| B55 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | E*Trade→ |
| B55 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| B55 | LARSEN, GLEN ALLEN CRD 118496 | UT | $146.6M | — | Charles Schwab→ |
| B55 | CLIO ASSET MANAGEMENT LLC CRD 298041 | VA | $134.5M | 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 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| B53 | THE ITHAKA GROUP, LLC CRD 146975 | VA | $572.1M | 3 | 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→ |
| B51 | ALBRIGHT CAPITAL MANAGEMENT LP CRD 133613 | VA | $49.8M | — | E*Trade→ |
| B51 | NORTH CAPITAL, INC. CRD 148802 | UT | $292.6M | 11 | Charles Schwab→ |
| B51 | CACHETECH INC. CRD 327688 | UT | $547.4M | 3 | Charles Schwab→ |
| B51 | THOMPSON DAVIS & CO., INC. CRD 41353 | VA | $211.3M | 9 | E*Trade→ |
| B51 | FINANCIAL NETWORK WEALTH ADVISORS LLC CRD 318842 | UT | $515.4M | 6 | Charles Schwab→ |
| 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 | THISTLE CREEK CAPITAL, LLC CRD 331449 | UT | $161.0M | — | E*Trade→ |
| B51 | TAYLOR FINANCIAL GROUP, INC. CRD 116744 | VA | $410.0M | 4 | Pershing→ |
| B51 | ALLRIDGE WEALTH MANAGEMENT, P.C. CRD 117249 | VA | $103.3M | 2 | —→ |
| B51 | COIGN CAPITAL ADVISORS LLC CRD 171306 | UT | $472.9M | 7 | Charles Schwab→ |
| 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→ |
| B50 | CANNON CAPITAL MANAGEMENT, INC. CRD 144247 | UT | $386.1M | 3 | 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 | JACOBSEN CAPITAL MANAGEMENT, LLC CRD 116085 | UT | $562.9M | 3 | 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 | INTEGRATED FINANCIAL SOLUTIONS, INC. CRD 112038 | VA | $303.3M | 8 | Pershing→ |
| C49 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C49 | NAVIGATE FINANCIAL LLC CRD 325945 | UT | $337.9M | 2 | Charles Schwab→ |
| 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 | MASONRY CAPITAL MANAGEMENT, LLC CRD 292664 | VA | $370.5M | 2 | Charles Schwab→ |
| C48 | JRS WEALTH MANAGEMENT LLC CRD 306294 | UT | $135.0M | 2 | —→ |
| C48 | FIDUCIARY ADVISORS, LLC CRD 104189 | UT | $520.2M | 1 | E*Trade→ |
| C48 | MIDATLANTIC CAPITAL MANAGEMENT, INC. CRD 116524 | VA | $477.0M | 2 | E*Trade→ |
| C48 | WASATCH VENTURE MANAGEMENT, LLC CRD 326762 | UT | $337.3M | — | E*Trade→ |
| C48 | BLUESTEM ASSET MANAGEMENT, LLC CRD 158330 | VA | $1.29B | — | E*Trade→ |
