| 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→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| 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 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 10 | 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 | 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 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| 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 | 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 | 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 | 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 | 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 | 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→ |
| 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 | CORBYN INVESTMENT MANAGEMENT INC CRD 104716 | MD | $1.01B | 7 | Charles Schwab→ |
| C37 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC CRD 111179 | MD | $3.33B | — | JPMorgan→ |
| C37 | ROCK SPRINGS CAPITAL MANAGEMENT LP CRD 168648 | MD | $2.43B | — | Goldman Sachs→ |
| 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 | TRIBRIDGE PARTNERS FINANCIAL LLC CRD 326489 | MD | $1.60B | 8 | Charles Schwab→ |
| C36 | RESOURCES MANAGEMENT CORP CRD 104674 | CT | $1.07B | 7 | Charles Schwab→ |
| C36 | RETIREMENT MANAGEMENT SYSTEMS, INC. CRD 150351 | MD | $1.89B | 4 | Charles Schwab→ |
| C36 | RED OAK FINANCIAL GROUP, LLC CRD 166912 | MD | $1.04B | 7 | LPL Financial→ |
| C36 | H/2 CREDIT MANAGER LP CRD 133693 | CT | $4.52B | — | JPMorgan→ |
| C36 | ADVISORS PREFERRED LLC CRD 157980 | MD | $1.69B | 2 | E*Trade→ |
| C36 | LONE PINE CAPITAL LLC CRD 156602 | CT | $21.62B | — | State Street→ |
| C36 | ALLIANCE PARTNERS LLC CRD 157700 | MD | $1.94B | — | E*Trade→ |
| C36 | GILMAN HILL ASSET MANAGEMENT, LLC CRD 143970 | CT | $1.24B | 5 | Charles Schwab→ |
