| A87 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CRD 309943 | MA | $166.3M | 3 | Fidelity→ |
| A87 | SILVER LAKE CAPITAL PARTNERS LLC CRD 329997 | TX | $211.5M | 1 | Raymond James→ |
| A84 | LORETTA NOLAN ASSOCIATES, LLC CRD 126468 | CT | $135.8M | 1 | Charles Schwab→ |
| A84 | STONEBRIDGE WEALTH MANAGEMENT, LLC CRD 146775 | TX | $134.6M | 1 | E*Trade→ |
| A78 | TOTAL WEALTH ADVISORS, LLC CRD 164633 | MN | $107.2M | 2 | Charles Schwab→ |
| A76 | CALDERWOOD FINANCIAL STRATEGIES, INC. CRD 313466 | TX | $228.5M | 4 | Fidelity→ |
| A76 | PORTFOLIO MANAGEMENT, LLC CRD 107129 | TX | $151.9M | 2 | Charles Schwab→ |
| A75 | INVESTMENT MANAGEMENT TRUST, LLC CRD 129456 | MA | $123.5M | 1 | Charles Schwab→ |
| A75 | ASPETUCK FINANCIAL MANAGEMENT LLC CRD 134500 | CT | $178.3M | 1 | Charles Schwab→ |
| A75 | ALEXANDER CAPITAL ADVISORS, LLC CRD 140508 | CT | $104.2M | 1 | Charles Schwab→ |
| A75 | BANNERSTONE CAPITAL MANAGEMENT, LLC CRD 147447 | MN | $155.3M | 3 | Charles Schwab→ |
| A75 | FBD ASSET MGMT, LLC CRD 307216 | MN | $76.8M | 1 | Charles Schwab→ |
| A75 | FMA WEALTH MANAGEMENT, LLC CRD 313049 | MA | $174.0M | 1 | Charles Schwab→ |
| A75 | MILLER GLOBAL INVESTMENTS, L.L.C. CRD 114683 | TX | $199.4M | 2 | Charles Schwab→ |
| A75 | TROTT BROOK FINANCIAL, INC. CRD 290962 | MN | $120.5M | 1 | Fidelity→ |
| A74 | BROADWATER CAPITAL MANAGEMENT LLC CRD 125509 | MA | $161.0M | 1 | E*Trade→ |
| A74 | GARRETT NAGLE & CO., INC. CRD 7071 | MA | $98.4M | 2 | E*Trade→ |
| A73 | ADAMS ASSET ADVISORS LLC CRD 120573 | TX | $839.4M | 2 | Fidelity→ |
| A73 | TEALWOOD ASSET MANAGEMENT INC CRD 105245 | MN | $365.4M | 5 | Charles Schwab→ |
| A72 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC CRD 112641 | TX | $146.6M | 3 | Fidelity→ |
| A72 | PINGORA PARTNERS LLC CRD 148262 | TX | $199.4M | 1 | Charles Schwab→ |
| A72 | TWIN GRYPHON ADVISORS LLC CRD 297264 | MA | $126.5M | 1 | Fidelity→ |
| A71 | LEGACY FINANCIAL ADVISORS CORPORATION CRD 115384 | MN | $317.7M | 2 | Charles Schwab→ |
| A71 | FOCUS 401 (K) GROUP, LLC CRD 172217 | TX | $169.9M | 2 | Fidelity→ |
| A71 | VANN EQUITY MANAGEMENT LLC CRD 174239 | TX | $231.2M | 6 | Charles Schwab→ |
| A71 | ENCORE WEALTH ADVISORS, LLC CRD 336566 | MN | $121.7M | 1 | Charles Schwab→ |
| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A70 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC CRD 163088 | MN | $142.1M | 2 | E*Trade→ |
| A70 | DIESSLIN GROUP, INC. CRD 110557 | TX | $696.3M | 5 | Charles Schwab→ |
| A69 | ALBERT D MASON INC CRD 107412 | MA | $210.6M | 4 | Charles Schwab→ |
| A69 | RADIUS WEALTH MANAGEMENT, INC. CRD 168159 | MA | $158.7M | 2 | Charles Schwab→ |
| A69 | PERKINS CAPITAL MANAGEMENT INC CRD 105028 | MN | $139.0M | 1 | E*Trade→ |
| A68 | TIMBUKTU CAPITAL MANAGEMENT, LLC CRD 131084 | MA | $98.6M | 1 | Charles Schwab→ |
| A68 | FENTON GREGORY COLEMAN CRD 133301 | MA | $194.8M | 1 | Fidelity→ |
| A68 | GRACE CAPITAL MANAGEMENT, LLC CRD 150054 | TX | $108.7M | 2 | Fidelity→ |
| A68 | KALEEL INVESTMENT ADVISORS, LLC CRD 131216 | MA | $145.4M | 2 | E*Trade→ |
| A68 | BTS ASSET MANAGEMENT INC CRD 105215 | MA | $144.8M | 11 | E*Trade→ |
| A68 | DRUM HILL CAPITAL, LLC CRD 123359 | CT | $194.3M | 3 | E*Trade→ |
| A67 | DIASTOLE WEALTH MANAGEMENT, INC. CRD 111604 | CT | $396.0M | 9 | Charles Schwab→ |
| A67 | HERITAGE CAPITAL, LLC CRD 127650 | CT | $146.9M | 3 | E*Trade→ |
| A67 | THE CATALYST GROUP, INC. CRD 333740 | TX | $199.4M | — | E*Trade→ |
| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 2 | Raymond James→ |
| A67 | STRATEGIC ADVISORY SERVICES, L.L.C. CRD 108706 | TX | $184.9M | 4 | E*Trade→ |
| A67 | RPS RETIREMENT PLAN ADVISORS CRD 319220 | TX | $336.3M | 4 | Charles Schwab→ |
| A66 | BIRNAM WOOD CAPITAL, LLC CRD 269897 | TX | $106.1M | 1 | Charles Schwab→ |
| A66 | STAVIS WEALTH TRANSFER SOLUTIONS, LLC CRD 328185 | TX | $148.1M | 4 | Fidelity→ |
| A66 | PARK STATE ASSET MANAGEMENT LLC CRD 336573 | MA | $192.4M | 4 | Charles Schwab→ |
| A66 | ENTREPRENEURSHARES LLC CRD 153615 | MA | $50.4M | 1 | E*Trade→ |
| A66 | NEEDHAM R B ADVISORY CORP CRD 105378 | MA | $102.4M | 1 | Charles Schwab→ |
| A66 | GRANITE ISLANDS PRIVATE WEALTH, LLC CRD 336263 | CT | $229.9M | 4 | E*Trade→ |
