| A90 | WINNING POINTS ADVISORS, L.L.C. CRD 118077 | FL | $173.1M | 1 | Charles Schwab→ |
| A84 | LORETTA NOLAN ASSOCIATES, LLC CRD 126468 | CT | $135.8M | 1 | Charles Schwab→ |
| A84 | SHANNON T. PITNER AND COMPANY CRD 311853 | FL | $107.9M | 1 | Raymond James→ |
| A83 | HINSDALE ASSOCIATES, INC. CRD 108293 | IL | $120.1M | — | E*Trade→ |
| A81 | EHB FINANCIAL RESOURCES MANAGEMENT, INC. CRD 116186 | PA | $164.0M | 1 | Charles Schwab→ |
| A81 | WELLS GLOBAL INVESTMENT ADVISERS LLC CRD 150139 | FL | $101.3M | 2 | Pershing→ |
| A80 | TRIDENT ADVISORS INC CRD 108920 | PA | $116.9M | 1 | Wells Fargo→ |
| A80 | OSPREY CAPITAL MANAGEMENT CORP. CRD 172524 | FL | $197.2M | — | E*Trade→ |
| A80 | CHARTERED ADVISORY GROUP, INC. CRD 116517 | PA | $127.7M | 4 | Charles Schwab→ |
| A78 | WESTERN PACIFIC WEALTH MANAGEMENT, LP CRD 152714 | IL | $205.5M | 2 | Charles Schwab→ |
| A76 | BATES FINANCIAL ADVISORS, INC. CRD 116515 | IL | $439.2M | 3 | Fidelity→ |
| A75 | MARK BELL ADVISORY SERVICES, INC. CRD 107114 | IL | $138.2M | 1 | Charles Schwab→ |
| A75 | BERKSHIRE ADVISORS, INC. CRD 122389 | PA | $97.1M | 2 | Charles Schwab→ |
| A75 | ASPETUCK FINANCIAL MANAGEMENT LLC CRD 134500 | CT | $178.3M | 1 | Charles Schwab→ |
| A75 | ALEXANDER CAPITAL ADVISORS, LLC CRD 140508 | CT | $104.2M | 1 | Charles Schwab→ |
| A75 | WATKINSON CAPITAL ADVISORS LLC CRD 151862 | PA | $124.2M | 3 | Charles Schwab→ |
| A75 | V. M. MANNING & CO., INC. CRD 2655 | SC | $133.3M | 2 | Charles Schwab→ |
| A75 | ARBOR FINANCIAL SERVICES, LLC CRD 150713 | IL | $122.2M | 4 | LPL Financial→ |
| A75 | SYNTAX RESEARCH, INC. CRD 151948 | FL | $202.9M | 1 | E*Trade→ |
| A72 | DEWITT INVESTMENT RESEARCH & MANAGEMENT INC CRD 108232 | PA | $123.2M | 3 | Charles Schwab→ |
| A72 | AUREUM WEALTH MANAGEMENT, LLC CRD 272027 | FL | $150.6M | 3 | Charles Schwab→ |
| A72 | ACT CAPITAL MANAGEMENT, LLC CRD 307272 | PA | $163.9M | — | Fidelity→ |
| A72 | MONEY MANAGEMENT CONCEPTS, INC. CRD 111485 | FL | $119.6M | 2 | Charles Schwab→ |
| A72 | CLEMENT STREET CAPITAL LLC CRD 159684 | IL | $141.0M | 2 | Charles Schwab→ |
| A72 | BARRETT WEALTH CONNECTION LLC CRD 161020 | IL | $148.0M | 2 | Charles Schwab→ |
| A72 | VERSATILE CAPITAL MANAGEMENT L.L.C. CRD 173611 | IL | $130.1M | 2 | —→ |
| A71 | FUTURA ASSET ADVISORS LLC CRD 136285 | FL | $114.8M | 1 | E*Trade→ |
| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A70 | HMS FINANCIAL SERVICES, LLC CRD 131569 | SC | $118.5M | 1 | E*Trade→ |
| A70 | HEALTHVIEW ASSET MANAGEMENT, INC. CRD 141884 | PA | $104.4M | 4 | E*Trade→ |
| A70 | BUCKEYE-PACIFIC LLC CRD 311553 | FL | $225.4M | — | Goldman Sachs→ |
| A70 | BORER DENTON & ASSOCIATES, INC. CRD 135729 | PA | $403.0M | 2 | Pershing→ |
| A69 | BRUCE & CO INC CRD 104735 | IL | $379.5M | 1 | E*Trade→ |
| A69 | PORTFOLIO RESOURCES ADVISOR GROUP, INC. CRD 144601 | FL | $121.9M | 11 | Charles Schwab→ |
| A69 | AMERICAN ASSET MANAGEMENT INC. CRD 123116 | FL | $153.3M | 1 | Charles Schwab→ |
| A69 | GIBRALTAR WEALTH MANAGEMENT, LLC CRD 124128 | PA | $212.7M | 5 | Charles Schwab→ |
| A69 | ALLISON INVESTMENT MANAGEMENT, LLC CRD 124645 | SC | $170.4M | 2 | Charles Schwab→ |
| A69 | LIFESTYLE FREEDOM ADVISORY GROUP, LLC CRD 283512 | FL | $156.8M | 5 | Charles Schwab→ |
| A68 | INGRAM ADVISORY SERVICES, LLC CRD 123508 | FL | $109.3M | 2 | Pershing→ |
| A68 | BENCHMARK CAPITAL GROUP LTD. CRD 123698 | IL | $173.6M | 2 | Charles Schwab→ |
| A68 | RUTHERFORD ASSET PLANNING, INC. CRD 128036 | FL | $181.3M | 1 | Charles Schwab→ |
| A68 | LOYOLA ASSET MANAGEMENT LLC CRD 153255 | FL | $239.9M | 3 | Pershing→ |
| A68 | UNIMAR FINANCIAL SERVICES, LLC CRD 159674 | FL | $230.8M | 3 | Pershing→ |
| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| A68 | LIND CAPITAL PARTNERS, LLC CRD 165810 | IL | $235.0M | 2 | Charles Schwab→ |
| A68 | MATTHEW 25 MANAGEMENT CORP CRD 104566 | PA | $315.9M | — | E*Trade→ |
| A68 | CAMPBELL CAPITAL MANAGEMENT INC CRD 106130 | FL | $303.3M | 1 | E*Trade→ |
| A68 | EMERALD SEPARATE ACCOUNT MANAGEMENT LLC CRD 150202 | PA | $21.3M | — | E*Trade→ |
| A68 | DRUM HILL CAPITAL, LLC CRD 123359 | CT | $194.3M | 3 | E*Trade→ |
| A68 | ZEST CAPITAL LLC CRD 316889 | FL | $90.6M | — | E*Trade→ |
