| B62 | ATHENAINVEST ADVISORS LLC CRD 146224 | CO | $80.4M | 4 | Charles Schwab→ |
| B62 | SYNERGY CAPITAL OF COLORADO LLC CRD 334117 | CO | $98.8M | 2 | Fidelity→ |
| B61 | FAMILY DYNASTY ADVISORS LLC CRD 297082 | TX | $52.3M | 2 | Charles Schwab→ |
| B60 | WORLD CAPITAL ADVISORS, LLC CRD 135941 | CO | $72.0M | 3 | E*Trade→ |
| B60 | CRITERION AFRICA PARTNERS, INC CRD 291386 | MD | $85.9M | — | E*Trade→ |
| B59 | WEALTHYX LLC CRD 172380 | TX | $68.8M | — | E*Trade→ |
| B58 | EFS ASSET MANAGEMENT LLC CRD 106184 | TX | $70.0M | 1 | Charles Schwab→ |
| B55 | TANAKA CAPITAL MANAGEMENT INC CRD 109888 | CT | $69.4M | 1 | E*Trade→ |
| B55 | BOX FINANCIAL ADVISORS, LLC CRD 155623 | TX | $96.9M | 3 | E*Trade→ |
| B53 | AMERICAN FINANCIAL MANAGEMENT, LTD. CRD 111016 | MD | $31.6M | 2 | Charles Schwab→ |
| B52 | OXFORD GATE MANAGEMENT, LLC CRD 297061 | CT | $90.9M | — | U.S. Bank→ |
| B52 | SADDOCK WEALTH, LLC CRD 161568 | TX | $94.3M | 2 | Charles Schwab→ |
| B52 | RANGER ALTERNATIVE MANAGEMENT, L.P. CRD 145543 | TX | $54.5M | — | E*Trade→ |
| B52 | LONGHORN CAPITAL PARTNERS, L.P. CRD 329221 | TX | $63.6M | — | E*Trade→ |
| B51 | INVESTMENT RESEARCH CORP CRD 108208 | CO | $76.3M | 17 | E*Trade→ |
| B51 | MONTROSE ESTATE CAPITAL MANAGEMENT, LLC CRD 324497 | TX | $40.0M | 1 | Charles Schwab→ |
| B50 | II TECHNOLOGY, LLC CRD 282760 | TX | $40.5M | 2 | Charles Schwab→ |
| B50 | BASA RESOURCES, INC. CRD 290034 | TX | $95.7M | — | E*Trade→ |
| C50 | SWAN WEALTH ADVISORS, LLC CRD 292755 | CO | $98.0M | — | Pershing→ |
| C50 | ABRAHAM TRADING, LP CRD 315318 | TX | $94.9M | 1 | E*Trade→ |
| C49 | EMPIRIC ADVISORS, INC. CRD 108425 | TX | $64.7M | 2 | Charles Schwab→ |
| C48 | SILTSTONE CAPITAL, LLC CRD 305786 | TX | $77.0M | — | E*Trade→ |
| C47 | BURKE WEALTH MANAGEMENT, LLC CRD 305840 | TX | $95.2M | 5 | —→ |
| C46 | PROFIT INVESTMENT MANAGEMENT, LLC CRD 110294 | MD | $26.8M | — | E*Trade→ |
| C45 | SALIENT ADVISORS, L.P. CRD 122833 | TX | $61.8M | 1 | E*Trade→ |
| C45 | GAVLTD INTERNATIONAL CORPORATION CRD 314687 | TX | $34.3M | — | E*Trade→ |
| C44 | BLUE MARLIN HOLDCO LLC CRD 313892 | MD | $52.7M | — | E*Trade→ |
| C43 | MONACHIL CAPITAL PARTNERS LP CRD 311376 | CT | $71.7M | — | JPMorgan→ |
| C43 | LEH II MANAGEMENT LLC CRD 328785 | CO | $93.1M | — | E*Trade→ |
| C43 | TABERNACLE EQUITY MANAGEMENT LLC CRD 336248 | TX | $41.5M | — | E*Trade→ |
| C40 | BLUE SKY ASSET MANAGEMENT, LLC CRD 167686 | CO | $98.6M | 1 | E*Trade→ |
| C40 | BZ WEALTH ADVISORS, LLC CRD 335978 | CO | $26.0M | 1 | Charles Schwab→ |
| C40 | WRIGHT PRIVATE ASSET MANAGEMENT LLC CRD 139570 | CT | $74.1M | 4 | Charles Schwab→ |
| C40 | CAZ GP STAKES ADVISER LLC CRD 338168 | TX | $99.0M | — | E*Trade→ |
| C39 | SOUTHWESTERN MONEY MANAGEMENT LLC CRD 304033 | TX | $48.3M | 1 | E*Trade→ |
| C38 | BEST LIFE INFINITY, LLC CRD 319232 | CO | $48.2M | 6 | E*Trade→ |
| C36 | NEXPOINT INSURANCE SOLUTIONS, L.P. CRD 301997 | TX | $95.7M | 2 | E*Trade→ |
| C36 | KELLY STRATEGIC MANAGEMENT, LLC CRD 315259 | CO | $81.7M | — | E*Trade→ |
| C35 | NEXADVISORS, LLC CRD 317477 | TX | $26.1M | 2 | Pershing→ |
| C34 | ISRAEL INVESTMENT ADVISORS, LLC CRD 153952 | CO | $96.3M | 23 | Charles Schwab→ |
| C34 | SARMAYA PARTNERS, LLC CRD 330100 | TX | $33.0M | 2 | E*Trade→ |
| C33 | MEKETA CAPITAL, LLC CRD 328303 | CO | $83.0M | 2 | E*Trade→ |
| C33 | GURUFOCUS INVESTMENTS, LLC CRD 316414 | TX | $35.8M | 1 | E*Trade→ |
| C32 | OXFORD PARK MANAGEMENT, LLC CRD 324383 | CT | $71.4M | — | E*Trade→ |
| C29 | GRAYSCALE ADVISORS, LLC CRD 314868 | CT | $60.6M | 14 | State Street→ |
| C15 | TIFIN GIVE INC. CRD 313261 | CO | $30.9M | — | Charles Schwab→ |
