| B57 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC CRD 165355 | UT | $128.2M | 3 | E*Trade→ |
| B57 | 44 WEALTH MANAGEMENT LLC CRD 309647 | OR | $487.4M | 4 | Fidelity→ |
| 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 | SPRINGWATER WEALTH MANAGEMENT, LLC CRD 167539 | OR | $203.9M | 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 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B56 | AG FINANCIAL, LLC CRD 140226 | UT | $103.5M | 2 | Charles Schwab→ |
| B56 | CAPSTONE WEALTH ADVISORS, LLC CRD 287670 | OR | $102.4M | 2 | Charles Schwab→ |
| B56 | HIGHROAD WEALTH ADVISORS, LLC CRD 331566 | OR | $188.5M | 3 | Altruist→ |
| B56 | PARAGON CAPITAL MANAGEMENT INC CRD 105962 | UT | $153.4M | 3 | Charles Schwab→ |
| B55 | GUARDIAN WEALTH MANAGEMENT, LLC CRD 146923 | UT | $174.8M | 3 | Charles Schwab→ |
| B55 | ENCOMPASS WEALTH ADVISORS, LLC CRD 170807 | OR | $472.8M | 4 | E*Trade→ |
| B55 | FAIRCHILD CAPITAL LLC CRD 298428 | OR | $102.8M | 1 | —→ |
| B55 | TANAKA CAPITAL MANAGEMENT INC CRD 109888 | CT | $69.4M | 1 | E*Trade→ |
| B55 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | E*Trade→ |
| B55 | GRANGE CAPITAL, LLC CRD 131699 | OR | $217.2M | 4 | Charles Schwab→ |
| B55 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| B55 | LARSEN, GLEN ALLEN CRD 118496 | UT | $146.6M | — | Charles Schwab→ |
| B55 | PACIFIC COAST INVESTMENT ADVISORS, LLC CRD 137963 | OR | $122.2M | 1 | Charles Schwab→ |
| B55 | ENGLE CAPITAL MANAGEMENT, L.P. CRD 178525 | CT | $492.4M | — | Goldman Sachs→ |
| B54 | KATE CAPITAL LLC CRD 329897 | CT | $206.8M | — | E*Trade→ |
| B54 | TWEEDY, BROWNE COMPANY LLC CRD 6857 | CT | $7.13B | 9 | BNY Mellon→ |
| 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 | TENBRIDGE PARTNERS LLC CRD 159378 | OR | $110.0M | 4 | Charles Schwab→ |
| B54 | CAPITOL FAMILY OFFICE, INC. CRD 312005 | OR | $136.1M | 2 | Charles Schwab→ |
| B54 | TRADEWINDS ASSET MANAGEMENT, LLC CRD 323879 | OR | $135.1M | 3 | Charles Schwab→ |
| B54 | SAMARA INVESTMENT MANAGEMENT, LLC CRD 336178 | OR | $123.0M | 2 | Charles Schwab→ |
| B54 | DRAKE CAPITAL ADVISORS LLC CRD 136716 | CT | $713.4M | — | Interactive Brokers→ |
| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| 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 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| 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 | ROOTED FINANCIAL GROUP, LLC CRD 335302 | OR | $108.7M | 2 | Charles Schwab→ |
| B53 | FREMEN CAPITAL MANAGEMENT LP CRD 334502 | CT | $157.3M | — | Goldman Sachs→ |
| B52 | HURLEY FINANCIAL GROUP, INC. CRD 108983 | OR | $406.5M | 15 | E*Trade→ |
| 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 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | OR | $808.9M | — | Pershing→ |
| B52 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. CRD 171321 | OR | $235.4M | 3 | 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→ |
| B52 | LANSDOWNE WEALTH MANAGEMENT, LLC CRD 155422 | CT | $227.7M | 7 | Fidelity→ |
| B51 | YAKIRA CAPITAL MANAGEMENT, INC. CRD 159398 | CT | $411.6M | — | E*Trade→ |
| B51 | SAVOIR FAIRE CAPITAL MANAGEMENT, LP CRD 306994 | CT | $389.5M | — | E*Trade→ |
