| A75 | V. M. MANNING & CO., INC. CRD 2655 | SC | $133.3M | 2 | Charles Schwab→ |
| A73 | CAPITAL MANAGEMENT SERVICES, INC. CRD 118260 | MO | $145.2M | 7 | Charles Schwab→ |
| A72 | SPARROW CAPITAL MANAGEMENT INC CRD 106616 | MO | $113.3M | 1 | Charles Schwab→ |
| A72 | MAXELE ADVISORS, LLC CRD 165129 | MO | $201.6M | 1 | Fidelity→ |
| A70 | HMS FINANCIAL SERVICES, LLC CRD 131569 | SC | $118.5M | 1 | E*Trade→ |
| A69 | STEWARDSHIP CAPITAL, LTD. CRD 110944 | MO | $168.4M | 4 | Charles Schwab→ |
| A69 | ALLISON INVESTMENT MANAGEMENT, LLC CRD 124645 | SC | $170.4M | 2 | Charles Schwab→ |
| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| A66 | BRADFORD FINANCIAL CENTER CRD 110953 | IA | $229.7M | 8 | Charles Schwab→ |
| A66 | YON DRAKE & ASSOCIATES INC CRD 111491 | SC | $304.7M | 2 | E*Trade→ |
| A66 | CFG WEALTH MANAGEMENT SERVICES INC CRD 108351 | IN | $110.2M | 2 | —→ |
| A65 | BLUE GRANITE CAPITAL, LLC CRD 125607 | SC | $108.8M | 3 | Pershing→ |
| A65 | VAN DER NOORD FINANCIAL ADVISORS, INC. CRD 135556 | SC | $152.0M | 2 | Charles Schwab→ |
| A65 | ACADIA LEGACY GROUP, LLC CRD 291481 | IA | $133.2M | 1 | Charles Schwab→ |
| A65 | BRIDGEWAY WEALTH MANAGEMENT, LLC CRD 326547 | IA | $164.6M | 2 | Raymond James→ |
| B65 | CORTLAND ASSOCIATES INC CRD 104681 | MO | $958.0M | 4 | Charles Schwab→ |
| B64 | TAVERIK CAPITAL, LLC CRD 156594 | SC | $97.5M | 2 | Charles Schwab→ |
| B64 | WARREN CAPITAL MANAGEMENT, INC. CRD 137449 | SC | $131.0M | 3 | Charles Schwab→ |
| B64 | ASSET MANAGEMENT STRATEGIES, INC. CRD 135173 | IN | $220.2M | 8 | E*Trade→ |
| B64 | WEDGEWOOD PARTNERS, INC. CRD 21923 | MO | $560.7M | 4 | Charles Schwab→ |
| B64 | HANOVER ADVISORS, INC CRD 119655 | SC | $354.9M | 3 | Pershing→ |
| B64 | NICHOLSON WEALTH MANAGEMENT GROUP, LLC CRD 327001 | SC | $322.0M | 2 | Charles Schwab→ |
| B64 | MCMAHAN CAPITAL MANAGEMENT LLC CRD 109140 | IN | $135.9M | 2 | E*Trade→ |
| B63 | BRICKELL KEY ASSET MANAGEMENT LLC CRD 295209 | SC | $119.9M | — | E*Trade→ |
| B63 | SUNDVOLD CAPITAL MANAGEMENT LLC CRD 108176 | MO | $232.9M | 6 | E*Trade→ |
| B63 | THOMAS STORY AND SON LLC CRD 148774 | IN | $328.2M | 2 | E*Trade→ |
| B63 | TUVE INVESTMENT MANAGEMENT, INC. CRD 226702 | IA | $147.7M | 2 | Charles Schwab→ |
| B62 | INVESTMENT OFFICE RESOURCES, LLC CRD 311647 | MO | $126.5M | 1 | E*Trade→ |
| B62 | FIDELIS FINANCIAL PLANNING, LLC CRD 141698 | MO | $160.0M | 1 | Charles Schwab→ |
| B62 | DAVID P. GILLIAM & ASSOCIATES, INC. CRD 285515 | IN | $186.7M | 3 | LPL Financial→ |
| B61 | STONEFIELD INVESTMENT ADVISORY, INC. CRD 113802 | IA | $120.3M | 1 | Charles Schwab→ |
| B61 | SONAS FINANCIAL GROUP, INC. CRD 122547 | MO | $149.8M | 4 | Fidelity→ |
| B61 | JP WEALTH MANAGEMENT, INC. CRD 129475 | SC | $274.0M | 2 | Charles Schwab→ |
| B60 | CRF FINANCIAL GROUP CRD 127388 | IN | $279.5M | 1 | E*Trade→ |
| B60 | THE CAVANAUGH GROUP INC CRD 105931 | SC | $485.7M | 2 | E*Trade→ |
| B59 | BOWSIDE CAPITAL, LLC CRD 170509 | SC | $230.2M | — | E*Trade→ |
| B59 | STERLING INVESTMENT ADVISORS,LLC CRD 117287 | MO | $229.3M | 3 | E*Trade→ |
| B59 | CONWAY FINANCIAL GROUP, LLC CRD 117608 | MO | $177.7M | 2 | Charles Schwab→ |
| B59 | CLARITY FINANCIAL PLANNERS, LLC CRD 277114 | MO | $132.5M | 1 | Charles Schwab→ |
| B59 | KEYSTONE WEALTH MANAGEMENT INC. CRD 304133 | IA | $137.4M | 1 | Charles Schwab→ |
| B58 | IMPRINT WEALTH LLC CRD 322130 | SC | $131.6M | 2 | E*Trade→ |
| B58 | BANKER INVESTMENT GROUP INC CRD 109650 | IN | $260.2M | 2 | Charles Schwab→ |
| B58 | TRINITY WEALTH ADVISORS, L.L.C. CRD 109452 | MO | $281.5M | 4 | Charles Schwab→ |
| B58 | FINANCIAL CONSULTANTS & ADVISORY CORPORATION CRD 113390 | IN | $333.1M | 14 | LPL Financial→ |
| B58 | WILKERSON ADVISORY GROUP LLC CRD 334668 | MO | $326.9M | 4 | Charles Schwab→ |
| B58 | BEDMINSTER L.L.C. CRD 118794 | SC | $199.0M | 3 | Charles Schwab→ |
| B58 | RISLEY CAPITAL MANAGEMENT LLC CRD 157271 | MO | $163.4M | 1 | Charles Schwab→ |
| B58 | THE WORLEY BANKS GROUP, LLC CRD 306890 | MO | $184.3M | 2 | Charles Schwab→ |
| B58 | FLYOVER CAPITAL PARTNERS, LLC CRD 173709 | MO | $147.6M | — | Charles Schwab→ |
| B57 | WEITZEL FINANCIAL SERVICES, INC. CRD 27346 | IA | $327.8M | 7 | Charles Schwab→ |