| A87 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CRD 309943 | MA | $166.3M | 3 | Fidelity→ |
| A87 | SILVER LAKE CAPITAL PARTNERS LLC CRD 329997 | TX | $211.5M | 1 | Raymond James→ |
| A84 | STONEBRIDGE WEALTH MANAGEMENT, LLC CRD 146775 | TX | $134.6M | 1 | E*Trade→ |
| A76 | CALDERWOOD FINANCIAL STRATEGIES, INC. CRD 313466 | TX | $228.5M | 4 | Fidelity→ |
| A76 | PORTFOLIO MANAGEMENT, LLC CRD 107129 | TX | $151.9M | 2 | Charles Schwab→ |
| A75 | INVESTMENT MANAGEMENT TRUST, LLC CRD 129456 | MA | $123.5M | 1 | Charles Schwab→ |
| A75 | FMA WEALTH MANAGEMENT, LLC CRD 313049 | MA | $174.0M | 1 | Charles Schwab→ |
| A75 | MILLER GLOBAL INVESTMENTS, L.L.C. CRD 114683 | TX | $199.4M | 2 | Charles Schwab→ |
| A74 | BROADWATER CAPITAL MANAGEMENT LLC CRD 125509 | MA | $161.0M | 1 | E*Trade→ |
| A74 | GARRETT NAGLE & CO., INC. CRD 7071 | MA | $98.4M | 2 | E*Trade→ |
| A73 | CAPITAL MANAGEMENT SERVICES, INC. CRD 118260 | MO | $145.2M | 7 | Charles Schwab→ |
| A73 | ADAMS ASSET ADVISORS LLC CRD 120573 | TX | $839.4M | 2 | Fidelity→ |
| A72 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC CRD 112641 | TX | $146.6M | 3 | Fidelity→ |
| A72 | SPARROW CAPITAL MANAGEMENT INC CRD 106616 | MO | $113.3M | 1 | Charles Schwab→ |
| A72 | PINGORA PARTNERS LLC CRD 148262 | TX | $199.4M | 1 | Charles Schwab→ |
| A72 | MAXELE ADVISORS, LLC CRD 165129 | MO | $201.6M | 1 | Fidelity→ |
| A72 | TWIN GRYPHON ADVISORS LLC CRD 297264 | MA | $126.5M | 1 | Fidelity→ |
| A71 | FOCUS 401 (K) GROUP, LLC CRD 172217 | TX | $169.9M | 2 | Fidelity→ |
| A71 | VANN EQUITY MANAGEMENT LLC CRD 174239 | TX | $231.2M | 6 | Charles Schwab→ |
| A70 | DIESSLIN GROUP, INC. CRD 110557 | TX | $696.3M | 5 | Charles Schwab→ |
| A69 | ALBERT D MASON INC CRD 107412 | MA | $210.6M | 4 | Charles Schwab→ |
| A69 | STEWARDSHIP CAPITAL, LTD. CRD 110944 | MO | $168.4M | 4 | Charles Schwab→ |
| A69 | RADIUS WEALTH MANAGEMENT, INC. CRD 168159 | MA | $158.7M | 2 | Charles Schwab→ |
| A68 | TIMBUKTU CAPITAL MANAGEMENT, LLC CRD 131084 | MA | $98.6M | 1 | Charles Schwab→ |
| A68 | FENTON GREGORY COLEMAN CRD 133301 | MA | $194.8M | 1 | Fidelity→ |
| A68 | GRACE CAPITAL MANAGEMENT, LLC CRD 150054 | TX | $108.7M | 2 | Fidelity→ |
| A68 | KALEEL INVESTMENT ADVISORS, LLC CRD 131216 | MA | $145.4M | 2 | E*Trade→ |
| A68 | BTS ASSET MANAGEMENT INC CRD 105215 | MA | $144.8M | 11 | E*Trade→ |
| A67 | THE CATALYST GROUP, INC. CRD 333740 | TX | $199.4M | — | E*Trade→ |
| A67 | STRATEGIC ADVISORY SERVICES, L.L.C. CRD 108706 | TX | $184.9M | 4 | E*Trade→ |
| A67 | RPS RETIREMENT PLAN ADVISORS CRD 319220 | TX | $336.3M | 4 | Charles Schwab→ |
| A66 | BIRNAM WOOD CAPITAL, LLC CRD 269897 | TX | $106.1M | 1 | Charles Schwab→ |
| A66 | STAVIS WEALTH TRANSFER SOLUTIONS, LLC CRD 328185 | TX | $148.1M | 4 | Fidelity→ |
| A66 | PARK STATE ASSET MANAGEMENT LLC CRD 336573 | MA | $192.4M | 4 | Charles Schwab→ |
| A66 | ENTREPRENEURSHARES LLC CRD 153615 | MA | $50.4M | 1 | E*Trade→ |
| A66 | NEEDHAM R B ADVISORY CORP CRD 105378 | MA | $102.4M | 1 | Charles Schwab→ |
| A66 | CFG WEALTH MANAGEMENT SERVICES INC CRD 108351 | IN | $110.2M | 2 | —→ |
| A65 | MONEY MANAGERS, INC. CRD 104529 | TX | $146.6M | 3 | Charles Schwab→ |
| A65 | BOYD FINANCIAL STRATEGIES, INC. CRD 107505 | MA | $139.6M | 3 | Charles Schwab→ |
| A65 | SUCCESSFUL MONEY STRATEGIES INC CRD 109829 | MA | $227.1M | 1 | Charles Schwab→ |
| A65 | NEW ENGLAND SCHOONER, INC. CRD 129552 | MA | $165.2M | 4 | Pershing→ |
| A65 | MOORE FINANCIAL ADVISORS, LTD. CRD 130421 | MA | $127.2M | 5 | Fidelity→ |
| A65 | THE WEALTH COACH, LLC CRD 144588 | TX | $219.6M | 3 | Pershing→ |
| A65 | FAMILY PARTNERS CAPITAL, LLC CRD 304176 | MA | $92.3M | 2 | Charles Schwab→ |
| A65 | BUTTERWORTH FINANCIAL LLC CRD 325026 | MA | $103.3M | 1 | LPL Financial→ |
| B65 | MASTERPIECE CAPITAL, LLC CRD 290075 | TX | $124.9M | 1 | E*Trade→ |
| B65 | AWH CAPITAL, L.P. CRD 146740 | TX | $147.6M | 1 | E*Trade→ |
| B65 | CORTLAND ASSOCIATES INC CRD 104681 | MO | $958.0M | 4 | Charles Schwab→ |
| B64 | IRONWOOD INVESTMENT MANAGEMENT, LLC CRD 108467 | MA | $278.2M | 2 | Charles Schwab→ |
| B64 | ASSET MANAGEMENT STRATEGIES, INC. CRD 135173 | IN | $220.2M | 8 | E*Trade→ |
