| A73 | BHK SECURITIES, LLC CRD 139665 | AL | $128.4M | 5 | Wells Fargo→ |
| A72 | PETERSON ROGERS PRIVATE WEALTH, LLC CRD 324001 | UT | $177.1M | 3 | Charles Schwab→ |
| A70 | 6TH STREET ADVISORS, LLC CRD 156623 | AL | $256.5M | 3 | Charles Schwab→ |
| A69 | RETIREMENT ADVISORS, INC. CRD 122122 | AL | $159.6M | 9 | Charles Schwab→ |
| A66 | WALTON FINANCIAL CRD 331634 | AL | $182.9M | 1 | E*Trade→ |
| A66 | LONE PEAK ADVISERS, LLC CRD 296772 | UT | $125.4M | 8 | Charles Schwab→ |
| A66 | BIRMINGHAM CAPITAL MANAGEMENT CO INC CRD 108508 | AL | $273.6M | 5 | E*Trade→ |
| A66 | SLAYTON LEWIS INC CRD 114596 | UT | $334.4M | 2 | E*Trade→ |
| B64 | NCP MANAGEMENT HOLDINGS, INC. CRD 160075 | AL | $232.6M | — | E*Trade→ |
| B62 | SMEDLEY FINANCIAL SERVICES INC CRD 110870 | UT | $341.8M | 6 | E*Trade→ |
| 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 | REEF INVESTMENT MANAGEMENT LLC CRD 309186 | UT | $234.3M | 1 | E*Trade→ |
| B60 | JORDANELLE CAPITAL, LLC CRD 323676 | UT | $179.2M | — | Northern Trust→ |
| B59 | SOUTHERN CAPITAL SERVICES, INC. CRD 105582 | AL | $192.5M | 6 | Charles Schwab→ |
| B58 | UNITED VALUE CAPITAL, LLC CRD 300533 | UT | $122.0M | — | E*Trade→ |
| B58 | BRIGHT INVESTMENTS, LLC CRD 269955 | AL | $151.5M | 4 | E*Trade→ |
| B57 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC CRD 165355 | UT | $128.2M | 3 | E*Trade→ |
| B57 | DMC GROUP, LLC CRD 174077 | AL | $176.7M | 3 | Charles Schwab→ |
| B57 | BHK INVESTMENT ADVISORS, LLC CRD 140515 | AL | $794.1M | 5 | Charles Schwab→ |
| 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 | COLARION LLC CRD 284588 | AL | $188.3M | 3 | Charles Schwab→ |
| B56 | PARAGON CAPITAL MANAGEMENT INC CRD 105962 | UT | $153.4M | 3 | Charles Schwab→ |
| B55 | GUARDIAN WEALTH MANAGEMENT, LLC CRD 146923 | UT | $174.8M | 3 | Charles Schwab→ |
| B55 | AULL & MONROE INVESTMENT MANAGEMENT CORP CRD 104830 | AL | $323.2M | 4 | Charles Schwab→ |
| B55 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | E*Trade→ |
| B55 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| B55 | LARSEN, GLEN ALLEN CRD 118496 | UT | $146.6M | — | Charles Schwab→ |
| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| B53 | FIDELIS CAPITAL, LLC CRD 141341 | AL | $18.3M | — | Charles Schwab→ |
| B52 | PEOPLE MAKE THE DIFFERENCE, INC. CRD 159443 | AL | $111.6M | 2 | Charles Schwab→ |
| B51 | NORTH CAPITAL, INC. CRD 148802 | UT | $292.6M | 11 | Charles Schwab→ |
| B51 | CACHETECH INC. CRD 327688 | UT | $547.4M | 3 | 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 | MONEY MANAGEMENT SERVICES, INC. CRD 106832 | AL | $442.7M | 5 | Pershing→ |
| B51 | COIGN CAPITAL ADVISORS LLC CRD 171306 | UT | $472.9M | 7 | Charles Schwab→ |
| 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→ |
| C49 | HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. CRD 106454 | AL | $424.4M | 2 | Charles Schwab→ |
| C49 | BROOKLINE INVESTMENTS, INC. CRD 109239 | AL | $281.5M | 2 | Charles Schwab→ |
| C49 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C49 | NAVIGATE FINANCIAL LLC CRD 325945 | UT | $337.9M | 2 | Charles Schwab→ |
| C48 | APPROACH RETIREMENT ADVISORS, LLC CRD 166221 | AL | $227.5M | 2 | Charles Schwab→ |
| C48 | JRS WEALTH MANAGEMENT LLC CRD 306294 | UT | $135.0M | 2 | —→ |
| C48 | FIDUCIARY ADVISORS, LLC CRD 104189 | UT | $520.2M | 1 | E*Trade→ |
| C48 | TRUST ADVISORY GROUP LTD CRD 106926 | AL | $313.5M | 20 | Charles Schwab→ |
