| A87 | LARIMER CAPITAL CORP CRD 18189 | CO | $169.9M | 2 | 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→ |
| A80 | FINANCIALLY SPEAKING INC CRD 106255 | CO | $164.8M | 1 | E*Trade→ |
| A79 | COLUMBIA BENEFITS, LLC CRD 132261 | CO | $116.2M | 1 | E*Trade→ |
| A79 | MUTUAL FUND PROTECTION SERVICE CRD 115961 | CO | $102.0M | 1 | Charles Schwab→ |
| A79 | SANCTUARY WEALTH ADVISORS LLC CRD 285428 | CO | $191.5M | 2 | Pershing→ |
| A78 | TOTAL WEALTH ADVISORS, LLC CRD 164633 | MN | $107.2M | 2 | 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→ |
| A76 | INTEGRA FINANCIAL, INC. CRD 113422 | CO | $123.4M | 4 | Charles Schwab→ |
| A75 | BANNERSTONE CAPITAL MANAGEMENT, LLC CRD 147447 | MN | $155.3M | 3 | Charles Schwab→ |
| A75 | FBD ASSET MGMT, LLC CRD 307216 | MN | $76.8M | 1 | Charles Schwab→ |
| A75 | MILLER GLOBAL INVESTMENTS, L.L.C. CRD 114683 | TX | $199.4M | 2 | Charles Schwab→ |
| A75 | TROTT BROOK FINANCIAL, INC. CRD 290962 | MN | $120.5M | 1 | Fidelity→ |
| A74 | PETERSON FINANCIAL SERVICES LLC CRD 106127 | CO | $124.0M | 1 | E*Trade→ |
| A73 | ADAMS ASSET ADVISORS LLC CRD 120573 | TX | $839.4M | 2 | Fidelity→ |
| A73 | TEALWOOD ASSET MANAGEMENT INC CRD 105245 | MN | $365.4M | 5 | Charles Schwab→ |
| A72 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC CRD 112641 | TX | $146.6M | 3 | Fidelity→ |
| A72 | CORNERSTONE INVESTMENT ADVISORS, LLC CRD 116447 | CO | $180.8M | 2 | Charles Schwab→ |
| A72 | PINGORA PARTNERS LLC CRD 148262 | TX | $199.4M | 1 | Charles Schwab→ |
| A72 | PETERSON ROGERS PRIVATE WEALTH, LLC CRD 324001 | UT | $177.1M | 3 | Charles Schwab→ |
| A71 | LEGACY FINANCIAL ADVISORS CORPORATION CRD 115384 | MN | $317.7M | 2 | 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→ |
| A71 | ENCORE WEALTH ADVISORS, LLC CRD 336566 | MN | $121.7M | 1 | Charles Schwab→ |
| A70 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC CRD 163088 | MN | $142.1M | 2 | E*Trade→ |
| A70 | DIESSLIN GROUP, INC. CRD 110557 | TX | $696.3M | 5 | Charles Schwab→ |
| A69 | PERKINS CAPITAL MANAGEMENT INC CRD 105028 | MN | $139.0M | 1 | E*Trade→ |
| A68 | ZIDEL FINANCIAL, INC. CRD 135047 | CO | $159.6M | 1 | 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 | RPS RETIREMENT PLAN ADVISORS CRD 319220 | TX | $336.3M | 4 | Charles Schwab→ |
| A67 | BRUCE G. ALLEN INVESTMENTS, LLC CRD 287859 | CO | $258.1M | 2 | 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 | THREE PEAKS CAPITAL MANAGEMENT, LLC CRD 127402 | CO | $222.9M | — | E*Trade→ |
| A66 | AGEMY WEALTH ADVISORS, LLC CRD 218512 | CO | $130.5M | 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→ |
| A65 | MONEY MANAGERS, INC. CRD 104529 | TX | $146.6M | 3 | Charles Schwab→ |
| A65 | PEAK CAPITAL MANAGEMENT, LLC CRD 141488 | CO | $165.2M | 4 | Charles Schwab→ |
| A65 | THE WEALTH COACH, LLC CRD 144588 | TX | $219.6M | 3 | Pershing→ |
| A65 | RS ASSET MANAGEMENT, LLC CRD 157768 | CO | $107.2M | 2 | LPL Financial→ |
| A65 | HINCHLEY ADVISORY GROUP, LLC CRD 157860 | CO | $193.1M | 1 | Charles Schwab→ |
| A65 | PSC FINANCIAL LLC CRD 172054 | MN | $135.1M | 2 | LPL Financial→ |
| A65 | GILPIN WEALTH MANAGEMENT LLC CRD 311336 | CO | $227.2M | 4 | 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→ |
