| B54 | VANTAGE CONSULTING GROUP INC CRD 105240 | VA | $241.7M | 8 | Folio Institutional→ |
| B54 | MORRIS & WELLS WEALTH MANAGEMENT CRD 162411 | VA | $987.9M | — | Charles Schwab→ |
| B54 | PEAKVALLEY WEALTH, LLC CRD 165542 | VA | $130.3M | 4 | Charles Schwab→ |
| B54 | DECISIONMAP WEALTH MANAGEMENT, LLC CRD 328429 | VA | $363.4M | 4 | Charles Schwab→ |
| B54 | HENDERSON FINANCIAL GROUP LLC CRD 333013 | VA | $136.4M | 3 | Charles Schwab→ |
| B54 | TENZING FINANCIAL LLC CRD 335259 | VA | $231.1M | 3 | Charles Schwab→ |
| B54 | WELLINGTON CONSULTING SERVICES INC CRD 105837 | VA | $1.69B | 9 | Charles Schwab→ |
| B53 | THE ITHAKA GROUP, LLC CRD 146975 | VA | $572.1M | 3 | Charles Schwab→ |
| B53 | FIDELIS CAPITAL, LLC CRD 141341 | AL | $18.3M | — | Charles Schwab→ |
| B53 | MCLAUGHLIN RYDER INVESTMENTS, INC. CRD 147529 | VA | $522.1M | 5 | Pershing→ |
| B53 | WILLS FINANCIAL GROUP, LLC CRD 334431 | VA | $385.7M | 4 | Charles Schwab→ |
| B53 | TONE CAPITAL, LLC CRD 285622 | VA | $118.3M | 3 | E*Trade→ |
| B52 | PEOPLE MAKE THE DIFFERENCE, INC. CRD 159443 | AL | $111.6M | 2 | Charles Schwab→ |
| B51 | ALBRIGHT CAPITAL MANAGEMENT LP CRD 133613 | VA | $49.8M | — | E*Trade→ |
| B51 | THOMPSON DAVIS & CO., INC. CRD 41353 | VA | $211.3M | 9 | E*Trade→ |
| B51 | REDMOND ASSET MANAGEMENT, LLC CRD 138706 | VA | $537.2M | 2 | Charles Schwab→ |
| B51 | BROAD RUN INVESTMENT MANAGEMENT, LLC CRD 165067 | VA | $681.8M | 5 | Charles Schwab→ |
| B51 | MONEY MANAGEMENT SERVICES, INC. CRD 106832 | AL | $442.7M | 5 | Pershing→ |
| B51 | TAYLOR FINANCIAL GROUP, INC. CRD 116744 | VA | $410.0M | 4 | Pershing→ |
| B51 | ALLRIDGE WEALTH MANAGEMENT, P.C. CRD 117249 | VA | $103.3M | 2 | —→ |
| B50 | BELLARS HARRIS WEALTH MANAGEMENT, LLC CRD 338986 | VA | $505.4M | 5 | Raymond James→ |
| B50 | OXFORD CAPITAL MANAGEMENT, INC. CRD 118359 | VA | $170.0M | 2 | Charles Schwab→ |
| C50 | ATLANTIC UNION MUNICIPAL ADVISORS, INC CRD 329425 | VA | $134.3M | 3 | E*Trade→ |
| C50 | BLUESTONE INVESTMENT MANAGER, LLC CRD 296820 | VA | $144.8M | — | E*Trade→ |
| C49 | ACTS FINANCIAL ADVISORS, LLC CRD 325930 | VA | $126.5M | 2 | Charles Schwab→ |
| C49 | ARIA WEALTH PARTNERS, LLC CRD 334270 | VA | $112.3M | 2 | Charles Schwab→ |
| C49 | RIVER CRESCENT ADVISORS, LLC CRD 334629 | VA | $136.8M | 2 | Charles Schwab→ |
| C49 | HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. CRD 106454 | AL | $424.4M | 2 | Charles Schwab→ |
| C49 | BROOKLINE INVESTMENTS, INC. CRD 109239 | AL | $281.5M | 2 | Charles Schwab→ |
| C49 | INTEGRATED FINANCIAL SOLUTIONS, INC. CRD 112038 | VA | $303.3M | 8 | Pershing→ |
| C48 | BOWEN FINANCIAL SERVICES, LLC CRD 116714 | VA | $191.0M | 3 | Charles Schwab→ |
| C48 | 8TH STREET INVESTMENTS, LLC CRD 148727 | VA | $166.9M | 2 | Charles Schwab→ |
| C48 | APPROACH RETIREMENT ADVISORS, LLC CRD 166221 | AL | $227.5M | 2 | Charles Schwab→ |
| C48 | MASONRY CAPITAL MANAGEMENT, LLC CRD 292664 | VA | $370.5M | 2 | Charles Schwab→ |
| C48 | TRUST ADVISORY GROUP LTD CRD 106926 | AL | $313.5M | 20 | Charles Schwab→ |
| C48 | MIDATLANTIC CAPITAL MANAGEMENT, INC. CRD 116524 | VA | $477.0M | 2 | E*Trade→ |
| C48 | BLUESTEM ASSET MANAGEMENT, LLC CRD 158330 | VA | $1.29B | — | E*Trade→ |
| C48 | PINE HARBOR WEALTH MANAGEMENT LLC CRD 317352 | VA | $507.1M | 1 | Charles Schwab→ |
| C48 | COOK FINANCIAL DESIGNS, INC. CRD 115241 | VA | $172.4M | 1 | Charles Schwab→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C47 | WEALTHWAY FINANCIAL ADVISORS CRD 108824 | VA | $245.6M | 2 | Charles Schwab→ |
| C47 | MWA INVESTMENTS, LLC CRD 156685 | VA | $250.4M | 1 | —→ |
| C47 | WEST TOWER GROUP, LLC CRD 323520 | VA | $142.0M | — | Goldman Sachs→ |
| C47 | JOSS BROWN WEALTH ADVISORS GROUP LLC CRD 324719 | VA | $162.4M | 5 | Charles Schwab→ |
| C47 | HOPWOOD FINANCIAL SERVICES, INC. CRD 127927 | VA | $750.3M | 6 | Charles Schwab→ |
| C47 | CLARION WEALTH MANAGEMENT PARTNERS, LLC CRD 334243 | VA | $394.8M | 4 | Charles Schwab→ |
| C47 | ARGO WEALTH ADVISORY, LLC CRD 334041 | VA | $256.2M | 2 | Raymond James→ |
| C47 | NORTON CAPITAL MANAGEMENT, INC. CRD 110398 | VA | $136.6M | 1 | Pershing→ |
| C47 | ALPHA FINANCIAL ADVISORS, LLC CRD 116291 | VA | $218.3M | 5 | Charles Schwab→ |
| C47 | SPARK FINANCIAL ADVISORS, LLC CRD 296914 | VA | $147.1M | 3 | Charles Schwab→ |