| B59 | RSW INVESTMENTS HOLDINGS, LLC CRD 302023 | NJ | $2.30B | 2 | Morgan Stanley→ |
| 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→ |
| C50 | BC ADVISORS, LLC CRD 142982 | NJ | $4.73B | 6 | E*Trade→ |
| C48 | SYSTEMATIC FINANCIAL MANAGEMENT LP CRD 106146 | NJ | $4.21B | 5 | 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 | 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→ |
| C46 | ABNER HERRMAN & BROCK, LLC CRD 8517 | NJ | $2.74B | 5 | LPL Financial→ |
| C46 | HARDING LOEVNER LP CRD 104543 | NJ | $32.06B | — | State Street→ |
| C46 | QUANTUM CAPITAL MANAGEMENT, LLC CRD 111083 | NJ | $1.00B | 1 | Charles Schwab→ |
| C46 | BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | WA | $1.05B | 4 | Fidelity→ |
| C44 | COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | WA | $1.47B | — | Fidelity→ |
| C44 | PASSAIC PARTNERS LLC CRD 313290 | NJ | $2.24B | — | Morgan Stanley→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C44 | TALBOT FINANCIAL, LLC CRD 155162 | WA | $1.34B | 2 | 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→ |
| C42 | 1919 INVESTMENT COUNSEL, LLC CRD 133370 | MD | $26.04B | 32 | Charles Schwab→ |
| C42 | CONDOR CAPITAL MANAGEMENT CRD 104920 | NJ | $2.18B | 17 | Charles Schwab→ |
| C42 | HARBOR INVESTMENT ADVISORY, LLC CRD 151085 | MD | $6.87B | 32 | Pershing→ |
| 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 | ASHE CAPITAL MANAGEMENT, LP CRD 169616 | NJ | $1.04B | — | Northern Trust→ |
| C41 | FULTON BREAKEFIELD BROENNIMAN,LLC CRD 108967 | MD | $2.39B | 19 | Charles Schwab→ |
| C41 | NPPG PLAN PROFESSIONALS, LLC CRD 324646 | NJ | $6.27B | 2 | E*Trade→ |
| C40 | CFS INVESTMENT ADVISORY SERVICES LLC CRD 106577 | NJ | $2.73B | 11 | Charles Schwab→ |
| C40 | W. H. REAVES & CO., INC. CRD 3140 | NJ | $5.94B | 1 | Pershing→ |
| C39 | HONEYWELL CAPITAL MANAGEMENT LLC CRD 109537 | NJ | $12.19B | — | E*Trade→ |
| C39 | PREMIER PATH WEALTH PARTNERS, LLC CRD 325300 | NJ | $1.22B | 7 | Fidelity→ |
| C38 | TOEWS CORPORATION CRD 106304 | NJ | $1.04B | 14 | Charles Schwab→ |
| C37 | CORBYN INVESTMENT MANAGEMENT INC CRD 104716 | MD | $1.01B | 7 | Charles Schwab→ |
| C37 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC CRD 111179 | MD | $3.33B | — | JPMorgan→ |
| C37 | COLUMBUS HILL CAPITAL MANAGEMENT, L.P. CRD 158336 | NJ | $1.61B | — | State Street→ |
| C37 | ROCK SPRINGS CAPITAL MANAGEMENT LP CRD 168648 | MD | $2.43B | — | Goldman Sachs→ |
| C37 | SYSTEMATIC ALPHA INVESTMENTS, LLC CRD 297693 | NJ | $3.49B | 1 | E*Trade→ |
| C37 | TRIBRIDGE PARTNERS FINANCIAL LLC CRD 326489 | MD | $1.60B | 8 | Charles Schwab→ |
| C37 | COHALO ADVISORY LLC CRD 297315 | WA | $1.35B | 1 | Charles Schwab→ |
| C37 | LEADER CAPITAL CORP. CRD 46206 | WA | $1.41B | — | E*Trade→ |
| C36 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. CRD 128199 | NJ | $1.66B | 8 | Charles Schwab→ |
| C36 | RETIREMENT MANAGEMENT SYSTEMS, INC. CRD 150351 | MD | $1.89B | 4 | Charles Schwab→ |
