| B54 | PRUDENT INVESTOR ADVISORS, LLC CRD 121922 | CA | $1.30B | 4 | E*Trade→ |
| B52 | ADELANTE CAPITAL MANAGEMENT LLC CRD 107382 | CA | $1.49B | — | Charles Schwab→ |
| 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 | PENCE CAPITAL MANAGEMENT, LLC CRD 281739 | CA | $1.54B | 6 | E*Trade→ |
| 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 | 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 | 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→ |
| 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→ |
| C45 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CRD 108102 | CA | $2.03B | — | Charles Schwab→ |
| 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 | ALMITAS CAPITAL LLC CRD 166705 | CA | $1.07B | — | Fidelity→ |
| C44 | PRIVATE MANAGEMENT GROUP INC CRD 104707 | CA | $4.90B | 28 | Charles Schwab→ |
| C44 | SIGNATURE INVESTMENT ADVISORS, LLC CRD 160715 | CA | $6.76B | 13 | Charles Schwab→ |
| C44 | R SQUARED BM LLC CRD 308920 | CA | $3.35B | 4 | State Street→ |
| C43 | DENALI ADVISORS, LLC CRD 110242 | CA | $1.39B | — | Charles Schwab→ |
| C43 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT CRD 110506 | CA | $2.51B | 15 | Charles Schwab→ |
| C43 | CANTERBURY CONSULTING INCORPORATED CRD 22875 | CA | $45.88B | 25 | Northern Trust→ |
| C43 | TOWNELEY CAPITAL MANAGEMENT, INC. CRD 169863 | CA | $1.09B | 7 | Charles Schwab→ |
| C43 | TCW INVESTMENT MANAGEMENT COMPANY LLC CRD 106546 | CA | $38.82B | 1 | JPMorgan→ |
| C42 | SHUSTER ADVISORY GROUP, LLC CRD 170233 | CA | $10.32B | 5 | Charles Schwab→ |
| C42 | METROPOLITAN WEST ASSET MANAGEMENT LLC CRD 104571 | CA | $78.52B | — | State Street→ |
| C42 | PAYDEN & RYGEL CRD 107160 | CA | $158.23B | 13 | BNY Mellon→ |
| C42 | MANCHESTER FINANCIAL INC CRD 106071 | CA | $1.05B | 11 | Charles Schwab→ |
| C41 | RPA FINANCIAL, LLC CRD 294105 | CA | $10.88B | 4 | E*Trade→ |
| C41 | BRISTOL GROUP INC CRD 105087 | CA | $2.04B | — | BNY Mellon→ |
| C41 | MEKETA FIDUCIARY MANAGEMENT, LLC CRD 323605 | CA | $20.14B | — | State Street→ |
| C41 | LIGHT STREET CAPITAL MANAGEMENT, LLC CRD 155215 | CA | $1.57B | — | Morgan Stanley→ |
| C41 | PARK PRESIDIO CAPITAL LLC CRD 168954 | CA | $1.65B | — | Morgan Stanley→ |
| C41 | LODESTAR PRIVATE ASSET MANAGEMENT LLC CRD 107638 | CA | $1.34B | 5 | Charles Schwab→ |
| C41 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. CRD 120952 | CA | $1.06B | 4 | Charles Schwab→ |
| C41 | NORTH PIER FIDUCIARY MANAGEMENT, LLC CRD 148128 | CA | $1.28B | 7 | Charles Schwab→ |
| C40 | TENNENBAUM CAPITAL PARTNERS, LLC CRD 113203 | CA | $3.16B | — | State Street→ |
| C40 | SILICON VALLEY RETIREMENT SERVICES, LLC CRD 154756 | CA | $1.40B | 2 | E*Trade→ |
| C40 | TOP TIER CAPITAL PARTNERS, LLC CRD 144546 | CA | $7.27B | — | Pershing→ |
| C40 | MAIN MANAGEMENT, LLC CRD 120361 | CA | $1.90B | 24 | Charles Schwab→ |
| C40 | PRIVATE WEALTH PARTNERS, LLC CRD 133802 | CA | $1.92B | 5 | Charles Schwab→ |
| C40 | SEVEN POST INVESTMENT OFFICE LP CRD 157435 | CA | $9.61B | 14 | Charles Schwab→ |
