| B55 | FAIRCHILD CAPITAL LLC CRD 298428 | OR | $102.8M | 1 | —→ |
| B55 | EMERGENT FINANCIAL SERVICES, LLC. CRD 288434 | VA | $195.2M | 3 | E*Trade→ |
| B55 | GRANGE CAPITAL, LLC CRD 131699 | OR | $217.2M | 4 | Charles Schwab→ |
| B55 | PACIFIC COAST INVESTMENT ADVISORS, LLC CRD 137963 | OR | $122.2M | 1 | Charles Schwab→ |
| B55 | CLIO ASSET MANAGEMENT LLC CRD 298041 | VA | $134.5M | 1 | Charles Schwab→ |
| B54 | JUNO FINANCIAL GROUP LLC CRD 336362 | VA | $541.9M | 7 | Charles Schwab→ |
| B54 | VANTAGE CONSULTING GROUP INC CRD 105240 | VA | $241.7M | 8 | Folio Institutional→ |
| B54 | MORRIS & WELLS WEALTH MANAGEMENT CRD 162411 | VA | $987.9M | — | Charles Schwab→ |
| B54 | TENBRIDGE PARTNERS LLC CRD 159378 | OR | $110.0M | 4 | Charles Schwab→ |
| B54 | PEAKVALLEY WEALTH, LLC CRD 165542 | VA | $130.3M | 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 | DECISIONMAP WEALTH MANAGEMENT, LLC CRD 328429 | VA | $363.4M | 4 | Charles Schwab→ |
| B54 | HENDERSON FINANCIAL GROUP LLC CRD 333013 | VA | $136.4M | 3 | Charles Schwab→ |
| B54 | TENZING FINANCIAL LLC CRD 335259 | VA | $231.1M | 3 | Charles Schwab→ |
| B54 | SAMARA INVESTMENT MANAGEMENT, LLC CRD 336178 | OR | $123.0M | 2 | Charles Schwab→ |
| B54 | WELLINGTON CONSULTING SERVICES INC CRD 105837 | VA | $1.69B | 9 | Charles Schwab→ |
| B53 | THE ITHAKA GROUP, LLC CRD 146975 | VA | $572.1M | 3 | Charles Schwab→ |
| B53 | MCLAUGHLIN RYDER INVESTMENTS, INC. CRD 147529 | VA | $522.1M | 5 | Pershing→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| B53 | WILLS FINANCIAL GROUP, LLC CRD 334431 | VA | $385.7M | 4 | Charles Schwab→ |
| B53 | ROOTED FINANCIAL GROUP, LLC CRD 335302 | OR | $108.7M | 2 | Charles Schwab→ |
| B53 | TONE CAPITAL, LLC CRD 285622 | VA | $118.3M | 3 | E*Trade→ |
| B52 | HURLEY FINANCIAL GROUP, INC. CRD 108983 | OR | $406.5M | 15 | 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→ |
| B51 | ALBRIGHT CAPITAL MANAGEMENT LP CRD 133613 | VA | $49.8M | — | E*Trade→ |
| B51 | THOMPSON DAVIS & CO., INC. CRD 41353 | VA | $211.3M | 9 | E*Trade→ |
| B51 | AUXIER ASSET MANAGEMENT LLC CRD 107980 | OR | $946.1M | 6 | Charles Schwab→ |
| B51 | REDMOND ASSET MANAGEMENT, LLC CRD 138706 | VA | $537.2M | 2 | Charles Schwab→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| B51 | BROAD RUN INVESTMENT MANAGEMENT, LLC CRD 165067 | VA | $681.8M | 5 | Charles Schwab→ |
| B51 | TAYLOR FINANCIAL GROUP, INC. CRD 116744 | VA | $410.0M | 4 | Pershing→ |
| B51 | ALLRIDGE WEALTH MANAGEMENT, P.C. CRD 117249 | VA | $103.3M | 2 | —→ |
| B51 | CWC ADVISORS, LLC CRD 127739 | OR | $445.3M | 5 | Charles Schwab→ |
| B50 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION CRD 107777 | OR | $758.3M | 4 | Charles Schwab→ |
| B50 | BELLARS HARRIS WEALTH MANAGEMENT, LLC CRD 338986 | VA | $505.4M | 5 | Raymond James→ |
| B50 | OXFORD CAPITAL MANAGEMENT, INC. CRD 118359 | VA | $170.0M | 2 | Charles Schwab→ |
| B50 | TRU INDEPENDENCE ASSET MANAGEMENT, LLC CRD 168256 | OR | $336.9M | 8 | Raymond James→ |
| C50 | ATLANTIC UNION MUNICIPAL ADVISORS, INC CRD 329425 | VA | $134.3M | 3 | E*Trade→ |
| C50 | BLUESTONE INVESTMENT MANAGER, LLC CRD 296820 | VA | $144.8M | — | E*Trade→ |
| C49 | COPIA WEALTH MANAGEMENT, LLC CRD 281873 | OR | $157.5M | 4 | Charles Schwab→ |
| C49 | ACTS FINANCIAL ADVISORS, LLC CRD 325930 | VA | $126.5M | 2 | Charles Schwab→ |
| C49 | ARIA WEALTH PARTNERS, LLC CRD 334270 | VA | $112.3M | 2 | Charles Schwab→ |
| C49 | RIVER CRESCENT ADVISORS, LLC CRD 334629 | VA | $136.8M | 2 | Charles Schwab→ |
| C49 | INTEGRATED FINANCIAL SOLUTIONS, INC. CRD 112038 | VA | $303.3M | 8 | Pershing→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C48 | BOWEN FINANCIAL SERVICES, LLC CRD 116714 | VA | $191.0M | 3 | Charles Schwab→ |
| C48 | 8TH STREET INVESTMENTS, LLC CRD 148727 | VA | $166.9M | 2 | Charles Schwab→ |
| C48 | MASONRY CAPITAL MANAGEMENT, LLC CRD 292664 | VA | $370.5M | 2 | Charles Schwab→ |
