| 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→ |
| A78 | NEWGROUND SOCIAL INVESTMENT, SPC CRD 117060 | WA | $161.1M | 1 | Charles Schwab→ |
| A76 | PRIVATE ASSET MANAGEMENT INC CRD 108815 | WA | $109.5M | 2 | Charles Schwab→ |
| A76 | CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC CRD 107865 | NJ | $107.9M | 1 | Charles Schwab→ |
| A75 | COMPREHENSIVE CAPITAL MANAGEMENT, INC. CRD 119890 | NJ | $77.5M | 8 | Pershing→ |
| A75 | GLOBAL WEALTH MANAGEMENT, LLC CRD 153677 | NJ | $245.7M | 3 | Charles Schwab→ |
| A74 | LESA SROUFE & COMPANY, INC. CRD 130232 | WA | $207.3M | 4 | E*Trade→ |
| A74 | PORTFOLIO STRATEGIES INC CRD 104685 | WA | $50.2M | 3 | Charles Schwab→ |
| A73 | ALEXANDER RANDOLPH ADVISORY INC CRD 106024 | VA | $403.9M | 2 | Charles Schwab→ |
| A72 | DELTA CAPITAL MANAGEMENT LLC CRD 106248 | NJ | $240.2M | 1 | Charles Schwab→ |
| A72 | GROESBECK INVESTMENT MANAGEMENT CORP CRD 106679 | NJ | $54.7M | 2 | E*Trade→ |
| A72 | GARDEN STATE RETIREMENT SPECIALISTS, LLC CRD 128414 | NJ | $109.3M | 2 | Pershing→ |
| A72 | STAWNYCHY FINANCIAL SERVICES, INC. CRD 128859 | NJ | $131.2M | 1 | Charles Schwab→ |
| A71 | AURORA PRIVATE WEALTH, INC. CRD 281604 | NJ | $374.0M | 21 | Charles Schwab→ |
| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| A70 | REDWOOD WEALTH MANAGEMENT GROUP, LLC CRD 281741 | NJ | $317.2M | — | 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→ |
| A69 | RDM CAPITAL ASSOCIATES INC CRD 106941 | NJ | $164.5M | 3 | Pershing→ |
| A68 | OMEGA CAPITAL MANAGEMENT,LLC CRD 129167 | NJ | $139.7M | 1 | Charles Schwab→ |
| A68 | PCG ASSET MANAGEMENT, LLC CRD 148208 | NJ | $143.1M | 4 | Pershing→ |
| A68 | KIRK CAPITAL ADVISORS LLC CRD 312401 | VA | $204.9M | 4 | Charles Schwab→ |
| A68 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. CRD 106758 | NJ | $331.6M | 2 | E*Trade→ |
| A67 | GALLO PARTNERS LP CRD 329774 | NJ | $179.0M | — | Morgan Stanley→ |
| A67 | CARNEGIE LAKE ADVISORS LLC CRD 330024 | NJ | $403.0M | 7 | 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 | THE PLANNER'S EDGE LLC CRD 114616 | WA | $178.7M | 3 | Charles Schwab→ |
| A66 | PORTFOLIO ADVISORY GROUP, INC. CRD 116011 | VA | $115.8M | 2 | —→ |
| A66 | GIRA & GIRA INVESTMENT ADVISORS LLC CRD 167813 | VA | $121.4M | 2 | —→ |
| A66 | WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY CRD 279034 | NJ | $115.3M | 2 | Charles Schwab→ |
| A66 | RARE WOLF CAPITAL LLC CRD 334465 | WA | $179.6M | 1 | Charles Schwab→ |
| 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 | RUNDE & CO. LLC CRD 106383 | WA | $209.5M | 2 | Charles Schwab→ |
| A65 | KORVING & COMPANY LLC CRD 152095 | VA | $137.5M | 3 | Charles Schwab→ |
| A65 | SACKS & ASSOCIATES, LLC CRD 174909 | NJ | $212.8M | 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 | HALLETT INVESTMENTS, LLC CRD 306187 | WA | $157.9M | 5 | Charles Schwab→ |
| A65 | BRIDGEWAY WEALTH MANAGEMENT, LLC CRD 326547 | IA | $164.6M | 2 | Raymond James→ |
| B64 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION CRD 107549 | VA | $263.9M | 3 | Charles Schwab→ |
| B64 | HUNTER MICHAEL INVESTMENT ADVISORS INC CRD 107884 | VA | $81.2M | 1 | E*Trade→ |
| B64 | PRESTIGE WEALTH SERVICES GROUP, INC. CRD 166641 | NJ | $175.2M | 4 | Charles Schwab→ |
| 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 | COURAGE MILLER PARTNERS, LLC CRD 147360 | VA | $480.7M | 3 | Charles Schwab→ |
| B64 | SANDER CAPITAL ADVISORS, INC. CRD 112499 | WA | $210.0M | 2 | E*Trade→ |
| B64 | JJSA ADVISORS, LTD. CRD 116460 | VA | $154.3M | 2 | E*Trade→ |
