| A84 | STEWARD CAPITAL MANAGEMENT, INC. CRD 104936 | MI | $95.1M | 1 | Charles Schwab→ |
| A75 | FBD ASSET MGMT, LLC CRD 307216 | MN | $76.8M | 1 | Charles Schwab→ |
| B64 | TAVERIK CAPITAL, LLC CRD 156594 | SC | $97.5M | 2 | Charles Schwab→ |
| B59 | FIRST ASSOCIATED INVESTMENT ADVISORS, INC. CRD 113086 | MN | $52.2M | 1 | E*Trade→ |
| B55 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B54 | NORTHERN PACIFIC GROUP, L.P. CRD 299012 | MN | $58.6M | — | E*Trade→ |
| B52 | NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC CRD 173350 | MN | $58.6M | — | E*Trade→ |
| C46 | CONTEGO CAPITAL GROUP, INC. CRD 128518 | MN | $88.0M | 9 | Fidelity→ |
| C46 | INTELLIGENT ALPHA LLC CRD 332518 | MN | $27.0M | 1 | E*Trade→ |
| C45 | WEALTHSPAN INVESTMENT MANAGEMENT, LLC CRD 309553 | MI | $93.1M | 5 | Charles Schwab→ |
| C44 | TRP CAPITAL ADVISORS, LLC CRD 281098 | MI | $82.5M | — | E*Trade→ |
| C38 | MODERN CAPITAL MANAGEMENT, CO. CRD 306631 | SC | $90.7M | 5 | Charles Schwab→ |
| C38 | STEBEN & COMPANY, LLC CRD 117808 | MN | $69.2M | — | E*Trade→ |
| C36 | AOT INVEST LLC CRD 319016 | IA | $93.9M | 1 | E*Trade→ |