| A83 | COVE STREET CAPITAL, LLC CRD 156260 | CA | $93.8M | 1 | Charles Schwab→ |
| A81 | RCM ROBINSON CAPITAL MANAGEMENT LLC CRD 112814 | CA | $61.8M | 1 | E*Trade→ |
| A77 | MARIN WEALTH ADVISORS LLC CRD 123237 | CA | $69.4M | 2 | Charles Schwab→ |
| A66 | PRUNEYARD FINANCIAL GROUP, INC. CRD 117378 | CA | $77.0M | 1 | Charles Schwab→ |
| B63 | PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY CRD 106962 | CA | $87.5M | 4 | Charles Schwab→ |
| B61 | SAXON SECURITIES LLC CRD 155168 | CA | $94.6M | 1 | E*Trade→ |
| B59 | ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC CRD 159094 | CA | $59.2M | 1 | E*Trade→ |
| B59 | NOVAWAVE CAPITAL LLC CRD 333205 | CA | $90.0M | — | E*Trade→ |
| B59 | DIPSEA CAPITAL, LLC CRD 257787 | CA | $58.3M | 2 | Apex Clearing→ |
| B59 | 7 STREETS FINANCIAL, LLC CRD 282577 | CA | $88.4M | — | LPL Financial→ |
| B59 | SEASIDE ADVISORY SERVICES, INC. CRD 289985 | CA | $81.2M | 4 | Charles Schwab→ |
| B59 | PACIFIC WEALTH ADVISORY SERVICES LLC CRD 330888 | CA | $96.3M | 1 | Altruist→ |
| B58 | STRUCK CAPITAL MANAGEMENT LLC CRD 283905 | CA | $84.9M | — | JPMorgan→ |
| B58 | 3 MANAGEMENT CO, LLC CRD 324187 | CA | $88.6M | — | E*Trade→ |
| B58 | STRATEGIC ADVOCATES, LLC CRD 316858 | CA | $33.7M | 3 | Charles Schwab→ |
| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B53 | BANCREEK CAPITAL MANAGEMENT, LP CRD 312900 | CA | $49.3M | — | JPMorgan→ |
| B53 | TVV ADVISERS, LLC CRD 322542 | CA | $31.3M | — | Charles Schwab→ |
| B53 | JACOB ASSET MANAGEMENT OF NEW YORK LLC CRD 112006 | CA | $84.1M | — | E*Trade→ |
| B52 | ANCHOR BAY PRIVATE WEALTH LLC CRD 327418 | CA | $51.7M | 5 | Charles Schwab→ |
| B52 | ATLAS FINANCIAL ADVISORS, INC. CRD 160276 | CA | $46.9M | 2 | Charles Schwab→ |
| B51 | MW INVESTMENT STRATEGY CRD 118433 | CA | $42.8M | 6 | Charles Schwab→ |
| B51 | KAILAI ADVISERS LTD. CRD 161692 | CA | $57.8M | — | JPMorgan→ |
| C50 | SMARTADVISOR LLC CRD 319690 | CA | $29.2M | — | E*Trade→ |
| C49 | FIRSTHAND CAPITAL MANAGEMENT, INC. CRD 150647 | CA | $58.6M | — | E*Trade→ |
| C49 | TRANSGLOBAL ADVISORY, LLC CRD 168709 | CA | $58.3M | 28 | Charles Schwab→ |
| C48 | MUNDOVAL CAPITAL MANAGEMENT, INC. CRD 132553 | CA | $91.9M | 3 | Charles Schwab→ |
| C47 | C1 ADVISORS LLC CRD 331914 | CA | $53.1M | — | E*Trade→ |
| C46 | M2 FINANCIAL LLC CRD 288829 | CA | $39.7M | 3 | E*Trade→ |
| C46 | PANTHEON INFRA ADVISORS, LLC CRD 335463 | CA | $26.6M | — | E*Trade→ |
| C46 | MCKINNEY CAPITAL, LLC CRD 315545 | AL | $91.0M | — | E*Trade→ |
| C44 | INSIGHTS INVESTMENTS LLC CRD 309727 | CA | $45.8M | — | E*Trade→ |
| C44 | KILONOVA CAPITAL LLC CRD 323293 | CA | $91.0M | — | E*Trade→ |
| C44 | MAZE INVESTMENTS, LLC CRD 153913 | CA | $45.7M | 2 | E*Trade→ |
| C44 | PROSPER WEALTH SOLUTIONS, LLC CRD 311144 | UT | $58.2M | 5 | Charles Schwab→ |
| C42 | SKY VISION WEALTH MANAGEMENT CORP. CRD 317320 | CA | $52.8M | 3 | Charles Schwab→ |
| C39 | ONEASCENT CAPITAL LLC CRD 323220 | AL | $55.6M | 2 | E*Trade→ |
| C39 | QUILLU INC CRD 170975 | CA | $30.0M | 2 | E*Trade→ |
| C38 | SOULENCE WEALTH MANAGEMENT II LLC CRD 340580 | UT | $94.7M | 9 | —→ |
| C38 | CATTON CAPITAL PARTNERS, LLC CRD 339336 | CA | $39.6M | 2 | Charles Schwab→ |
| C37 | ACQUIRERS FUNDS, LLC CRD 298309 | CA | $33.1M | 1 | E*Trade→ |
| C37 | PRINCIPLY, INC. CRD 281813 | CA | $62.9M | — | E*Trade→ |
| C36 | PEAK FINANCIAL PLANNING, LLC CRD 317288 | CA | $93.0M | 4 | —→ |
| C36 | WAVE DIGITAL ASSETS LLC CRD 305726 | CA | $91.9M | 6 | Axos Advisor Services→ |
| C36 | PENSERRA GLOBAL INVESTORS LLC CRD 174309 | CA | $96.2M | 9 | E*Trade→ |
| C36 | JUST FUTURES ADVISORS, LLC CRD 327226 | CA | $46.7M | 4 | Charles Schwab→ |
| C36 | WESTPARK CAPITAL, INC. CRD 39914 | CA | $53.1M | 50 | E*Trade→ |
| C36 | ALTERNATIVE ACCESS FUNDS, LLC CRD 305210 | CA | $42.5M | — | E*Trade→ |
| C36 | TWENTY-FIVE CAPITAL PARTNERS, LLC CRD 338735 | CA | $54.6M | 3 | Charles Schwab→ |
| C35 | CLEVERALPHA ASSET MANAGEMENT, LLC CRD 301620 | CA | $28.3M | 2 | Charles Schwab→ |
