| 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→ |
| B52 | MEDIQUS ASSET ADVISORS INC CRD 107694 | IL | $1.46B | 5 | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| C49 | ARTHUR M. COHEN & ASSOCIATES LLC CRD 105894 | IL | $1.11B | 3 | Charles Schwab→ |
| 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 | 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 | BEIRNE WEALTH CONSULTING SERVICES, LLC CRD 167103 | CT | $1.37B | 4 | E*Trade→ |
| C44 | URBAN FINANCIAL ADVISORY CORP CRD 110057 | IL | $1.28B | 3 | E*Trade→ |
| C44 | VERBENA VALUE LP CRD 337379 | CT | $1.00B | — | E*Trade→ |
| C44 | COZAD ASSET MANAGEMENT INC CRD 104764 | IL | $2.62B | 20 | Pershing→ |
| C44 | EMBREE FINANCIAL GROUP CRD 108233 | IL | $2.64B | 14 | Charles Schwab→ |
| 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 | EQUITY INTERNATIONAL MANAGEMENT, LLC CRD 156961 | IL | $1.40B | — | Folio Institutional→ |
| C44 | CZECH ASSET MANAGEMENT, L.P. CRD 159308 | CT | $1.48B | — | U.S. Bank→ |
| C43 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED CRD 106201 | IL | $3.30B | — | JPMorgan→ |
| C43 | WP GLOBAL PARTNERS LLC CRD 135689 | IL | $3.01B | — | JPMorgan→ |
| C43 | OXFORD LANE MANAGEMENT, LLC CRD 154380 | CT | $2.31B | — | E*Trade→ |
| C43 | SAVOIE CAPITAL LLC CRD 167497 | IL | $1.32B | — | Charles Schwab→ |
| C43 | COFG ADVISORS, LLC CRD 333344 | IL | $1.21B | 11 | Raymond James→ |
| C43 | BAXTER BROTHERS INC. CRD 106548 | CT | $1.17B | 5 | Charles Schwab→ |
| 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 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. CRD 111872 | IL | $2.66B | 50 | Charles Schwab→ |
| C42 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC CRD 159377 | IL | $40.33B | — | E*Trade→ |
| 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 | SMITH BROTHERS FINANCIAL, LLC CRD 322951 | CT | $1.11B | 8 | 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 | BROWNSON, REHMUS & FOXWORTH, INC. CRD 110608 | IL | $4.79B | 16 | Charles Schwab→ |
| C40 | CASTLEARK MANAGEMENT LLC CRD 109587 | IL | $4.59B | — | E*Trade→ |
| C40 | FELDMAN, INGARDONA & CO. CRD 29449 | IL | $1.73B | 5 | E*Trade→ |
| C40 | HARRIS ASSOCIATES LP CRD 106960 | IL | $109.48B | 4 | State Street→ |
| C40 | COYLE FINANCIAL COUNSEL, LLC CRD 110593 | IL | $1.05B | 11 | Charles Schwab→ |
| C40 | RETIREMENT PLAN ADVISORS, LLC CRD 122758 | IL | $3.54B | 45 | E*Trade→ |