| C42 | THE NORDEN GROUP LLC CRD 323988 | UT | $1.97B | 22 | Charles Schwab→ |
| C41 | LEFAVI WEALTH MANAGEMENT, INC. CRD 104961 | UT | $445.0M | 3 | Charles Schwab→ |
| C41 | ASHWORTH WEALTH, LLC CRD 116950 | UT | $377.8M | 5 | Charles Schwab→ |
| C41 | DECATHLON CAPITAL MANAGEMENT II, LLC CRD 175030 | UT | $266.7M | — | Wells Fargo→ |
| C41 | COASTLINE COMPLETE WEALTH LLC CRD 338227 | SC | $213.6M | 2 | Raymond James→ |
| C41 | ASILIA CREDIT INVESTMENTS, LLC CRD 334981 | UT | $365.9M | — | E*Trade→ |
| C41 | CYNOSURE PORTFOLIO ADVISORS LLC CRD 337747 | UT | $5.8M | 6 | Charles Schwab→ |
| C41 | TETON WEALTH GROUP LLC CRD 311230 | UT | $204.0M | 7 | Fidelity→ |
| C41 | SG TRADING SOLUTIONS, LLC CRD 322928 | UT | $911.7M | — | E*Trade→ |
| C41 | KEEN CAPITAL, LTD CRD 145023 | SC | $179.7M | 4 | Charles Schwab→ |
| C41 | GROUND SWELL CAPITAL, LLC CRD 159812 | SC | $949.2M | 6 | E*Trade→ |
| C41 | BREACH INLET CAPITAL MANAGEMENT, LLC CRD 282056 | SC | $227.7M | 1 | Goldman Sachs→ |
| C41 | CAPASSO PLANNING PARTNERS LLC CRD 294673 | SC | $274.2M | 2 | Charles Schwab→ |
| C40 | LARSON WILLIAMS WEALTH ADVISORS, LLC CRD 311414 | UT | $140.0M | 2 | —→ |
| C40 | PETERSON WEALTH ADVISORS, LLC CRD 146349 | UT | $829.7M | 13 | Charles Schwab→ |
| C40 | E & R WEALTH MANAGEMENT, LLC CRD 171271 | SC | $104.8M | 2 | —→ |
| C40 | JACKSON FINANCIAL SERVICES, LLC CRD 132252 | SC | $498.1M | 2 | Charles Schwab→ |
| C40 | RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | SC | $281.0M | 4 | Fidelity→ |
| C39 | ZIONS CAPITAL ADVISORS, INC. CRD 131308 | UT | $830.8M | 15 | E*Trade→ |
| C39 | COLAB CAPITAL, LLC CRD 338182 | UT | $1.4M | 1 | Charles Schwab→ |
| C39 | MEDICUS WEALTH PLANNING, INC. CRD 282904 | UT | $160.8M | 4 | Fidelity→ |
| C39 | FUSION CAPITAL, LLC CRD 154726 | SC | $492.3M | 4 | Charles Schwab→ |
| C39 | TENCAP WEALTH COACHING, LLC CRD 166130 | UT | $285.0M | 8 | Altruist→ |
| C39 | NAVIGATE PRIVATE WEALTH, LLC CRD 170774 | UT | $529.2M | 7 | Fidelity→ |
| C39 | THE PROFESSIONAL FINANCIAL COMPANY LLC CRD 286419 | UT | $246.1M | 4 | Charles Schwab→ |
| C39 | HARBOUR WEALTH MANAGEMENT GROUP, INC. CRD 314496 | SC | $266.2M | 3 | Raymond James→ |
| 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 | HAYNIE WEALTH MANAGEMENT LLC CRD 305852 | UT | $106.6M | 3 | —→ |
| C38 | MODERN CAPITAL MANAGEMENT, CO. CRD 306631 | SC | $90.7M | 5 | Charles Schwab→ |
| C38 | SOULENCE WEALTH MANAGEMENT II LLC CRD 340580 | UT | $94.7M | 9 | —→ |
| C38 | STRATEGIC PLANNING GROUP, LLC CRD 113844 | UT | $910.3M | 13 | Charles Schwab→ |
| C38 | KULTURA CAPITAL MANAGEMENT LP CRD 327510 | UT | $244.7M | — | Morgan Stanley→ |
| C38 | FAMILY LEGACY, INC. CRD 110945 | SC | $377.3M | 6 | Charles Schwab→ |
| 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 | REACH WEALTH MANAGEMENT LLC CRD 333710 | UT | $184.7M | 5 | Charles Schwab→ |
| C38 | IRON GATE GLOBAL ADVISORS, LLC CRD 111177 | UT | $1.32B | 7 | Charles Schwab→ |
| C37 | AQUIRE WEALTH ADVISORS, LLC CRD 149559 | UT | $504.0M | 10 | Charles Schwab→ |
| C37 | 360 FINANCIAL PARTNERS, LLC CRD 169280 | SC | $206.5M | 3 | E*Trade→ |
| C37 | TANARA WEALTH MANAGEMENT LLC CRD 340174 | UT | $0 | 6 | E*Trade→ |
| C37 | BURKETT FINANCIAL SERVICES, LLC CRD 140168 | SC | $572.6M | 5 | Charles Schwab→ |
| 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 | PETERSON WEALTH SERVICES INC. CRD 288620 | UT | $528.5M | 4 | Raymond James→ |
| C36 | RESOLUTE CAPITAL, LLC CRD 304558 | SC | $300.8M | 9 | Charles Schwab→ |