| B61 | INTRINSIC VALUE PARTNERS, LLC CRD 165214 | AZ | $220.6M | 2 | Charles Schwab→ |
| B61 | MEIXLER INVESTMENT MANAGEMENT, LTD. CRD 168223 | AZ | $228.4M | 1 | Charles Schwab→ |
| B61 | LEVIN FUNDING GROUP LLC CRD 170087 | AZ | $215.4M | 1 | Charles Schwab→ |
| B61 | THE SHER WEALTH MANAGEMENT GROUP, INC. CRD 172369 | MA | $145.6M | 2 | LPL Financial→ |
| B61 | CHARLES RIVER WEALTH MANAGEMENT, LLC CRD 288017 | MA | $110.3M | 1 | Raymond James→ |
| B61 | BLUEBIRD WEALTH MANAGEMENT LLC CRD 293420 | MA | $154.0M | 3 | Charles Schwab→ |
| B61 | PHILIP O. JOHNSON & COMPANY, LTD. CRD 104621 | AZ | $301.0M | 2 | Fidelity→ |
| B61 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. CRD 114922 | MA | $2.84B | 1 | E*Trade→ |
| B60 | SEAPORT GLOBAL ADVISORS, LLC CRD 154287 | MA | $46.3M | 1 | E*Trade→ |
| B60 | OT MANAGEMENT, LLC CRD 284192 | MA | $232.4M | — | E*Trade→ |
| B60 | ORVIETO PARTNERS, L.P. CRD 313475 | MA | $179.6M | — | Morgan Stanley→ |
| B60 | TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | MA | $636.8M | 3 | Fidelity→ |
| B59 | C2C WEALTH MANAGEMENT, LLC CRD 284148 | AZ | $179.8M | 1 | Charles Schwab→ |
| B59 | UNION CAPITAL COMPANY CRD 110301 | AZ | $150.0M | 13 | Charles Schwab→ |
| B59 | EXCHANGE PLACE ADVISORS, LLC CRD 125240 | MA | $379.7M | 3 | E*Trade→ |
| B59 | U. S. BOSTON CAPITAL CORPORATION CRD 5251 | MA | $359.8M | 18 | E*Trade→ |
| B58 | JMC MANAGEMENT, LLC CRD 169235 | MA | $211.9M | — | E*Trade→ |
| B58 | MAP FUNDS MANAGEMENT, LLC CRD 165979 | MA | $25.8M | — | E*Trade→ |
| B58 | BLEDSOE ASSET MANAGEMENT, LLC CRD 145943 | AZ | $189.0M | 5 | Charles Schwab→ |
| B58 | WOLFSTICH CAPITAL, LLC CRD 146026 | MA | $162.1M | 1 | Charles Schwab→ |
| B58 | CONSTANT GUIDANCE FINANCIAL, LLC CRD 172612 | MA | $198.0M | 1 | Charles Schwab→ |
| B58 | LARRY MATHIS FINANCIAL PLANNING, L.L.C. CRD 172858 | AZ | $212.8M | 5 | Charles Schwab→ |
| B58 | SPAHN WEALTH & RETIREMENT LLC CRD 285932 | AZ | $181.4M | 1 | Charles Schwab→ |
| B57 | RESQ INVESTMENT PARTNERS, LLC CRD 169528 | AZ | $65.8M | — | E*Trade→ |
| B57 | AEQUITAS INVESTMENT ADVISORS, LLC CRD 127625 | MA | $826.1M | 5 | Charles Schwab→ |
| B57 | CENTURY EQUITY PARTNERS LLC CRD 281939 | MA | $378.3M | — | E*Trade→ |
| B57 | PRAVATI CAPITAL LLC CRD 300435 | AZ | $173.7M | — | E*Trade→ |
| B57 | WEALTH MANAGEMENT SOLUTIONS, LLC CRD 127517 | AZ | $172.6M | 3 | Charles Schwab→ |
| B57 | LTG CAPITAL LLC CRD 128216 | MA | $142.2M | 3 | Charles Schwab→ |
| B57 | VORA WEALTH MANAGEMENT, PLLC CRD 153559 | AZ | $74.8M | — | Charles Schwab→ |
| B57 | SPIRIT WEST ADVISORS, LLC CRD 285314 | AZ | $111.1M | 1 | Charles Schwab→ |
| B57 | WORLDLY PARTNERS MANAGEMENT, LLC CRD 309792 | MA | $226.8M | — | E*Trade→ |
| B57 | WEST BRANCH CAPITAL LLC CRD 133813 | MA | $690.1M | 4 | Charles Schwab→ |
| B57 | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CRD 140551 | AZ | $538.8M | 1 | Charles Schwab→ |
| B57 | MERIDIAN FINANCIAL, LLC CRD 119679 | MA | $283.9M | 2 | Charles Schwab→ |
| B57 | BILTMORE WEALTH MANAGEMENT, LLC CRD 151365 | AZ | $439.6M | 3 | Charles Schwab→ |
| B56 | STRATEGIC PLANNING GROUP, INC. CRD 124855 | MA | $218.6M | 2 | E*Trade→ |
| B56 | CAPE ANN CAPITAL, INC. CRD 128942 | MA | $193.0M | 2 | E*Trade→ |
| B56 | TAURUM RETIREMENT PARTNERS, LLC CRD 282017 | AZ | $155.9M | 2 | Charles Schwab→ |
| B56 | SOUTH SHORE CAPITAL ADVISORS, LLC CRD 142915 | MA | $272.8M | 3 | Charles Schwab→ |
| B55 | WALL CAPITAL GROUP, INC. CRD 105913 | AZ | $294.7M | 3 | Charles Schwab→ |
| B55 | ASHWOOD ADVISORS, LLC CRD 128811 | MA | $126.9M | 2 | —→ |
| B55 | CANBY FINANCIAL ADVISORS, LLC CRD 338797 | MA | $729.4M | 5 | Fidelity→ |
| B54 | ASCENT CAPITAL PARTNERS, LLC CRD 291218 | AZ | $172.0M | 8 | JPMorgan→ |
| B54 | STERLING INVESTMENT MANAGEMENT, LLC CRD 112923 | AZ | $409.2M | 3 | Charles Schwab→ |
| B54 | OUELLETTE WEALTH ADVISORY LLC CRD 289242 | MA | $274.4M | 2 | Charles Schwab→ |
| B54 | HLM MANAGEMENT CO., LLC CRD 162337 | MA | $411.4M | — | E*Trade→ |
| B54 | SIPPICAN CAPITAL ADVISORS LLC CRD 155188 | MA | $175.0M | 2 | Fidelity→ |
| B54 | EMBARK WEALTH MANAGEMENT, LLC CRD 157950 | AZ | $57.4M | 2 | Altruist→ |
| B54 | LEVATUS LLC CRD 287811 | MA | $173.9M | 2 | Charles Schwab→ |
