| C49 | PALOUSE CAPITAL MANAGEMENT, INC. CRD 104573 | WA | $408.5M | 4 | Charles Schwab→ |
| C49 | JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT CRD 109542 | WA | $442.7M | 2 | Charles Schwab→ |
| C49 | TIETON CAPITAL MANAGEMENT, LLC CRD 135769 | WA | $314.0M | 2 | Charles Schwab→ |
| C49 | HMS CAPITAL MANAGEMENT, LLC CRD 149764 | TN | $281.9M | 6 | Charles Schwab→ |
| C49 | B. RILEY WEALTH PRIVATE SHARES, LLC CRD 315851 | TN | $47.6M | 3 | E*Trade→ |
| C49 | AERIE ADVISORY GROUP LLC CRD 333610 | WA | $618.1M | 3 | Charles Schwab→ |
| C48 | FRAZEE INVESTMENT CONSULTING, INC. CRD 123662 | TN | $195.5M | 5 | Charles Schwab→ |
| C48 | THE FAUSER GROUP, LLC CRD 282351 | WA | $314.5M | — | Charles Schwab→ |
| C48 | FINANCIAL FREEDOM FOR DENTISTS LLC CRD 301981 | WA | $165.6M | 3 | Charles Schwab→ |
| C48 | ILLUMINE INVESTMENT MANAGEMENT, LLC CRD 311661 | WA | $215.2M | 3 | Charles Schwab→ |
| C48 | KAIROS CAPITAL MANAGEMENT, LLC CRD 150342 | WA | $105.9M | 1 | —→ |
| C48 | PHAROS CAPITAL GROUP, LLC CRD 158849 | TN | $629.6M | — | Fidelity→ |
| C48 | JASON W. QUALLS CRD 159192 | TN | $112.5M | 1 | —→ |
| C48 | MIDDLETON & COMPANY CRD 284996 | WA | $131.3M | 2 | Charles Schwab→ |
| C48 | ANCHOR HEALTH CAPITAL, LLC CRD 309949 | TN | $166.0M | — | Fidelity→ |
| C48 | SCHMIDT FINANCIAL MANAGEMENT, INC. CRD 328247 | WA | $497.5M | 2 | Pershing→ |
| C48 | WEAVER C. BARKSDALE & ASSOCIATES, INC. CRD 105098 | TN | $3.44B | 9 | E*Trade→ |
| C47 | BARKER WEALTH MANAGEMENT, LLC CRD 226768 | WA | $240.6M | 2 | Charles Schwab→ |
| C47 | UTA LLC CRD 315427 | WA | $214.6M | 2 | Charles Schwab→ |
| C47 | TRUEHAVEN CAPITAL, LLC CRD 332005 | TN | $62.3M | 2 | Charles Schwab→ |
| C47 | HELIUM ADVISORS LLC CRD 282356 | WA | $233.8M | 5 | Charles Schwab→ |
| C47 | CAPITAL PLANNING, LLC CRD 169470 | WA | $617.7M | 5 | Charles Schwab→ |
| C47 | JOHNSON BIXBY & ASSOCIATES, LLC CRD 310839 | WA | $933.7M | 15 | Charles Schwab→ |
| C47 | GARDE CAPITAL, INC. CRD 151043 | WA | $2.65B | 9 | Charles Schwab→ |
| C47 | NORTHWEST ADMINISTRATORS INC CRD 106544 | WA | $114.8M | 4 | E*Trade→ |
| C47 | CHICKASAW CAPITAL MANAGEMENT, LLC CRD 127398 | TN | $2.55B | 14 | U.S. Bank→ |
| C47 | CALDWELL ADVISORS, LLC CRD 144408 | TN | $351.4M | 6 | LPL Financial→ |
| C47 | D'ANNUNZIO CONSULTING GROUP, LLC CRD 144422 | WA | $1.90B | 2 | Charles Schwab→ |
| C47 | OPTIMIST RETIREMENT GROUP, LLC CRD 119086 | WA | $245.3M | 3 | Charles Schwab→ |
| C47 | NORTHERN CAPITAL RETIREMENT SERVICES, INC. CRD 163327 | WA | $304.2M | 10 | Charles Schwab→ |
| C47 | ARMOUR WEALTH ADVISORS, LLC CRD 306171 | WA | $110.4M | 2 | —→ |
| C46 | WAFD WEALTH, INC CRD 337346 | WA | $348.1M | 8 | Goldman Sachs→ |
| C46 | DIRECTIONAL FINANCIAL SERVICES, LLC CRD 171903 | WA | $11.5M | 4 | Charles Schwab→ |
| C46 | MADISON PARK CAPITAL ADVISORS, LLC CRD 172780 | WA | $294.8M | 4 | Charles Schwab→ |
| C46 | MARTIN & COMPANY, INC CRD 108718 | TN | $1.65B | 6 | E*Trade→ |
| C46 | PREVAIL WEALTH MANAGEMENT LLC CRD 164532 | WA | $260.8M | 1 | Charles Schwab→ |
| C46 | EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC CRD 159018 | WA | $131.6M | 1 | E*Trade→ |
| C46 | 1819 PARTNERS, LLC CRD 326601 | TN | $207.1M | 1 | E*Trade→ |
| C46 | BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | WA | $1.05B | 4 | Fidelity→ |
| C46 | TFS ADVISORS, LLC CRD 167653 | WA | $161.2M | 2 | Charles Schwab→ |
| C46 | THOROUGHBRED FINANCIAL SERVICES, LLC CRD 47893 | TN | $4.04B | 44 | E*Trade→ |
| C45 | BENCHMARK PLUS MANAGEMENT, LLC CRD 127471 | WA | $767.4M | — | Interactive Brokers→ |
| C45 | EUDAIMONIA ASSET MANAGEMENT, LLC CRD 299379 | TN | $246.9M | 1 | E*Trade→ |
| C45 | SHAYNE & JACOBS, LLC CRD 109423 | TN | $429.5M | 2 | Charles Schwab→ |
| C45 | TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC. CRD 113586 | TN | $277.3M | 1 | Charles Schwab→ |
| C45 | TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC CRD 149101 | TN | $314.2M | — | Fidelity→ |
| C45 | HIGHBURY PACIFIC CAPITAL CORP. CRD 157778 | WA | $333.3M | — | E*Trade→ |
| C45 | RAINIER CAPITAL PARTNERS LP CRD 315967 | WA | $379.5M | — | E*Trade→ |
| C45 | PINNACLE PARTNER MANAGEMENT LLC CRD 324639 | WA | $264.6M | 2 | JPMorgan→ |
| C45 | AVATAR CAPITAL MANAGEMENT LLC CRD 330793 | WA | $279.6M | — | E*Trade→ |
