| A90 | CARMICHAEL CAPITAL, INC. CRD 118468 | TN | $126.6M | 1 | Charles Schwab→ |
| A87 | SILVER LAKE CAPITAL PARTNERS LLC CRD 329997 | TX | $211.5M | 1 | Raymond James→ |
| A84 | STONEBRIDGE WEALTH MANAGEMENT, LLC CRD 146775 | TX | $134.6M | 1 | E*Trade→ |
| A77 | BARNETT & CO INC CRD 105867 | TN | $142.0M | 3 | 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 | ERISA ADVISERS, INC. CRD 170487 | TN | $187.1M | 1 | Charles Schwab→ |
| A75 | MILLER GLOBAL INVESTMENTS, L.L.C. CRD 114683 | TX | $199.4M | 2 | Charles Schwab→ |
| A73 | ADAMS ASSET ADVISORS LLC CRD 120573 | TX | $839.4M | 2 | Fidelity→ |
| 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→ |
| 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→ |
| A70 | POPE ASSET MANAGEMENT, LLC CRD 113584 | TN | $114.8M | 2 | E*Trade→ |
| A70 | DIESSLIN GROUP, INC. CRD 110557 | TX | $696.3M | 5 | Charles Schwab→ |
| A68 | GRACE CAPITAL MANAGEMENT, LLC CRD 150054 | TX | $108.7M | 2 | Fidelity→ |
| A67 | THE CATALYST GROUP, INC. CRD 333740 | TX | $199.4M | — | E*Trade→ |
| A67 | STRATEGIC ADVISORY SERVICES, L.L.C. CRD 108706 | TX | $184.9M | 4 | E*Trade→ |
| A67 | FINANCIAL MANAGEMENT ADVISORS, INC. CRD 117442 | TN | $149.9M | 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 | CFG WEALTH MANAGEMENT SERVICES INC CRD 108351 | IN | $110.2M | 2 | —→ |
| A65 | MONEY MANAGERS, INC. CRD 104529 | TX | $146.6M | 3 | Charles Schwab→ |
| A65 | SAGE INVESTMENT COUNSEL LLC CRD 116907 | TN | $164.6M | 4 | Charles Schwab→ |
| A65 | THE WEALTH COACH, LLC CRD 144588 | TX | $219.6M | 3 | Pershing→ |
| A65 | SMITH & CO ADVISORY LLC CRD 333042 | TN | $118.5M | 1 | Charles Schwab→ |
| B65 | MASTERPIECE CAPITAL, LLC CRD 290075 | TX | $124.9M | 1 | E*Trade→ |
| B65 | AWH CAPITAL, L.P. CRD 146740 | TX | $147.6M | 1 | E*Trade→ |
| 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 | TECA PARTNERS, LP CRD 298106 | TX | $174.8M | — | E*Trade→ |
| B64 | FOUNDERS CAPITAL MANAGEMENT INC CRD 111164 | TX | $281.8M | 3 | Charles Schwab→ |
| B64 | M.C. BYRD WEALTH MANAGEMENT, LLC CRD 151070 | TX | $294.2M | 3 | Fidelity→ |
| B64 | MCMAHAN CAPITAL MANAGEMENT LLC CRD 109140 | IN | $135.9M | 2 | E*Trade→ |
| B64 | CARGILE INVESTMENT MANAGEMENT, INC. CRD 116982 | TX | $394.6M | 3 | Charles Schwab→ |
| B64 | RETIREMENT ADVISORS, LLC CRD 147701 | TX | $186.4M | 3 | E*Trade→ |
| B63 | DIVERSIFIED PARTNERS INC CRD 109570 | TN | $155.1M | — | Fidelity→ |
| B63 | QMP MANAGEMENT, LLC CRD 285478 | TX | $174.3M | — | E*Trade→ |
| B63 | THOMAS STORY AND SON LLC CRD 148774 | IN | $328.2M | 2 | E*Trade→ |
| B62 | DAVID P. GILLIAM & ASSOCIATES, INC. CRD 285515 | IN | $186.7M | 3 | LPL Financial→ |
| B61 | PUTTERMAN, DEAN ELIOT CRD 111779 | TX | $324.5M | — | Charles Schwab→ |
| B61 | PRIVATE WEALTH MANAGEMENT, INC. CRD 120823 | TN | $832.5M | 2 | Charles Schwab→ |
| B61 | L.D. LOWE WEALTH ADVISORY, INC. CRD 136596 | TX | $118.8M | 1 | E*Trade→ |
| B61 | SKYBOUND WEALTH MANAGEMENT USA, LLC CRD 313358 | TX | $166.5M | 10 | E*Trade→ |
| B61 | MIAI, INC. CRD 111695 | TX | $213.3M | 5 | E*Trade→ |
| B61 | CERTIFIED FINANCIAL STRATEGIES CORPORATION CRD 114361 | TX | $133.3M | 2 | Charles Schwab→ |
| B61 | CAPITAL ADVISORY GROUP, INC. CRD 114539 | TX | $224.9M | 2 | Charles Schwab→ |
| B61 | BISON INVESTMENT ADVISORS, LLC CRD 149775 | TX | $157.5M | 3 | Charles Schwab→ |
| B61 | FAMILY DYNASTY ADVISORS LLC CRD 297082 | TX | $52.3M | 2 | Charles Schwab→ |
