| A90 | CONFIDENTIAL MANAGEMENT ADVISORS, INC. CRD 125936 | MI | $161.9M | 1 | Charles Schwab→ |
| A87 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CRD 309943 | MA | $166.3M | 3 | Fidelity→ |
| A84 | STEWARD CAPITAL MANAGEMENT, INC. CRD 104936 | MI | $95.1M | 1 | Charles Schwab→ |
| A84 | LORETTA NOLAN ASSOCIATES, LLC CRD 126468 | CT | $135.8M | 1 | Charles Schwab→ |
| A79 | KRS CAPITAL MANAGEMENT, LLC CRD 142928 | MI | $188.9M | 1 | Charles Schwab→ |
| A77 | GREYSTONE FINANCIAL GROUP, LLC CRD 306595 | MI | $494.9M | 4 | Charles Schwab→ |
| A75 | INVESTMENT MANAGEMENT TRUST, LLC CRD 129456 | MA | $123.5M | 1 | 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 | FMA WEALTH MANAGEMENT, LLC CRD 313049 | MA | $174.0M | 1 | 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→ |
| A74 | OPTIMAL CAPITAL ADVISORS, LLC CRD 144719 | MI | $119.9M | 2 | Fidelity→ |
| 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→ |
| A72 | TWIN GRYPHON ADVISORS LLC CRD 297264 | MA | $126.5M | 1 | Fidelity→ |
| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| 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→ |
| A69 | ALBERT D MASON INC CRD 107412 | MA | $210.6M | 4 | Charles Schwab→ |
| A69 | SPECTRUM FINANCIAL RESOURCES, LLC CRD 127453 | MI | $235.3M | 5 | Charles Schwab→ |
| A69 | RADIUS WEALTH MANAGEMENT, INC. CRD 168159 | MA | $158.7M | 2 | Charles Schwab→ |
| A69 | JOHN A. WOLFE & ASSOCIATES, INC. CRD 110799 | MI | $560.7M | 1 | Charles Schwab→ |
| A69 | JACK V. BUTTERFIELD INVESTMENT COMPANY CRD 3998 | MI | $157.6M | 8 | E*Trade→ |
| 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 | THE ELLERSON GROUP INC CRD 106658 | MD | $291.2M | 2 | E*Trade→ |
| 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→ |
| A68 | GLASS RETIREMENT STRATEGIES, INC. CRD 172610 | MI | $20.1M | 1 | E*Trade→ |
| A68 | DRUM HILL CAPITAL, LLC CRD 123359 | CT | $194.3M | 3 | E*Trade→ |
| A68 | RETIREMENT RESOURCES, LLC CRD 151889 | MI | $166.1M | 4 | E*Trade→ |
| A67 | DIASTOLE WEALTH MANAGEMENT, INC. CRD 111604 | CT | $396.0M | 9 | Charles Schwab→ |
| A67 | HERITAGE CAPITAL, LLC CRD 127650 | CT | $146.9M | 3 | E*Trade→ |
| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 2 | Raymond James→ |
| A66 | REITZ CAPITAL ADVISORS LLC CRD 167088 | MI | $103.4M | 1 | Charles Schwab→ |
| A66 | JFR FINANCIAL SERVICES, INC. CRD 124456 | MI | $276.6M | 2 | 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 | HILLMAN CAPITAL MANAGEMENT INC CRD 110096 | MD | $195.9M | 2 | Charles Schwab→ |
| A66 | GRANITE ISLANDS PRIVATE WEALTH, LLC CRD 336263 | CT | $229.9M | 4 | E*Trade→ |
| A65 | BOYD FINANCIAL STRATEGIES, INC. CRD 107505 | MA | $139.6M | 3 | Charles Schwab→ |
| A65 | DIAMANT ASSET MANAGEMENT, INC. CRD 107788 | CT | $211.5M | 4 | Fidelity→ |
| A65 | SUCCESSFUL MONEY STRATEGIES INC CRD 109829 | MA | $227.1M | 1 | Charles Schwab→ |
| A65 | OLD OAK FINANCIAL PLANNING, INC. CRD 122500 | MI | $160.3M | 4 | 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 | FAMILY PARTNERS CAPITAL, LLC CRD 304176 | MA | $92.3M | 2 | Charles Schwab→ |
