| A74 | GARRETT NAGLE & CO., INC. CRD 7071 | MA | $98.4M | 2 | E*Trade→ |
| A68 | TIMBUKTU CAPITAL MANAGEMENT, LLC CRD 131084 | MA | $98.6M | 1 | Charles Schwab→ |
| A66 | ENTREPRENEURSHARES LLC CRD 153615 | MA | $50.4M | 1 | E*Trade→ |
| A65 | FAMILY PARTNERS CAPITAL, LLC CRD 304176 | MA | $92.3M | 2 | Charles Schwab→ |
| 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→ |
| B60 | SEAPORT GLOBAL ADVISORS, LLC CRD 154287 | MA | $46.3M | 1 | E*Trade→ |
| B60 | WORLD CAPITAL ADVISORS, LLC CRD 135941 | CO | $72.0M | 3 | E*Trade→ |
| B58 | MAP FUNDS MANAGEMENT, LLC CRD 165979 | MA | $25.8M | — | E*Trade→ |
| B52 | EMERY PARTNERS, LLC CRD 336787 | MA | $78.4M | 2 | E*Trade→ |
| B52 | DISCIPLINED ALPHA LLC CRD 167254 | MA | $36.9M | — | Charles Schwab→ |
| B51 | INVESTMENT RESEARCH CORP CRD 108208 | CO | $76.3M | 17 | E*Trade→ |
| B51 | EASTWARD CAPITAL PARTNERS, LLC CRD 161422 | MA | $96.0M | — | E*Trade→ |
| C50 | ABRY PARTNERS, LLC CRD 161153 | MA | $69.3M | — | E*Trade→ |
| C50 | SWAN WEALTH ADVISORS, LLC CRD 292755 | CO | $98.0M | — | Pershing→ |
| C49 | WINTHROP CAPITAL ADVISORS, LLC CRD 289487 | MA | $82.4M | — | JPMorgan→ |
| C49 | ALGORITHMIC INVESTMENT MODELS, LLC CRD 306354 | MA | $87.8M | 7 | LPL Financial→ |
| C47 | USA MUTUALS ADVISORS, INC. CRD 131750 | MA | $73.7M | 1 | E*Trade→ |
| C47 | RNC RIA LLC CRD 336740 | MA | $50.6M | 13 | Charles Schwab→ |
| C43 | LEH II MANAGEMENT LLC CRD 328785 | CO | $93.1M | — | 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→ |
| C38 | BEST LIFE INFINITY, LLC CRD 319232 | CO | $48.2M | 6 | E*Trade→ |
| C36 | KELLY STRATEGIC MANAGEMENT, LLC CRD 315259 | CO | $81.7M | — | E*Trade→ |
| C34 | ISRAEL INVESTMENT ADVISORS, LLC CRD 153952 | CO | $96.3M | 23 | Charles Schwab→ |
| C33 | MEKETA CAPITAL, LLC CRD 328303 | CO | $83.0M | 2 | E*Trade→ |
| C29 | SAVVI FINANCIAL LLC CRD 169196 | MA | $44.7M | 6 | Charles Schwab→ |
| C15 | TIFIN GIVE INC. CRD 313261 | CO | $30.9M | — | Charles Schwab→ |
