| B57 | WINDWARD WEALTH STRATEGIES, INC. CRD 175126 | WI | $251.2M | 2 | Charles Schwab→ |
| 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 | WEALTHTRAK CAPITAL MANAGEMENT, L.L.C. CRD 160057 | VA | $195.4M | 5 | Charles Schwab→ |
| B56 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CRD 332731 | WI | $168.2M | 3 | E*Trade→ |
| B56 | FOREFRONT ASSET MANAGEMENT, LLC CRD 281118 | VA | $136.9M | 3 | Raymond James→ |
| B56 | ELITE WEALTH MANAGEMENT, INC. CRD 333159 | WI | $161.4M | 4 | Charles Schwab→ |
| B56 | OMEGA WEALTH MANAGEMENT LLC CRD 132580 | VA | $309.7M | 4 | E*Trade→ |
| B55 | FINANCIAL STRATEGIES, INC. CRD 113097 | WI | $149.8M | 10 | Charles Schwab→ |
| B55 | SIMA WEALTH PARTNERS, LLC CRD 159943 | VA | $156.7M | 5 | Charles Schwab→ |
| B55 | BOARDWALK FINANCIAL STRATEGIES LLC CRD 165048 | WI | $197.6M | 3 | 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 | EMERGENT FINANCIAL SERVICES, LLC. CRD 288434 | VA | $195.2M | 3 | E*Trade→ |
| 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 | CLIO ASSET MANAGEMENT LLC CRD 298041 | VA | $134.5M | 1 | Charles Schwab→ |
| B54 | ALPHA INVESTMENT CONSULTING GROUP, LLC CRD 139721 | WI | $713.6M | 3 | E*Trade→ |
| 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 | CAPITAL INVESTMENT SERVICES OF AMERICA INC CRD 110639 | WI | $1.31B | 9 | Charles Schwab→ |
| B54 | MORRIS & WELLS WEALTH MANAGEMENT CRD 162411 | VA | $987.9M | — | 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 | PEAKVALLEY WEALTH, LLC CRD 165542 | VA | $130.3M | 4 | 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 | 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 | WILLS FINANCIAL GROUP, LLC CRD 334431 | VA | $385.7M | 4 | 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 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC CRD 292786 | WI | $81.7M | — | E*Trade→ |
| B53 | TONE CAPITAL, LLC CRD 285622 | VA | $118.3M | 3 | E*Trade→ |
| B52 | ADVISORS MANAGEMENT GROUP INC CRD 113020 | WI | $819.6M | 12 | Charles Schwab→ |
| B52 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC CRD 326646 | WI | $83.7M | — | E*Trade→ |
| 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 | GOOGINS ADVISORS, INC. CRD 13985 | WI | $501.0M | 4 | Charles Schwab→ |
| 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 | —→ |
| B51 | ARCATAUR CAPITAL MANAGEMENT LLC CRD 124663 | WI | $469.5M | 7 | Charles Schwab→ |
| B51 | SYCAMORE INVESTMENT CONSULTING SERVICES, LLC CRD 125081 | WI | $159.6M | 2 | —→ |
