| B61 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. CRD 114922 | MA | $2.84B | 1 | E*Trade→ |
| 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 | THE DE BURLO GROUP, INC. CRD 153435 | MA | $1.13B | 4 | Charles Schwab→ |
| B51 | SLOY, DAHL & HOLST, LLC CRD 110102 | WA | $1.80B | 6 | Charles Schwab→ |
| B50 | CHECK CAPITAL MANAGEMENT INC CRD 107058 | CA | $2.37B | 9 | 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 | PEAR TREE ADVISORS, INC. CRD 104576 | MA | $3.09B | 2 | E*Trade→ |
| C50 | SHEPHERD FINANCIAL PARTNERS, LLC CRD 169093 | MA | $1.38B | 8 | LPL Financial→ |
| C50 | ARISTOTLE CAPITAL BOSTON, LLC CRD 173198 | MA | $1.83B | 2 | State Street→ |
| 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→ |
| C49 | MINOT DEBLOIS ADVISORS LLC CRD 140170 | MA | $2.04B | 1 | Fidelity→ |
| C48 | AFFINITY INVESTMENT ADVISORS, LLC CRD 108278 | CA | $1.16B | 1 | Charles Schwab→ |
| C48 | ANCHOR CAPITAL ADVISORS LLC CRD 105540 | MA | $2.37B | 17 | LPL Financial→ |
| 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 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | 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 | GARDE CAPITAL, INC. CRD 151043 | WA | $2.65B | 9 | Charles Schwab→ |
| C47 | NAVIGATION GROUP LLC CRD 130982 | CA | $1.01B | 3 | LPL Financial→ |
| 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 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC CRD 141573 | MA | $2.11B | 4 | E*Trade→ |
| C47 | D'ANNUNZIO CONSULTING GROUP, LLC CRD 144422 | WA | $1.90B | 2 | Charles Schwab→ |
| C46 | RICE HALL JAMES & ASSOCIATES LLC CRD 125410 | CA | $1.74B | 6 | State Street→ |
| C46 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC CRD 105004 | MA | $1.21B | 4 | Charles Schwab→ |
| C46 | E.P.G., INCORPORATED CRD 106821 | MA | $3.20B | 4 | E*Trade→ |
| C46 | BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | WA | $1.05B | 4 | Fidelity→ |
| 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 | SVB WEALTH LLC CRD 172832 | MA | $3.10B | 50 | Charles Schwab→ |
| 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 | WESTERN ASSET MANAGEMENT COMPANY, LLC CRD 110441 | CA | $184.99B | — | BNY Mellon→ |
| C45 | BIRCH HILL INVESTMENT ADVISORS LLC CRD 143750 | MA | $2.95B | 9 | Charles Schwab→ |
| C44 | COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | WA | $1.47B | — | Fidelity→ |
| C44 | ALMITAS CAPITAL LLC CRD 166705 | CA | $1.07B | — | Fidelity→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C44 | PRIVATE MANAGEMENT GROUP INC CRD 104707 | CA | $4.90B | 28 | Charles Schwab→ |
| C44 | SIGNATURE INVESTMENT ADVISORS, LLC CRD 160715 | CA | $6.76B | 13 | Charles Schwab→ |
| C44 | R SQUARED BM LLC CRD 308920 | CA | $3.35B | 4 | State Street→ |
| C44 | WAINWRIGHT INVESTMENT COUNSEL LLC CRD 108711 | MA | $5.52B | 12 | E*Trade→ |
| C44 | TALBOT FINANCIAL, LLC CRD 155162 | WA | $1.34B | 2 | Charles Schwab→ |
| C44 | OLD IRONSIDES ENERGY, LLC CRD 168670 | MA | $1.21B | — | E*Trade→ |
| C43 | DENALI ADVISORS, LLC CRD 110242 | CA | $1.39B | — | Charles Schwab→ |
