| B51 | THOMPSON DAVIS & CO., INC. CRD 41353 | VA | $211.3M | 9 | E*Trade→ |
| B51 | REDMOND ASSET MANAGEMENT, LLC CRD 138706 | VA | $537.2M | 2 | Charles Schwab→ |
| 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 | —→ |
| 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→ |
| 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 | 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→ |
| 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→ |
| C48 | MIDATLANTIC CAPITAL MANAGEMENT, INC. CRD 116524 | VA | $477.0M | 2 | E*Trade→ |
| C48 | BLUESTEM ASSET MANAGEMENT, LLC CRD 158330 | VA | $1.29B | — | E*Trade→ |
| C48 | PINE HARBOR WEALTH MANAGEMENT LLC CRD 317352 | VA | $507.1M | 1 | Charles Schwab→ |
| C48 | COOK FINANCIAL DESIGNS, INC. CRD 115241 | VA | $172.4M | 1 | Charles Schwab→ |
| C47 | WEALTHWAY FINANCIAL ADVISORS CRD 108824 | VA | $245.6M | 2 | Charles Schwab→ |
| C47 | MWA INVESTMENTS, LLC CRD 156685 | VA | $250.4M | 1 | —→ |
| C47 | WEST TOWER GROUP, LLC CRD 323520 | VA | $142.0M | — | Goldman Sachs→ |
| C47 | JOSS BROWN WEALTH ADVISORS GROUP LLC CRD 324719 | VA | $162.4M | 5 | Charles Schwab→ |
| C47 | HOPWOOD FINANCIAL SERVICES, INC. CRD 127927 | VA | $750.3M | 6 | Charles Schwab→ |
| C47 | CLARION WEALTH MANAGEMENT PARTNERS, LLC CRD 334243 | VA | $394.8M | 4 | Charles Schwab→ |
| C47 | ARGO WEALTH ADVISORY, LLC CRD 334041 | VA | $256.2M | 2 | Raymond James→ |
| C47 | NORTON CAPITAL MANAGEMENT, INC. CRD 110398 | VA | $136.6M | 1 | Pershing→ |
| C47 | ALPHA FINANCIAL ADVISORS, LLC CRD 116291 | VA | $218.3M | 5 | Charles Schwab→ |
| C47 | SPARK FINANCIAL ADVISORS, LLC CRD 296914 | VA | $147.1M | 3 | Charles Schwab→ |
| C47 | BURKE & HERBERT WEALTH SERVICES, LLC CRD 340285 | VA | $156.1M | 2 | —→ |
| C46 | INVESTOLOGY INC. CRD 130408 | VA | $250.0M | 4 | E*Trade→ |
| C46 | HERMITAGE WEALTH MANAGEMENT, INC. CRD 333235 | VA | $37.5M | 5 | E*Trade→ |
| C46 | CLARENDON CAPITAL, LLC CRD 298698 | VA | $275.4M | — | E*Trade→ |
| C46 | GLOVER PARK WEALTH MANAGEMENT, LLC CRD 309793 | VA | $144.3M | 1 | Charles Schwab→ |
| C45 | MOMENTUS MANAGER LLC CRD 324068 | VA | $284.3M | — | E*Trade→ |
| C45 | TRADERS A.I., INC. CRD 331700 | VA | $774K | — | E*Trade→ |
| C45 | CORBETT ROAD CAPITAL MANAGEMENT, LLC CRD 305063 | VA | $176.3M | — | Charles Schwab→ |
| C45 | BENEFIT FIDUCIARY GROUP LLC CRD 291252 | VA | $529.4M | 2 | Fidelity→ |
| C45 | RICHMOND CAPITAL MANAGEMENT INC CRD 104636 | VA | $5.93B | 8 | U.S. Bank→ |
| C45 | CAPITOL FINANCIAL CONSULTANTS, INC. CRD 109800 | VA | $269.2M | 4 | Charles Schwab→ |
| C45 | MONTVUE CAPITAL MANAGEMENT, INC. CRD 116807 | VA | $357.2M | 4 | Charles Schwab→ |
| C45 | BIRKS FINANCIAL CORP. CRD 118623 | VA | $290.6M | 3 | Charles Schwab→ |
| C45 | FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC CRD 136069 | VA | $333.0M | — | Charles Schwab→ |
| C45 | PLUSTICK MANAGEMENT LLC CRD 173707 | VA | $280.8M | — | JPMorgan→ |
| C45 | GUARDIAN POINT CAPITAL, LP CRD 165053 | VA | $646.4M | — | E*Trade→ |
| C45 | VIP PLANNERS, INC. CRD 111946 | VA | $126.2M | 2 | E*Trade→ |
| C45 | OPULEN FINANCIAL GROUP, LLC CRD 173963 | VA | $171.8M | 2 | Charles Schwab→ |
| C44 | SENTINEL WEALTH MANAGEMENT, INC. CRD 122235 | VA | $388.8M | 2 | Fidelity→ |
| C44 | HUNDREDFOLD ADVISORS, LLC CRD 131854 | VA | $148.2M | — | E*Trade→ |