| A90 | CARMICHAEL CAPITAL, INC. CRD 118468 | TN | $126.6M | 1 | Charles Schwab→ |
| A87 | LARIMER CAPITAL CORP CRD 18189 | CO | $169.9M | 2 | Charles Schwab→ |
| A80 | FINANCIALLY SPEAKING INC CRD 106255 | CO | $164.8M | 1 | E*Trade→ |
| A79 | COLUMBIA BENEFITS, LLC CRD 132261 | CO | $116.2M | 1 | E*Trade→ |
| A79 | MUTUAL FUND PROTECTION SERVICE CRD 115961 | CO | $102.0M | 1 | Charles Schwab→ |
| A79 | SANCTUARY WEALTH ADVISORS LLC CRD 285428 | CO | $191.5M | 2 | Pershing→ |
| A78 | NEWGROUND SOCIAL INVESTMENT, SPC CRD 117060 | WA | $161.1M | 1 | Charles Schwab→ |
| A77 | BARNETT & CO INC CRD 105867 | TN | $142.0M | 3 | Charles Schwab→ |
| A76 | PRIVATE ASSET MANAGEMENT INC CRD 108815 | WA | $109.5M | 2 | Charles Schwab→ |
| A76 | INTEGRA FINANCIAL, INC. CRD 113422 | CO | $123.4M | 4 | Charles Schwab→ |
| A75 | ERISA ADVISERS, INC. CRD 170487 | TN | $187.1M | 1 | Charles Schwab→ |
| A74 | PETERSON FINANCIAL SERVICES LLC CRD 106127 | CO | $124.0M | 1 | E*Trade→ |
| A74 | LESA SROUFE & COMPANY, INC. CRD 130232 | WA | $207.3M | 4 | E*Trade→ |
| A74 | PORTFOLIO STRATEGIES INC CRD 104685 | WA | $50.2M | 3 | Charles Schwab→ |
| A73 | BHK SECURITIES, LLC CRD 139665 | AL | $128.4M | 5 | Wells Fargo→ |
| A72 | CORNERSTONE INVESTMENT ADVISORS, LLC CRD 116447 | CO | $180.8M | 2 | Charles Schwab→ |
| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| A70 | 6TH STREET ADVISORS, LLC CRD 156623 | AL | $256.5M | 3 | Charles Schwab→ |
| A70 | POPE ASSET MANAGEMENT, LLC CRD 113584 | TN | $114.8M | 2 | E*Trade→ |
| A69 | RETIREMENT ADVISORS, INC. CRD 122122 | AL | $159.6M | 9 | Charles Schwab→ |
| A68 | ZIDEL FINANCIAL, INC. CRD 135047 | CO | $159.6M | 1 | Charles Schwab→ |
| A67 | FINANCIAL MANAGEMENT ADVISORS, INC. CRD 117442 | TN | $149.9M | 4 | E*Trade→ |
| A67 | BRUCE G. ALLEN INVESTMENTS, LLC CRD 287859 | CO | $258.1M | 2 | Charles Schwab→ |
| A66 | WALTON FINANCIAL CRD 331634 | AL | $182.9M | 1 | E*Trade→ |
| A66 | THE PLANNER'S EDGE LLC CRD 114616 | WA | $178.7M | 3 | Charles Schwab→ |
| A66 | THREE PEAKS CAPITAL MANAGEMENT, LLC CRD 127402 | CO | $222.9M | — | E*Trade→ |
| A66 | AGEMY WEALTH ADVISORS, LLC CRD 218512 | CO | $130.5M | 3 | Charles Schwab→ |
| A66 | RARE WOLF CAPITAL LLC CRD 334465 | WA | $179.6M | 1 | Charles Schwab→ |
| A66 | BIRMINGHAM CAPITAL MANAGEMENT CO INC CRD 108508 | AL | $273.6M | 5 | E*Trade→ |
| A65 | RUNDE & CO. LLC CRD 106383 | WA | $209.5M | 2 | Charles Schwab→ |
| A65 | SAGE INVESTMENT COUNSEL LLC CRD 116907 | TN | $164.6M | 4 | Charles Schwab→ |
| A65 | PEAK CAPITAL MANAGEMENT, LLC CRD 141488 | CO | $165.2M | 4 | Charles Schwab→ |
| A65 | RS ASSET MANAGEMENT, LLC CRD 157768 | CO | $107.2M | 2 | LPL Financial→ |
| A65 | HINCHLEY ADVISORY GROUP, LLC CRD 157860 | CO | $193.1M | 1 | Charles Schwab→ |
| A65 | HALLETT INVESTMENTS, LLC CRD 306187 | WA | $157.9M | 5 | Charles Schwab→ |
| A65 | GILPIN WEALTH MANAGEMENT LLC CRD 311336 | CO | $227.2M | 4 | Charles Schwab→ |
| A65 | SMITH & CO ADVISORY LLC CRD 333042 | TN | $118.5M | 1 | Charles Schwab→ |
| B64 | NCP MANAGEMENT HOLDINGS, INC. CRD 160075 | AL | $232.6M | — | E*Trade→ |
| B64 | ADDITIVE ADVISORY PBC CRD 283979 | TN | $140.9M | 1 | Charles Schwab→ |
| B64 | SANDER CAPITAL ADVISORS, INC. CRD 112499 | WA | $210.0M | 2 | E*Trade→ |
| B64 | VORPAHL WING SECURITIES, INC. CRD 47548 | WA | $124.4M | 4 | E*Trade→ |
| B63 | DIVERSIFIED PARTNERS INC CRD 109570 | TN | $155.1M | — | Fidelity→ |
| B63 | STARK RICHARD JOSEPH CRD 107636 | CO | $426.1M | — | E*Trade→ |
| B63 | ACCELERATED WEALTH ADVISORS LLC CRD 170022 | CO | $180.5M | 1 | Pershing→ |
| B62 | ATHENAINVEST ADVISORS LLC CRD 146224 | CO | $80.4M | 4 | Charles Schwab→ |
| B62 | SYNERGY CAPITAL OF COLORADO LLC CRD 334117 | CO | $98.8M | 2 | Fidelity→ |
| B62 | JMK & ASSOCIATES, LLC CRD 312760 | WA | $268.4M | 1 | LPL Financial→ |
| B62 | TNL ASSET MANAGEMENT LLC CRD 137419 | CO | $139.3M | 1 | Charles Schwab→ |
| B62 | SILVERPEAK WEALTH ADVISORS, LLC CRD 170732 | CO | $177.4M | 2 | Charles Schwab→ |
| B61 | PRIVATE WEALTH MANAGEMENT, INC. CRD 120823 | TN | $832.5M | 2 | Charles Schwab→ |
