| A78 | SCHWARZ INVESTMENT PARTNERS CRD 113556 | KS | $184.9M | 2 | Charles Schwab→ |
| A66 | CFG WEALTH MANAGEMENT SERVICES INC CRD 108351 | IN | $110.2M | 2 | —→ |
| B64 | ASSET MANAGEMENT STRATEGIES, INC. CRD 135173 | IN | $220.2M | 8 | E*Trade→ |
| B64 | OFG FINANCIAL SERVICES, INC. CRD 23940 | KS | $271.0M | 50 | E*Trade→ |
| B64 | MCMAHAN CAPITAL MANAGEMENT LLC CRD 109140 | IN | $135.9M | 2 | E*Trade→ |
| B63 | THOMAS STORY AND SON LLC CRD 148774 | IN | $328.2M | 2 | E*Trade→ |
| B62 | DAVID P. GILLIAM & ASSOCIATES, INC. CRD 285515 | IN | $186.7M | 3 | LPL Financial→ |
| B61 | PROVIDENCE FINANCIAL ADVISORS, LLC CRD 124839 | KS | $428.1M | 4 | Charles Schwab→ |
| B61 | MN WEALTH ADVISORS, LLC CRD 322617 | KS | $394.2M | 3 | Charles Schwab→ |
| B60 | CRF FINANCIAL GROUP CRD 127388 | IN | $279.5M | 1 | E*Trade→ |
| B59 | DAVIS FINANCIAL MANAGEMENT, INC. CRD 143410 | KS | $144.6M | 1 | Charles Schwab→ |
| B58 | BANKER INVESTMENT GROUP INC CRD 109650 | IN | $260.2M | 2 | Charles Schwab→ |
| B58 | FINANCIAL CONSULTANTS & ADVISORY CORPORATION CRD 113390 | IN | $333.1M | 14 | LPL Financial→ |
| B56 | SPYGLASS INVESTMENT MANAGEMENT CORPORATION CRD 122594 | IN | $156.4M | 3 | Charles Schwab→ |
| B56 | NEXT GENERATION INVESTING, LLC CRD 149017 | KS | $128.0M | 3 | E*Trade→ |
| B56 | BISCHOFF WEALTH MANAGEMENT GROUP, LLC CRD 171652 | IN | $222.0M | 1 | Wells Fargo→ |
| B55 | CANTERBURY INVESTMENT MANAGEMENT, LLC CRD 125680 | IN | $69.8M | 2 | Charles Schwab→ |
| B55 | PRECEDENT ASSET MANAGEMENT, LLC CRD 169100 | IN | $111.5M | 1 | —→ |
| B55 | CORE WEALTH ADVISORS, LLC CRD 157436 | IN | $143.8M | 3 | E*Trade→ |
| B55 | DOUGLASS INVESTMENT GROUP LLC CRD 331223 | KS | $173.6M | 2 | E*Trade→ |
| B55 | PROACTIVE CAPITAL MANAGEMENT, INC. CRD 297791 | KS | $170.7M | 2 | Charles Schwab→ |
| B54 | CAPTIAL ADVISOR NETWORK CRD 297578 | IN | $124.5M | 8 | Charles Schwab→ |
| B54 | REDSTONE ADVISORS INC CRD 107699 | KS | $490.6M | 5 | Charles Schwab→ |
| B54 | KONZA GLOBAL ADVISORY, LLC CRD 331692 | KS | $125.2M | 2 | Charles Schwab→ |
| B54 | DISCRETIONARY MANAGEMENT SERVICES, LLC CRD 145851 | KS | $228.4M | 9 | E*Trade→ |
| B53 | CURTIS CAPITAL ADVISORS, LLC CRD 330835 | KS | $165.5M | 2 | Charles Schwab→ |
| B52 | ATLAS CAPITAL MANAGEMENT CORP CRD 106107 | IN | $869.8M | 5 | E*Trade→ |
| B52 | QUANTUM FINANCIAL SERVICES INC. CRD 121631 | IN | $730.9M | 2 | E*Trade→ |
| B52 | SYCAMORE FINANCIAL GROUP, INC. CRD 14143 | IN | $787.4M | 6 | E*Trade→ |
| B52 | GEHRIG CAPITAL MANAGEMENT, INC. CRD 123250 | IN | $203.9M | 5 | Fidelity→ |
| B52 | WABASH CAPITAL, INC. CRD 107932 | IN | $173.0M | 3 | E*Trade→ |
| B52 | FREESTATE ADVISORS LLC CRD 145800 | KS | $181.8M | 9 | Charles Schwab→ |
| B51 | INVISOR FINANCIAL LLC CRD 174890 | KS | $198.5M | 3 | Charles Schwab→ |
| B51 | NOVA R WEALTH, INC. CRD 169574 | KS | $452.6M | 4 | Fidelity→ |
| B51 | TYR CAPITAL ADVISORS, LLC CRD 326208 | KS | $244.1M | — | E*Trade→ |
| B50 | ALDEBARAN CAPITAL, LLC CRD 122360 | IN | $166.9M | 2 | Charles Schwab→ |
| B50 | FNEX WEALTH, LLC CRD 334569 | IN | $122.3M | 1 | Charles Schwab→ |
| B50 | FREEMAN, WILL & NIEMEIER, INC. CRD 121628 | IN | $284.2M | 1 | Charles Schwab→ |
| C50 | RADEMACHER FINANCIAL, INC. CRD 114067 | KS | $234.3M | 6 | Raymond James→ |
| C50 | KOMPASS KAPITAL ADVISORS, LLC CRD 335041 | KS | $116.6M | 1 | E*Trade→ |
| C50 | 9 STREAM CAPITAL PARTNERS LLC CRD 340394 | KS | $73.9M | — | Goldman Sachs→ |
| C49 | GREENLEAF FINANCIAL GROUP, LLC CRD 137933 | IN | $175.2M | 2 | E*Trade→ |
| C49 | M3SIXTY CAPITAL, LLC CRD 323764 | KS | $28.7M | 3 | E*Trade→ |
| C49 | CABIN ADVISORS, LLC CRD 312547 | KS | $220.2M | 15 | E*Trade→ |
| C48 | MFG WEALTH MANAGEMENT, INC. CRD 125963 | IN | $130.6M | 3 | Charles Schwab→ |
| C48 | KESTREL WEALTH MANAGEMENT, LLC CRD 153503 | IN | $143.9M | 2 | Fidelity→ |
| C48 | TFB ADVISORS, LLC CRD 321870 | KS | $840.2M | 17 | Charles Schwab→ |
| C48 | SILVERHAWK CAPITAL PARTNERS, LLC CRD 161678 | KS | $137.2M | — | E*Trade→ |
| C48 | CASTLEBAR ASSET MANAGEMENT, LLC CRD 162231 | KS | $122.5M | 3 | —→ |
| C48 | ACCESS CAPITAL, LLC CRD 327013 | KS | $105.6M | 1 | —→ |