| A90 | CARMICHAEL CAPITAL, INC. CRD 118468 | TN | $126.6M | 1 | Charles Schwab→ |
| A78 | TOTAL WEALTH ADVISORS, LLC CRD 164633 | MN | $107.2M | 2 | Charles Schwab→ |
| A77 | BARNETT & CO INC CRD 105867 | TN | $142.0M | 3 | 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 | ERISA ADVISERS, INC. CRD 170487 | TN | $187.1M | 1 | Charles Schwab→ |
| A75 | TROTT BROOK FINANCIAL, INC. CRD 290962 | MN | $120.5M | 1 | Fidelity→ |
| A73 | TEALWOOD ASSET MANAGEMENT INC CRD 105245 | MN | $365.4M | 5 | Charles Schwab→ |
| A72 | PETERSON ROGERS PRIVATE WEALTH, LLC CRD 324001 | UT | $177.1M | 3 | Charles Schwab→ |
| A71 | LEGACY FINANCIAL ADVISORS CORPORATION CRD 115384 | MN | $317.7M | 2 | Charles Schwab→ |
| A71 | ENCORE WEALTH ADVISORS, LLC CRD 336566 | MN | $121.7M | 1 | Charles Schwab→ |
| A70 | POPE ASSET MANAGEMENT, LLC CRD 113584 | TN | $114.8M | 2 | E*Trade→ |
| A70 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC CRD 163088 | MN | $142.1M | 2 | E*Trade→ |
| A69 | PERKINS CAPITAL MANAGEMENT INC CRD 105028 | MN | $139.0M | 1 | E*Trade→ |
| A67 | FINANCIAL MANAGEMENT ADVISORS, INC. CRD 117442 | TN | $149.9M | 4 | E*Trade→ |
| A66 | CFG WEALTH MANAGEMENT SERVICES INC CRD 108351 | IN | $110.2M | 2 | —→ |
| A66 | LONE PEAK ADVISERS, LLC CRD 296772 | UT | $125.4M | 8 | Charles Schwab→ |
| A66 | SLAYTON LEWIS INC CRD 114596 | UT | $334.4M | 2 | E*Trade→ |
| A65 | SAGE INVESTMENT COUNSEL LLC CRD 116907 | TN | $164.6M | 4 | Charles Schwab→ |
| A65 | PSC FINANCIAL LLC CRD 172054 | MN | $135.1M | 2 | LPL Financial→ |
| A65 | SMITH & CO ADVISORY LLC CRD 333042 | TN | $118.5M | 1 | Charles Schwab→ |
| B64 | ASSET MANAGEMENT STRATEGIES, INC. CRD 135173 | IN | $220.2M | 8 | E*Trade→ |
| B64 | ADDITIVE ADVISORY PBC CRD 283979 | TN | $140.9M | 1 | Charles Schwab→ |
| B64 | SOMERSET GROUP LLC CRD 160282 | MN | $145.6M | 3 | Charles Schwab→ |
| B64 | GREENBERG GARY LOUIS CRD 108423 | MN | $141.1M | 1 | E*Trade→ |
| B64 | MCMAHAN CAPITAL MANAGEMENT LLC CRD 109140 | IN | $135.9M | 2 | E*Trade→ |
| B63 | DIVERSIFIED PARTNERS INC CRD 109570 | TN | $155.1M | — | Fidelity→ |
| B63 | THOMAS STORY AND SON LLC CRD 148774 | IN | $328.2M | 2 | E*Trade→ |
| B63 | S CAPITAL WEALTH ADVISORS, LLC CRD 172591 | MN | $127.5M | 3 | Charles Schwab→ |
| B63 | NAVISTA WEALTH MANAGEMENT, INC. CRD 332373 | MN | $709.6M | 4 | Raymond James→ |
| B62 | SMEDLEY FINANCIAL SERVICES INC CRD 110870 | UT | $341.8M | 6 | E*Trade→ |
| B62 | ABENS FINANCIAL SERVICES INC CRD 106604 | MN | $120.1M | 3 | —→ |
| B62 | FINANCIAL EMPOWERMENT LLC CRD 131425 | MN | $126.4M | 2 | —→ |
| B62 | KOOB WEALTH MANAGEMENT, LLC CRD 154830 | MN | $171.8M | 1 | LPL Financial→ |
| B62 | DAVID P. GILLIAM & ASSOCIATES, INC. CRD 285515 | IN | $186.7M | 3 | LPL Financial→ |
| B61 | STEVENS, FOSTER FINANCIAL SERVICES, INC. CRD 115752 | MN | $750.4M | 5 | Charles Schwab→ |
| B61 | PRIVATE WEALTH MANAGEMENT, INC. CRD 120823 | TN | $832.5M | 2 | Charles Schwab→ |
| B61 | KEELER THOMAS MANAGEMENT LLC CRD 109522 | UT | $305.5M | 5 | Charles Schwab→ |
| B61 | LANDMARK WEALTH ADVISORS, LLC CRD 166989 | UT | $135.9M | 2 | Charles Schwab→ |
| B61 | NORTH AMERICAN WEALTH ADVISORS INC. CRD 297057 | MN | $237.3M | 1 | Charles Schwab→ |
| B61 | GEN FINANCIAL MANAGEMENT INC. CRD 110179 | MN | $331.8M | 4 | Charles Schwab→ |
| B61 | BRANDON FINANCIAL PLANNING, INC. CRD 110267 | TN | $434.9M | 2 | Charles Schwab→ |
| B60 | REEF INVESTMENT MANAGEMENT LLC CRD 309186 | UT | $234.3M | 1 | E*Trade→ |
| B60 | JORDANELLE CAPITAL, LLC CRD 323676 | UT | $179.2M | — | Northern Trust→ |
| B60 | GHE, LLC CRD 125245 | TN | $252.6M | 3 | Charles Schwab→ |
| B60 | CRF FINANCIAL GROUP CRD 127388 | IN | $279.5M | 1 | E*Trade→ |
| B60 | ALDEBARAN FINANCIAL INC CRD 105741 | TN | $222.8M | 3 | Charles Schwab→ |
| B59 | FIRST ASSOCIATED INVESTMENT ADVISORS, INC. CRD 113086 | MN | $52.2M | 1 | E*Trade→ |
| B59 | LIFEPLAN FINANCIAL, LLC CRD 136981 | MN | $141.0M | 2 | Charles Schwab→ |
| B59 | STRATEGIC WEALTH PARTNERS LLC CRD 336564 | TN | $101.7M | 2 | E*Trade→ |
