| B54 | ASCENT CAPITAL PARTNERS, LLC CRD 291218 | AZ | $172.0M | 8 | JPMorgan→ |
| B54 | STERLING INVESTMENT MANAGEMENT, LLC CRD 112923 | AZ | $409.2M | 3 | Charles Schwab→ |
| B54 | EMBARK WEALTH MANAGEMENT, LLC CRD 157950 | AZ | $57.4M | 2 | Altruist→ |
| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| B53 | ONE WEALTH CAPITAL MANAGEMENT, LLC CRD 331395 | AZ | $306.8M | 6 | Charles Schwab→ |
| B53 | PROSPER PRIVATE WEALTH, LLC CRD 333708 | AZ | $150.8M | 2 | E*Trade→ |
| B53 | R.H. INVESTMENT GROUP, LLC CRD 115994 | AZ | $238.5M | 1 | Charles Schwab→ |
| B53 | WEALTH ENGINEERING, LLC CRD 128549 | AZ | $171.0M | 1 | Charles Schwab→ |
| B53 | GREENBERG FINANCIAL GROUP CRD 38747 | AZ | $406.9M | 6 | E*Trade→ |
| B52 | COLE WEALTH MANAGEMENT, LLC CRD 134509 | AZ | $181.1M | 4 | E*Trade→ |
| B52 | STABLEFORD CAPITAL LLC CRD 173383 | AZ | $305.3M | 4 | E*Trade→ |
| B52 | RIDGELINE WEALTH LLC CRD 318258 | AZ | $172.8M | 4 | Charles Schwab→ |
| B51 | NORTH CAPITAL, INC. CRD 148802 | UT | $292.6M | 11 | Charles Schwab→ |
| B51 | CACHETECH INC. CRD 327688 | UT | $547.4M | 3 | Charles Schwab→ |
| B51 | FINANCIAL NETWORK WEALTH ADVISORS LLC CRD 318842 | UT | $515.4M | 6 | Charles Schwab→ |
| B51 | WINDSOR CAPITAL MANAGEMENT, LLC CRD 116593 | AZ | $703.4M | 5 | Charles Schwab→ |
| B51 | THISTLE CREEK CAPITAL, LLC CRD 331449 | UT | $161.0M | — | E*Trade→ |
| B51 | CYPRESS ADVISORY GROUP, LLC CRD 172113 | AZ | $152.7M | 3 | Charles Schwab→ |
| B51 | INTRINSIC WEALTH COUNSEL, INC. CRD 105022 | AZ | $344.7M | 3 | Charles Schwab→ |
| B51 | COIGN CAPITAL ADVISORS LLC CRD 171306 | UT | $472.9M | 7 | Charles Schwab→ |
| B51 | HARMONY ASSET MANAGEMENT LLC CRD 116069 | AZ | $462.5M | 7 | E*Trade→ |
| B50 | FOOTHILLS ADVISORS, LLC CRD 298408 | AZ | $128.5M | 3 | Charles Schwab→ |
| B50 | CANNON CAPITAL MANAGEMENT, INC. CRD 144247 | UT | $386.1M | 3 | Charles Schwab→ |
| B50 | AMPLIFY FINANCIAL, LLC CRD 325721 | AZ | $230.7M | 4 | 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 | FINANCIAL DIRECTIONS LLC CRD 108475 | AZ | $737.8M | 3 | Fidelity→ |
| C50 | JACOBSEN CAPITAL MANAGEMENT, LLC CRD 116085 | UT | $562.9M | 3 | Charles Schwab→ |
| C49 | SLT HOLDINGS LLC CRD 328450 | AZ | $230.3M | 4 | Charles Schwab→ |
| C49 | THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP CRD 165183 | AZ | $309.3M | 2 | LPL Financial→ |
| C49 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C49 | ALPHA FIDUCIARY, INC. CRD 144720 | AZ | $114.0M | 2 | Equity Trust→ |
| C49 | TOTAL INVESTMENT MANAGEMENT, INC. CRD 108818 | AZ | $1.35B | 10 | Charles Schwab→ |
| C49 | NAVIGATE FINANCIAL LLC CRD 325945 | UT | $337.9M | 2 | Charles Schwab→ |
| C49 | XCELLERANT VENTURES, LLC CRD 319671 | AZ | $26.0M | — | E*Trade→ |
| 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 | SUN FINANCIAL, INC. CRD 333404 | UT | $217.5M | 3 | Charles Schwab→ |
| C47 | TRIBECA FINANCIAL, LLC CRD 113245 | AZ | $248.3M | 6 | Charles Schwab→ |
| C47 | FORTRESS FINANCIAL SOLUTIONS, LLC CRD 143969 | AZ | $142.0M | 7 | 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 | VIGILARE WEALTH MANAGEMENT LLC CRD 157663 | AZ | $330.9M | 4 | Charles Schwab→ |
| C47 | ACCORDANT INVESTMENTS LLC CRD 325678 | AZ | $186.4M | 3 | E*Trade→ |
| C47 | SCOTTSDALE WEALTH PLANNING, INC. CRD 169248 | AZ | $171.5M | 2 | Charles Schwab→ |
| C46 | CLAREMONT CAPITAL MANAGEMENT, LLC CRD 155189 | AZ | $843.9M | 2 | Charles Schwab→ |
| C46 | ARBOR WEALTH MANAGEMENT, LLC CRD 168774 | AZ | $138.1M | 2 | Charles Schwab→ |
| C46 | COTTONWOOD CAPITAL ADVISORS, LLC CRD 311272 | UT | $279.0M | 2 | Wells Fargo→ |
| C46 | DEGREEN PRIVATE WEALTH, LLC CRD 332192 | AZ | $132.8M | 1 | Charles Schwab→ |
