| B58 | KUNATH KARREN RINNE & ATKIN LLC CRD 104531 | WA | $373.0M | 3 | E*Trade→ |
| B58 | ALTMAN INVESTMENT MANAGEMENT LLC CRD 113832 | NJ | $119.9M | 6 | Charles Schwab→ |
| B58 | WHITE & COMPANY FINANCIAL PLANNING, INC. CRD 115326 | WA | $149.8M | 4 | Charles Schwab→ |
| B58 | STAPP WEALTH MANAGEMENT, PLLC CRD 116553 | WA | $145.1M | 3 | Charles Schwab→ |
| B58 | WOLOSHIN INVESTMENT MANAGEMENT, LLC CRD 132346 | NJ | $180.4M | 3 | Charles Schwab→ |
| B58 | INTEGRITY WEALTH MANAGEMENT, INC. CRD 150103 | WA | $163.2M | 2 | Charles Schwab→ |
| B58 | JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC CRD 155392 | NJ | $161.7M | 15 | E*Trade→ |
| B57 | SIMCOE CAPITAL, LLC CRD 121505 | WA | $109.4M | 3 | E*Trade→ |
| B57 | P3 ASSET MANAGEMENT, LLC CRD 327327 | WA | $40.3M | — | E*Trade→ |
| B57 | GULFSTREAM CM, LLC CRD 165459 | NJ | $244.2M | 4 | Pershing→ |
| B57 | FULCRUM WEALTH ADVISORS, LLC CRD 169277 | WA | $208.0M | 3 | Charles Schwab→ |
| 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 | GRAND SLAM ASSET MANAGEMENT, LLC CRD 161122 | NJ | $35.0M | — | Wells Fargo→ |
| B56 | WEALTH MANAGEMENT ASSOCIATES, INC. CRD 117606 | NJ | $717.4M | 11 | E*Trade→ |
| B56 | WEINAND FINANCIAL, INC. CRD 328590 | WA | $610.4M | 1 | Charles Schwab→ |
| B56 | S. R. SCHILL & ASSOCIATES, INC. CRD 105864 | WA | $143.1M | 3 | Charles Schwab→ |
| B56 | SMART PORTFOLIOS, LLC CRD 131342 | WA | $210.3M | 4 | Charles Schwab→ |
| B56 | COLUMBIA RIVER ADVISORS, LLC CRD 154571 | WA | $191.1M | 4 | Charles Schwab→ |
| B56 | MLP3, LLC CRD 296314 | NJ | $248.1M | 2 | E*Trade→ |
| 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 | BPP WEALTH SOLUTIONS, LLC CRD 166962 | NJ | $247.3M | 4 | Charles Schwab→ |
| B55 | SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC CRD 298315 | NJ | $454.2M | 5 | Charles Schwab→ |
| B55 | NORTHWEST WEALTH ADVISORS, LLC CRD 327641 | WA | $304.5M | 6 | LPL Financial→ |
| B55 | TEPLITZ FINANCIAL GROUP LLC CRD 122038 | NJ | $131.7M | 1 | Charles Schwab→ |
| B55 | MOUNTAIN PACIFIC ADVISORS, LLC CRD 151666 | WA | $484.3M | — | E*Trade→ |
| B54 | ARCHON CAPITAL MANAGEMENT LLC CRD 130499 | WA | $214.6M | 3 | Fidelity→ |
| B54 | SAPPHIRE STAR CAPITAL LLC CRD 226665 | WA | $142.2M | 1 | Charles Schwab→ |
| B54 | NEW VERNON ADVISERS LP CRD 160231 | NJ | $902.1M | — | Pershing→ |
| B54 | VENTURE INVESTMENT MANAGEMENT CO., L.L.C. CRD 160002 | NJ | $636.8M | — | Raymond James→ |
| B54 | HIGH POINT WEALTH MANAGEMENT, LLC CRD 147111 | NJ | $192.9M | 2 | Fidelity→ |
| B54 | STOLZER ROTHSCHILD LEVY LLC CRD 169817 | NJ | $166.0M | 2 | Charles Schwab→ |
| B54 | SEATTLE WEALTH MANAGEMENT LLC CRD 285877 | WA | $131.3M | 2 | Charles Schwab→ |
| B54 | SFI ADVISORS, LLC CRD 287929 | NJ | $176.0M | 4 | Charles Schwab→ |
| B54 | HUDSON OAK WEALTH ADVISORY LLC CRD 300218 | NJ | $133.9M | 1 | Charles Schwab→ |
| B54 | MOULTON WEALTH MANAGEMENT, INC CRD 304598 | WA | $159.7M | 3 | Charles Schwab→ |
| B54 | AVANTIA INVESTMENT SERVICES, LLC CRD 307869 | WA | $119.1M | 3 | Charles Schwab→ |
| B54 | GREYSTONE FINANCIAL & ESTATE SERVICES, INC. CRD 318092 | WA | $117.1M | 2 | Charles Schwab→ |
| B53 | REEDMARK ADVISORS, LLC CRD 173760 | NJ | $564.6M | 4 | E*Trade→ |
| B53 | COPPER BEECH FINANCIAL GROUP, LLC CRD 313156 | NJ | $197.4M | 3 | E*Trade→ |
| B53 | HFG ADVISORS, INC. CRD 316446 | WA | $113.4M | 5 | Charles Schwab→ |
| B53 | SINDIA CAPITAL ADVISERS, LLC CRD 333325 | NJ | $423.4M | 1 | E*Trade→ |
| B53 | JOHNSON & SHUTE INVESTMENT ADVISORS, INC. CRD 116667 | WA | $137.3M | 10 | Charles Schwab→ |
| B53 | AZNAR FINANCIAL ADVISORS, LLC CRD 121388 | NJ | $169.6M | 6 | Charles Schwab→ |
| B53 | 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT CRD 124288 | NJ | $150.1M | 1 | Fidelity→ |
| B53 | STEMBROOK ASSET MANAGEMENT, LLC CRD 144116 | NJ | $147.5M | 2 | Charles Schwab→ |
