| 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 | SLOY, DAHL & HOLST, LLC CRD 110102 | WA | $1.80B | 6 | Charles Schwab→ |
| B50 | ANDERSON FINANCIAL PARTNERS, INC. CRD 126641 | FL | $1.52B | — | E*Trade→ |
| B50 | MONEY CONCEPTS CAPITAL CORP CRD 12963 | FL | $4.07B | 50 | Charles Schwab→ |
| C49 | SAWGRASS ASSET MANAGEMENT LLC CRD 108831 | FL | $2.05B | 8 | Charles Schwab→ |
| C48 | PRESCOTT GENERAL PARTNERS LLC CRD 157907 | FL | $1.69B | — | E*Trade→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C47 | GARDE CAPITAL, INC. CRD 151043 | WA | $2.65B | 9 | Charles Schwab→ |
| C47 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 10 | Charles Schwab→ |
| C47 | D'ANNUNZIO CONSULTING GROUP, LLC CRD 144422 | WA | $1.90B | 2 | Charles Schwab→ |
| C47 | CONCURRENT ASSET MANAGEMENT, LLC CRD 330657 | FL | $2.49B | 1 | Charles Schwab→ |
| C46 | INVESTMENT ADVISORY GROUP, LLC CRD 109445 | FL | $1.22B | 5 | Fidelity→ |
| C46 | BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | WA | $1.05B | 4 | Fidelity→ |
| C45 | ADVUS FINANCIAL PARTNERS, LLC CRD 311990 | FL | $3.97B | 11 | Fidelity→ |
| C44 | COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | WA | $1.47B | — | Fidelity→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C44 | FAIRHOLME CAPITAL MANAGEMENT, L.L.C. CRD 107987 | FL | $2.14B | 2 | E*Trade→ |
| C44 | FINACCESS ADVISORS, LLC CRD 150697 | FL | $4.11B | 6 | E*Trade→ |
| C44 | TALBOT FINANCIAL, LLC CRD 155162 | WA | $1.34B | 2 | Charles Schwab→ |
| C43 | CICCARELLI ADVISORY SERVICES INC CRD 110904 | FL | $1.59B | 10 | Charles Schwab→ |
| C43 | FINANCIAL PLAN, INC. CRD 116073 | WA | $1.60B | 12 | Pershing→ |
| C43 | WHALEROCK POINT PARTNERS, LLC CRD 140781 | FL | $1.04B | 4 | Fidelity→ |
| C43 | AUXANO ADVISORS, LLC CRD 145179 | WA | $1.78B | 8 | Charles Schwab→ |
| C43 | JACKSON WEALTH MANAGEMENT, LLC CRD 147642 | FL | $1.07B | 9 | Charles Schwab→ |
| C43 | PAUL R. RIED FINANCIAL GROUP, LLC CRD 297284 | WA | $1.27B | 9 | Pershing→ |
| C43 | TIMOTHY PARTNERS, LTD. CRD 41835 | FL | $2.86B | 12 | E*Trade→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C42 | CEREDEX VALUE ADVISORS LLC CRD 146023 | FL | $3.43B | 1 | State Street→ |
| C42 | BASECAMP WEALTH ADVISORS, LLC CRD 334018 | WA | $1.08B | 4 | Fidelity→ |
| C42 | 1919 INVESTMENT COUNSEL, LLC CRD 133370 | MD | $26.04B | 32 | Charles Schwab→ |
| C42 | BOWEN, HANES & CO INC CRD 105153 | FL | $4.62B | 1 | Charles Schwab→ |
| C42 | HARBOR INVESTMENT ADVISORY, LLC CRD 151085 | MD | $6.87B | 32 | Pershing→ |
| C42 | KORE ADVISORS LP CRD 159663 | FL | $1.24B | — | BNY Mellon→ |
| C42 | THE PRAEDIUM GROUP LLC CRD 161789 | FL | $1.71B | — | JPMorgan→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | MV CAPITAL MANAGEMENT, INC. CRD 139034 | MD | $1.44B | 8 | E*Trade→ |
| C41 | MILLIMAN ADVISORS, LLC CRD 112245 | WA | $2.32B | 3 | E*Trade→ |
| C41 | ABRAMS BISON INVESTMENTS, L.L.C. CRD 137183 | MD | $2.51B | — | Northern Trust→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C41 | FINANCIAL COUNCIL, LLC CRD 110748 | MD | $1.27B | 6 | E*Trade→ |
| C41 | DOCK STREET ASSET MANAGEMENT INC CRD 111163 | FL | $1.11B | 2 | Charles Schwab→ |
| C41 | ALPINE ASSOCIATES MANAGEMENT INC. CRD 138901 | FL | $2.09B | — | JPMorgan→ |
| C41 | IBEX WEALTH ADVISORS, LLC CRD 168674 | FL | $1.28B | 8 | LPL Financial→ |
| C41 | FULTON BREAKEFIELD BROENNIMAN,LLC CRD 108967 | MD | $2.39B | 19 | Charles Schwab→ |
| C40 | CSENGE ADVISORY GROUP, LLC CRD 131167 | FL | $3.17B | 50 | Charles Schwab→ |
| C40 | CORNERSTONE TRUST MANAGEMENT SERVICES LLC CRD 170864 | FL | $1.08B | — | E*Trade→ |
| C40 | ACASTA PARTNERS US LLC CRD 335005 | FL | $4.72B | — | Northern Trust→ |
| C40 | INGHAM RUSSELL INVESTMENT ADVISORS INC CRD 106299 | FL | $2.62B | 10 | Charles Schwab→ |
| C40 | PALISADES HUDSON ASSET MANAGEMENT, L.P. CRD 109134 | FL | $1.84B | 8 | Charles Schwab→ |
