| B56 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B54 | TWEEDY, BROWNE COMPANY LLC CRD 6857 | CT | $7.13B | 9 | BNY Mellon→ |
| B53 | LONGVIEW WEALTH MANAGEMENT, INC. CRD 136214 | GA | $1.15B | 12 | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| B51 | CLEAR INVESTMENT RESEARCH, LLC CRD 172685 | GA | $4.19B | 3 | State Street→ |
| C50 | HAVEN GLOBAL PARTNERS, LLC CRD 289472 | GA | $1.45B | 1 | State Street→ |
| C49 | BOURGEON CAPITAL MANAGEMENT LLC CRD 108054 | CT | $1.07B | 4 | Charles Schwab→ |
| C48 | PHILLIPS FINANCIAL MANAGEMENT, LLC CRD 131344 | IN | $2.64B | 15 | Charles Schwab→ |
| C47 | CRAMER ROSENTHAL MCGLYNN LLC CRD 107911 | CT | $2.27B | — | E*Trade→ |
| 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→ |
| C46 | SHAPIRO CAPITAL MANAGEMENT LLC CRD 105581 | GA | $1.97B | 2 | Charles Schwab→ |
| 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 | STADION MONEY MANAGEMENT, LLC CRD 112608 | GA | $2.69B | 13 | State Street→ |
| C45 | BEIRNE WEALTH CONSULTING SERVICES, LLC CRD 167103 | CT | $1.37B | 4 | E*Trade→ |
| C44 | VERBENA VALUE LP CRD 337379 | CT | $1.00B | — | E*Trade→ |
| C44 | MAIN STREET RESEARCH LLC CRD 114629 | CT | $2.68B | 17 | Charles Schwab→ |
| C44 | WALLINGTON ASSET MANAGEMENT, LLC CRD 143360 | IN | $1.32B | 8 | Charles Schwab→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C44 | CZECH ASSET MANAGEMENT, L.P. CRD 159308 | CT | $1.48B | — | U.S. Bank→ |
| C44 | CORNERSTONE INVESTMENT PARTNERS, LLC CRD 111753 | GA | $2.65B | 8 | Charles Schwab→ |
| C43 | ROLLINS FINANCIAL ADVISORS, LLC CRD 312921 | GA | $1.59B | 7 | Charles Schwab→ |
| C43 | OXFORD LANE MANAGEMENT, LLC CRD 154380 | CT | $2.31B | — | E*Trade→ |
| C43 | BAXTER BROTHERS INC. CRD 106548 | CT | $1.17B | 5 | Charles Schwab→ |
| C43 | SOUTHEAST ASSET ADVISORS, LLC CRD 107588 | GA | $4.20B | 8 | Charles Schwab→ |
| C43 | WILLIS INVESTMENT COUNSEL INC CRD 111042 | GA | $4.23B | 6 | Pershing→ |
| C43 | SYMMETRY PARTNERS, LLC. CRD 120982 | CT | $4.73B | 23 | Charles Schwab→ |
| C42 | 1919 INVESTMENT COUNSEL, LLC CRD 133370 | MD | $26.04B | 32 | Charles Schwab→ |
| C42 | CHILTON INVESTMENT COMPANY, INC. CRD 120107 | CT | $1.32B | — | Morgan Stanley→ |
| C42 | BRIDGEWATER ASSOCIATES, LP CRD 105129 | CT | $150.16B | — | Goldman Sachs→ |
| C42 | HARBOR INVESTMENT ADVISORY, LLC CRD 151085 | MD | $6.87B | 32 | Pershing→ |
| 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 | FINANCIAL COUNCIL, LLC CRD 110748 | MD | $1.27B | 6 | E*Trade→ |
| C41 | FULTON BREAKEFIELD BROENNIMAN,LLC CRD 108967 | MD | $2.39B | 19 | Charles Schwab→ |
| C41 | GLENEAGLES INVESTMENT ADVISORS, LLC CRD 312306 | GA | $3.08B | — | E*Trade→ |
| C41 | SMITH BROTHERS FINANCIAL, LLC CRD 322951 | CT | $1.11B | 8 | Charles Schwab→ |
| C40 | LCP INSTITUTIONAL, LLC CRD 325133 | GA | $3.18B | 3 | Charles Schwab→ |
| C40 | GAMCO ASSET MANAGEMENT INC. CRD 104950 | CT | $11.69B | 10 | Wells Fargo→ |
| C40 | EDGEWOOD MANAGEMENT LLC CRD 106647 | CT | $21.52B | 2 | JPMorgan→ |
| C40 | FIDUCIARYVEST, LLC CRD 134351 | GA | $4.93B | — | E*Trade→ |
| C40 | MARCO INVESTMENT MANAGEMENT LLC CRD 108170 | GA | $1.77B | 5 | Charles Schwab→ |
| C40 | NICHOLAS HOFFMAN & COMPANY, LLC CRD 144516 | GA | $8.26B | 14 | Charles Schwab→ |
| C40 | LITTLEJOHN & CO., LLC CRD 156720 | CT | $8.97B | — | Goldman Sachs→ |
| C39 | UBS REALTY INVESTORS LLC CRD 107758 | CT | $2.34B | — | E*Trade→ |
| C39 | WITT LAKE ASSET MANAGEMENT LLC CRD 335523 | CT | $1.12B | — | E*Trade→ |
| C39 | CHI-RHO FINANCIAL, LLC CRD 138947 | GA | $1.35B | 6 | E*Trade→ |
