| C48 | WASATCH VENTURE MANAGEMENT, LLC CRD 326762 | UT | $337.3M | — | E*Trade→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | 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→ |
| C46 | NAVIANT PARTNERS, LLC CRD 339108 | AL | $177.3M | 2 | Charles Schwab→ |
| C46 | COTTONWOOD CAPITAL ADVISORS, LLC CRD 311272 | UT | $279.0M | 2 | Wells Fargo→ |
| C46 | MCKINNEY CAPITAL, LLC CRD 315545 | AL | $91.0M | — | E*Trade→ |
| C45 | TUCKER JR., DOUGLAS, RAY CRD 298292 | AL | $339.0M | 3 | Charles Schwab→ |
| C45 | JACOBS EQUITY CRD 147725 | UT | $133.2M | 3 | Charles Schwab→ |
| C45 | MAGNOLIA WEALTH MANAGEMENT LLC CRD 297598 | AL | $183.3M | 2 | Charles Schwab→ |
| 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 | ABG CONSULTANTS, LLC CRD 131129 | UT | $697.4M | 4 | Charles Schwab→ |
| C44 | BANNER CAPITAL MANAGEMENT, LLC CRD 326949 | UT | $527.2M | — | E*Trade→ |
| C44 | WASATCH INVESTMENT FUND MANAGER, LLC CRD 325037 | UT | $254.6M | — | E*Trade→ |
| C44 | BONAVENTURE CAPITAL, LLC CRD 120780 | AL | $493.8M | 2 | Charles Schwab→ |
| C44 | VERITAS WEALTH MANAGEMENT, LLC CRD 160600 | UT | $135.8M | 1 | —→ |
| C44 | OLYMPUS PEAKS FINANCIAL, LLC CRD 283040 | UT | $141.4M | 1 | —→ |
| C44 | GLADIUS CAPITAL MANAGEMENT LP CRD 152023 | UT | $2.88B | — | Wells Fargo→ |
| C44 | PARK LANE ADVISORS, LLC CRD 338445 | AL | $623.9M | — | 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 | ACCUVEST GLOBAL ADVISORS, INC. CRD 134096 | UT | $630.5M | 4 | Charles Schwab→ |
| C43 | OAKWORTH ASSET MANAGEMENT, LLC CRD 335388 | AL | $846.3M | 21 | E*Trade→ |
| C43 | STONEBRIAR WEALTH, LLC CRD 327618 | UT | $139.0M | 4 | Fidelity→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| 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 | ABACUS INVESTMENTS LLC CRD 327805 | AL | $105.9M | — | E*Trade→ |
| 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 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | ASHWORTH WEALTH, LLC CRD 116950 | UT | $377.8M | 5 | Charles Schwab→ |
| C41 | WILKINS MILLER WEALTH MANAGEMENT, LLC CRD 162222 | AL | $257.5M | 2 | Charles Schwab→ |
| C41 | DECATHLON CAPITAL MANAGEMENT II, LLC CRD 175030 | UT | $266.7M | — | Wells Fargo→ |
| 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 | ASILIA CREDIT INVESTMENTS, LLC CRD 334981 | UT | $365.9M | — | E*Trade→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| 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→ |
| 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 | LARSON WILLIAMS WEALTH ADVISORS, LLC CRD 311414 | UT | $140.0M | 2 | —→ |
| C40 | PETERSON WEALTH ADVISORS, LLC CRD 146349 | UT | $829.7M | 13 | Charles Schwab→ |
