| B56 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| B51 | FINANCIAL ADVISORY CORPORATION CRD 105472 | MI | $1.10B | 9 | Charles Schwab→ |
| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C47 | INTEGRATED INVESTMENT CONSULTANTS, LLC CRD 175299 | MI | $1.08B | 10 | Charles Schwab→ |
| C47 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 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 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C43 | LVM CAPITAL MANAGEMENT LTD CRD 111039 | MI | $1.31B | 8 | Charles Schwab→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C43 | PERMANENS CAPITAL L.P. CRD 157476 | SC | $4.02B | 4 | Charles Schwab→ |
| C42 | 1919 INVESTMENT COUNSEL, LLC CRD 133370 | MD | $26.04B | 32 | Charles Schwab→ |
| 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→ |
| 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→ |
| 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 | TRIBRIDGE PARTNERS FINANCIAL LLC CRD 326489 | MD | $1.60B | 8 | Charles Schwab→ |
| C37 | IPEX, INC. CRD 124337 | MI | $2.65B | 3 | E*Trade→ |
| C37 | LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | SC | $1.14B | — | JPMorgan→ |
| C36 | RETIREMENT MANAGEMENT SYSTEMS, INC. CRD 150351 | MD | $1.89B | 4 | Charles Schwab→ |
| C36 | PERFORMA LIMITED (US), LLC CRD 154232 | SC | $4.49B | — | E*Trade→ |
| C36 | GREENWOOD CAPITAL ASSOCIATES, LLC CRD 115015 | SC | $1.77B | 16 | Charles Schwab→ |
| C36 | RED OAK FINANCIAL GROUP, LLC CRD 166912 | MD | $1.04B | 7 | LPL Financial→ |
| C36 | ADVISORS PREFERRED LLC CRD 157980 | MD | $1.69B | 2 | E*Trade→ |
| C36 | ALLIANCE PARTNERS LLC CRD 157700 | MD | $1.94B | — | E*Trade→ |
| C36 | HURON CAPITAL PARTNERS LLC CRD 157060 | MI | $1.02B | — | E*Trade→ |
| C36 | G10 LLC CRD 322876 | MD | $4.91B | — | Northern Trust→ |
| 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→ |
| C34 | BROWN CAPITAL MANAGEMENT, LLC CRD 105633 | MD | $4.54B | 3 | State Street→ |
| C33 | VOLOFIN CAPITAL MANAGEMENT (US) LLC CRD 309922 | SC | $1.01B | — | E*Trade→ |
| C33 | ALBION RIVER MANAGEMENT LLC CRD 322098 | MD | $2.06B | — | JPMorgan→ |
| C33 | ABACUS PLANNING GROUP, INC. CRD 107994 | SC | $2.16B | 15 | Charles Schwab→ |
| C33 | CORNERSTONE ADVISORY, LLC CRD 142359 | MD | $2.25B | 9 | Charles Schwab→ |
| C33 | INNOVATION X ADVISORS, LLC CRD 322292 | MD | $4.52B | — | E*Trade→ |
| C33 | EDGEMOOR INVESTMENT ADVISORS, INC. CRD 109104 | MD | $1.52B | 5 | Charles Schwab→ |
| C33 | SIGMA PLANNING CORPORATION CRD 110692 | MI | $6.10B | 50 | E*Trade→ |
