| A73 | REUTEMANN FINANCIAL SOLUTIONS, INC. CRD 153247 | MD | $251.6M | 6 | Charles Schwab→ |
| A72 | MOUNT VERNON ASSOCIATES INC CRD 107099 | MD | $232.5M | 1 | Charles Schwab→ |
| A70 | MONTGOMERY INVESTMENT MANAGEMENT INC CRD 105417 | MD | $490.0M | 2 | Charles Schwab→ |
| A70 | INTERVEST LTD CRD 104614 | MD | $247.0M | 2 | E*Trade→ |
| A70 | GLOBAL BROKERAGE SERVICES, INC. CRD 37505 | MD | $137.3M | 10 | E*Trade→ |
| A68 | THE ELLERSON GROUP INC CRD 106658 | MD | $291.2M | 2 | E*Trade→ |
| A66 | HILLMAN CAPITAL MANAGEMENT INC CRD 110096 | MD | $195.9M | 2 | Charles Schwab→ |
| B65 | EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC CRD 145420 | MD | $220.9M | 5 | E*Trade→ |
| B62 | PROMETHIUM ADVISORS, LLC CRD 329565 | MD | $235.3M | 4 | Charles Schwab→ |
| B60 | CRITERION AFRICA PARTNERS, INC CRD 291386 | MD | $85.9M | — | E*Trade→ |
| B60 | TUFTON CAPITAL MANAGEMENT, LLC CRD 113543 | MD | $463.8M | 5 | E*Trade→ |
| B60 | CAMDEN PARTNERS HOLDINGS, LLC CRD 117011 | MD | $369.6M | — | Raymond James→ |
| B59 | POTOMAC ASSET MANAGEMENT CO INC CRD 105730 | MD | $114.3M | — | —→ |
| B59 | STANDARD PARTNERS LLC CRD 167956 | MD | $108.3M | 1 | Charles Schwab→ |
| B59 | CAPITAL FINANCIAL, LLC CRD 122844 | MD | $159.4M | 2 | E*Trade→ |
| B58 | A. J. PERRY & COMPANY, INC. CRD 107041 | MD | $108.8M | 1 | —→ |
| B58 | SCHAEFFER FINANCIAL LLC CRD 133697 | MD | $257.7M | 7 | Charles Schwab→ |
| B58 | ARTHUR STEIN FINANCIAL, LLC CRD 160627 | MD | $141.2M | 3 | Charles Schwab→ |
| B58 | RISK MANAGEMENT GROUP, LLC CRD 122366 | MD | $200.5M | 6 | E*Trade→ |
| B57 | BNB WEALTH MANAGEMENT, LLC CRD 107702 | MD | $264.6M | 4 | Raymond James→ |
| B57 | WEALTHPLANS, LLC CRD 311560 | MD | $219.6M | 1 | Raymond James→ |
| B57 | CALVERT IMPACT ADVISORY SERVICES, LLC CRD 326022 | MD | $197.8M | — | E*Trade→ |
| B56 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B56 | KALAMATA ASSET MANAGEMENT LLC CRD 284328 | MD | $106.8M | 1 | Wells Fargo→ |
| B54 | RLJ EQUITY PARTNERS, LLC CRD 162006 | MD | $109.1M | — | Northern Trust→ |
| B54 | OAKMONT WEALTH ADVISORY, LLC CRD 299021 | MD | $124.2M | 3 | Raymond James→ |
| B54 | MERITIS WEALTH MANAGEMENT, INC. CRD 336539 | MD | $224.4M | 3 | Raymond James→ |
| B53 | AMERICAN FINANCIAL MANAGEMENT, LTD. CRD 111016 | MD | $31.6M | 2 | Charles Schwab→ |
| B53 | POINTER FINANCIAL ADVISORS LLC CRD 326745 | MD | $176.4M | 2 | Charles Schwab→ |
| B52 | ARROW INVESTMENT ADVISORS, LLC CRD 139652 | MD | $377.3M | — | E*Trade→ |
| B52 | WIDMANN FINANCIAL SERVICES, INC. CRD 289106 | MD | $466.8M | 6 | E*Trade→ |
| B52 | TORRAY INVESTMENT PARTNERS LLC CRD 105818 | MD | $750.1M | 4 | Charles Schwab→ |
| B52 | WAYPOINT WEALTH MANAGEMENT, LLC CRD 155574 | MD | $242.5M | 1 | Charles Schwab→ |
| B52 | ADVOCATE INVESTING SERVICES, LLC CRD 273035 | MD | $186.6M | 5 | LPL Financial→ |
| B52 | HZ INVESTMENTS INC. CRD 312268 | MD | $591.4M | 1 | Charles Schwab→ |
| B52 | VALUEWEALTH SERVICES, LLC CRD 304049 | MD | $319.0M | 5 | E*Trade→ |
| B51 | MACROVIEW INVESTMENT MANAGEMENT LLC CRD 149621 | MD | $387.1M | 4 | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| B51 | MARATHON CAPITAL MANAGEMENT LLC CRD 119416 | MD | $790.1M | 5 | Charles Schwab→ |
| B51 | KENDALL CAPITAL MANAGEMENT CRD 134740 | MD | $743.9M | 8 | Charles Schwab→ |
| B51 | ATCAP PARTNERS, LLC CRD 158214 | MD | $195.5M | 25 | E*Trade→ |
| B51 | JEMMA INVESTMENT ADVISORS LLC CRD 284198 | MD | $139.8M | 5 | E*Trade→ |
| B51 | HERGENROEDER FINANCIAL ADVISORS, INC. CRD 121278 | MD | $304.5M | 4 | LPL Financial→ |
| C49 | PARTNERSHIP WEALTH MANAGEMENT, LLC CRD 285718 | MD | $234.9M | 2 | Charles Schwab→ |
| C48 | CHAPIN DAVIS, INC CRD 28116 | MD | $642.8M | 25 | Wells Fargo→ |
| C48 | BESTGATE WEALTH ADVISORS, LLC CRD 301639 | MD | $162.4M | 3 | Charles Schwab→ |
| C48 | BLUEPRINT WEALTH MANAGEMENT INC. CRD 325099 | MD | $190.0M | 1 | Charles Schwab→ |
| C48 | HUSSMAN STRATEGIC ADVISORS INC CRD 109400 | MD | $617.4M | — | E*Trade→ |
| C48 | GLR PARTNERS, LLC CRD 334902 | MD | $260.7M | 3 | Charles Schwab→ |
| C47 | BUTTONWOOD FINANCIAL ADVISORS, INC. CRD 144926 | MD | $483.2M | 5 | Charles Schwab→ |
