| B51 | FINANCIAL ADVISORY CORPORATION CRD 105472 | MI | $1.10B | 9 | Charles Schwab→ |
| B51 | SLOY, DAHL & HOLST, LLC CRD 110102 | WA | $1.80B | 6 | Charles Schwab→ |
| 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 | INTEGRATED INVESTMENT CONSULTANTS, LLC CRD 175299 | MI | $1.08B | 10 | Charles Schwab→ |
| C47 | D'ANNUNZIO CONSULTING GROUP, LLC CRD 144422 | WA | $1.90B | 2 | 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→ |
| C46 | BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | WA | $1.05B | 4 | Fidelity→ |
| C45 | SEIZERT CAPITAL PARTNERS, LLC CRD 108954 | MI | $2.48B | 9 | Charles Schwab→ |
| C44 | COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | WA | $1.47B | — | Fidelity→ |
| C44 | TALBOT FINANCIAL, LLC CRD 155162 | WA | $1.34B | 2 | Charles Schwab→ |
| C43 | LVM CAPITAL MANAGEMENT LTD CRD 111039 | MI | $1.31B | 8 | Charles Schwab→ |
| C43 | FINANCIAL PLAN, INC. CRD 116073 | WA | $1.60B | 12 | Pershing→ |
| C43 | AUXANO ADVISORS, LLC CRD 145179 | WA | $1.78B | 8 | Charles Schwab→ |
| C43 | PAUL R. RIED FINANCIAL GROUP, LLC CRD 297284 | WA | $1.27B | 9 | Pershing→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C42 | BASECAMP WEALTH ADVISORS, LLC CRD 334018 | WA | $1.08B | 4 | Fidelity→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | MILLIMAN ADVISORS, LLC CRD 112245 | WA | $2.32B | 3 | E*Trade→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| 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 | IPEX, INC. CRD 124337 | MI | $2.65B | 3 | E*Trade→ |
| C37 | COHALO ADVISORY LLC CRD 297315 | WA | $1.35B | 1 | Charles Schwab→ |
| C37 | LEADER CAPITAL CORP. CRD 46206 | WA | $1.41B | — | E*Trade→ |
| C36 | INATAI INVESTMENT MANAGEMENT CO. LLC CRD 329696 | WA | $2.69B | — | Northern Trust→ |
| C36 | SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | AL | $1.05B | 3 | Fidelity→ |
| C36 | HURON CAPITAL PARTNERS LLC CRD 157060 | MI | $1.02B | — | E*Trade→ |
| C34 | LUCID ADVISORS, INC. CRD 116639 | WA | $1.15B | 2 | E*Trade→ |
| 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 | MCILRATH & ECK, LLC CRD 145252 | WA | $1.36B | 6 | Pershing→ |
| C34 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. CRD 121560 | MI | $2.58B | 11 | Charles Schwab→ |
| C34 | GREENE WEALTH MANAGEMENT, LLC CRD 137810 | WA | $1.41B | 4 | Charles Schwab→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
| C33 | BRIGHTON JONES LLC CRD 108601 | WA | $18.88B | 50 | Fidelity→ |
| C33 | SIGMA PLANNING CORPORATION CRD 110692 | MI | $6.10B | 50 | E*Trade→ |
| C32 | PROVIDENT INVESTMENT MANAGEMENT, INC. CRD 106976 | MI | $1.13B | 5 | Charles Schwab→ |
| C32 | ANDERSON GROWTH PARTNERS, LLC CRD 138600 | AL | $1.01B | 1 | Pershing→ |
| C32 | DIVERSIFIED PORTFOLIOS INC CRD 108942 | MI | $1.94B | 10 | Charles Schwab→ |
| C32 | CENTER FOR FINANCIAL PLANNING INC CRD 109599 | MI | $1.97B | 17 | Raymond James→ |
| C32 | YOUSIF CAPITAL MANAGEMENT, LLC CRD 312511 | MI | $14.73B | 7 | E*Trade→ |
| C31 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC CRD 107341 | WA | $12.18B | 50 | Charles Schwab→ |
| C31 | ZHANG FINANCIAL LLC CRD 159257 | MI | $8.37B | 20 | Charles Schwab→ |