| B57 | REINHART PARTNERS, LLC CRD 106432 | WI | $2.47B | 6 | State Street→ |
| B57 | UNIPLAN INVESTMENT COUNSEL, INC. CRD 154718 | WI | $1.04B | 3 | E*Trade→ |
| B56 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B54 | CAPITAL INVESTMENT SERVICES OF AMERICA INC CRD 110639 | WI | $1.31B | 9 | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C47 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 10 | Charles Schwab→ |
| C46 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC CRD 104511 | OK | $1.63B | 6 | Fidelity→ |
| C44 | GOLDSTEIN ADVISORS, LLC CRD 323125 | WI | $1.08B | 10 | Charles Schwab→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C43 | IAG WEALTH PARTNERS, LLC CRD 109721 | WI | $1.87B | 15 | LPL Financial→ |
| 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 | THOMPSON INVESTMENT MANAGEMENT, INC. CRD 129609 | WI | $3.08B | 8 | Charles Schwab→ |
| C41 | MV CAPITAL MANAGEMENT, INC. CRD 139034 | MD | $1.44B | 8 | E*Trade→ |
| C41 | TULSA WEALTH ADVISORS, INC. CRD 337956 | OK | $1.54B | 17 | Raymond James→ |
| 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 | FIDUCIARY MANAGEMENT, INC. CRD 109149 | WI | $11.36B | — | Charles Schwab→ |
| C40 | HEARTLAND ADVISORS, INC. CRD 29433 | WI | $1.92B | 15 | Charles Schwab→ |
| C40 | BOK FINANCIAL SECURITIES, INC. CRD 17530 | OK | $1.06B | 50 | Pershing→ |
| C40 | HARBOUR INVESTMENTS, INC. CRD 19258 | WI | $9.60B | 50 | E*Trade→ |
| C39 | ALLEGIANT WEALTH ADVISORS, LLC CRD 330239 | OK | $1.17B | 2 | Fidelity→ |
| C37 | CORBYN INVESTMENT MANAGEMENT INC CRD 104716 | MD | $1.01B | 7 | Charles Schwab→ |
| C37 | ELLENBECKER INVESTMENT GROUP, INC. CRD 173851 | WI | $2.06B | 19 | 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 | FORM WEALTH ADVISORS, LLC CRD 326519 | WI | $1.06B | 8 | Raymond James→ |
| C37 | NICHOLAS CO INC CRD 108347 | WI | $6.08B | 1 | Charles Schwab→ |
| C37 | TRIBRIDGE PARTNERS FINANCIAL LLC CRD 326489 | MD | $1.60B | 8 | Charles Schwab→ |
| C37 | DIVERSIFIED MANAGEMENT INC CRD 106680 | WI | $1.87B | 6 | Charles Schwab→ |
| 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 | HECK CAPITAL ADVISORS, LLC CRD 143848 | WI | $11.31B | 20 | E*Trade→ |
| C36 | ADVISORS PREFERRED LLC CRD 157980 | MD | $1.69B | 2 | E*Trade→ |
| C36 | ALLIANCE PARTNERS LLC CRD 157700 | MD | $1.94B | — | E*Trade→ |
| C36 | G10 LLC CRD 322876 | MD | $4.91B | — | Northern Trust→ |
| C35 | CE INVESTMENT MANAGEMENT, LLC CRD 299786 | OK | $5.91B | — | Fidelity→ |
| C34 | SENTRY INVESTMENT MANAGEMENT, L.L.C. CRD 105176 | WI | $1.43B | — | E*Trade→ |
| C34 | BROWN CAPITAL MANAGEMENT, LLC CRD 105633 | MD | $4.54B | 3 | State Street→ |
| C33 | KELLOGG ASSET MANAGEMENT, LLC CRD 150031 | WI | $2.86B | 9 | E*Trade→ |
| 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 | DANA INVESTMENT ADVISORS INC CRD 105879 | WI | $6.08B | 25 | Charles Schwab→ |