| C42 | ALPHA WEALTH FUNDS, LLC CRD 150231 | UT | $214.1M | 10 | Interactive Brokers→ |
| C42 | SEPIO CAPITAL, LP CRD 285645 | UT | $5.64B | 18 | Fidelity→ |
| C42 | THE NORDEN GROUP LLC CRD 323988 | UT | $1.97B | 22 | Charles Schwab→ |
| C41 | LEFAVI WEALTH MANAGEMENT, INC. CRD 104961 | UT | $445.0M | 3 | Charles Schwab→ |
| C41 | ASHWORTH WEALTH, LLC CRD 116950 | UT | $377.8M | 5 | Charles Schwab→ |
| C41 | DECATHLON CAPITAL MANAGEMENT II, LLC CRD 175030 | UT | $266.7M | — | Wells Fargo→ |
| C41 | ASILIA CREDIT INVESTMENTS, LLC CRD 334981 | UT | $365.9M | — | E*Trade→ |
| C41 | CYNOSURE PORTFOLIO ADVISORS LLC CRD 337747 | UT | $5.8M | 6 | Charles Schwab→ |
| C41 | TETON WEALTH GROUP LLC CRD 311230 | UT | $204.0M | 7 | Fidelity→ |
| C41 | SG TRADING SOLUTIONS, LLC CRD 322928 | UT | $911.7M | — | E*Trade→ |
| C40 | LARSON WILLIAMS WEALTH ADVISORS, LLC CRD 311414 | UT | $140.0M | 2 | —→ |
| C40 | PETERSON WEALTH ADVISORS, LLC CRD 146349 | UT | $829.7M | 13 | Charles Schwab→ |
| C39 | ZIONS CAPITAL ADVISORS, INC. CRD 131308 | UT | $830.8M | 15 | E*Trade→ |
| C39 | COLAB CAPITAL, LLC CRD 338182 | UT | $1.4M | 1 | Charles Schwab→ |
| C39 | MEDICUS WEALTH PLANNING, INC. CRD 282904 | UT | $160.8M | 4 | Fidelity→ |
| C39 | TENCAP WEALTH COACHING, LLC CRD 166130 | UT | $285.0M | 8 | Altruist→ |
| C39 | NAVIGATE PRIVATE WEALTH, LLC CRD 170774 | UT | $529.2M | 7 | Fidelity→ |
| C39 | THE PROFESSIONAL FINANCIAL COMPANY LLC CRD 286419 | UT | $246.1M | 4 | Charles Schwab→ |
| C38 | HAYNIE WEALTH MANAGEMENT LLC CRD 305852 | UT | $106.6M | 3 | —→ |
| C38 | SOULENCE WEALTH MANAGEMENT II LLC CRD 340580 | UT | $94.7M | 9 | —→ |
| C38 | STRATEGIC PLANNING GROUP, LLC CRD 113844 | UT | $910.3M | 13 | Charles Schwab→ |
| C38 | KULTURA CAPITAL MANAGEMENT LP CRD 327510 | UT | $244.7M | — | Morgan Stanley→ |
| C38 | REACH WEALTH MANAGEMENT LLC CRD 333710 | UT | $184.7M | 5 | Charles Schwab→ |
| C38 | IRON GATE GLOBAL ADVISORS, LLC CRD 111177 | UT | $1.32B | 7 | Charles Schwab→ |
| C37 | AQUIRE WEALTH ADVISORS, LLC CRD 149559 | UT | $504.0M | 10 | Charles Schwab→ |
| C37 | TANARA WEALTH MANAGEMENT LLC CRD 340174 | UT | $0 | 6 | E*Trade→ |
| C36 | PETERSON WEALTH SERVICES INC. CRD 288620 | UT | $528.5M | 4 | Raymond James→ |
| C36 | SOLIDARITY CAPITAL MANAGEMENT, LLC CRD 322596 | UT | $127.6M | 4 | E*Trade→ |
| C36 | NET WORTH ADVISORY GROUP, LLC CRD 126983 | UT | $838.4M | 20 | Fidelity→ |
| C36 | CIMARRON HEALTHCARE CAPITAL, LLC CRD 282387 | UT | $532.7M | — | E*Trade→ |
| C36 | REFINED WEALTH MANAGEMENT CRD 169563 | UT | $210.9M | 5 | Charles Schwab→ |
| C35 | SUMMIT GLOBAL INVESTMENTS, LLC CRD 157091 | UT | $2.29B | 50 | Charles Schwab→ |
| C35 | ATHOS PRIVATE WEALTH LLC CRD 309862 | UT | $268.5M | 4 | Charles Schwab→ |
| C34 | BRIDGE NET LEASE FUND MANAGER LLC CRD 316623 | UT | $843.3M | — | E*Trade→ |
| C33 | PROVIDENT LIVING FINANCIAL SERVICES, INC. CRD 282665 | UT | $158.1M | 3 | Charles Schwab→ |
| C33 | ECHELONS CAPITAL, LLC CRD 325781 | UT | $174.4M | 2 | Charles Schwab→ |
| C33 | CANNON TINGEY INVESTMENT ADVISORS INC CRD 107539 | UT | $477.7M | 2 | Charles Schwab→ |
| C33 | YOUR IA, LLC CRD 338535 | UT | $106.6M | 21 | Charles Schwab→ |
| C32 | ASSOCIATION FINANCIAL SERVICES INC. CRD 142205 | UT | $1.27B | 10 | E*Trade→ |
| C32 | HST VENTURES, LLC CRD 317143 | UT | $551.1M | — | E*Trade→ |
| C32 | OXFORD WEALTH MANAGEMENT LLC CRD 332725 | UT | $109.6M | 2 | E*Trade→ |
| C31 | ALBION MANAGEMENT GROUP CRD 105957 | UT | $2.01B | 17 | Charles Schwab→ |
| C31 | LEP MANAGEMENT LLC CRD 173481 | UT | $585.2M | — | E*Trade→ |
| C31 | PHYSICIAN WEALTH ADVISORS, INC. CRD 106043 | UT | $2.01B | 9 | Charles Schwab→ |
| C31 | GRANDEUR PEAK GLOBAL ADVISORS, LLC CRD 158270 | UT | $3.80B | 16 | State Street→ |
| C31 | M3F, INC. CRD 151191 | UT | $778.2M | 2 | E*Trade→ |
| C31 | HEALTHEQUITY ADVISORS, LLC CRD 167105 | UT | $1.99B | 1 | E*Trade→ |
| C30 | TOWNSQUARE CAPITAL, LLC CRD 288576 | UT | $18.07B | 18 | Charles Schwab→ |
| C30 | AEGIS WEALTH GROUP, LLC CRD 222515 | UT | $247.7M | 21 | Fidelity→ |
| C30 | E6 PORTFOLIOS CRD 326617 | UT | $239.4M | 3 | Fidelity→ |