab→ |
| B59 | OMNI FINANCIAL LLC CRD 314670 | WI | $116.9M | 1 | LPL Financial→ |
| B58 | TKC WEALTH MANAGEMENT LLC CRD 158498 | TX | $138.6M | 5 | Charles Schwab→ |
| B58 | JAYKAY WEALTH ADVISORS, INC. CRD 170192 | TX | $173.8M | 3 | LPL Financial→ |
| B58 | IMPRINT WEALTH LLC CRD 322130 | SC | $131.6M | 2 | E*Trade→ |
| B58 | DDELTA REAL ESTATE INVESTMENTS INC. CRD 326662 | TX | $169.6M | 1 | Pershing→ |
| B58 | BROADMARK ASSET MANAGEMENT LLC CRD 109422 | TX | $238.4M | — | E*Trade→ |
| B58 | GSV ASSET MANAGEMENT, LLC CRD 154664 | TX | $143.4M | — | E*Trade→ |
| B58 | LONE STAR INVESTMENT ADVISORS, LLC CRD 158283 | TX | $119.9M | — | E*Trade→ |
| B58 | WHITE ROCK OIL & GAS HOLDINGS, LLC CRD 165255 | TX | $205.1M | — | E*Trade→ |
| B58 | TILLRIDGE CAPITAL PARTNERS, LLC CRD 284992 | TX | $270.0M | — | E*Trade→ |
| B58 | BUILDGROUP MANAGEMENT, LLC CRD 289150 | TX | $294.4M | — | E*Trade→ |
| B58 | EFS ASSET MANAGEMENT LLC CRD 106184 | TX | $70.0M | 1 | Charles Schwab→ |
| B58 | J.K. FINANCIAL, INC. CRD 114929 | TX | $195.8M | 2 | Charles Schwab→ |
| B58 | BEDMINSTER L.L.C. CRD 118794 | SC | $199.0M | 3 | Charles Schwab→ |
| B58 | SERVO WEALTH MANAGEMENT LLC CRD 159367 | OK | $173.8M | 1 | Charles Schwab→ |
| B58 | MERCANTILE ADVISORS I, LLC CRD 165094 | TX | $146.0M | 2 | Charles Schwab→ |
| B58 | REVO FINANCIAL, LLC CRD 172646 | OK | $135.4M | 2 | Fidelity→ |
| B58 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC CRD 217514 | OK | $167.1M | 2 | Charles Schwab→ |
