| A73 | WHALEN CAPITAL, INC. CRD 130016 | WI | $75.1M | 8 | E*Trade→ |
| B64 | TAVERIK CAPITAL, LLC CRD 156594 | SC | $97.5M | 2 | Charles Schwab→ |
| 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→ |
| B55 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B54 | CAPITAL INVESTMENT SERVICES OF AMERICA INC CRD 110639 | WI | $1.31B | 9 | Charles Schwab→ |
| B53 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC CRD 292786 | WI | $81.7M | — | E*Trade→ |
| B52 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC CRD 326646 | WI | $83.7M | — | E*Trade→ |
| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C46 | SIMS CAPITAL MANAGEMENT LLC CRD 129398 | WI | $56.4M | 1 | Charles Schwab→ |
| C44 | ANTHONY CAPITAL MANAGEMENT, LLC CRD 312256 | WI | $37.9M | — | E*Trade→ |
| C44 | GOLDSTEIN ADVISORS, LLC CRD 323125 | WI | $1.08B | 10 | Charles Schwab→ |
| 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→ |
| 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 | HEARTLAND ADVISORS, INC. CRD 29433 | WI | $1.92B | 15 | Charles Schwab→ |
| C40 | HARBOUR INVESTMENTS, INC. CRD 19258 | WI | $9.60B | 50 | E*Trade→ |
| C38 | MODERN CAPITAL MANAGEMENT, CO. CRD 306631 | SC | $90.7M | 5 | Charles Schwab→ |
| C37 | ELLENBECKER INVESTMENT GROUP, INC. CRD 173851 | WI | $2.06B | 19 | 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 | 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 | 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→ |
| C34 | SENTRY INVESTMENT MANAGEMENT, L.L.C. CRD 105176 | WI | $1.43B | — | E*Trade→ |
| C33 | KELLOGG ASSET MANAGEMENT, LLC CRD 150031 | WI | $2.86B | 9 | E*Trade→ |
| C33 | VOLOFIN CAPITAL MANAGEMENT (US) LLC CRD 309922 | SC | $1.01B | — | E*Trade→ |
| C33 | DANA INVESTMENT ADVISORS INC CRD 105879 | WI | $6.08B | 25 | Charles Schwab→ |
| C33 | ABACUS PLANNING GROUP, INC. CRD 107994 | SC | $2.16B | 15 | Charles Schwab→ |
| C32 | KLCM ADVISORS, INC. CRD 107847 | WI | $1.88B | 5 | Charles Schwab→ |
| C32 | GENEVA CAPITAL MANAGEMENT LLC CRD 105432 | WI | $5.60B | 3 | Morgan Stanley→ |
| C32 | MADISON INVESTMENT ADVISORS, LLC CRD 110297 | WI | $13.84B | 24 | Charles Schwab→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C31 | MASON STREET ADVISORS, LLC CRD 114085 | WI | $39.08B | — | E*Trade→ |
| C30 | CAMPBELL NEWMAN ASSET MANAGEMENT INC CRD 107003 | WI | $1.44B | 4 | Charles Schwab→ |
| C30 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CRD 307865 | WI | $323.08B | — | Northern Trust→ |
| C29 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC CRD 107630 | WI | $1.76B | 11 | Charles Schwab→ |
| C29 | SPECTRUM INVESTMENT ADVISORS, INC. CRD 108669 | WI | $1.06B | 21 | Charles Schwab→ |
| C29 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC CRD 307169 | WI | $16.25B | 14 | State Street→ |
| C28 | PROVIDENT TRUST COMPANY CRD 110118 | WI | $6.86B | 5 | E*Trade→ |
| C28 | MASON WELLS, INC. CRD 173069 | WI | $1.42B | — | E*Trade→ |
| C28 | 1834 INVESTMENT ADVISORS CO. CRD 105435 | WI | $2.20B | 17 | Charles Schwab→ |
| C28 | NORTH STAR ASSET MANAGEMENT INC CRD 106489 | WI | $3.35B | 13 | Charles Schwab→ |
| C27 | OARSMAN CAPITAL, INC CRD 109993 | WI | $1.17B | 14 | Charles Schwab→ |
| C27 | ISTHMUS PARTNERS, LLC CRD 171279 | WI | $1.44B | 9 | Charles Schwab→ |
| C27 | JOHNSON WEALTH INC. CRD 125557 | WI | $10.35B | 50 | LPL Financial→ |
