| A85 | ROCKBRIDGE ASSET MANAGEMENT, LLC CRD 329880 | VA | $218.0M | 1 | Interactive Brokers→ |
| A84 | BLUELIST PARTNERS, LLC CRD 304568 | VA | $134.3M | 1 | Charles Schwab→ |
| A75 | V. M. MANNING & CO., INC. CRD 2655 | SC | $133.3M | 2 | Charles Schwab→ |
| A74 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | Fidelity→ |
| A73 | BHK SECURITIES, LLC CRD 139665 | AL | $128.4M | 5 | Wells Fargo→ |
| A73 | ALEXANDER RANDOLPH ADVISORY INC CRD 106024 | VA | $403.9M | 2 | Charles Schwab→ |
| A73 | WHALEN CAPITAL, INC. CRD 130016 | WI | $75.1M | 8 | E*Trade→ |
| A70 | 6TH STREET ADVISORS, LLC CRD 156623 | AL | $256.5M | 3 | Charles Schwab→ |
| A70 | Z3 CAPITAL PARTNERS, LLC CRD 336791 | VA | $466.8M | 3 | Raymond James→ |
| A70 | AVENIR CORPORATION CRD 110545 | VA | $849.3M | 3 | Fidelity→ |
| A70 | HMS FINANCIAL SERVICES, LLC CRD 131569 | SC | $118.5M | 1 | E*Trade→ |
| A70 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CRD 106288 | WI | $252.3M | 3 | Charles Schwab→ |
| A69 | ALLISON INVESTMENT MANAGEMENT, LLC CRD 124645 | SC | $170.4M | 2 | Charles Schwab→ |
| A69 | RETIREMENT ADVISORS, INC. CRD 122122 | AL | $159.6M | 9 | Charles Schwab→ |
| A68 | CAPITAL WEALTH ADVISORS, LTD. CRD 155263 | WI | $126.1M | 1 | Charles Schwab→ |
| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| A68 | KIRK CAPITAL ADVISORS LLC CRD 312401 | VA | $204.9M | 4 | Charles Schwab→ |
| A67 | FINANCIAL SERVICE GROUP INC CRD 107893 | WI | $215.0M | 3 | Charles Schwab→ |
| A67 | KEYSTONE ASSET MANAGEMENT, INC. CRD 130101 | VA | $261.0M | — | E*Trade→ |
| A66 | BRADFORD FINANCIAL CENTER CRD 110953 | IA | $229.7M | 8 | Charles Schwab→ |
| A66 | YON DRAKE & ASSOCIATES INC CRD 111491 | SC | $304.7M | 2 | E*Trade→ |
| A66 | WALTON FINANCIAL CRD 331634 | AL | $182.9M | 1 | E*Trade→ |
| A66 | PORTFOLIO ADVISORY GROUP, INC. CRD 116011 | VA | $115.8M | 2 | —→ |
| A66 | GIRA & GIRA INVESTMENT ADVISORS LLC CRD 167813 | VA | $121.4M | 2 | —→ |
| A66 | BIRMINGHAM CAPITAL MANAGEMENT CO INC CRD 108508 | AL | $273.6M | 5 | E*Trade→ |
| A65 | UNION STREET PARTNERS LLC CRD 156148 | VA | $86.3M | — | E*Trade→ |
| A65 | JAMES SCOTT S CO CRD 105861 | VA | $139.4M | 3 | Pershing→ |
| A65 | BLUE GRANITE CAPITAL, LLC CRD 125607 | SC | $108.8M | 3 | Pershing→ |
| A65 | VAN DER NOORD FINANCIAL ADVISORS, INC. CRD 135556 | SC | $152.0M | 2 | Charles Schwab→ |
| A65 | MCKINLEY MONEY, LLC CRD 145571 | WI | $163.7M | 2 | Charles Schwab→ |
| A65 | KORVING & COMPANY LLC CRD 152095 | VA | $137.5M | 3 | Charles Schwab→ |
| A65 | OCTOBER EFFECT LTD. CRD 281369 | VA | $138.9M | 4 | Charles Schwab→ |
| A65 | ACADIA LEGACY GROUP, LLC CRD 291481 | IA | $133.2M | 1 | Charles Schwab→ |
| A65 | BRIDGEWAY WEALTH MANAGEMENT, LLC CRD 326547 | IA | $164.6M | 2 | Raymond James→ |
| B64 | TAVERIK CAPITAL, LLC CRD 156594 | SC | $97.5M | 2 | Charles Schwab→ |
| B64 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION CRD 107549 | VA | $263.9M | 3 | Charles Schwab→ |
| B64 | WARREN CAPITAL MANAGEMENT, INC. CRD 137449 | SC | $131.0M | 3 | Charles Schwab→ |
| B64 | NCP MANAGEMENT HOLDINGS, INC. CRD 160075 | AL | $232.6M | — | E*Trade→ |
| B64 | HUNTER MICHAEL INVESTMENT ADVISORS INC CRD 107884 | VA | $81.2M | 1 | E*Trade→ |
| B64 | HERITAGE WEALTH MANAGEMENT GROUP, LTD CRD 148459 | VA | $152.2M | 3 | Altruist→ |
| B64 | XPS CAPITAL LLC CRD 311665 | VA | $95.3M | 2 | Charles Schwab→ |
| B64 | HANOVER ADVISORS, INC CRD 119655 | SC | $354.9M | 3 | Pershing→ |
| B64 | COURAGE MILLER PARTNERS, LLC CRD 147360 | VA | $480.7M | 3 | Charles Schwab→ |
| B64 | NICHOLSON WEALTH MANAGEMENT GROUP, LLC CRD 327001 | SC | $322.0M | 2 | Charles Schwab→ |
| B64 | JJSA ADVISORS, LTD. CRD 116460 | VA | $154.3M | 2 | E*Trade→ |
| B64 | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CRD 155195 | VA | $187.8M | 6 | Fidelity→ |
| B63 | OCTAGON FINANCE LLC CRD 289850 | VA | $184.1M | — | E*Trade→ |
| B63 | BRICKELL KEY ASSET MANAGEMENT LLC CRD 295209 | SC | $119.9M | — | E*Trade→ |
| B63 | AMERICAN INVESTMENT ADVISORS INC CRD 104579 | WI | $137.9M | — | Charles Schwab→ |
| B63 | TUVE INVESTMENT MANAGEMENT, INC. CRD 226702 | IA | $147.7M | 2 | Charles Schwab→ |