| B61 | SYNERGY WEALTH MANAGEMENT, LLC CRD 174633 | MI | $127.1M | 3 | Charles Schwab→ |
| B61 | BURNE FINANCIAL CONCEPTS, LLC CRD 293013 | CT | $113.7M | 1 | Charles Schwab→ |
| B61 | JP WEALTH MANAGEMENT, INC. CRD 129475 | SC | $274.0M | 2 | Charles Schwab→ |
| B61 | LS INVESTMENT ADVISORS, LLC CRD 146829 | MI | $932.1M | 4 | Charles Schwab→ |
| B60 | RICHMOND BROTHERS, INC. CRD 158916 | MI | $240.6M | 5 | Fidelity→ |
| B60 | ACA II ADVISORS, LLC CRD 156128 | CT | $206.9M | — | JPMorgan→ |
| B60 | PRENTICE CAPITAL MANAGEMENT, LP CRD 161178 | CT | $228.4M | — | Goldman Sachs→ |
| B60 | VISION CAPITAL PARTNERS CRD 175147 | MI | $146.6M | 2 | Charles Schwab→ |
| B60 | NEW CHINA CAPITAL MANAGEMENT CORP. CRD 295905 | CT | $233.7M | — | E*Trade→ |
| B60 | CHARTER RESEARCH & INVESTMENT GROUP INC CRD 106452 | CT | $275.1M | 4 | Charles Schwab→ |
| B60 | THE CAVANAUGH GROUP INC CRD 105931 | SC | $485.7M | 2 | E*Trade→ |
| B59 | BOWSIDE CAPITAL, LLC CRD 170509 | SC | $230.2M | — | E*Trade→ |
| B59 | ABUNDANT WEALTH MANAGEMENT LLC CRD 331285 | CT | $243.8M | 3 | E*Trade→ |
| B59 | PERRYRIDGE CAPITAL LP CRD 331781 | CT | $226.6M | — | Morgan Stanley→ |
| B59 | CPR INVESTMENTS INC CRD 139067 | MI | $238.8M | 24 | Charles Schwab→ |
| B59 | TRUE NORTH MANAGEMENT GROUP, LLC CRD 161042 | CT | $492.5M | — | E*Trade→ |
| B59 | AIS CAPITAL MANAGEMENT L.P. CRD 107971 | CT | $358.3M | 48 | E*Trade→ |
| B59 | PPS & V ASSET MANAGEMENT CONSULTANTS INC CRD 110491 | MI | $253.7M | 3 | E*Trade→ |
| B59 | NANTUCKET MULTI MANAGERS, LLC CRD 129024 | MI | $260.2M | — | LPL Financial→ |
| B59 | SREP CAPITAL MANAGEMENT, LLC CRD 296281 | CT | $157.9M | — | JPMorgan→ |
| B59 | BROOKTREE CAPITAL MANAGEMENT INC. CRD 114173 | MI | $138.9M | 2 | Charles Schwab→ |
| B59 | BLACK WALNUT WEALTH MANAGEMENT, LLC CRD 337606 | MI | $136.8M | 1 | Fidelity→ |
| B58 | IMPRINT WEALTH LLC CRD 322130 | SC | $131.6M | 2 | E*Trade→ |
| B58 | JAT CAPITAL MANAGEMENT LP CRD 311599 | CT | $228.5M | — | E*Trade→ |
| B58 | BEDMINSTER L.L.C. CRD 118794 | SC | $199.0M | 3 | Charles Schwab→ |
| B58 | EAST GUILFORD FINANCIAL SERVICES LLC CRD 127481 | CT | $193.1M | 4 | Charles Schwab→ |
| B58 | PINNACLE WEALTH MANAGEMENT PARTNERS, INC. CRD 166853 | MI | $118.1M | 4 | Charles Schwab→ |
| B57 | GPM GROWTH INVESTORS, INC. CRD 107645 | MI | $281.3M | 6 | Charles Schwab→ |
| B57 | ALLEN FINANCIAL MANAGEMENT, LLC CRD 153511 | MI | $121.2M | 1 | E*Trade→ |
| 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 | SEARLE & CO. CRD 13035 | CT | $629.9M | 13 | Pershing→ |
| B56 | WILLIAM B. WALKUP & ASSOCIATES, INC. CRD 135533 | SC | $178.3M | 3 | Interactive Brokers→ |
| B56 | BERINGEA, LLC CRD 161803 | MI | $269.9M | — | Wells Fargo→ |
| B56 | PRIMETRUST ADVISORS LLC CRD 141625 | SC | $421.6M | 2 | E*Trade→ |
| B55 | JFA ADVISORS, LLC CRD 144039 | SC | $175.0M | 1 | —→ |
| B55 | TANAKA CAPITAL MANAGEMENT INC CRD 109888 | CT | $69.4M | 1 | E*Trade→ |
| B55 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B55 | SUMMIT FINANCIAL CONSULTING LLC CRD 126570 | MI | $184.7M | 6 | Charles Schwab→ |
| B55 | BEMANAGED FINANCIAL SERVICES, INC. CRD 140099 | MI | $410.0M | — | Fidelity→ |
| B55 | IVY EVERGREEN, LLC CRD 324430 | SC | $155.0M | — | E*Trade→ |
| B55 | ENGLE CAPITAL MANAGEMENT, L.P. CRD 178525 | CT | $492.4M | — | Goldman Sachs→ |
| B54 | INDEPENDENT WEALTH MANAGEMENT, LLC CRD 124242 | MI | $203.0M | 3 | E*Trade→ |
| B54 | KATE CAPITAL LLC CRD 329897 | CT | $206.8M | — | E*Trade→ |
| B54 | NORRIS FINANCIAL GROUP, LLC CRD 129422 | SC | $353.0M | 3 | Pershing→ |
| B54 | BLUE WATER ASSET MANAGEMENT, LLC CRD 175362 | MI | $428.5M | 7 | Charles Schwab→ |
| B54 | TWEEDY, BROWNE COMPANY LLC CRD 6857 | CT | $7.13B | 9 | BNY Mellon→ |
| B54 | ANDERSON GRIGGS & COMPANY, INC. CRD 110313 | SC | $133.6M | 3 | Charles Schwab→ |
| B54 | BYSKO JOHN ALLAN CRD 110612 | CT | $204.3M | — | Charles Schwab→ |
