| B56 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B55 | BANCREEK CAPITAL STRATEGIES, LLC CRD 341539 | CA | $0 | — | E*Trade→ |
| B54 | PRUDENT INVESTOR ADVISORS, LLC CRD 121922 | CA | $1.30B | 4 | E*Trade→ |
| B54 | TWEEDY, BROWNE COMPANY LLC CRD 6857 | CT | $7.13B | 9 | BNY Mellon→ |
| B52 | ADELANTE CAPITAL MANAGEMENT LLC CRD 107382 | CA | $1.49B | — | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| B50 | CHECK CAPITAL MANAGEMENT INC CRD 107058 | CA | $2.37B | 9 | Charles Schwab→ |
| B50 | CENTAURUS FINANCIAL, INC. CRD 30833 | CA | $7.34B | 50 | Charles Schwab→ |
| C50 | FLEXPATH STRATEGIES LLC CRD 174306 | CA | $2.91B | 3 | E*Trade→ |
| C50 | PRIVATE CAPITAL ASSET MANAGEMENT LLC CRD 317930 | CT | $13.0M | — | Pershing→ |
| C50 | PENCE CAPITAL MANAGEMENT, LLC CRD 281739 | CA | $1.54B | 6 | E*Trade→ |
| C49 | BOURGEON CAPITAL MANAGEMENT LLC CRD 108054 | CT | $1.07B | 4 | Charles Schwab→ |
| C49 | GOULD ASSET MANAGEMENT LLC CRD 113098 | CA | $1.03B | 11 | E*Trade→ |
| C48 | AFFINITY INVESTMENT ADVISORS, LLC CRD 108278 | CA | $1.16B | 1 | Charles Schwab→ |
| C48 | EVERETT HARRIS & CO CRD 106830 | CA | $11.53B | 10 | Charles Schwab→ |
| C48 | LEGATO CAPITAL MANAGEMENT, LLC CRD 131704 | CA | $1.26B | 1 | E*Trade→ |
| C48 | CALTIER ADVISORS, LLC CRD 317263 | CA | $6.9M | — | E*Trade→ |
| C48 | GET MOVING INC CRD 329172 | CA | $4.4M | — | E*Trade→ |
| C48 | AMI ASSET MANAGEMENT CORP CRD 110291 | CA | $1.93B | 9 | Charles Schwab→ |
| C47 | PACIFIC INCOME ADVISERS INC CRD 104719 | CA | $2.25B | 5 | Wells Fargo→ |
| C47 | CRAMER ROSENTHAL MCGLYNN LLC CRD 107911 | CT | $2.27B | — | E*Trade→ |
| C47 | NAVIGATION GROUP LLC CRD 130982 | CA | $1.01B | 3 | LPL Financial→ |
| C47 | HOWARD CAPITAL MANAGEMENT GROUP, LLC CRD 310510 | CA | $2.56B | 3 | Charles Schwab→ |
| C47 | NEUMEIER POMA INVESTMENT COUNSEL LLC CRD 110672 | CA | $1.09B | — | Charles Schwab→ |
| C47 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 10 | Charles Schwab→ |
| C47 | TRIPACIFIC CAPITAL ADVISORS, LLC CRD 142121 | CA | $12.3M | — | E*Trade→ |
| C46 | RICE HALL JAMES & ASSOCIATES LLC CRD 125410 | CA | $1.74B | 6 | State Street→ |
| C46 | SP ASSET MANAGEMENT LLC CRD 323369 | CA | $1.90B | 3 | Fidelity→ |
| C46 | ICG ADVISORS, LLC CRD 148066 | CA | $7.93B | 1 | E*Trade→ |
| C46 | PACIFIC LIFE FUND ADVISORS LLC CRD 105169 | CA | $42.81B | — | BNY Mellon→ |
| C46 | K2/D&S MANAGEMENT CO., L.L.C. CRD 123826 | CT | $6.53B | — | BNY Mellon→ |
| C46 | KENSICO CAPITAL MANAGEMENT CORP. CRD 157934 | CT | $7.88B | — | Goldman Sachs→ |
| C46 | FORESTER CAPITAL, L.L.C. CRD 160806 | CT | $1.07B | — | State Street→ |
| C45 | SVOF/MM, LLC CRD 132205 | CA | $16.4M | — | U.S. Bank→ |
| C45 | STERLING FINANCIAL GROUP, INC. CRD 300327 | CA | $16.1M | 4 | LPL Financial→ |
| C45 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CRD 108102 | CA | $2.03B | — | Charles Schwab→ |
| C45 | BEIRNE WEALTH CONSULTING SERVICES, LLC CRD 167103 | CT | $1.37B | 4 | E*Trade→ |
| C45 | ARISTOTLE INVESTMENT SERVICES, LLC CRD 324207 | CA | $16.50B | — | Charles Schwab→ |
| C45 | FIRST FOUNDATION ADVISORS CRD 106075 | CA | $5.06B | 25 | Charles Schwab→ |
| C45 | WESTERN ASSET MANAGEMENT COMPANY, LLC CRD 110441 | CA | $184.99B | — | BNY Mellon→ |
| C44 | VERBENA VALUE LP CRD 337379 | CT | $1.00B | — | E*Trade→ |
| C44 | ALMITAS CAPITAL LLC CRD 166705 | CA | $1.07B | — | Fidelity→ |
| C44 | PRIVATE MANAGEMENT GROUP INC CRD 104707 | CA | $4.90B | 28 | Charles Schwab→ |
| C44 | MAIN STREET RESEARCH LLC CRD 114629 | CT | $2.68B | 17 | Charles Schwab→ |
| C44 | SIGNATURE INVESTMENT ADVISORS, LLC CRD 160715 | CA | $6.76B | 13 | Charles Schwab→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C44 | NEWDAY FUNDS, INC. CRD 174758 | CT | $6.5M | 2 | Charles Schwab→ |
| C44 | R SQUARED BM LLC CRD 308920 | CA | $3.35B | 4 | State Street→ |
| C44 | CZECH ASSET MANAGEMENT, L.P. CRD 159308 | CT | $1.48B | — | U.S. Bank→ |
| C44 | ONWARD ADVISORS LLC CRD 316214 | CA | $0 | 3 | E*Trade→ |
