| B57 | BNB WEALTH MANAGEMENT, LLC CRD 107702 | MD | $264.6M | 4 | Raymond James→ |
| B57 | ALTUS CAPITAL PARTNERS, INC. CRD 159529 | CT | $169.3M | — | E*Trade→ |
| B57 | COLCHESTER INVESTMENT COUNSEL LLC CRD 126805 | CT | $128.9M | 2 | Charles Schwab→ |
| B57 | KENNEDY WEALTH & TAX MANAGEMENT, LLC CRD 172394 | CT | $215.5M | 1 | Charles Schwab→ |
| B57 | WEALTHPLANS, LLC CRD 311560 | MD | $219.6M | 1 | Raymond James→ |
| B57 | SEARLE & CO. CRD 13035 | CT | $629.9M | 13 | Pershing→ |
| B57 | CALVERT IMPACT ADVISORY SERVICES, LLC CRD 326022 | MD | $197.8M | — | E*Trade→ |
| B56 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B56 | KALAMATA ASSET MANAGEMENT LLC CRD 284328 | MD | $106.8M | 1 | Wells Fargo→ |
| B55 | TANAKA CAPITAL MANAGEMENT INC CRD 109888 | CT | $69.4M | 1 | E*Trade→ |
| B55 | ENGLE CAPITAL MANAGEMENT, L.P. CRD 178525 | CT | $492.4M | — | Goldman Sachs→ |
| B54 | RLJ EQUITY PARTNERS, LLC CRD 162006 | MD | $109.1M | — | Northern Trust→ |
| B54 | KATE CAPITAL LLC CRD 329897 | CT | $206.8M | — | E*Trade→ |
| B54 | TWEEDY, BROWNE COMPANY LLC CRD 6857 | CT | $7.13B | 9 | BNY Mellon→ |
| B54 | BYSKO JOHN ALLAN CRD 110612 | CT | $204.3M | — | Charles Schwab→ |
| B54 | MULLANEY KEATING & WRIGHT INC CRD 110743 | CT | $337.0M | 3 | Charles Schwab→ |
| B54 | OAKMONT WEALTH ADVISORY, LLC CRD 299021 | MD | $124.2M | 3 | Raymond James→ |
| B54 | MERITIS WEALTH MANAGEMENT, INC. CRD 336539 | MD | $224.4M | 3 | Raymond James→ |
| B54 | DRAKE CAPITAL ADVISORS LLC CRD 136716 | CT | $713.4M | — | Interactive Brokers→ |
| B53 | SARISSA CAPITAL MANAGEMENT LP CRD 167244 | CT | $298.3M | — | Morgan Stanley→ |
| B53 | DUNBAR ASSOCIATES, LLC CRD 323134 | CT | $307.5M | 2 | Charles Schwab→ |
| B53 | AMERICAN FINANCIAL MANAGEMENT, LTD. CRD 111016 | MD | $31.6M | 2 | Charles Schwab→ |
| B53 | GRANITE GROUP ADVISORS, LLC CRD 127357 | CT | $829.6M | 2 | E*Trade→ |
| B53 | SPRINGBOARD ASSET MANAGEMENT LLC CRD 154862 | CT | $136.8M | 2 | Charles Schwab→ |
| B53 | JK PRIVATE WEALTH, LLC CRD 305987 | CT | $156.4M | 1 | Charles Schwab→ |
| B53 | POINTER FINANCIAL ADVISORS LLC CRD 326745 | MD | $176.4M | 2 | Charles Schwab→ |
| B53 | FREMEN CAPITAL MANAGEMENT LP CRD 334502 | CT | $157.3M | — | Goldman Sachs→ |
| B52 | ARROW INVESTMENT ADVISORS, LLC CRD 139652 | MD | $377.3M | — | E*Trade→ |
| B52 | WIDMANN FINANCIAL SERVICES, INC. CRD 289106 | MD | $466.8M | 6 | E*Trade→ |
| B52 | OXFORD GATE MANAGEMENT, LLC CRD 297061 | CT | $90.9M | — | U.S. Bank→ |
| B52 | BIRINYI ASSOCIATES, INC. CRD 107169 | CT | $471.7M | — | E*Trade→ |
| B52 | TORRAY INVESTMENT PARTNERS LLC CRD 105818 | MD | $750.1M | 4 | Charles Schwab→ |
| B52 | WAYPOINT WEALTH MANAGEMENT, LLC CRD 155574 | MD | $242.5M | 1 | Charles Schwab→ |
| B52 | ADVOCATE INVESTING SERVICES, LLC CRD 273035 | MD | $186.6M | 5 | LPL Financial→ |
| B52 | HZ INVESTMENTS INC. CRD 312268 | MD | $591.4M | 1 | Charles Schwab→ |
| B52 | TRIVENI CAPITAL INVESTMENTS LP CRD 325802 | CT | $300.9M | — | Goldman Sachs→ |
| B52 | VALUEWEALTH SERVICES, LLC CRD 304049 | MD | $319.0M | 5 | E*Trade→ |
| B52 | SAYBROOK WEALTH GROUP, INC. CRD 317867 | CT | $292.1M | 1 | E*Trade→ |
| B52 | LANSDOWNE WEALTH MANAGEMENT, LLC CRD 155422 | CT | $227.7M | 7 | Fidelity→ |
| B51 | MACROVIEW INVESTMENT MANAGEMENT LLC CRD 149621 | MD | $387.1M | 4 | Charles Schwab→ |
| B51 | YAKIRA CAPITAL MANAGEMENT, INC. CRD 159398 | CT | $411.6M | — | E*Trade→ |
| B51 | SAVOIR FAIRE CAPITAL MANAGEMENT, LP CRD 306994 | CT | $389.5M | — | E*Trade→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| B51 | PEMBERWICK INVESTMENT ADVISORS, LLC CRD 149639 | CT | $173.7M | — | E*Trade→ |
| 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 | RISKBRIDGE ADVISORS, LLC CRD 310396 | CT | $898.3M | 10 | Charles Schwab→ |
| B51 | ATCAP PARTNERS, LLC CRD 158214 | MD | $195.5M | 25 | E*Trade→ |
| B51 | TENGRAM CAPITAL PARTNERS L.P. CRD 166930 | CT | $110.7M | — | JPMorgan→ |
| B51 | JEMMA INVESTMENT ADVISORS LLC CRD 284198 | MD | $139.8M | 5 | E*Trade→ |
