| B56 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C48 | PHILLIPS FINANCIAL MANAGEMENT, LLC CRD 131344 | IN | $2.64B | 15 | Charles Schwab→ |
| C47 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 10 | Charles Schwab→ |
| C46 | WINTHROP CAPITAL MANAGEMENT, LLC CRD 145216 | IN | $3.97B | 3 | State Street→ |
| C44 | WALLINGTON ASSET MANAGEMENT, LLC CRD 143360 | IN | $1.32B | 8 | Charles Schwab→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C42 | 1919 INVESTMENT COUNSEL, LLC CRD 133370 | MD | $26.04B | 32 | Charles Schwab→ |
| C42 | HARBOR INVESTMENT ADVISORY, LLC CRD 151085 | MD | $6.87B | 32 | Pershing→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | MV CAPITAL MANAGEMENT, INC. CRD 139034 | MD | $1.44B | 8 | E*Trade→ |
| C41 | AXIA ADVISORY CORP CRD 107571 | IN | $1.88B | 4 | Charles Schwab→ |
| C41 | ABRAMS BISON INVESTMENTS, L.L.C. CRD 137183 | MD | $2.51B | — | Northern Trust→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C41 | FINANCIAL COUNCIL, LLC CRD 110748 | MD | $1.27B | 6 | E*Trade→ |
| C41 | FULTON BREAKEFIELD BROENNIMAN,LLC CRD 108967 | MD | $2.39B | 19 | Charles Schwab→ |
| C39 | GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC CRD 167429 | IN | $2.70B | 2 | E*Trade→ |
| C37 | CORBYN INVESTMENT MANAGEMENT INC CRD 104716 | MD | $1.01B | 7 | Charles Schwab→ |
| C37 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC CRD 111179 | MD | $3.33B | — | JPMorgan→ |
| C37 | ROCK SPRINGS CAPITAL MANAGEMENT LP CRD 168648 | MD | $2.43B | — | Goldman Sachs→ |
| C37 | TRIBRIDGE PARTNERS FINANCIAL LLC CRD 326489 | MD | $1.60B | 8 | Charles Schwab→ |
| C36 | RETIREMENT MANAGEMENT SYSTEMS, INC. CRD 150351 | MD | $1.89B | 4 | Charles Schwab→ |
| C36 | RED OAK FINANCIAL GROUP, LLC CRD 166912 | MD | $1.04B | 7 | LPL Financial→ |
| C36 | ADVISORS PREFERRED LLC CRD 157980 | MD | $1.69B | 2 | E*Trade→ |
| C36 | ALLIANCE PARTNERS LLC CRD 157700 | MD | $1.94B | — | E*Trade→ |
| C36 | SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | AL | $1.05B | 3 | Fidelity→ |
| C36 | G10 LLC CRD 322876 | MD | $4.91B | — | Northern Trust→ |
| C35 | PROCOURSE FIDUCIARY ADVISORS, LLC CRD 164328 | IN | $5.49B | 4 | Fidelity→ |
| C35 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC CRD 288623 | IN | $6.18B | 26 | E*Trade→ |
| C35 | GOELZER INVESTMENT MANAGEMENT, INC. CRD 44402 | IN | $4.51B | 23 | E*Trade→ |
| C34 | CREATIVE FINANCIAL DESIGNS, INC. CRD 109032 | IN | $2.94B | 50 | Charles Schwab→ |
| C34 | DEERFIELD FINANCIAL ADVISORS, INC. CRD 104964 | IN | $1.18B | 6 | Charles Schwab→ |
| C34 | LJI WEALTH MANAGEMENT, LLC CRD 145399 | IN | $1.37B | 13 | E*Trade→ |
| C34 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | THURSTON SPRINGER ADVISORS, LLC CRD 299201 | IN | $3.68B | 50 | E*Trade→ |
| C34 | BROWN CAPITAL MANAGEMENT, LLC CRD 105633 | MD | $4.54B | 3 | State Street→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
| C33 | ALBION RIVER MANAGEMENT LLC CRD 322098 | MD | $2.06B | — | JPMorgan→ |
| C33 | CORNERSTONE ADVISORY, LLC CRD 142359 | MD | $2.25B | 9 | Charles Schwab→ |
| C33 | INNOVATION X ADVISORS, LLC CRD 322292 | MD | $4.52B | — | E*Trade→ |
| C33 | EDGEMOOR INVESTMENT ADVISORS, INC. CRD 109104 | MD | $1.52B | 5 | Charles Schwab→ |
| C32 | ASB CAPITAL MANAGEMENT LLC CRD 110995 | MD | $36.68B | 17 | E*Trade→ |
| C32 | TRUMBOWER FINANCIAL ADVISORS LLC CRD 107495 | MD | $1.98B | 6 | Fidelity→ |
| C32 | ANDERSON GROWTH PARTNERS, LLC CRD 138600 | AL | $1.01B | 1 | Pershing→ |
| C32 | ELSER FINANCIAL PLANNING, INC. CRD 143311 | IN | $2.11B | 12 | Charles Schwab→ |
| C31 | REALTERM TRANSPORTATION LLC CRD 322689 | MD | $10.87B | — | BNY Mellon→ |
| C31 | ARCHER INVESTMENT CORPORATION CRD 136403 | IN | $1.01B | 50 | Fidelity→ |
| C30 | PROFUND ADVISORS LLC CRD 109585 | MD | $5.20B | — | E*Trade→ |
