| B58 | CHESAPEAKE INVESTMENT MANAGEMENT LLC CRD 119010 | VA | $205.0M | 7 | E*Trade→ |
| B57 | 1787FP INVESTMENT SERVICES, LLC CRD 328273 | VA | $9.1M | — | E*Trade→ |
| B57 | MEMPHIS CAPITAL MANAGEMENT, LLC CRD 134522 | TN | $268.6M | 2 | E*Trade→ |
| B57 | NFC INVESTMENTS, LLC CRD 132844 | TN | $2.14B | 2 | Raymond James→ |
| B57 | SOLAS BIOVENTURES MANAGEMENT, LLC CRD 322344 | TN | $165.0M | — | E*Trade→ |
| B57 | CAMPBELL ASSET MANAGEMENT, LLC CRD 125052 | TN | $146.0M | 3 | Charles Schwab→ |
| B57 | WEALTHTRAK CAPITAL MANAGEMENT, L.L.C. CRD 160057 | VA | $195.4M | 5 | Charles Schwab→ |
| B57 | EPIC WEALTH MANAGEMENT, LLC CRD 297643 | OK | $120.8M | 3 | Raymond James→ |
| B57 | BROOKS, MOORE & ASSOCIATES, INC. CRD 105716 | TN | $348.9M | 3 | Charles Schwab→ |
| B57 | NEWSOUTH CAPITAL MANAGEMENT INC CRD 110676 | TN | $2.21B | 7 | E*Trade→ |
| B56 | FOREFRONT ASSET MANAGEMENT, LLC CRD 281118 | VA | $136.9M | 3 | Raymond James→ |
| B56 | PINNACLE HOLDINGS, LLC CRD 108086 | OK | $508.3M | 6 | Charles Schwab→ |
| B56 | OMEGA WEALTH MANAGEMENT LLC CRD 132580 | VA | $309.7M | 4 | E*Trade→ |
| B55 | COSEY FINANCIAL SERVICES, INC. CRD 140175 | TN | $123.7M | 3 | Charles Schwab→ |
| B55 | SIMA WEALTH PARTNERS, LLC CRD 159943 | VA | $156.7M | 5 | Charles Schwab→ |
| B55 | AGP FRANKLIN, LLC CRD 331699 | TN | $247.1M | 3 | Raymond James→ |
| B55 | CARDINAL WEALTH ADVISORY, LLC CRD 136659 | TN | $273.2M | 2 | E*Trade→ |
| B55 | HOGAN INVESTMENT COUNSEL, LLC CRD 160186 | TN | $107.2M | 1 | —→ |
| B55 | EMERGENT FINANCIAL SERVICES, LLC. CRD 288434 | VA | $195.2M | 3 | E*Trade→ |
| B55 | SUSTAINABLE ADVISORS ALLIANCE LLC CRD 312061 | OK | $234.8M | 8 | Charles Schwab→ |
| B55 | INVESTMENT & RETIREMENT ADVISORS, LLC CRD 131741 | TN | $138.6M | 2 | E*Trade→ |
| B55 | MELIORA CAPITAL, LLC CRD 172367 | OK | $174.8M | 1 | Charles Schwab→ |
| B55 | CLIO ASSET MANAGEMENT LLC CRD 298041 | VA | $134.5M | 1 | Charles Schwab→ |
| B54 | DORIAN EASON ASSET MANAGEMENT, LLC CRD 113724 | TN | $27.1M | 1 | Charles Schwab→ |
| B54 | JUNO FINANCIAL GROUP LLC CRD 336362 | VA | $541.9M | 7 | Charles Schwab→ |
| 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 | EVEN HERD LLC CRD 329728 | OK | $55.9M | — | E*Trade→ |
| B53 | 12TH STREET ASSET MANAGEMENT LLC CRD 153528 | TN | $621.6M | 4 | Raymond James→ |
| B53 | JEFFERSON BRIDGE CAPITAL, LLC CRD 325636 | TN | $146.2M | 3 | Charles Schwab→ |
| B53 | MCLAUGHLIN RYDER INVESTMENTS, INC. CRD 147529 | VA | $522.1M | 5 | Pershing→ |
| B53 | THE NALLS SHERBAKOFF GROUP, LLC CRD 168239 | TN | $337.1M | 3 | Charles Schwab→ |
| B53 | TRITON FINANCIAL GROUP, INC CRD 309294 | OK | $258.7M | 2 | Charles Schwab→ |
| B53 | WILLS FINANCIAL GROUP, LLC CRD 334431 | VA | $385.7M | 4 | Charles Schwab→ |
| B53 | STREETER MOORE & STIPE LLC CRD 118588 | OK | $219.1M | 3 | Raymond James→ |
| B53 | COMPASS CAPITAL MANAGEMENT, LLC CRD 150170 | OK | $119.0M | 3 | Pershing→ |
| B53 | BLONG FINANCIAL, LLC CRD 164746 | TN | $202.0M | 2 | Charles Schwab→ |
| B53 | W ADVISORS LLC CRD 168452 | TN | $244.9M | 2 | Charles Schwab→ |
| B53 | BISON CAPITAL ADVISORS, LLC CRD 306471 | OK | $250.0M | 2 | Fidelity→ |
| B53 | COORDINATED WEALTH MANAGEMENT, L.L.C. CRD 141348 | TN | $113.9M | 1 | Charles Schwab→ |
| B53 | TONE CAPITAL, LLC CRD 285622 | VA | $118.3M | 3 | E*Trade→ |
| B52 | ARCHAMBO FINANCIAL ADVISORS, INC. CRD 129927 | OK | $163.1M | 7 | E*Trade→ |
| B52 | INVESTRUST CONSULTING, LLC CRD 108037 | OK | $588.2M | 7 | Fidelity→ |
| B52 | GEN CAP AMERICA, INC. CRD 160042 | TN | $212.6M | — | E*Trade→ |
