| A73 | CAPITAL MANAGEMENT SERVICES, INC. CRD 118260 | MO | $145.2M | 7 | Charles Schwab→ |
| A72 | BRIDGELIGHT CAPITAL LLC CRD 154920 | AZ | $136.4M | 3 | Charles Schwab→ |
| A72 | SPARROW CAPITAL MANAGEMENT INC CRD 106616 | MO | $113.3M | 1 | Charles Schwab→ |
| A72 | MAXELE ADVISORS, LLC CRD 165129 | MO | $201.6M | 1 | Fidelity→ |
| A70 | ALLIED PORTFOLIO MANAGEMENT, INC. CRD 113809 | AZ | $240.2M | 1 | E*Trade→ |
| A69 | STEWARDSHIP CAPITAL, LTD. CRD 110944 | MO | $168.4M | 4 | Charles Schwab→ |
| A69 | TITAN MANAGERS, LLC CRD 319447 | AZ | $84.2M | 2 | Charles Schwab→ |
| A68 | FINANCIAL PLANNING FIRST, LLC CRD 319273 | AZ | $113.9M | 3 | Charles Schwab→ |
| A66 | LANE BROTHERS & CO INC CRD 105968 | AZ | $240.1M | 5 | Charles Schwab→ |
| A65 | HILLSPRING FINANCIAL, INC. CRD 113938 | AZ | $186.0M | 10 | Charles Schwab→ |
| A65 | IMMACULATE WEALTH MANAGEMENT, LLC CRD 167657 | AZ | $140.8M | 2 | Charles Schwab→ |
| A65 | GLOBAL PORTFOLIO SOLUTIONS, INC. CRD 333381 | AZ | $127.7M | 2 | Fidelity→ |
| B65 | DYNAMIC WEALTH ADVISORS CRD 169792 | AZ | $140.1M | 4 | Charles Schwab→ |
| B65 | CORTLAND ASSOCIATES INC CRD 104681 | MO | $958.0M | 4 | Charles Schwab→ |
| B64 | WEDGEWOOD PARTNERS, INC. CRD 21923 | MO | $560.7M | 4 | Charles Schwab→ |
| B64 | SARATOGA CAPITAL MANAGEMENT, LLC CRD 112021 | AZ | $138.8M | 1 | E*Trade→ |
| B64 | WJ WEALTH MANAGEMENT, LLC CRD 170181 | AZ | $261.5M | 2 | LPL Financial→ |
| B63 | PROFOCUS, INCORPORATED CRD 113954 | AZ | $156.5M | 14 | Charles Schwab→ |
| B63 | BASELINE PARTNERS LLC CRD 301762 | AZ | $75.3M | — | E*Trade→ |
| B63 | SUNDVOLD CAPITAL MANAGEMENT LLC CRD 108176 | MO | $232.9M | 6 | E*Trade→ |
| B63 | FINANCIAL LIFE PLANNERS LLC CRD 129415 | AZ | $208.4M | 4 | Fidelity→ |
| B62 | INVESTMENT OFFICE RESOURCES, LLC CRD 311647 | MO | $126.5M | 1 | E*Trade→ |
| B62 | FIDELIS FINANCIAL PLANNING, LLC CRD 141698 | MO | $160.0M | 1 | Charles Schwab→ |
| B62 | WILKINSON WEALTH MANAGEMENT, LLC CRD 317741 | AZ | $164.7M | 2 | Charles Schwab→ |
| B61 | SONAS FINANCIAL GROUP, INC. CRD 122547 | MO | $149.8M | 4 | Fidelity→ |
| B61 | INTRINSIC VALUE PARTNERS, LLC CRD 165214 | AZ | $220.6M | 2 | Charles Schwab→ |
| B61 | MEIXLER INVESTMENT MANAGEMENT, LTD. CRD 168223 | AZ | $228.4M | 1 | Charles Schwab→ |
| B61 | LEVIN FUNDING GROUP LLC CRD 170087 | AZ | $215.4M | 1 | Charles Schwab→ |
| B61 | PHILIP O. JOHNSON & COMPANY, LTD. CRD 104621 | AZ | $301.0M | 2 | Fidelity→ |
| B59 | C2C WEALTH MANAGEMENT, LLC CRD 284148 | AZ | $179.8M | 1 | Charles Schwab→ |
| B59 | UNION CAPITAL COMPANY CRD 110301 | AZ | $150.0M | 13 | Charles Schwab→ |
| B59 | STERLING INVESTMENT ADVISORS,LLC CRD 117287 | MO | $229.3M | 3 | E*Trade→ |
| B59 | CONWAY FINANCIAL GROUP, LLC CRD 117608 | MO | $177.7M | 2 | Charles Schwab→ |
| B59 | CLARITY FINANCIAL PLANNERS, LLC CRD 277114 | MO | $132.5M | 1 | Charles Schwab→ |
| B58 | TRINITY WEALTH ADVISORS, L.L.C. CRD 109452 | MO | $281.5M | 4 | Charles Schwab→ |
| B58 | WILKERSON ADVISORY GROUP LLC CRD 334668 | MO | $326.9M | 4 | Charles Schwab→ |
| B58 | BLEDSOE ASSET MANAGEMENT, LLC CRD 145943 | AZ | $189.0M | 5 | Charles Schwab→ |
| B58 | RISLEY CAPITAL MANAGEMENT LLC CRD 157271 | MO | $163.4M | 1 | Charles Schwab→ |
| B58 | LARRY MATHIS FINANCIAL PLANNING, L.L.C. CRD 172858 | AZ | $212.8M | 5 | Charles Schwab→ |
| B58 | SPAHN WEALTH & RETIREMENT LLC CRD 285932 | AZ | $181.4M | 1 | Charles Schwab→ |
| B58 | THE WORLEY BANKS GROUP, LLC CRD 306890 | MO | $184.3M | 2 | Charles Schwab→ |
| B58 | FLYOVER CAPITAL PARTNERS, LLC CRD 173709 | MO | $147.6M | — | Charles Schwab→ |
| B57 | RESQ INVESTMENT PARTNERS, LLC CRD 169528 | AZ | $65.8M | — | E*Trade→ |
| B57 | PRAVATI CAPITAL LLC CRD 300435 | AZ | $173.7M | — | E*Trade→ |
| B57 | MONETARY MANAGEMENT GROUP INC CRD 110284 | MO | $492.3M | 5 | E*Trade→ |
| B57 | WEALTH MANAGEMENT SOLUTIONS, LLC CRD 127517 | AZ | $172.6M | 3 | Charles Schwab→ |
| B57 | VORA WEALTH MANAGEMENT, PLLC CRD 153559 | AZ | $74.8M | — | Charles Schwab→ |
| B57 | SPIRIT WEST ADVISORS, LLC CRD 285314 | AZ | $111.1M | 1 | Charles Schwab→ |
| B57 | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CRD 140551 | AZ | $538.8M | 1 | Charles Schwab→ |
| B57 | BILTMORE WEALTH MANAGEMENT, LLC CRD 151365 | AZ | $439.6M | 3 | Charles Schwab→ |
