| B57 | REINHART PARTNERS, LLC CRD 106432 | WI | $2.47B | 6 | State Street→ |
| B57 | UNIPLAN INVESTMENT COUNSEL, INC. CRD 154718 | WI | $1.04B | 3 | E*Trade→ |
| B54 | CAPITAL INVESTMENT SERVICES OF AMERICA INC CRD 110639 | WI | $1.31B | 9 | Charles Schwab→ |
| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C48 | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC CRD 148156 | NC | $1.29B | 9 | Charles Schwab→ |
| C48 | WOODARD & CO ASSET MANAGEMENT GROUP INC CRD 108199 | NC | $1.17B | 5 | E*Trade→ |
| C47 | M HOLDINGS SECURITIES, INC. CRD 43285 | OR | $3.21B | 50 | Charles Schwab→ |
| C46 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC CRD 107312 | NC | $132.63B | 13 | State Street→ |
| C45 | M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | OR | $1.01B | — | E*Trade→ |
| C44 | COMPERIO RETIREMENT CONSULTING, INC. CRD 140786 | NC | $1.99B | 2 | E*Trade→ |
| C44 | GOLDSTEIN ADVISORS, LLC CRD 323125 | WI | $1.08B | 10 | Charles Schwab→ |
| C43 | CAPITAL INVESTMENT COUNSEL INC CRD 104591 | NC | $1.02B | 4 | Pershing→ |
| C43 | IAG WEALTH PARTNERS, LLC CRD 109721 | WI | $1.87B | 15 | LPL Financial→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C43 | PERMANENS CAPITAL L.P. CRD 157476 | SC | $4.02B | 4 | Charles Schwab→ |
| C43 | BILTMORE FAMILY OFFICE, LLC CRD 167174 | NC | $3.47B | 14 | Charles Schwab→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C41 | WEDGE CAPITAL MANAGEMENT LLP CRD 106234 | NC | $7.75B | 23 | E*Trade→ |
| C41 | THOMPSON INVESTMENT MANAGEMENT, INC. CRD 129609 | WI | $3.08B | 8 | Charles Schwab→ |
| C41 | FIDUCIARY MANAGEMENT, INC. CRD 109149 | WI | $11.36B | — | Charles Schwab→ |
| C40 | ALLSPRING GLOBAL INVESTMENTS, LLC CRD 104973 | NC | $475.78B | — | State Street→ |
| C40 | HEARTLAND ADVISORS, INC. CRD 29433 | WI | $1.92B | 15 | Charles Schwab→ |
| C40 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC CRD 149124 | NC | $2.39B | 50 | Charles Schwab→ |
| C40 | DESCHUTES INVESTMENT CONSULTING, LLC CRD 155312 | OR | $2.89B | 10 | Charles Schwab→ |
| C40 | HARBOUR INVESTMENTS, INC. CRD 19258 | WI | $9.60B | 50 | E*Trade→ |
| C39 | STEELE CREEK INVESTMENT MANAGEMENT LLC CRD 170209 | NC | $1.74B | — | U.S. Bank→ |
| C39 | ALUMINA INVESTMENT MANAGEMENT, LLC CRD 164273 | NC | $5.26B | — | E*Trade→ |
| C39 | ALLSPRING FUNDS MANAGEMENT, LLC CRD 110841 | NC | $324.65B | 50 | LPL Financial→ |
| C38 | M FINANCIAL ASSET MANAGEMENT, INC. CRD 136694 | OR | $1.23B | 4 | Charles Schwab→ |
| C38 | SILVERBACK ASSET MANAGEMENT, LLC CRD 141407 | NC | $1.19B | — | JPMorgan→ |
| C37 | BECKER CAPITAL MANAGEMENT INC CRD 110489 | OR | $5.73B | 21 | Charles Schwab→ |
| C37 | ELLENBECKER INVESTMENT GROUP, INC. CRD 173851 | WI | $2.06B | 19 | Charles Schwab→ |
| C37 | CARDINAL CAPITAL MANAGEMENT INC CRD 108076 | NC | $1.03B | 3 | Charles Schwab→ |
| C37 | FORM WEALTH ADVISORS, LLC CRD 326519 | WI | $1.06B | 8 | Raymond James→ |
| C37 | NICHOLAS CO INC CRD 108347 | WI | $6.08B | 1 | Charles Schwab→ |
| C37 | DIVERSIFIED MANAGEMENT INC CRD 106680 | WI | $1.87B | 6 | Charles Schwab→ |
| C37 | LAUREL WEALTH ADVISORS, LLC CRD 118469 | NC | $1.11B | 7 | Charles Schwab→ |
| C37 | LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | SC | $1.14B | — | JPMorgan→ |
| C36 | PERFORMA LIMITED (US), LLC CRD 154232 | SC | $4.49B | — | E*Trade→ |
| C36 | OAK CITY CONSULTING, LLC CRD 162220 | NC | $1.43B | 3 | Fidelity→ |
| C36 | GREENWOOD CAPITAL ASSOCIATES, LLC CRD 115015 | SC | $1.77B | 16 | Charles Schwab→ |
| C36 | HECK CAPITAL ADVISORS, LLC CRD 143848 | WI | $11.31B | 20 | E*Trade→ |
| C36 | CEDAR MOUNTAIN ADVISORS, LLC CRD 140339 | OR | $1.20B | 6 | Charles Schwab→ |
| C36 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC CRD 159419 | OR | $1.75B | 13 | Fidelity→ |
| C36 | DVSM, LP CRD 160800 | OR | $1.89B | — | Wells Fargo→ |
| C36 | MILL CAPITAL MANAGEMENT, LLC CRD 312798 | NC | $1.49B | 3 | Charles Schwab→ |
| C35 | CORNERSTONE WEALTH GROUP, LLC CRD 289971 | NC | $2.49B | 29 | Charles Schwab→ |
| C35 | BARINGS LLC CRD 106006 | NC | $392.75B | — | State Street→ |
| C34 | ALLY INVEST ADVISORS INC CRD 170301 | NC | $1.73B | 50 | Apex Clearing→ |
