| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| B51 | FINANCIAL ADVISORY CORPORATION CRD 105472 | MI | $1.10B | 9 | Charles Schwab→ |
| C50 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | Charles Schwab→ |
| 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→ |
| C45 | SEIZERT CAPITAL PARTNERS, LLC CRD 108954 | MI | $2.48B | 9 | Charles Schwab→ |
| C44 | GLADIUS CAPITAL MANAGEMENT LP CRD 152023 | UT | $2.88B | — | Wells Fargo→ |
| C43 | LVM CAPITAL MANAGEMENT LTD CRD 111039 | MI | $1.31B | 8 | Charles Schwab→ |
| C42 | SEPIO CAPITAL, LP CRD 285645 | UT | $5.64B | 18 | Fidelity→ |
| C42 | THE NORDEN GROUP LLC CRD 323988 | UT | $1.97B | 22 | Charles Schwab→ |
| 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 | THE NEMES RUSH GROUP, LLC CRD 312554 | MI | $1.62B | 8 | Pershing→ |
| C39 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC CRD 319062 | MI | $3.99B | 9 | Charles Schwab→ |
| C38 | IRON GATE GLOBAL ADVISORS, LLC CRD 111177 | UT | $1.32B | 7 | Charles Schwab→ |
| C37 | IPEX, INC. CRD 124337 | MI | $2.65B | 3 | E*Trade→ |
| C36 | HURON CAPITAL PARTNERS LLC CRD 157060 | MI | $1.02B | — | E*Trade→ |
| C35 | SUMMIT GLOBAL INVESTMENTS, LLC CRD 157091 | UT | $2.29B | 50 | Charles Schwab→ |
| C34 | GREGORY J. SCHWARTZ & CO., INC. CRD 7294 | MI | $10.49B | 29 | E*Trade→ |
| C34 | PLANTE MORAN FINANCIAL ADVISORS, LLC CRD 112158 | MI | $25.12B | 50 | E*Trade→ |
| C34 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. CRD 121560 | MI | $2.58B | 11 | Charles Schwab→ |
| C33 | SIGMA PLANNING CORPORATION CRD 110692 | MI | $6.10B | 50 | E*Trade→ |
| C32 | ASSOCIATION FINANCIAL SERVICES INC. CRD 142205 | UT | $1.27B | 10 | E*Trade→ |
| C32 | PROVIDENT INVESTMENT MANAGEMENT, INC. CRD 106976 | MI | $1.13B | 5 | Charles Schwab→ |
| C32 | DIVERSIFIED PORTFOLIOS INC CRD 108942 | MI | $1.94B | 10 | Charles Schwab→ |
| C32 | CENTER FOR FINANCIAL PLANNING INC CRD 109599 | MI | $1.97B | 17 | Raymond James→ |
| C32 | YOUSIF CAPITAL MANAGEMENT, LLC CRD 312511 | MI | $14.73B | 7 | E*Trade→ |
| C31 | ALBION MANAGEMENT GROUP CRD 105957 | UT | $2.01B | 17 | Charles Schwab→ |
| C31 | ZHANG FINANCIAL LLC CRD 159257 | MI | $8.37B | 20 | Charles Schwab→ |
| C31 | PHYSICIAN WEALTH ADVISORS, INC. CRD 106043 | UT | $2.01B | 9 | Charles Schwab→ |
| C31 | GRANDEUR PEAK GLOBAL ADVISORS, LLC CRD 158270 | UT | $3.80B | 16 | State Street→ |
| C31 | REGAL INVESTMENT ADVISORS LLC CRD 125004 | MI | $2.88B | 50 | Charles Schwab→ |
| C31 | CORECAP ADVISORS, LLC CRD 158819 | MI | $3.99B | 50 | Charles Schwab→ |
| C31 | HEALTHEQUITY ADVISORS, LLC CRD 167105 | UT | $1.99B | 1 | E*Trade→ |
| C30 | TOWNSQUARE CAPITAL, LLC CRD 288576 | UT | $18.07B | 18 | Charles Schwab→ |
| C30 | MODELL CAPITAL MANAGEMENT LLC CRD 339228 | MI | $1.88B | 3 | Charles Schwab→ |
| C30 | CAPITAL ASSET ADVISORY SERVICES, LLC. CRD 110929 | MI | $4.64B | 50 | Charles Schwab→ |
| C30 | COLUMBIA ASSET MANAGEMENT, L.L.C. CRD 124174 | MI | $1.20B | 5 | Charles Schwab→ |
| C30 | CROSS CREEK ADVISORS, LLC CRD 165803 | UT | $1.35B | 4 | Morgan Stanley→ |
| C30 | LVZ, INC. CRD 124228 | MI | $1.13B | 16 | Fidelity→ |
| C30 | OTTAWA AVENUE PRIVATE CAPITAL, LLC CRD 282516 | MI | $22.95B | — | Northern Trust→ |
| C30 | ANDINA CAPITAL MANAGEMENT, LLC CRD 151762 | UT | $1.26B | 10 | Charles Schwab→ |
| C29 | STRAIGHTLINE GROUP, LLC CRD 127401 | MI | $1.17B | 10 | Charles Schwab→ |
| C29 | PETERSON PARTNERS, LLC CRD 159450 | UT | $2.96B | — | Northern Trust→ |
| C29 | PENINSULA CAPITAL PARTNERS, L.L.C. CRD 157354 | MI | $1.04B | — | E*Trade→ |
| C29 | DIVERSIFY ADVISORY SERVICES, LLC CRD 326060 | UT | $4.65B | 50 | Charles Schwab→ |
| C29 | SIGMA INVESTMENT COUNSELORS, INC. CRD 104754 | MI | $2.17B | 11 | Charles Schwab→ |
