| B53 | FIDELIS CAPITAL, LLC CRD 141341 | AL | $18.3M | — | Charles Schwab→ |
| B52 | MEDIQUS ASSET ADVISORS INC CRD 107694 | IL | $1.46B | 5 | Charles Schwab→ |
| B50 | PATH DIGITAL ADVISORS, LLC CRD 312983 | IL | $150K | — | E*Trade→ |
| C49 | ARTHUR M. COHEN & ASSOCIATES LLC CRD 105894 | IL | $1.11B | 3 | Charles Schwab→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C47 | M HOLDINGS SECURITIES, INC. CRD 43285 | OR | $3.21B | 50 | Charles Schwab→ |
| C45 | RAIL-SPLITTER CAPITAL MANAGEMENT LLC CRD 338394 | IL | $0 | 3 | E*Trade→ |
| C45 | M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | OR | $1.01B | — | E*Trade→ |
| C44 | URBAN FINANCIAL ADVISORY CORP CRD 110057 | IL | $1.28B | 3 | E*Trade→ |
| C44 | COZAD ASSET MANAGEMENT INC CRD 104764 | IL | $2.62B | 20 | Pershing→ |
| C44 | EMBREE FINANCIAL GROUP CRD 108233 | IL | $2.64B | 14 | Charles Schwab→ |
| C44 | EQUITY INTERNATIONAL MANAGEMENT, LLC CRD 156961 | IL | $1.40B | — | Folio Institutional→ |
| C43 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED CRD 106201 | IL | $3.30B | — | JPMorgan→ |
| C43 | WP GLOBAL PARTNERS LLC CRD 135689 | IL | $3.01B | — | JPMorgan→ |
| C43 | SAVOIE CAPITAL LLC CRD 167497 | IL | $1.32B | — | Charles Schwab→ |
| C43 | COFG ADVISORS, LLC CRD 333344 | IL | $1.21B | 11 | Raymond James→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C42 | KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC CRD 338738 | IL | $0 | 1 | Charles Schwab→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C42 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. CRD 111872 | IL | $2.66B | 50 | Charles Schwab→ |
| C42 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC CRD 159377 | IL | $40.33B | — | E*Trade→ |
| C42 | RIVERWALK CAPITAL PARTNERS, LLC CRD 328320 | IL | $16.2M | — | E*Trade→ |
| C42 | TALL PINES CAPITAL, LLC CRD 286089 | IL | $25.0M | 1 | Charles Schwab→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C41 | KEELEY-TETON ADVISORS, LLC CRD 286297 | IL | $12.6M | 2 | E*Trade→ |
| C40 | FORESTER CAPITAL MANAGEMENT LTD CRD 109474 | IL | $3.5M | — | E*Trade→ |
| C40 | CASTLEARK ALTERNATIVES, LLC CRD 288893 | IL | $8.2M | — | E*Trade→ |
| C40 | BROWNSON, REHMUS & FOXWORTH, INC. CRD 110608 | IL | $4.79B | 16 | Charles Schwab→ |
| C40 | CASTLEARK MANAGEMENT LLC CRD 109587 | IL | $4.59B | — | E*Trade→ |
| C40 | FELDMAN, INGARDONA & CO. CRD 29449 | IL | $1.73B | 5 | E*Trade→ |
| C40 | WOLF POINT ASSET MANAGEMENT CRD 173823 | IL | $0 | — | E*Trade→ |
| C40 | HARRIS ASSOCIATES LP CRD 106960 | IL | $109.48B | 4 | State Street→ |
| C40 | COYLE FINANCIAL COUNSEL, LLC CRD 110593 | IL | $1.05B | 11 | Charles Schwab→ |
| C40 | RETIREMENT PLAN ADVISORS, LLC CRD 122758 | IL | $3.54B | 45 | E*Trade→ |
| C40 | DESCHUTES INVESTMENT CONSULTING, LLC CRD 155312 | OR | $2.89B | 10 | Charles Schwab→ |
| C40 | QRG CAPITAL MANAGEMENT, INC. CRD 305277 | IL | $11.41B | 2 | Pershing→ |
| C39 | LARAMAR MULTI-FAMILY VALUE MANAGER, LLC CRD 161298 | IL | $1.91B | — | Charles Schwab→ |
| C39 | CALAMOS PRIVATE EQUITY LLC CRD 326913 | IL | $0 | — | E*Trade→ |
| C39 | KEEBECK PARTNERS, LLC CRD 297496 | IL | $2.03B | 4 | Charles Schwab→ |
| C39 | PROMANAGE, LLC CRD 133357 | IL | $4.06B | 5 | Fidelity→ |
| C39 | ROMANO BROTHERS AND COMPANY CRD 3215 | IL | $1.54B | 13 | Wells Fargo→ |
| C39 | SEGALL BRYANT & HAMILL, LLC CRD 106505 | IL | $22.64B | 2 | LPL Financial→ |
| C39 | ROTHSCHILD INVESTMENT LLC CRD 728 | IL | $2.79B | 45 | Charles Schwab→ |
| C39 | INVESTMENT CONSULTING SERVICES, LLC CRD 122064 | IL | $0 | 2 | E*Trade→ |
| C38 | CALAMOS ADVISORS LLC CRD 105758 | IL | $43.89B | 41 | Morgan Stanley→ |
| C38 | M FINANCIAL ASSET MANAGEMENT, INC. CRD 136694 | OR | $1.23B | 4 | Charles Schwab→ |
| C38 | CALAMOS WEALTH MANAGEMENT LLC CRD 143490 | IL | $5.48B | 39 | E*Trade→ |
| C38 | WEALTH BUILDER FUNDS, LLC CRD 328782 | IL | $0 | — | E*Trade→ |
