| B60 | BRUESKE ADVISORY SERVICES, LLC CRD 300689 | WA | $35.8M | 4 | E*Trade→ |
| B59 | STERLING CAPITAL MANAGEMENT INC CRD 106822 | WI | $296.9M | 2 | E*Trade→ |
| B59 | BOWSIDE CAPITAL, LLC CRD 170509 | SC | $230.2M | — | E*Trade→ |
| B59 | SURIENCE PRIVATE WEALTH LLC CRD 313055 | WA | $124.0M | 2 | Wells Fargo→ |
| B59 | JOHN F SUBY WEALTH MANAGEMENT LLC CRD 150824 | WI | $464.9M | 3 | E*Trade→ |
| B59 | COORDINATED CAPITAL SECURITIES, INC. CRD 14762 | WI | $159.9M | 30 | Wells Fargo→ |
| B59 | PETRIE CAPITAL MANAGEMENT LLC. CRD 136480 | WA | $105.2M | 1 | Charles Schwab→ |
| B59 | OMNI FINANCIAL LLC CRD 314670 | WI | $116.9M | 1 | LPL Financial→ |
| B59 | HARBORVIEW ASSET MANAGEMENT LLC CRD 332767 | WA | $124.7M | 2 | Charles Schwab→ |
| B59 | LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT CRD 335660 | WA | $142.0M | 1 | LPL Financial→ |
| B58 | MARTIN NELSON & CO., INC. CRD 2903 | WA | $287.3M | 9 | Charles Schwab→ |
| B58 | IMPRINT WEALTH LLC CRD 322130 | SC | $131.6M | 2 | E*Trade→ |
| B58 | UNITED VALUE CAPITAL, LLC CRD 300533 | UT | $122.0M | — | E*Trade→ |
| B58 | KUNATH KARREN RINNE & ATKIN LLC CRD 104531 | WA | $373.0M | 3 | E*Trade→ |
| B58 | WHITE & COMPANY FINANCIAL PLANNING, INC. CRD 115326 | WA | $149.8M | 4 | Charles Schwab→ |
| B58 | STAPP WEALTH MANAGEMENT, PLLC CRD 116553 | WA | $145.1M | 3 | Charles Schwab→ |
| B58 | BEDMINSTER L.L.C. CRD 118794 | SC | $199.0M | 3 | Charles Schwab→ |
| B58 | INTEGRITY WEALTH MANAGEMENT, INC. CRD 150103 | WA | $163.2M | 2 | Charles Schwab→ |
| 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 | 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 | 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→ |
| 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 | 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 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| 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→ |
| 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 | GUARDIAN WEALTH MANAGEMENT, LLC CRD 146923 | UT | $174.8M | 3 | Charles Schwab→ |
| B55 | JFA ADVISORS, LLC CRD 144039 | SC | $175.0M | 1 | —→ |
| 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 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B55 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | E*Trade→ |
| B55 | GLOBAL VALUE INVESTMENT CORPORATION CRD 144260 | WI | $225.6M | 4 | Charles Schwab→ |
| B55 | IVY EVERGREEN, LLC CRD 324430 | SC | $155.0M | — | E*Trade→ |
| B55 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| B55 | MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | WI | $877.6M | 7 | Charles Schwab→ |
