| B59 | PERRYRIDGE CAPITAL LP CRD 331781 | CT | $226.6M | — | Morgan Stanley→ |
| 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 | LIFEPLAN FINANCIAL, LLC CRD 136981 | MN | $141.0M | 2 | Charles Schwab→ |
| B59 | SREP CAPITAL MANAGEMENT, LLC CRD 296281 | CT | $157.9M | — | JPMorgan→ |
| B59 | DAVIS FINANCIAL MANAGEMENT, INC. CRD 143410 | KS | $144.6M | 1 | Charles Schwab→ |
| B59 | MWM WEALTH ADVISORY, LLC CRD 287705 | MN | $129.9M | 1 | Charles Schwab→ |
| B58 | JAT CAPITAL MANAGEMENT LP CRD 311599 | CT | $228.5M | — | E*Trade→ |
| B58 | EAST GUILFORD FINANCIAL SERVICES LLC CRD 127481 | CT | $193.1M | 4 | Charles Schwab→ |
| B58 | DEDEKER FINANCIAL, LLC CRD 325537 | MN | $165.5M | 3 | Fidelity→ |
| B57 | LAUREL WEALTH PLANNING LLC CRD 122035 | MN | $453.6M | 9 | 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 | KEYSTONE WEALTH ADVISORS, INCORPORATED CRD 153418 | MN | $191.4M | 3 | 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→ |
| B57 | ALL STAR FINANCIAL LLC CRD 323765 | MN | $881.7M | 5 | Charles Schwab→ |
| B57 | TRADEMARK FINANCIAL MANAGEMENT, LLC CRD 116543 | MN | $293.4M | 2 | Charles Schwab→ |
| B56 | CLOVERFIELDS CAPITAL GROUP, LP CRD 306590 | MN | $358.7M | — | E*Trade→ |
| B56 | NEXT GENERATION INVESTING, LLC CRD 149017 | KS | $128.0M | 3 | E*Trade→ |
| B55 | TANAKA CAPITAL MANAGEMENT INC CRD 109888 | CT | $69.4M | 1 | E*Trade→ |
| B55 | DOUGLASS INVESTMENT GROUP LLC CRD 331223 | KS | $173.6M | 2 | E*Trade→ |
| B55 | ENGLE CAPITAL MANAGEMENT, L.P. CRD 178525 | CT | $492.4M | — | Goldman Sachs→ |
| B55 | PROACTIVE CAPITAL MANAGEMENT, INC. CRD 297791 | KS | $170.7M | 2 | Charles Schwab→ |
| B54 | ACUMEN FINANCIAL ADVISORS, LLC CRD 152748 | MN | $465.2M | 1 | E*Trade→ |
| B54 | NORTHERN PACIFIC GROUP, L.P. CRD 299012 | MN | $58.6M | — | E*Trade→ |
| B54 | KATE CAPITAL LLC CRD 329897 | CT | $206.8M | — | E*Trade→ |
| B54 | REDSTONE ADVISORS INC CRD 107699 | KS | $490.6M | 5 | Charles Schwab→ |
| B54 | TWEEDY, BROWNE COMPANY LLC CRD 6857 | CT | $7.13B | 9 | BNY Mellon→ |
| B54 | WHITE OAKS WEALTH ADVISORS, INC. CRD 173522 | MN | $618.3M | 2 | Charles Schwab→ |
| 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 | WOLD FINANCIAL GROUP LLC CRD 316409 | MN | $182.5M | 3 | Charles Schwab→ |
| B54 | KONZA GLOBAL ADVISORY, LLC CRD 331692 | KS | $125.2M | 2 | Charles Schwab→ |
| B54 | DRAKE CAPITAL ADVISORS LLC CRD 136716 | CT | $713.4M | — | Interactive Brokers→ |
| B54 | DISCRETIONARY MANAGEMENT SERVICES, LLC CRD 145851 | KS | $228.4M | 9 | E*Trade→ |
| 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 | SIIMPL, LLC CRD 311048 | MN | $0 | — | E*Trade→ |
| 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 | CURTIS CAPITAL ADVISORS, LLC CRD 330835 | KS | $165.5M | 2 | Charles Schwab→ |
| B53 | FREMEN CAPITAL MANAGEMENT LP CRD 334502 | CT | $157.3M | — | Goldman Sachs→ |
| 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 | NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC CRD 173350 | MN | $58.6M | — | E*Trade→ |
| B52 | MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. CRD 297716 | MN | $198.9M | 1 | Charles Schwab→ |
| B52 | TRIVENI CAPITAL INVESTMENTS LP CRD 325802 | CT | $300.9M | — | Goldman Sachs→ |
| B52 | SAYBROOK WEALTH GROUP, INC. CRD 317867 | CT | $292.1M | 1 | E*Trade→ |