| B61 | TOWLE & CO CRD 110862 | CO | $473.7M | 11 | Pershing→ |
| B61 | REVIEW SERVICES INC CRD 110277 | WI | $227.4M | 3 | Charles Schwab→ |
| B61 | ALTIUS FINANCIAL, INC. CRD 113268 | CO | $212.2M | 3 | Charles Schwab→ |
| B61 | LANDMARK WEALTH ADVISORS, LLC CRD 166989 | UT | $135.9M | 2 | Charles Schwab→ |
| B61 | RED MOUNTAIN FINANCIAL, LLC CRD 277100 | CO | $184.4M | — | Charles Schwab→ |
| B61 | ELITE RETIREMENT GROUP, INC. CRD 312178 | WI | $168.4M | — | Charles Schwab→ |
| B61 | JP WEALTH MANAGEMENT, INC. CRD 129475 | SC | $274.0M | 2 | Charles Schwab→ |
| B61 | RIA SERVICES, LLC CRD 281520 | WI | $276.1M | 2 | Charles Schwab→ |
| B60 | WORLD CAPITAL ADVISORS, LLC CRD 135941 | CO | $72.0M | 3 | E*Trade→ |
| B60 | HINDS FINANCIAL GROUP INC CRD 129971 | CO | $536.9M | 6 | Pershing→ |
| B60 | REEF INVESTMENT MANAGEMENT LLC CRD 309186 | UT | $234.3M | 1 | E*Trade→ |
| B60 | JORDANELLE CAPITAL, LLC CRD 323676 | UT | $179.2M | — | Northern Trust→ |
| B60 | THE CAVANAUGH GROUP INC CRD 105931 | SC | $485.7M | 2 | E*Trade→ |
| B59 | STERLING CAPITAL MANAGEMENT INC CRD 106822 | WI | $296.9M | 2 | E*Trade→ |
| B59 | ESSENTIAL INVESTMENT PARTNERS, LLC CRD 149509 | CO | $223.0M | 2 | E*Trade→ |
| B59 | WAZEE STREET CAPITAL MANAGEMENT LLC CRD 159165 | CO | $203.4M | — | Folio Institutional→ |
| B59 | BOWSIDE CAPITAL, LLC CRD 170509 | SC | $230.2M | — | E*Trade→ |
| B59 | CONSILIUM, LLC CRD 304503 | CO | $215.0M | 1 | Charles Schwab→ |
| B59 | JOHN F SUBY WEALTH MANAGEMENT LLC CRD 150824 | WI | $464.9M | 3 | E*Trade→ |
| B59 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC CRD 109036 | CO | $905.2M | 10 | Goldman Sachs→ |
| B59 | COORDINATED CAPITAL SECURITIES, INC. CRD 14762 | WI | $159.9M | 30 | Wells Fargo→ |
| B59 | PEACE OF MIND FINANCIAL, INC CRD 289067 | CO | $123.6M | 2 | Charles Schwab→ |
| B59 | COHESION WEALTH MANAGEMENT, LLC CRD 308980 | CO | $171.0M | 4 | 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 | WALNUT LEVEL CAPITAL LLC CRD 307942 | CO | $119.2M | — | E*Trade→ |
| B58 | UNITED VALUE CAPITAL, LLC CRD 300533 | UT | $122.0M | — | E*Trade→ |
| B58 | BEDMINSTER L.L.C. CRD 118794 | SC | $199.0M | 3 | Charles Schwab→ |
| B58 | FIT ASSET MANAGEMENT, LLC CRD 281494 | CO | $147.4M | 3 | Charles Schwab→ |
| B57 | REINHART PARTNERS, LLC CRD 106432 | WI | $2.47B | 6 | State Street→ |
| B57 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC CRD 165355 | UT | $128.2M | 3 | E*Trade→ |
| B57 | WINDWARD WEALTH STRATEGIES, INC. CRD 175126 | WI | $251.2M | 2 | Charles Schwab→ |
| B57 | CREDENTIALED WEALTH ADVISORS, LLC CRD 312517 | CO | $139.8M | 3 | E*Trade→ |
| 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 | CAPITAL ASSET MANAGEMENT, LLC CRD 284505 | CO | $208.8M | 4 | Fidelity→ |
| B57 | VENTANA PRIVATE WEALTH LLC CRD 311878 | CO | $158.6M | 2 | Charles Schwab→ |
| B57 | PANORAMA WEALTH ADVISORS CRD 324199 | CO | $133.7M | 2 | Fidelity→ |
| B56 | WILLIAM B. WALKUP & ASSOCIATES, INC. CRD 135533 | SC | $178.3M | 3 | Interactive Brokers→ |
| B56 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CRD 332731 | WI | $168.2M | 3 | E*Trade→ |
| B56 | ASSET MANAGEMENT GROUP INVESTMENT CORP. CRD 168369 | CO | $151.2M | — | Raymond James→ |
| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B56 | PEAK INVESTMENT ADVISORS, INC. CRD 113967 | CO | $234.6M | 1 | Charles Schwab→ |
| B56 | AG FINANCIAL, LLC CRD 140226 | UT | $103.5M | 2 | Charles Schwab→ |
| B56 | ELITE WEALTH MANAGEMENT, INC. CRD 333159 | WI | $161.4M | 4 | Charles Schwab→ |
| B56 | PARAGON CAPITAL MANAGEMENT INC CRD 105962 | UT | $153.4M | 3 | Charles Schwab→ |
| B56 | PRIMETRUST ADVISORS LLC CRD 141625 | SC | $421.6M | 2 | E*Trade→ |
| B56 | ICON ADVISERS, INC. CRD 108268 | CO | $875.9M | 3 | Charles Schwab→ |
| B56 | BULLSEYE ASSET MANAGEMENT LLC CRD 153990 | CO | $183.9M | 2 | Goldman Sachs→ |
