| A74 | PORTFOLIO STRATEGIES INC CRD 104685 | WA | $50.2M | 3 | Charles Schwab→ |
| A65 | UNION STREET PARTNERS LLC CRD 156148 | VA | $86.3M | — | E*Trade→ |
| B64 | HUNTER MICHAEL INVESTMENT ADVISORS INC CRD 107884 | VA | $81.2M | 1 | E*Trade→ |
| B64 | XPS CAPITAL LLC CRD 311665 | VA | $95.3M | 2 | Charles Schwab→ |
| B60 | MITCHELL VAUGHT & TAYLOR INC CRD 106160 | IL | $42.4M | — | E*Trade→ |
| B60 | BRUESKE ADVISORY SERVICES, LLC CRD 300689 | WA | $35.8M | 4 | E*Trade→ |
| B57 | P3 ASSET MANAGEMENT, LLC CRD 327327 | WA | $40.3M | — | E*Trade→ |
| B54 | INSIGHT SECURITIES, INC. CRD 5611 | IL | $94.2M | 48 | E*Trade→ |
| B51 | ALBRIGHT CAPITAL MANAGEMENT LP CRD 133613 | VA | $49.8M | — | E*Trade→ |
| C46 | HERMITAGE WEALTH MANAGEMENT, INC. CRD 333235 | VA | $37.5M | 5 | E*Trade→ |
| C46 | MCKINNEY CAPITAL, LLC CRD 315545 | AL | $91.0M | — | E*Trade→ |
| C45 | QUINCY WELLS ADVISORS, LLC CRD 307477 | IL | $87.3M | 26 | E*Trade→ |
| C44 | FAIRWAY CAPITAL MANAGEMENT, LLC CRD 312918 | IL | $85.2M | — | Folio Institutional→ |
| C44 | EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC CRD 291127 | VA | $91.7M | 2 | Charles Schwab→ |
| C42 | RAIL SPLITTER CAPITAL ADVISERS, LLC CRD 338780 | IL | $61.0M | — | E*Trade→ |
| C40 | HERITAGE STRATEGIC WEALTH, LLC CRD 338025 | IL | $45.7M | 1 | Charles Schwab→ |
| C39 | EASTSPRING INVESTMENTS INCORPORATED CRD 169439 | IL | $49.7M | — | E*Trade→ |
| C39 | ONEASCENT CAPITAL LLC CRD 323220 | AL | $55.6M | 2 | E*Trade→ |
| C36 | CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC CRD 322813 | IL | $26.8M | — | E*Trade→ |
| C34 | AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. CRD 110117 | WA | $41.3M | 5 | E*Trade→ |
| C32 | VANSHAP CAPITAL, LLC CRD 162206 | VA | $76.7M | 2 | E*Trade→ |
| C32 | VITA PLANNING GROUP LLC CRD 312323 | WA | $83.7M | 3 | Charles Schwab→ |
| C32 | THIRDLINE CAPITAL MANAGEMENT LLC CRD 314158 | VA | $64.3M | 1 | E*Trade→ |
