| A80 | COMPREHENSIVE FINANCIAL PLANNING INC CRD 109822 | OK | $176.0M | 1 | 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 | 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→ |
| B62 | ADAPTATION FINANCIAL ADVISORS INC. CRD 309192 | OK | $233.6M | 4 | Charles Schwab→ |
| B60 | OAK CREEK PRIVATE WEALTH MANAGEMENT LLC CRD 306851 | OK | $4.3M | 1 | Charles Schwab→ |
| B60 | CRF FINANCIAL GROUP CRD 127388 | IN | $279.5M | 1 | E*Trade→ |
| 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→ |
| B58 | SERVO WEALTH MANAGEMENT LLC CRD 159367 | OK | $173.8M | 1 | Charles Schwab→ |
| B58 | REVO FINANCIAL, LLC CRD 172646 | OK | $135.4M | 2 | Fidelity→ |
| B58 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC CRD 217514 | OK | $167.1M | 2 | Charles Schwab→ |
| B57 | EPIC WEALTH MANAGEMENT, LLC CRD 297643 | OK | $120.8M | 3 | Raymond James→ |
| B56 | SPYGLASS INVESTMENT MANAGEMENT CORPORATION CRD 122594 | IN | $156.4M | 3 | Charles Schwab→ |
| B56 | PINNACLE HOLDINGS, LLC CRD 108086 | OK | $508.3M | 6 | Charles Schwab→ |
| 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 | SUSTAINABLE ADVISORS ALLIANCE LLC CRD 312061 | OK | $234.8M | 8 | Charles Schwab→ |
| B55 | MELIORA CAPITAL, LLC CRD 172367 | OK | $174.8M | 1 | Charles Schwab→ |
| B54 | CAPTIAL ADVISOR NETWORK CRD 297578 | IN | $124.5M | 8 | Charles Schwab→ |
| B53 | EVEN HERD LLC CRD 329728 | OK | $55.9M | — | E*Trade→ |
| B53 | TRITON FINANCIAL GROUP, INC CRD 309294 | OK | $258.7M | 2 | Charles Schwab→ |
| B53 | STREETER MOORE & STIPE LLC CRD 118588 | OK | $219.1M | 3 | Raymond James→ |
| B53 | COMPASS CAPITAL MANAGEMENT, LLC CRD 150170 | OK | $119.0M | 3 | Pershing→ |
| B53 | BISON CAPITAL ADVISORS, LLC CRD 306471 | OK | $250.0M | 2 | Fidelity→ |
| 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 | ARCHAMBO FINANCIAL ADVISORS, INC. CRD 129927 | OK | $163.1M | 7 | E*Trade→ |
| B52 | INVESTRUST CONSULTING, LLC CRD 108037 | OK | $588.2M | 7 | Fidelity→ |
| B51 | ACCESS FINANCIAL RESOURCES INC. CRD 109495 | OK | $410.6M | 7 | E*Trade→ |
| B51 | 10ELMS LLP CRD 323398 | OK | $120.6M | 4 | Charles Schwab→ |
| B51 | J M BROWN & ASSOCIATES, INC. CRD 118427 | OK | $202.1M | 10 | Charles Schwab→ |
| B51 | G. DEWAYNE MCANALLY, LLC CRD 118511 | OK | $170.1M | 3 | Charles Schwab→ |
| B50 | SPUR CAPITAL PARTNERS, LLC CRD 115959 | OK | $879.9M | — | 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 | NATIVE AMERICAN FUND ADVISORS LLC CRD 108149 | OK | $38.9M | 3 | Charles Schwab→ |
| C49 | XXEC INC CRD 108886 | OK | $150.4M | 1 | Charles Schwab→ |
| C49 | GREENLEAF FINANCIAL GROUP, LLC CRD 137933 | IN | $175.2M | 2 | E*Trade→ |
| C49 | DRAWBRIDGE CAPITAL, LLC CRD 128636 | OK | $224.6M | 6 | E*Trade→ |
| C48 | MFG WEALTH MANAGEMENT, INC. CRD 125963 | IN | $130.6M | 3 | Charles Schwab→ |
| C48 | LONGBOW ASSET MANAGEMENT CRD 126193 | OK | $134.4M | 2 | Charles Schwab→ |
