| B56 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B54 | PRUDENT INVESTOR ADVISORS, LLC CRD 121922 | CA | $1.30B | 4 | E*Trade→ |
| B52 | ADELANTE CAPITAL MANAGEMENT LLC CRD 107382 | CA | $1.49B | — | Charles Schwab→ |
| B52 | PALISADE ASSET MANAGEMENT, LLC CRD 136089 | MN | $1.27B | 7 | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| B50 | CAPITAL MANAGEMENT ASSOCIATES INC CRD 105010 | MN | $1.88B | 15 | Charles Schwab→ |
| B50 | CHECK CAPITAL MANAGEMENT INC CRD 107058 | CA | $2.37B | 9 | Charles Schwab→ |
| B50 | ADVISORNET FINANCIAL, INC. CRD 113074 | MN | $3.15B | 50 | Charles Schwab→ |
| B50 | CENTAURUS FINANCIAL, INC. CRD 30833 | CA | $7.34B | 50 | Charles Schwab→ |
| C50 | FLEXPATH STRATEGIES LLC CRD 174306 | CA | $2.91B | 3 | E*Trade→ |
| C50 | PENCE CAPITAL MANAGEMENT, LLC CRD 281739 | CA | $1.54B | 6 | E*Trade→ |
| C49 | GOULD ASSET MANAGEMENT LLC CRD 113098 | CA | $1.03B | 11 | E*Trade→ |
| C48 | AFFINITY INVESTMENT ADVISORS, LLC CRD 108278 | CA | $1.16B | 1 | Charles Schwab→ |
| C48 | EVERETT HARRIS & CO CRD 106830 | CA | $11.53B | 10 | Charles Schwab→ |
| C48 | LEGATO CAPITAL MANAGEMENT, LLC CRD 131704 | CA | $1.26B | 1 | E*Trade→ |
| C48 | MURRAY FINANCIAL GROUP, LLC CRD 157626 | MN | $1.55B | 12 | Charles Schwab→ |
| C48 | AMI ASSET MANAGEMENT CORP CRD 110291 | CA | $1.93B | 9 | Charles Schwab→ |
| C47 | PACIFIC INCOME ADVISERS INC CRD 104719 | CA | $2.25B | 5 | Wells Fargo→ |
| C47 | NAVIGATION GROUP LLC CRD 130982 | CA | $1.01B | 3 | LPL Financial→ |
| C47 | MARKS GROUP WEALTH MANAGEMENT, INC. CRD 148679 | MN | $2.02B | 9 | Charles Schwab→ |
| C47 | HOWARD CAPITAL MANAGEMENT GROUP, LLC CRD 310510 | CA | $2.56B | 3 | Charles Schwab→ |
| C47 | NEUMEIER POMA INVESTMENT COUNSEL LLC CRD 110672 | CA | $1.09B | — | Charles Schwab→ |
| C47 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 10 | Charles Schwab→ |
| C46 | RICE HALL JAMES & ASSOCIATES LLC CRD 125410 | CA | $1.74B | 6 | State Street→ |
| C46 | SP ASSET MANAGEMENT LLC CRD 323369 | CA | $1.90B | 3 | Fidelity→ |
| C46 | ICG ADVISORS, LLC CRD 148066 | CA | $7.93B | 1 | E*Trade→ |
| C46 | PACIFIC LIFE FUND ADVISORS LLC CRD 105169 | CA | $42.81B | — | BNY Mellon→ |
| C45 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CRD 108102 | CA | $2.03B | — | Charles Schwab→ |
| C45 | ARISTOTLE INVESTMENT SERVICES, LLC CRD 324207 | CA | $16.50B | — | Charles Schwab→ |
| C45 | FIRST FOUNDATION ADVISORS CRD 106075 | CA | $5.06B | 25 | Charles Schwab→ |
| C45 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CRD 117962 | MN | $2.03B | 17 | Charles Schwab→ |
| C45 | WESTERN ASSET MANAGEMENT COMPANY, LLC CRD 110441 | CA | $184.99B | — | BNY Mellon→ |
| C44 | ALMITAS CAPITAL LLC CRD 166705 | CA | $1.07B | — | Fidelity→ |
| C44 | PRIVATE MANAGEMENT GROUP INC CRD 104707 | CA | $4.90B | 28 | Charles Schwab→ |
| C44 | SNS FINANCIAL GROUP, LLC CRD 152667 | MN | $1.64B | 25 | Charles Schwab→ |
| C44 | SIGNATURE INVESTMENT ADVISORS, LLC CRD 160715 | CA | $6.76B | 13 | Charles Schwab→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C44 | R SQUARED BM LLC CRD 308920 | CA | $3.35B | 4 | State Street→ |
| C43 | NEXT CENTURY GROWTH INVESTORS LLC CRD 108978 | MN | $1.52B | 6 | E*Trade→ |
| C43 | DENALI ADVISORS, LLC CRD 110242 | CA | $1.39B | — | Charles Schwab→ |
| C43 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT CRD 110506 | CA | $2.51B | 15 | Charles Schwab→ |
| C43 | CANTERBURY CONSULTING INCORPORATED CRD 22875 | CA | $45.88B | 25 | Northern Trust→ |
| C43 | TOWNELEY CAPITAL MANAGEMENT, INC. CRD 169863 | CA | $1.09B | 7 | Charles Schwab→ |
| C43 | TCW INVESTMENT MANAGEMENT COMPANY LLC CRD 106546 | CA | $38.82B | 1 | JPMorgan→ |
| C43 | CARVAL CLO MANAGEMENT LLC CRD 298135 | MN | $7.30B | — | Northern Trust→ |
| C42 | SHUSTER ADVISORY GROUP, LLC CRD 170233 | CA | $10.32B | 5 | Charles Schwab→ |
| C42 | 1919 INVESTMENT COUNSEL, LLC CRD 133370 | MD | $26.04B | 32 | Charles Schwab→ |
| C42 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC CRD 129963 | MN | $1.10B | 3 | Charles Schwab→ |
| C42 | BPS CAPITAL MANAGEMENT, INC. CRD 120006 | MN | $3.10B | 3 | E*Trade→ |
| C42 | METROPOLITAN WEST ASSET MANAGEMENT LLC CRD 104571 | CA | $78.52B | — | State Street→ |
