| A90 | CARMICHAEL CAPITAL, INC. CRD 118468 | TN | $126.6M | 1 | Charles Schwab→ |
| A80 | COMPREHENSIVE FINANCIAL PLANNING INC CRD 109822 | OK | $176.0M | 1 | Charles Schwab→ |
| A77 | BARNETT & CO INC CRD 105867 | TN | $142.0M | 3 | Charles Schwab→ |
| A75 | ERISA ADVISERS, INC. CRD 170487 | TN | $187.1M | 1 | Charles Schwab→ |
| A74 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | Fidelity→ |
| A73 | WHALEN CAPITAL, INC. CRD 130016 | WI | $75.1M | 8 | E*Trade→ |
| A70 | POPE ASSET MANAGEMENT, LLC CRD 113584 | TN | $114.8M | 2 | E*Trade→ |
| A70 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CRD 106288 | WI | $252.3M | 3 | Charles Schwab→ |
| A68 | CAPITAL WEALTH ADVISORS, LTD. CRD 155263 | WI | $126.1M | 1 | Charles Schwab→ |
| A67 | FINANCIAL SERVICE GROUP INC CRD 107893 | WI | $215.0M | 3 | Charles Schwab→ |
| A67 | FINANCIAL MANAGEMENT ADVISORS, INC. CRD 117442 | TN | $149.9M | 4 | E*Trade→ |
| A65 | SAGE INVESTMENT COUNSEL LLC CRD 116907 | TN | $164.6M | 4 | Charles Schwab→ |
| A65 | MCKINLEY MONEY, LLC CRD 145571 | WI | $163.7M | 2 | Charles Schwab→ |
| A65 | SMITH & CO ADVISORY LLC CRD 333042 | TN | $118.5M | 1 | Charles Schwab→ |
| B64 | ADDITIVE ADVISORY PBC CRD 283979 | TN | $140.9M | 1 | Charles Schwab→ |
| B63 | DIVERSIFIED PARTNERS INC CRD 109570 | TN | $155.1M | — | Fidelity→ |
| B63 | AMERICAN INVESTMENT ADVISORS INC CRD 104579 | WI | $137.9M | — | Charles Schwab→ |
| B62 | CENTRAL WEALTH MANAGEMENT LLC CRD 293172 | WI | $136.8M | 1 | Charles Schwab→ |
| B62 | LASALLE INVESTMENT ADVISORS, INC. CRD 109303 | WI | $133.6M | 5 | —→ |
| B62 | SULLIVAN INVESTMENT MANAGEMENT LLC CRD 289217 | WI | $111.8M | 1 | —→ |
| B62 | ADAPTATION FINANCIAL ADVISORS INC. CRD 309192 | OK | $233.6M | 4 | Charles Schwab→ |
| B62 | BREAKTHRU ADVISORY SERVICES, LLC CRD 332173 | WI | $125.7M | 1 | Charles Schwab→ |
| B61 | PRIVATE WEALTH MANAGEMENT, INC. CRD 120823 | TN | $832.5M | 2 | Charles Schwab→ |
| B61 | REVIEW SERVICES INC CRD 110277 | WI | $227.4M | 3 | Charles Schwab→ |
| B61 | ELITE RETIREMENT GROUP, INC. CRD 312178 | WI | $168.4M | — | Charles Schwab→ |
| B61 | BRANDON FINANCIAL PLANNING, INC. CRD 110267 | TN | $434.9M | 2 | Charles Schwab→ |
| B61 | RIA SERVICES, LLC CRD 281520 | WI | $276.1M | 2 | Charles Schwab→ |
| B60 | OAK CREEK PRIVATE WEALTH MANAGEMENT LLC CRD 306851 | OK | $4.3M | 1 | Charles Schwab→ |
| B60 | GHE, LLC CRD 125245 | TN | $252.6M | 3 | Charles Schwab→ |
| B60 | ALDEBARAN FINANCIAL INC CRD 105741 | TN | $222.8M | 3 | Charles Schwab→ |
| B59 | STERLING CAPITAL MANAGEMENT INC CRD 106822 | WI | $296.9M | 2 | E*Trade→ |
| B59 | JOHN F SUBY WEALTH MANAGEMENT LLC CRD 150824 | WI | $464.9M | 3 | E*Trade→ |
| B59 | STRATEGIC WEALTH PARTNERS LLC CRD 336564 | TN | $101.7M | 2 | E*Trade→ |
| B59 | COORDINATED CAPITAL SECURITIES, INC. CRD 14762 | WI | $159.9M | 30 | Wells Fargo→ |
| B59 | OMNI FINANCIAL LLC CRD 314670 | WI | $116.9M | 1 | LPL Financial→ |
| 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→ |
| B58 | TRINITY CAPITAL MANAGEMENT, LLC CRD 289583 | TN | $164.5M | 2 | Raymond James→ |
| B57 | REINHART PARTNERS, LLC CRD 106432 | WI | $2.47B | 6 | State Street→ |
| B57 | MEMPHIS CAPITAL MANAGEMENT, LLC CRD 134522 | TN | $268.6M | 2 | E*Trade→ |
| B57 | WINDWARD WEALTH STRATEGIES, INC. CRD 175126 | WI | $251.2M | 2 | Charles Schwab→ |
| B57 | NFC INVESTMENTS, LLC CRD 132844 | TN | $2.14B | 2 | Raymond James→ |
| B57 | SOLAS BIOVENTURES MANAGEMENT, LLC CRD 322344 | TN | $165.0M | — | E*Trade→ |
| B57 | WARNKE/NICHOLS LTD. CRD 112181 | WI | $160.0M | 2 | Charles Schwab→ |
| B57 | CAMPBELL ASSET MANAGEMENT, LLC CRD 125052 | TN | $146.0M | 3 | Charles Schwab→ |
| B57 | GENEVA PARTNERS, LLC CRD 130768 | WI | $423.6M | 9 | E*Trade→ |
| B57 | UNIPLAN INVESTMENT COUNSEL, INC. CRD 154718 | WI | $1.04B | 3 | E*Trade→ |
| B57 | EPIC WEALTH MANAGEMENT, LLC CRD 297643 | OK | $120.8M | 3 | Raymond James→ |
| B57 | BROOKS, MOORE & ASSOCIATES, INC. CRD 105716 | TN | $348.9M | 3 | Charles Schwab→ |
