| B51 | FINANCIAL ADVISORY CORPORATION CRD 105472 | MI | $1.10B | 9 | Charles Schwab→ |
| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C47 | INTEGRATED INVESTMENT CONSULTANTS, LLC CRD 175299 | MI | $1.08B | 10 | Charles Schwab→ |
| C46 | FLEXIBLE PLAN INVESTMENTS LTD CRD 110762 | MI | $1.48B | 5 | E*Trade→ |
| C46 | CLARKSTON CAPITAL PARTNERS, LLC CRD 143456 | MI | $1.71B | 6 | Charles Schwab→ |
| C45 | SEIZERT CAPITAL PARTNERS, LLC CRD 108954 | MI | $2.48B | 9 | Charles Schwab→ |
| C43 | LVM CAPITAL MANAGEMENT LTD CRD 111039 | MI | $1.31B | 8 | Charles Schwab→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C43 | PERMANENS CAPITAL L.P. CRD 157476 | SC | $4.02B | 4 | Charles Schwab→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C40 | NORRIS PERNE & FRENCH LLP CRD 104683 | MI | $2.69B | 12 | Charles Schwab→ |
| C40 | WILLIAM MACK & ASSOCIATES INC CRD 107377 | MI | $1.03B | 15 | Charles Schwab→ |
| C40 | MANAGED ASSET PORTFOLIOS, LLC CRD 109574 | MI | $1.27B | 18 | Charles Schwab→ |
| C40 | PLANNING ALTERNATIVES LTD CRD 110268 | MI | $1.54B | 9 | Charles Schwab→ |
| C40 | THE NEMES RUSH GROUP, LLC CRD 312554 | MI | $1.62B | 8 | Pershing→ |
| C39 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC CRD 319062 | MI | $3.99B | 9 | Charles Schwab→ |
| C37 | IPEX, INC. CRD 124337 | MI | $2.65B | 3 | E*Trade→ |
| C37 | LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | SC | $1.14B | — | JPMorgan→ |
| C36 | PERFORMA LIMITED (US), LLC CRD 154232 | SC | $4.49B | — | E*Trade→ |
| C36 | GREENWOOD CAPITAL ASSOCIATES, LLC CRD 115015 | SC | $1.77B | 16 | Charles Schwab→ |
| C36 | SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | AL | $1.05B | 3 | Fidelity→ |
| C36 | HURON CAPITAL PARTNERS LLC CRD 157060 | MI | $1.02B | — | E*Trade→ |
| C34 | GREGORY J. SCHWARTZ & CO., INC. CRD 7294 | MI | $10.49B | 29 | E*Trade→ |
| C34 | PLANTE MORAN FINANCIAL ADVISORS, LLC CRD 112158 | MI | $25.12B | 50 | E*Trade→ |
| C34 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. CRD 121560 | MI | $2.58B | 11 | Charles Schwab→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
| C33 | VOLOFIN CAPITAL MANAGEMENT (US) LLC CRD 309922 | SC | $1.01B | — | E*Trade→ |
| C33 | ABACUS PLANNING GROUP, INC. CRD 107994 | SC | $2.16B | 15 | Charles Schwab→ |
| C33 | SIGMA PLANNING CORPORATION CRD 110692 | MI | $6.10B | 50 | E*Trade→ |
| C32 | PROVIDENT INVESTMENT MANAGEMENT, INC. CRD 106976 | MI | $1.13B | 5 | Charles Schwab→ |
| C32 | ANDERSON GROWTH PARTNERS, LLC CRD 138600 | AL | $1.01B | 1 | Pershing→ |
| C32 | DIVERSIFIED PORTFOLIOS INC CRD 108942 | MI | $1.94B | 10 | Charles Schwab→ |
| C32 | CENTER FOR FINANCIAL PLANNING INC CRD 109599 | MI | $1.97B | 17 | Raymond James→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C32 | YOUSIF CAPITAL MANAGEMENT, LLC CRD 312511 | MI | $14.73B | 7 | E*Trade→ |
| C31 | ZHANG FINANCIAL LLC CRD 159257 | MI | $8.37B | 20 | Charles Schwab→ |
| C31 | REGAL INVESTMENT ADVISORS LLC CRD 125004 | MI | $2.88B | 50 | Charles Schwab→ |
| C31 | CORECAP ADVISORS, LLC CRD 158819 | MI | $3.99B | 50 | Charles Schwab→ |
| C30 | JACKSON THORNTON WEALTH MANAGEMENT, LLC CRD 116091 | AL | $2.01B | 10 | Charles Schwab→ |
| C30 | MODELL CAPITAL MANAGEMENT LLC CRD 339228 | MI | $1.88B | 3 | Charles Schwab→ |
| C30 | CAPITAL ASSET ADVISORY SERVICES, LLC. CRD 110929 | MI | $4.64B | 50 | Charles Schwab→ |
| C30 | COLUMBIA ASSET MANAGEMENT, L.L.C. CRD 124174 | MI | $1.20B | 5 | Charles Schwab→ |
| C30 | LVZ, INC. CRD 124228 | MI | $1.13B | 16 | Fidelity→ |
| C30 | NBC SECURITIES, INC. CRD 17870 | AL | $1.78B | 50 | E*Trade→ |
| C30 | OTTAWA AVENUE PRIVATE CAPITAL, LLC CRD 282516 | MI | $22.95B | — | Northern Trust→ |
| C29 | STRAIGHTLINE GROUP, LLC CRD 127401 | MI | $1.17B | 10 | Charles Schwab→ |
