| B59 | STERLING CAPITAL MANAGEMENT INC CRD 106822 | WI | $296.9M | 2 | E*Trade→ |
| B59 | BOWSIDE CAPITAL, LLC CRD 170509 | SC | $230.2M | — | E*Trade→ |
| B59 | JOHN F SUBY WEALTH MANAGEMENT LLC CRD 150824 | WI | $464.9M | 3 | E*Trade→ |
| B59 | BYRON PLACE CAPITAL MANAGEMENT, LLC CRD 282078 | NJ | $48.4M | 1 | E*Trade→ |
| B59 | PARADIGM WEALTH ADVISORY LLC CRD 283120 | NJ | $201.2M | 7 | Charles Schwab→ |
| B59 | ACA/PRUDENT INVESTORS PLANNING CORPORATION CRD 47798 | NJ | $351.4M | 2 | E*Trade→ |
| B59 | COORDINATED CAPITAL SECURITIES, INC. CRD 14762 | WI | $159.9M | 30 | Wells Fargo→ |
| B59 | RSW INVESTMENTS HOLDINGS, LLC CRD 302023 | NJ | $2.30B | 2 | Morgan Stanley→ |
| B59 | ASSET MANAGEMENT CONSULTING SERVICES, INC. CRD 128793 | NJ | $144.2M | 2 | Pershing→ |
| B59 | KENSINGTON FINANCIAL ADVISORS LLC CRD 136346 | NJ | $159.9M | 2 | Charles Schwab→ |
| B59 | OMNI FINANCIAL LLC CRD 314670 | WI | $116.9M | 1 | LPL Financial→ |
| B58 | IMPRINT WEALTH LLC CRD 322130 | SC | $131.6M | 2 | E*Trade→ |
| B58 | CORRADO ADVISORS, LLC CRD 111721 | NJ | $252.8M | 6 | Charles Schwab→ |
| B58 | TALARA CAPITAL MANAGEMENT, LLC CRD 158866 | NJ | $317.6M | — | U.S. Bank→ |
| B58 | ALTMAN INVESTMENT MANAGEMENT LLC CRD 113832 | NJ | $119.9M | 6 | Charles Schwab→ |
| B58 | BEDMINSTER L.L.C. CRD 118794 | SC | $199.0M | 3 | Charles Schwab→ |
| B58 | WOLOSHIN INVESTMENT MANAGEMENT, LLC CRD 132346 | NJ | $180.4M | 3 | Charles Schwab→ |
| B58 | JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC CRD 155392 | NJ | $161.7M | 15 | E*Trade→ |
| B57 | REINHART PARTNERS, LLC CRD 106432 | WI | $2.47B | 6 | State Street→ |
| B57 | WINDWARD WEALTH STRATEGIES, INC. CRD 175126 | WI | $251.2M | 2 | Charles Schwab→ |
| B57 | WARNKE/NICHOLS LTD. CRD 112181 | WI | $160.0M | 2 | Charles Schwab→ |
| B57 | GENEVA PARTNERS, LLC CRD 130768 | WI | $423.6M | 9 | E*Trade→ |
| B57 | UNIPLAN INVESTMENT COUNSEL, INC. CRD 154718 | WI | $1.04B | 3 | E*Trade→ |
| B57 | GULFSTREAM CM, LLC CRD 165459 | NJ | $244.2M | 4 | Pershing→ |
| B57 | PRESTIGE WEALTH MANAGEMENT GROUP, LLC CRD 127381 | NJ | $666.4M | 5 | Charles Schwab→ |
| B57 | MULLOOLY ASSET MANAGEMENT, INC. CRD 121184 | NJ | $455.6M | 4 | Charles Schwab→ |
| B56 | EXCEL CAPITAL MANAGEMENT CORP CRD 109229 | NJ | $192.5M | 2 | E*Trade→ |
| B56 | SHAPIRO FINANCIAL SECURITY GROUP, INC. CRD 120801 | NJ | $152.6M | 3 | E*Trade→ |
| B56 | MFG INVESTMENTS, LLC CRD 125122 | NJ | $146.5M | 5 | E*Trade→ |
| B56 | WILLIAM B. WALKUP & ASSOCIATES, INC. CRD 135533 | SC | $178.3M | 3 | Interactive Brokers→ |
| B56 | GRAND SLAM ASSET MANAGEMENT, LLC CRD 161122 | NJ | $35.0M | — | Wells Fargo→ |
| B56 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CRD 332731 | WI | $168.2M | 3 | E*Trade→ |
| B56 | WEALTH MANAGEMENT ASSOCIATES, INC. CRD 117606 | NJ | $717.4M | 11 | E*Trade→ |
| B56 | ELITE WEALTH MANAGEMENT, INC. CRD 333159 | WI | $161.4M | 4 | Charles Schwab→ |
| B56 | PRIMETRUST ADVISORS LLC CRD 141625 | SC | $421.6M | 2 | E*Trade→ |
| B56 | MLP3, LLC CRD 296314 | NJ | $248.1M | 2 | E*Trade→ |
| B55 | FINANCIAL STRATEGIES, INC. CRD 113097 | WI | $149.8M | 10 | Charles Schwab→ |
| B55 | BOARDWALK FINANCIAL STRATEGIES LLC CRD 165048 | WI | $197.6M | 3 | Charles Schwab→ |
| B55 | GENEVA FINANCIAL GROUP LLC CRD 331944 | NJ | $233.7M | 1 | E*Trade→ |
| B55 | TSP CAPITAL MANAGEMENT GROUP, LLC CRD 131889 | NJ | $553.3M | 2 | E*Trade→ |
| B55 | JFA ADVISORS, LLC CRD 144039 | SC | $175.0M | 1 | —→ |
| B55 | H. C. DENISON CO. CRD 1628 | WI | $310.0M | 4 | E*Trade→ |
| B55 | SKYLANDS CAPITAL, LLC CRD 131183 | WI | $746.5M | 2 | Goldman Sachs→ |
| B55 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B55 | GLOBAL VALUE INVESTMENT CORPORATION CRD 144260 | WI | $225.6M | 4 | Charles Schwab→ |
| B55 | BPP WEALTH SOLUTIONS, LLC CRD 166962 | NJ | $247.3M | 4 | Charles Schwab→ |
| B55 | IVY EVERGREEN, LLC CRD 324430 | SC | $155.0M | — | E*Trade→ |
| B55 | MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | WI | $877.6M | 7 | Charles Schwab→ |
| B55 | SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC CRD 298315 | NJ | $454.2M | 5 | Charles Schwab→ |
| B55 | TEPLITZ FINANCIAL GROUP LLC CRD 122038 | NJ | $131.7M | 1 | Charles Schwab→ |