| B57 | REINHART PARTNERS, LLC CRD 106432 | WI | $2.47B | 6 | State Street→ |
| B57 | SIMCOE CAPITAL, LLC CRD 121505 | WA | $109.4M | 3 | E*Trade→ |
| B57 | WINDWARD WEALTH STRATEGIES, INC. CRD 175126 | WI | $251.2M | 2 | Charles Schwab→ |
| B57 | P3 ASSET MANAGEMENT, LLC CRD 327327 | WA | $40.3M | — | 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 | FULCRUM WEALTH ADVISORS, LLC CRD 169277 | WA | $208.0M | 3 | Charles Schwab→ |
| B57 | DMC GROUP, LLC CRD 174077 | AL | $176.7M | 3 | Charles Schwab→ |
| B57 | BHK INVESTMENT ADVISORS, LLC CRD 140515 | AL | $794.1M | 5 | Charles Schwab→ |
| B56 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CRD 332731 | WI | $168.2M | 3 | 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 | COLARION LLC CRD 284588 | AL | $188.3M | 3 | Charles Schwab→ |
| B56 | ELITE WEALTH MANAGEMENT, INC. CRD 333159 | WI | $161.4M | 4 | Charles Schwab→ |
| B55 | FINANCIAL STRATEGIES, INC. CRD 113097 | WI | $149.8M | 10 | Charles Schwab→ |
| B55 | BOARDWALK FINANCIAL STRATEGIES LLC CRD 165048 | WI | $197.6M | 3 | Charles Schwab→ |
| B55 | AULL & MONROE INVESTMENT MANAGEMENT CORP CRD 104830 | AL | $323.2M | 4 | Charles Schwab→ |
| B55 | H. C. DENISON CO. CRD 1628 | WI | $310.0M | 4 | E*Trade→ |
| B55 | SKYLANDS CAPITAL, LLC CRD 131183 | WI | $746.5M | 2 | Goldman Sachs→ |
| B55 | GLOBAL VALUE INVESTMENT CORPORATION CRD 144260 | WI | $225.6M | 4 | Charles Schwab→ |
| B55 | MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | WI | $877.6M | 7 | Charles Schwab→ |
| B55 | NORTHWEST WEALTH ADVISORS, LLC CRD 327641 | WA | $304.5M | 6 | LPL Financial→ |
| B55 | MOUNTAIN PACIFIC ADVISORS, LLC CRD 151666 | WA | $484.3M | — | E*Trade→ |
| B54 | ALPHA INVESTMENT CONSULTING GROUP, LLC CRD 139721 | WI | $713.6M | 3 | E*Trade→ |
| B54 | ARCHON CAPITAL MANAGEMENT LLC CRD 130499 | WA | $214.6M | 3 | Fidelity→ |
| B54 | CAPITAL INVESTMENT SERVICES OF AMERICA INC CRD 110639 | WI | $1.31B | 9 | Charles Schwab→ |
| B54 | SAPPHIRE STAR CAPITAL LLC CRD 226665 | WA | $142.2M | 1 | Charles Schwab→ |
| B54 | BLACKHAWK CAPITAL PARTNERS, LLC CRD 158020 | WI | $452.0M | 7 | Charles Schwab→ |
| B54 | RICHMOND INVESTMENT SERVICES LLC CRD 327451 | WI | $453.2M | 14 | LPL Financial→ |
| B54 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC CRD 319298 | WI | $236.4M | 5 | LPL Financial→ |
| B54 | KULT WEALTH MANAGEMENT GROUP, LLC CRD 126740 | WI | $135.1M | 1 | Charles Schwab→ |
| B54 | SEATTLE WEALTH MANAGEMENT LLC CRD 285877 | WA | $131.3M | 2 | 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 | FIDELIS CAPITAL, LLC CRD 141341 | AL | $18.3M | — | Charles Schwab→ |
| B53 | HFG ADVISORS, INC. CRD 316446 | WA | $113.4M | 5 | Charles Schwab→ |
| B53 | JOHNSON & SHUTE INVESTMENT ADVISORS, INC. CRD 116667 | WA | $137.3M | 10 | Charles Schwab→ |
| B53 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC CRD 160581 | WA | $142.9M | 1 | Charles Schwab→ |
| B53 | CONCEPTUAL FINANCIAL ADVISORS, LLC CRD 167513 | WI | $189.9M | 1 | LPL Financial→ |
| B53 | GRANITE FINANCIAL GROUP, LLC CRD 168675 | WI | $186.2M | 2 | LPL Financial→ |
| B53 | DLK INVESTMENT ADVISORS, LLC CRD 328897 | WA | $140.7M | 2 | Charles Schwab→ |
| B53 | 917 ADVISORY SERVICES LLC CRD 331476 | WA | $167.5M | 3 | LPL Financial→ |
| B53 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC CRD 292786 | WI | $81.7M | — | E*Trade→ |
| B53 | SUNRISE FINANCIAL SERVICES LLC CRD 325955 | WA | $151.2M | 3 | E*Trade→ |
| B52 | ADVISORS MANAGEMENT GROUP INC CRD 113020 | WI | $819.6M | 12 | Charles Schwab→ |
| B52 | INVESTORS PORTFOLIO SERVICES LLC CRD 117299 | WA | $238.8M | 3 | Charles Schwab→ |
