| B61 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. CRD 114922 | MA | $2.84B | 1 | E*Trade→ |
| B57 | SENTRY MANAGEMENT INC CRD 107379 | TX | $5.44B | 3 | E*Trade→ |
| B54 | ROGERS WEALTH GROUP, INC. CRD 107409 | TX | $1.04B | 8 | Charles Schwab→ |
| B52 | CUSHING ASSET MANAGEMENT, LP CRD 131517 | TX | $1.75B | 1 | Goldman Sachs→ |
| B52 | THE DE BURLO GROUP, INC. CRD 153435 | MA | $1.13B | 4 | Charles Schwab→ |
| B52 | OXBOW ADVISORS, LLC CRD 156393 | TX | $2.46B | 11 | Charles Schwab→ |
| B51 | SLOY, DAHL & HOLST, LLC CRD 110102 | WA | $1.80B | 6 | Charles Schwab→ |
| B50 | BALEFIRE, LLC CRD 168733 | TX | $1.99B | 38 | Charles Schwab→ |
| 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 | FIRST ENDOWMENT DEVELOPMENT CORP CRD 105335 | TX | $2.80B | 13 | Charles Schwab→ |
| C50 | ARISTOTLE CAPITAL BOSTON, LLC CRD 173198 | MA | $1.83B | 2 | State Street→ |
| C49 | MINOT DEBLOIS ADVISORS LLC CRD 140170 | MA | $2.04B | 1 | Fidelity→ |
| C48 | HOLT CAPITAL ADVISORS, L.L.C. CRD 117863 | TX | $1.09B | 1 | Charles Schwab→ |
| C48 | MCGOWAN GROUP ASSET MANAGEMENT, INC. CRD 154127 | TX | $1.08B | 7 | Pershing→ |
| C48 | EAGLE GLOBAL ADVISORS LLC CRD 107306 | TX | $3.10B | 8 | Fidelity→ |
| C48 | ANCHOR CAPITAL ADVISORS LLC CRD 105540 | MA | $2.37B | 17 | LPL Financial→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C48 | RPOA ADVISORS, INC. CRD 157222 | TX | $3.59B | 37 | Pershing→ |
| C47 | GARDE CAPITAL, INC. CRD 151043 | WA | $2.65B | 9 | 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 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC CRD 105004 | MA | $1.21B | 4 | Charles Schwab→ |
| C46 | WARWICK INVESTMENT MANAGEMENT, INC. CRD 105951 | TX | $2.48B | 4 | Charles Schwab→ |
| C46 | HODGES CAPITAL MANAGEMENT INC CRD 110080 | TX | $1.24B | 10 | Wells Fargo→ |
| 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 | CR GROUP L.P. CRD 132967 | TX | $2.21B | 1 | E*Trade→ |
| C45 | SVB WEALTH LLC CRD 172832 | MA | $3.10B | 50 | Charles Schwab→ |
| C45 | BIRCH HILL INVESTMENT ADVISORS LLC CRD 143750 | MA | $2.95B | 9 | Charles Schwab→ |
| C45 | PARKWAY WEALTH MANAGEMENT GROUP, LLC CRD 333971 | TX | $1.22B | 18 | Raymond James→ |
| C44 | UNITED CAPITAL FINANCIAL ADVISORS, LLC CRD 134600 | TX | $24.65B | 50 | Charles Schwab→ |
| C44 | COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | WA | $1.47B | — | Fidelity→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C44 | ISC ADVISORS, INC. CRD 166586 | TX | $1.62B | 28 | Charles Schwab→ |
| C44 | DURATION ASSET MANAGEMENT, LLC CRD 298651 | TX | $1.58B | 3 | Interactive Brokers→ |
| C44 | WAINWRIGHT INVESTMENT COUNSEL LLC CRD 108711 | MA | $5.52B | 12 | E*Trade→ |
| C44 | SAROFIM REALTY ADVISORS LLC CRD 106931 | TX | $1.16B | — | Wells Fargo→ |
| C44 | TALBOT FINANCIAL, LLC CRD 155162 | WA | $1.34B | 2 | Charles Schwab→ |
| C44 | OLD IRONSIDES ENERGY, LLC CRD 168670 | MA | $1.21B | — | E*Trade→ |
| C44 | EDGE NATURAL RESOURCES LLC CRD 230787 | TX | $1.02B | — | E*Trade→ |
| C43 | ROOSEVELT CAPITAL MANAGEMENT LLC CRD 283217 | TX | $1.37B | 2 | Charles Schwab→ |
| C43 | THE WINDACRE PARTNERSHIP LLC CRD 168761 | TX | $11.42B | 1 | E*Trade→ |
| C43 | PERRYMAN FINANCIAL ADVISORY, INC. CRD 107653 | TX | $1.02B | 8 | Charles Schwab→ |
| C43 | AMERICAN INVESTMENT SERVICES INC CRD 110043 | MA | $1.07B | 6 | Charles Schwab→ |
| C43 | PENN DAVIS MCFARLAND INC CRD 110417 | TX | $1.36B | 6 | Charles Schwab→ |
| C43 | BRIDGEWAY CAPITAL MANAGEMENT, LLC CRD 111441 | TX | $4.25B | 4 | E*Trade→ |
| C43 | FINANCIAL PLAN, INC. CRD 116073 | WA | $1.60B | 12 | Pershing→ |
| C43 | AUXANO ADVISORS, LLC CRD 145179 | WA | $1.78B | 8 | Charles Schwab→ |
| C43 | SEGMENT WEALTH MANAGEMENT, LLC CRD 164877 | TX | $2.07B | 3 | Charles Schwab→ |
