| B54 | BEAR CREEK ASSET MANAGEMENT, LLC CRD 137677 | CO | $5.19B | 8 | Pershing→ |
| B53 | FIDELIS CAPITAL, LLC CRD 141341 | AL | $18.3M | — | Charles Schwab→ |
| B53 | AETHER INVESTMENT PARTNERS, LLC CRD 149742 | CO | $1.14B | — | E*Trade→ |
| B51 | SLOY, DAHL & HOLST, LLC CRD 110102 | WA | $1.80B | 6 | Charles Schwab→ |
| B50 | CAMBIAR INVESTORS, LLC CRD 115093 | CO | $2.92B | 3 | Morgan Stanley→ |
| C49 | BRUNI J V & CO CRD 106644 | CO | $1.10B | 2 | Charles Schwab→ |
| C48 | FREEDOM FUNDS MANAGEMENT CO CRD 110785 | CO | $1.90B | 1 | E*Trade→ |
| C48 | TOWNSEND & ASSOCIATES, INC. CRD 113681 | CO | $1.52B | 16 | E*Trade→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C47 | GARDE CAPITAL, INC. CRD 151043 | WA | $2.65B | 9 | Charles Schwab→ |
| C47 | SWEATER INDUSTRIES LLC CRD 317749 | CO | $16.1M | — | E*Trade→ |
| C47 | D'ANNUNZIO CONSULTING GROUP, LLC CRD 144422 | WA | $1.90B | 2 | Charles Schwab→ |
| C46 | DIRECTIONAL FINANCIAL SERVICES, LLC CRD 171903 | WA | $11.5M | 4 | Charles Schwab→ |
| C46 | BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | WA | $1.05B | 4 | Fidelity→ |
| C46 | SWAN GLOBAL INVESTMENTS, LLC CRD 114669 | CO | $2.39B | 19 | Charles Schwab→ |
| C45 | SCHAEFER FINANCIAL MANAGEMENT, INC. CRD 110110 | CO | $1.11B | 7 | E*Trade→ |
| C44 | COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | WA | $1.47B | — | Fidelity→ |
| C44 | TALBOT FINANCIAL, LLC CRD 155162 | WA | $1.34B | 2 | Charles Schwab→ |
| C43 | FINANCIAL PLAN, INC. CRD 116073 | WA | $1.60B | 12 | Pershing→ |
| C43 | AUXANO ADVISORS, LLC CRD 145179 | WA | $1.78B | 8 | Charles Schwab→ |
| C43 | PAUL R. RIED FINANCIAL GROUP, LLC CRD 297284 | WA | $1.27B | 9 | Pershing→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C42 | BASECAMP WEALTH ADVISORS, LLC CRD 334018 | WA | $1.08B | 4 | Fidelity→ |
| C42 | QUANTCA FINANCIAL LLC CRD 329324 | WA | $10K | 1 | E*Trade→ |
| C42 | GENEOS WEALTH MANAGEMENT, INC. CRD 120894 | CO | $9.22B | 50 | Pershing→ |
| C42 | ADVISORS ASSET MANAGEMENT, INC. CRD 46727 | CO | $2.21B | 50 | Pershing→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | MILLIMAN ADVISORS, LLC CRD 112245 | WA | $2.32B | 3 | E*Trade→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C41 | SWAN CAPITAL MANAGEMENT, LLC CRD 164280 | CO | $1.30B | — | E*Trade→ |
| C41 | CAPITAL INVESTMENT COUNSEL, LLC CRD 328472 | CO | $1.35B | 5 | Charles Schwab→ |
| C40 | PEAK ASSET MANAGEMENT, LLC CRD 106944 | CO | $1.01B | 14 | Charles Schwab→ |
| C39 | SAVVLY ADVISOR, LLC CRD 321125 | CO | $75K | 1 | E*Trade→ |
| C39 | CONCREIT FUND MANAGEMENT LLC CRD 310737 | WA | $9.0M | 1 | E*Trade→ |
| C38 | THIRD STAGE INVESTMENT GROUP, LLC CRD 141951 | WA | $0 | — | E*Trade→ |
| C38 | 1888 INVESTMENTS, LLC CRD 312491 | CO | $5.91B | — | Northern Trust→ |
| C38 | CRESALTA INVESTMENT MANAGEMENT, INC. CRD 339872 | CO | $0 | — | E*Trade→ |
| C38 | PARAGON CAPITAL MANAGEMENT CRD 105147 | CO | $1.32B | 5 | Charles Schwab→ |
| C37 | COHALO ADVISORY LLC CRD 297315 | WA | $1.35B | 1 | Charles Schwab→ |
| C37 | LEADER CAPITAL CORP. CRD 46206 | WA | $1.41B | — | E*Trade→ |
| C36 | INATAI INVESTMENT MANAGEMENT CO. LLC CRD 329696 | WA | $2.69B | — | Northern Trust→ |
| C36 | FOUNDRY GROUP, LLC CRD 159541 | CO | $3.50B | — | Wells Fargo→ |
| C36 | SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | AL | $1.05B | 3 | Fidelity→ |
| C35 | MARSICO CAPITAL MANAGEMENT, LLC CRD 109250 | CO | $4.26B | 1 | E*Trade→ |
| C35 | TRANSAMERICA ASSET MANAGEMENT, INC. CRD 107376 | CO | $65.94B | — | E*Trade→ |
| C34 | LUCID ADVISORS, INC. CRD 116639 | WA | $1.15B | 2 | E*Trade→ |
| C34 | MCILRATH & ECK, LLC CRD 145252 | WA | $1.36B | 6 | Pershing→ |
| C34 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | SHARKEY HOWES & JAVER INC CRD 106050 | CO | $1.13B | 9 | Charles Schwab→ |
| C34 | INNOVEST PORTFOLIO SOLUTIONS LLC CRD 106110 | CO | $0 | 22 | E*Trade→ |
