| C38 | GLOBAL VIEW INVESTMENT ADVISORS, LLC CRD 145499 | SC | $553.8M | 4 | E*Trade→ |
| C38 | TIDEHAVEN WEALTH, LLC CRD 281814 | SC | $125.0M | 2 | —→ |
| C38 | BMSS WESSON WEALTH SOLUTIONS, LLC CRD 282792 | AL | $704.0M | 8 | Charles Schwab→ |
| C38 | MODERN CAPITAL MANAGEMENT, CO. CRD 306631 | SC | $90.7M | 5 | Charles Schwab→ |
| C38 | FAMILY LEGACY, INC. CRD 110945 | SC | $377.3M | 6 | Charles Schwab→ |
| C38 | BROWN MCLEOD, INC CRD 155548 | AL | $468.2M | 6 | Charles Schwab→ |
| C38 | FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC CRD 168390 | AL | $194.9M | 3 | E*Trade→ |
| C38 | PROSPERA FUNDS, INC. CRD 331765 | SC | $4.6M | 1 | E*Trade→ |
| C38 | WILDES FINANCIAL STRATEGIES, INC CRD 289496 | SC | $138.3M | 3 | Charles Schwab→ |
| C38 | ADVR, INC CRD 318823 | SC | $126.8M | 3 | Altruist→ |
| C38 | CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC CRD 337758 | AL | $132.1M | 2 | Charles Schwab→ |
| C37 | 360 FINANCIAL PARTNERS, LLC CRD 169280 | SC | $206.5M | 3 | E*Trade→ |
| C37 | BURKETT FINANCIAL SERVICES, LLC CRD 140168 | SC | $572.6M | 5 | Charles Schwab→ |
| C37 | FAIRVOY PRIVATE WEALTH, LLC CRD 329636 | AL | $605.1M | 6 | Fidelity→ |
| C37 | LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | SC | $1.14B | — | JPMorgan→ |
| C36 | HARDIN CAPITAL PARTNERS, LLC CRD 153023 | SC | $447.8M | 1 | Charles Schwab→ |
| C36 | PERFORMA LIMITED (US), LLC CRD 154232 | SC | $4.49B | — | E*Trade→ |
| C36 | GREENWOOD CAPITAL ASSOCIATES, LLC CRD 115015 | SC | $1.77B | 16 | Charles Schwab→ |
| C36 | IDLE HILL ADVISORS LLC CRD 317040 | SC | $107.5M | 4 | —→ |
| C36 | ONEASCENT FAMILY OFFICE LLC CRD 323305 | AL | $544.5M | 9 | Charles Schwab→ |
| C36 | PORTER WHITE INVESTMENT ADVISORS, INC. CRD 110876 | AL | $748.2M | 4 | E*Trade→ |
| C36 | SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | AL | $1.05B | 3 | Fidelity→ |
| C36 | RESOLUTE CAPITAL, LLC CRD 304558 | SC | $300.8M | 9 | Charles Schwab→ |
| C36 | BLUEWATER WEALTH ADVISORS, LLC CRD 330078 | AL | $145.8M | 3 | Charles Schwab→ |
| C35 | MATCH GRADE ADVISORS, LLC CRD 299181 | SC | $479.4M | 6 | Charles Schwab→ |
| C35 | HILTON HEAD CAPITAL PARTNERS, LLC CRD 299375 | SC | $409.5M | 6 | Raymond James→ |
| C35 | STRAUSS WEALTH ADVISING, INC. CRD 310512 | AL | $276.0M | 3 | Fidelity→ |
| C35 | BURGESS INVESTMENT GROUP, LLC CRD 318698 | SC | $147.1M | 9 | —→ |
| C34 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
| C33 | VOLOFIN CAPITAL MANAGEMENT (US) LLC CRD 309922 | SC | $1.01B | — | E*Trade→ |
| C33 | GOEPPER BURKHARDT LLC CRD 127896 | SC | $380.3M | 3 | E*Trade→ |
| C33 | ABACUS PLANNING GROUP, INC. CRD 107994 | SC | $2.16B | 15 | Charles Schwab→ |
| C33 | CAPSTONE WEALTH MANAGEMENT, LLC CRD 118296 | AL | $416.1M | 9 | Charles Schwab→ |
| C33 | APRICUS WEALTH LLC CRD 306239 | SC | $335.7M | 4 | Charles Schwab→ |
| C33 | SUNBURST FINANCIAL GROUP, LLC CRD 283605 | AL | $808.1M | 7 | Charles Schwab→ |
| C32 | MAYFAIR ADVISORY GROUP, LLC CRD 304668 | AL | $806.4M | 4 | Charles Schwab→ |
| C32 | ANDERSON GROWTH PARTNERS, LLC CRD 138600 | AL | $1.01B | 1 | Pershing→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C32 | BCR WEALTH STRATEGIES, LLC CRD 119670 | AL | $528.1M | 7 | Pershing→ |
| C32 | KASSOUF WEALTH ADVISORS, LLC CRD 122683 | AL | $471.3M | 6 | Charles Schwab→ |
| C32 | SAOS CAPITAL, LLC CRD 159515 | SC | $239.1M | 3 | Fidelity→ |
| C32 | WEALTH MANAGEMENT ADVISORS, LLC CRD 171260 | SC | $686.1M | 5 | Charles Schwab→ |
| C32 | OBJECTIVITY SQUARED, LLC CRD 311052 | SC | $487.8M | 4 | Raymond James→ |
| C32 | INTENTIONAL, LLC CRD 318570 | SC | $175.8M | 3 | Raymond James→ |
| C32 | BALLAST ROCK PRIVATE WEALTH LLC CRD 322064 | SC | $405.7M | 8 | Charles Schwab→ |
| C31 | ONEASCENT WEALTH MANAGEMENT LLC CRD 308057 | AL | $475.6M | 13 | Charles Schwab→ |
| C31 | MM ADVISORS, LLC CRD 337688 | AL | $0 | — | E*Trade→ |
| C31 | NAVIGATE PRIVATE FUND ADVISORS LLC CRD 313687 | AL | $0 | 3 | E*Trade→ |
| C31 | MORRIS FINANCIAL CONCEPTS, INC. CRD 114862 | SC | $538.4M | 9 | Charles Schwab→ |
