| B55 | SKYLANDS CAPITAL, LLC CRD 131183 | WI | $746.5M | 2 | Goldman Sachs→ |
| B55 | MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | WI | $877.6M | 7 | Charles Schwab→ |
| B54 | ALPHA INVESTMENT CONSULTING GROUP, LLC CRD 139721 | WI | $713.6M | 3 | E*Trade→ |
| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| B52 | TORRAY INVESTMENT PARTNERS LLC CRD 105818 | MD | $750.1M | 4 | Charles Schwab→ |
| B52 | ADVISORS MANAGEMENT GROUP INC CRD 113020 | WI | $819.6M | 12 | Charles Schwab→ |
| B52 | HZ INVESTMENTS INC. CRD 312268 | MD | $591.4M | 1 | Charles Schwab→ |
| B51 | MARATHON CAPITAL MANAGEMENT LLC CRD 119416 | MD | $790.1M | 5 | Charles Schwab→ |
| B51 | KENDALL CAPITAL MANAGEMENT CRD 134740 | MD | $743.9M | 8 | Charles Schwab→ |
| B51 | GOOGINS ADVISORS, INC. CRD 13985 | WI | $501.0M | 4 | Charles Schwab→ |
| C50 | AFFILIATED FINANCIAL ADVISORS INC CRD 108154 | WI | $541.5M | 4 | Charles Schwab→ |
| C48 | CHAPIN DAVIS, INC CRD 28116 | MD | $642.8M | 25 | Wells Fargo→ |
| C48 | HUSSMAN STRATEGIC ADVISORS INC CRD 109400 | MD | $617.4M | — | E*Trade→ |
| C48 | BERNICKE WEALTH MANAGEMENT, LTD. CRD 335431 | WI | $887.4M | 12 | Charles Schwab→ |
| C44 | QP CONSULTING, LLC CRD 129601 | MD | $559.6M | 4 | Charles Schwab→ |
| C44 | BROADVIEW FINANCIAL MANAGEMENT, LLC CRD 143550 | WI | $699.2M | 6 | Charles Schwab→ |
| C44 | PARK CAPITAL MANAGEMENT, LLC CRD 158965 | WI | $868.0M | 5 | Charles Schwab→ |
| C42 | WARNER FINANCIAL, INC CRD 135303 | MD | $851.8M | 5 | Charles Schwab→ |
| C42 | HEADLAND CAPITAL, LLC CRD 332277 | SC | $559.3M | 10 | LPL Financial→ |
| C42 | FAMILY OFFICE RESEARCH, LLC CRD 144136 | MD | $648.2M | 3 | Fidelity→ |
| C41 | FRIEDLANDER & CO INC CRD 105150 | WI | $564.8M | 1 | E*Trade→ |
| C41 | BKM WEALTH MANAGEMENT, LLC CRD 323928 | WI | $651.8M | 6 | Wells Fargo→ |
| C41 | GROUND SWELL CAPITAL, LLC CRD 159812 | SC | $949.2M | 6 | E*Trade→ |
| C41 | SFG WEALTH MANAGEMENT, LLC CRD 285785 | MD | $760.2M | 9 | LPL Financial→ |
| C40 | ENRICH FINANCIAL PARTNERS LLC CRD 111234 | WI | $556.8M | 4 | Charles Schwab→ |
| C40 | RICHARDSON CAPITAL MANAGEMENT, LLC CRD 130985 | WI | $582.2M | 10 | Charles Schwab→ |
| C40 | POEHLING CAPITAL MANAGEMENT, INC. CRD 131668 | WI | $591.3M | 6 | Charles Schwab→ |
| C40 | SOAPSTONE MANAGEMENT L.P. CRD 162936 | MD | $610.1M | — | Pershing→ |
| C39 | GLASS JACOBSON INVESTMENT ADVISORS, LLC CRD 120141 | MD | $928.0M | 10 | Charles Schwab→ |
| C39 | BEACON INVESTMENT ADVISORS LLC CRD 127368 | MD | $541.9M | 1 | Fidelity→ |
| C39 | THE LUTS & GREENLEIGH GROUP, INC. CRD 305002 | MD | $563.9M | 2 | Charles Schwab→ |
| C39 | HARVEST INVESTMENT CONSULTANTS LLC CRD 110258 | MD | $549.0M | 5 | Charles Schwab→ |
| C38 | THE L. WARNER COMPANIES, INC CRD 108001 | MD | $802.4M | 10 | Charles Schwab→ |
| C38 | GLOBAL VIEW INVESTMENT ADVISORS, LLC CRD 145499 | SC | $553.8M | 4 | E*Trade→ |
| C38 | FSA WEALTH PARTNERS, INC. CRD 104513 | MD | $819.7M | 8 | Charles Schwab→ |
| C38 | LAFAYETTE INVESTMENTS, INC. CRD 22471 | MD | $942.8M | 6 | Charles Schwab→ |
| C38 | FREDERICK FINANCIAL CONSULTANTS, LLC CRD 314290 | MD | $551.1M | 8 | Charles Schwab→ |
| C37 | CARDEROCK CAPITAL MANAGEMENT, INC. CRD 104570 | MD | $677.0M | 4 | Charles Schwab→ |
| C37 | AND WEALTH PARTNERS, LLC CRD 149136 | MD | $508.2M | 3 | Charles Schwab→ |
| C37 | AEGIS WEALTH MANAGEMENT LLC CRD 134429 | MD | $744.1M | 5 | Charles Schwab→ |
| C37 | BURKETT FINANCIAL SERVICES, LLC CRD 140168 | SC | $572.6M | 5 | Charles Schwab→ |
| C35 | BAIRD CAPITAL MANAGEMENT COMPANY, LLC CRD 323309 | WI | $737.9M | — | E*Trade→ |
| C34 | P. J. SCHMIDT INVESTMENT MANAGEMENT, INC CRD 104701 | WI | $852.0M | 7 | E*Trade→ |
| C33 | TRUFFLE HOUND CAPITAL, LLC CRD 137616 | MD | $680.0M | — | Charles Schwab→ |
| C33 | RIVERWATER PARTNERS LLC CRD 283540 | WI | $660.9M | 6 | Charles Schwab→ |
| C32 | THE JUNK INVESTMENT GROUP, LLC CRD 104619 | MD | $595.0M | 2 | Charles Schwab→ |
| C32 | WINCH ADVISORY SERVICES, LLC CRD 110194 | WI | $580.2M | 7 | LPL Financial→ |
| C32 | WEALTH MANAGEMENT ADVISORS, LLC CRD 171260 | SC | $686.1M | 5 | Charles Schwab→ |
| C31 | SHAKESPEARE WEALTH MANAGEMENT, LLC CRD 111950 | WI | $641.9M | 6 | Charles Schwab→ |
| C31 | MORRIS FINANCIAL CONCEPTS, INC. CRD 114862 | SC | $538.4M | 9 | Charles Schwab→ |
