| B57 | INVESTMENT CONSULTING GROUP INC CRD 106967 | IA | $2.84B | 2 | Charles Schwab→ |
| B54 | TWEEDY, BROWNE COMPANY LLC CRD 6857 | CT | $7.13B | 9 | BNY Mellon→ |
| B51 | FINANCIAL ADVISORY CORPORATION CRD 105472 | MI | $1.10B | 9 | Charles Schwab→ |
| C49 | BOURGEON CAPITAL MANAGEMENT LLC CRD 108054 | CT | $1.07B | 4 | Charles Schwab→ |
| C47 | CRAMER ROSENTHAL MCGLYNN LLC CRD 107911 | CT | $2.27B | — | E*Trade→ |
| 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→ |
| C46 | BFC PLANNING, INC. CRD 119682 | IA | $3.84B | 50 | E*Trade→ |
| 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→ |
| C45 | SEIZERT CAPITAL PARTNERS, LLC CRD 108954 | MI | $2.48B | 9 | Charles Schwab→ |
| 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 | CZECH ASSET MANAGEMENT, L.P. CRD 159308 | CT | $1.48B | — | U.S. Bank→ |
| C43 | OXFORD LANE MANAGEMENT, LLC CRD 154380 | CT | $2.31B | — | E*Trade→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C43 | BAXTER BROTHERS INC. CRD 106548 | CT | $1.17B | 5 | Charles Schwab→ |
| C43 | LVM CAPITAL MANAGEMENT LTD CRD 111039 | MI | $1.31B | 8 | Charles Schwab→ |
| C43 | SYMMETRY PARTNERS, LLC. CRD 120982 | CT | $4.73B | 23 | 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→ |
| 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 | 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 | LITTLEJOHN & CO., LLC CRD 156720 | CT | $8.97B | — | Goldman Sachs→ |
| C40 | THE NEMES RUSH GROUP, LLC CRD 312554 | MI | $1.62B | 8 | Pershing→ |
| 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 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC CRD 319062 | MI | $3.99B | 9 | Charles Schwab→ |
| C39 | DOCK STREET CAPITAL MANAGEMENT LLC CRD 157155 | CT | $1.65B | 2 | E*Trade→ |
| C38 | CORECOMMODITY MANAGEMENT, LLC CRD 135810 | CT | $2.41B | — | Goldman Sachs→ |
| C38 | VOYA FINANCIAL ADVISORS, INC. CRD 2882 | CT | $3.87B | 50 | Pershing→ |
| C38 | ACCEL WEALTH MANAGEMENT LLC CRD 286201 | IA | $1.15B | 10 | Charles Schwab→ |
| C37 | ENERGY INCOME PARTNERS LLC CRD 140799 | CT | $6.06B | 1 | U.S. Bank→ |
| C37 | PERFORMANCE EQUITY MANAGEMENT, LLC CRD 110207 | CT | $9.41B | — | State Street→ |
| C37 | PRINCIPAL GLOBAL INVESTORS, LLC CRD 109002 | IA | $427.71B | 50 | State Street→ |
| C37 | GE INVESTMENT MANAGEMENT CORP CRD 323648 | CT | $24.36B | — | E*Trade→ |
| C37 | AQR CAPITAL MANAGEMENT, LLC CRD 111883 | CT | $311.70B | 1 | State Street→ |
| C37 | IPEX, INC. CRD 124337 | MI | $2.65B | 3 | E*Trade→ |
| C36 | RESOURCES MANAGEMENT CORP CRD 104674 | CT | $1.07B | 7 | Charles Schwab→ |
| C36 | H/2 CREDIT MANAGER LP CRD 133693 | CT | $4.52B | — | JPMorgan→ |
| C36 | LONE PINE CAPITAL LLC CRD 156602 | CT | $21.62B | — | State Street→ |
| C36 | GILMAN HILL ASSET MANAGEMENT, LLC CRD 143970 | CT | $1.24B | 5 | Charles Schwab→ |
