| A80 | COMPREHENSIVE FINANCIAL PLANNING INC CRD 109822 | OK | $176.0M | 1 | Charles Schwab→ |
| A78 | SCHWARZ INVESTMENT PARTNERS CRD 113556 | KS | $184.9M | 2 | Charles Schwab→ |
| B64 | OFG FINANCIAL SERVICES, INC. CRD 23940 | KS | $271.0M | 50 | E*Trade→ |
| B62 | ADAPTATION FINANCIAL ADVISORS INC. CRD 309192 | OK | $233.6M | 4 | Charles Schwab→ |
| 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 | OAK CREEK PRIVATE WEALTH MANAGEMENT LLC CRD 306851 | OK | $4.3M | 1 | Charles Schwab→ |
| B59 | DAVIS FINANCIAL MANAGEMENT, INC. CRD 143410 | KS | $144.6M | 1 | Charles Schwab→ |
| 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 | PINNACLE HOLDINGS, LLC CRD 108086 | OK | $508.3M | 6 | Charles Schwab→ |
| B56 | NEXT GENERATION INVESTING, LLC CRD 149017 | KS | $128.0M | 3 | E*Trade→ |
| B55 | DOUGLASS INVESTMENT GROUP LLC CRD 331223 | KS | $173.6M | 2 | 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→ |
| B55 | PROACTIVE CAPITAL MANAGEMENT, INC. CRD 297791 | KS | $170.7M | 2 | 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 | 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→ |
| B53 | CURTIS CAPITAL ADVISORS, LLC CRD 330835 | KS | $165.5M | 2 | Charles Schwab→ |
| B52 | ARCHAMBO FINANCIAL ADVISORS, INC. CRD 129927 | OK | $163.1M | 7 | E*Trade→ |
| B52 | INVESTRUST CONSULTING, LLC CRD 108037 | OK | $588.2M | 7 | Fidelity→ |
| B52 | FREESTATE ADVISORS LLC CRD 145800 | KS | $181.8M | 9 | Charles Schwab→ |
| 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 | INVISOR FINANCIAL LLC CRD 174890 | KS | $198.5M | 3 | 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→ |
| 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 | SPUR CAPITAL PARTNERS, LLC CRD 115959 | OK | $879.9M | — | E*Trade→ |
| 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→ |
| 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 | M3SIXTY CAPITAL, LLC CRD 323764 | KS | $28.7M | 3 | E*Trade→ |
| C49 | DRAWBRIDGE CAPITAL, LLC CRD 128636 | OK | $224.6M | 6 | E*Trade→ |
| C49 | CABIN ADVISORS, LLC CRD 312547 | KS | $220.2M | 15 | E*Trade→ |
| C48 | LONGBOW ASSET MANAGEMENT CRD 126193 | OK | $134.4M | 2 | Charles Schwab→ |
| C48 | SERAPH CAPITAL ASSOCIATES, LLC CRD 165754 | OK | $90.3M | — | Charles Schwab→ |
| C48 | TFB ADVISORS, LLC CRD 321870 | KS | $840.2M | 17 | Charles Schwab→ |
| C48 | SILVERHAWK CAPITAL PARTNERS, LLC CRD 161678 | KS | $137.2M | — | E*Trade→ |
