| A80 | COMPREHENSIVE FINANCIAL PLANNING INC CRD 109822 | OK | $176.0M | 1 | Charles Schwab→ |
| A72 | PETERSON ROGERS PRIVATE WEALTH, LLC CRD 324001 | UT | $177.1M | 3 | Charles Schwab→ |
| 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→ |
| B62 | SMEDLEY FINANCIAL SERVICES INC CRD 110870 | UT | $341.8M | 6 | E*Trade→ |
| B62 | ADAPTATION FINANCIAL ADVISORS INC. CRD 309192 | OK | $233.6M | 4 | 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→ |
| B60 | OAK CREEK PRIVATE WEALTH MANAGEMENT LLC CRD 306851 | OK | $4.3M | 1 | 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→ |
| B58 | UNITED VALUE CAPITAL, LLC CRD 300533 | UT | $122.0M | — | E*Trade→ |
| 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 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC CRD 165355 | UT | $128.2M | 3 | E*Trade→ |
| B57 | EPIC WEALTH MANAGEMENT, LLC CRD 297643 | OK | $120.8M | 3 | Raymond James→ |
| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B56 | AG FINANCIAL, LLC CRD 140226 | UT | $103.5M | 2 | Charles Schwab→ |
| B56 | PARAGON CAPITAL MANAGEMENT INC CRD 105962 | UT | $153.4M | 3 | Charles Schwab→ |
| B56 | PINNACLE HOLDINGS, LLC CRD 108086 | OK | $508.3M | 6 | Charles Schwab→ |
| B55 | GUARDIAN WEALTH MANAGEMENT, LLC CRD 146923 | UT | $174.8M | 3 | Charles Schwab→ |
| B55 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | E*Trade→ |
| B55 | SUSTAINABLE ADVISORS ALLIANCE LLC CRD 312061 | OK | $234.8M | 8 | Charles Schwab→ |
| B55 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| B55 | LARSEN, GLEN ALLEN CRD 118496 | UT | $146.6M | — | Charles Schwab→ |
| B55 | MELIORA CAPITAL, LLC CRD 172367 | OK | $174.8M | 1 | Charles Schwab→ |
| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| 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 | ARCHAMBO FINANCIAL ADVISORS, INC. CRD 129927 | OK | $163.1M | 7 | E*Trade→ |
| B52 | INVESTRUST CONSULTING, LLC CRD 108037 | OK | $588.2M | 7 | Fidelity→ |
| B51 | NORTH CAPITAL, INC. CRD 148802 | UT | $292.6M | 11 | Charles Schwab→ |
| B51 | ACCESS FINANCIAL RESOURCES INC. CRD 109495 | OK | $410.6M | 7 | E*Trade→ |
| B51 | CACHETECH INC. CRD 327688 | UT | $547.4M | 3 | Charles Schwab→ |
| B51 | 10ELMS LLP CRD 323398 | OK | $120.6M | 4 | Charles Schwab→ |
| B51 | FINANCIAL NETWORK WEALTH ADVISORS LLC CRD 318842 | UT | $515.4M | 6 | Charles Schwab→ |
| B51 | THISTLE CREEK CAPITAL, LLC CRD 331449 | UT | $161.0M | — | E*Trade→ |
| 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 | COIGN CAPITAL ADVISORS LLC CRD 171306 | UT | $472.9M | 7 | Charles Schwab→ |
| B50 | SPUR CAPITAL PARTNERS, LLC CRD 115959 | OK | $879.9M | — | E*Trade→ |
| B50 | CANNON CAPITAL MANAGEMENT, INC. CRD 144247 | UT | $386.1M | 3 | Charles Schwab→ |
| B50 | BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC CRD 333059 | UT | $301.4M | 2 | E*Trade→ |
| C50 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | Charles Schwab→ |
| C50 | JACOBSEN CAPITAL MANAGEMENT, LLC CRD 116085 | UT | $562.9M | 3 | Charles Schwab→ |
| C50 | NATIVE AMERICAN FUND ADVISORS LLC CRD 108149 | OK | $38.9M | 3 | Charles Schwab→ |
