| C49 | OCEANSIDE ADVISORS LLC CRD 170307 | SC | $191.3M | 4 | Charles Schwab→ |
| C49 | PARTNERSHIP WEALTH MANAGEMENT, LLC CRD 285718 | MD | $234.9M | 2 | Charles Schwab→ |
| C49 | METIS WEALTH MANAGEMENT & PLANNING LLC CRD 305086 | SC | $114.9M | 2 | Charles Schwab→ |
| C49 | HILTON HEAD FINANCIAL ADVISORS, INC. CRD 140249 | SC | $375.1M | 1 | Charles Schwab→ |
| 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 | CHARLESTON FINANCIAL ADVISORS, LLC CRD 137536 | SC | $262.4M | 2 | Charles Schwab→ |
| C48 | BEERS KIGHT FINANCIAL ADVISORS, LLC CRD 160286 | SC | $179.4M | 1 | Charles Schwab→ |
| C48 | CHAPIN DAVIS, INC CRD 28116 | MD | $642.8M | 25 | Wells Fargo→ |
| C48 | JRS WEALTH MANAGEMENT LLC CRD 306294 | UT | $135.0M | 2 | —→ |
| C48 | FIDUCIARY ADVISORS, LLC CRD 104189 | UT | $520.2M | 1 | E*Trade→ |
| C48 | BESTGATE WEALTH ADVISORS, LLC CRD 301639 | MD | $162.4M | 3 | Charles Schwab→ |
| C48 | BLUEPRINT WEALTH MANAGEMENT INC. CRD 325099 | MD | $190.0M | 1 | Charles Schwab→ |
| C48 | WASATCH VENTURE MANAGEMENT, LLC CRD 326762 | UT | $337.3M | — | E*Trade→ |
| C48 | HUSSMAN STRATEGIC ADVISORS INC CRD 109400 | MD | $617.4M | — | E*Trade→ |
| C48 | GLR PARTNERS, LLC CRD 334902 | MD | $260.7M | 3 | Charles Schwab→ |
| C47 | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. CRD 135759 | SC | $225.7M | 3 | Charles Schwab→ |
| C47 | SUN FINANCIAL, INC. CRD 333404 | UT | $217.5M | 3 | Charles Schwab→ |
| C47 | PERIOPE, LC CRD 144256 | UT | $177.2M | 3 | E*Trade→ |
| C47 | DIAMOND WEALTH MANAGEMENT, LLC CRD 288603 | UT | $212.0M | 6 | Charles Schwab→ |
| C47 | BUTTONWOOD FINANCIAL ADVISORS, INC. CRD 144926 | MD | $483.2M | 5 | Charles Schwab→ |
| C47 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 10 | Charles Schwab→ |
| C47 | THINAGEE INVESTMENTS INC. CRD 165054 | MD | $265.4M | 1 | Charles Schwab→ |
| C47 | GEF MANAGEMENT CORPORATION CRD 107208 | MD | $116.0M | — | Wells Fargo→ |
| C47 | OAK STREET ADVISORS INC CRD 139400 | SC | $126.2M | 2 | —→ |
| C46 | THOMA CAPITAL MANAGEMENT LLC CRD 120139 | MD | $310.1M | 2 | Charles Schwab→ |
| C46 | FRONTLINE HEALTHCARE PARTNERS, LLC CRD 311770 | SC | $168.1M | — | E*Trade→ |
| C46 | BULL HARBOR CAPITAL LLC. CRD 324995 | MD | $354.8M | 29 | Charles Schwab→ |
| C46 | PROFIT INVESTMENT MANAGEMENT, LLC CRD 110294 | MD | $26.8M | — | E*Trade→ |
| C46 | TOWN CAPITAL, LLC CRD 299341 | MD | $168.8M | 1 | Charles Schwab→ |
| C46 | COTTONWOOD CAPITAL ADVISORS, LLC CRD 311272 | UT | $279.0M | 2 | Wells Fargo→ |
| C45 | VICTORIA CAPITAL MANAGEMENT, INC. CRD 107665 | SC | $305.5M | 3 | Charles Schwab→ |
| C45 | INDEPENDENT ACCESS PARTNERS, LLC CRD 305842 | MD | $256.9M | — | E*Trade→ |
| C45 | L. K. BENSON & COMPANY, P.C. CRD 107908 | MD | $446.2M | 2 | Charles Schwab→ |
| C45 | IVY LEAGUE FINANCIAL ADVISORS LLC CRD 119145 | MD | $188.7M | 3 | Charles Schwab→ |
| C45 | JACOBS EQUITY CRD 147725 | UT | $133.2M | 3 | Charles Schwab→ |
| C45 | SHERMAN WEALTH MANAGEMENT LLC CRD 281093 | MD | $160.3M | 3 | Charles Schwab→ |
| C45 | CARROLL INVESTORS, INC. CRD 311180 | SC | $221.4M | 2 | Raymond James→ |
| C45 | THOMPSON WEALTH SOLUTIONS, LLC CRD 338023 | MD | $172.1M | 2 | Fidelity→ |
| C44 | QP CONSULTING, LLC CRD 129601 | MD | $559.6M | 4 | Charles Schwab→ |
| C44 | ABG CONSULTANTS, LLC CRD 131129 | UT | $697.4M | 4 | Charles Schwab→ |
| C44 | BANNER CAPITAL MANAGEMENT, LLC CRD 326949 | UT | $527.2M | — | E*Trade→ |
| C44 | ACCORDANT ADVISORY GROUP, INC. CRD 117474 | MD | $278.0M | 2 | Raymond James→ |
| C44 | CATAWBA RIVER CAPITAL CRD 134217 | SC | $325.1M | 6 | Fidelity→ |
| C44 | RCS FINANCIAL PLANNING, LLC CRD 291678 | MD | $281.0M | 2 | Charles Schwab→ |
| C44 | WASATCH INVESTMENT FUND MANAGER, LLC CRD 325037 | UT | $254.6M | — | E*Trade→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C44 | VERITAS WEALTH MANAGEMENT, LLC CRD 160600 | UT | $135.8M | 1 | —→ |
| C44 | OLYMPUS PEAKS FINANCIAL, LLC CRD 283040 | UT | $141.4M | 1 | —→ |
| C44 | GENEROUSWEALTH, LLC CRD 308263 | SC | $110.4M | 2 | —→ |
