| A84 | LORETTA NOLAN ASSOCIATES, LLC CRD 126468 | CT | $135.8M | 1 | Charles Schwab→ |
| A80 | COMPREHENSIVE FINANCIAL PLANNING INC CRD 109822 | OK | $176.0M | 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→ |
| A72 | COMPASS INVESTMENT ADVISERS, LLC CRD 131933 | OR | $110.5M | 2 | Charles Schwab→ |
| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A69 | ORCA INVESTMENT MANAGEMENT, LLC CRD 144377 | OR | $211.7M | 11 | Charles Schwab→ |
| A68 | NORTH FORTY TWO & CO. CRD 148417 | OR | $167.9M | 1 | Charles Schwab→ |
| A68 | DRUM HILL CAPITAL, LLC CRD 123359 | CT | $194.3M | 3 | 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 | GRANITE ISLANDS PRIVATE WEALTH, LLC CRD 336263 | CT | $229.9M | 4 | E*Trade→ |
| A65 | DIAMANT ASSET MANAGEMENT, INC. CRD 107788 | CT | $211.5M | 4 | Fidelity→ |
| B64 | P.A.W. CAPITAL PARTNERS, LP CRD 161094 | CT | $166.8M | — | Goldman Sachs→ |
| B63 | FAIRFIELD, BUSH & CO. CRD 105970 | CT | $589.0M | 3 | Charles Schwab→ |
| B63 | LBB HOLDING COMPANY LLC CRD 282285 | CT | $199.5M | — | JPMorgan→ |
| B63 | BCK CAPITAL MANAGEMENT LP CRD 282798 | CT | $112.4M | — | Goldman Sachs→ |
| B63 | CRUISER CAPITAL ADVISORS, LLC CRD 168739 | CT | $104.4M | — | Pershing→ |
| B63 | HARTFORD FINANCIAL MANAGEMENT INC CRD 105039 | CT | $699.6M | 7 | Charles Schwab→ |
| B62 | LONGWALL INVESTMENT PARTNERS, LLC CRD 324336 | CT | $428.2M | 3 | E*Trade→ |
| B62 | VISION INVESTMENT ADVISORS, LLC CRD 109621 | CT | $137.4M | 9 | Charles Schwab→ |
| B62 | DOWLING FINANCIAL SERVICES, INC CRD 155624 | CT | $179.3M | 2 | Fidelity→ |
| B62 | ADAPTATION FINANCIAL ADVISORS INC. CRD 309192 | OK | $233.6M | 4 | Charles Schwab→ |
| B61 | WELLSPRING ADVISORS, INC. CRD 147861 | OR | $152.2M | 2 | E*Trade→ |
| B61 | RETIREMENT CONSULTING GROUP, INC. CRD 311184 | OR | $457.0M | 2 | Charles Schwab→ |
| B61 | OREGON PACIFIC WEALTH MANAGEMENT, LLC CRD 283958 | OR | $156.3M | 4 | Charles Schwab→ |
| B61 | BURNE FINANCIAL CONCEPTS, LLC CRD 293013 | CT | $113.7M | 1 | Charles Schwab→ |
| B60 | OAK CREEK PRIVATE WEALTH MANAGEMENT LLC CRD 306851 | OK | $4.3M | 1 | Charles Schwab→ |
| B60 | ACA II ADVISORS, LLC CRD 156128 | CT | $206.9M | — | JPMorgan→ |
| B60 | PRENTICE CAPITAL MANAGEMENT, LP CRD 161178 | CT | $228.4M | — | Goldman Sachs→ |
| B60 | NEW CHINA CAPITAL MANAGEMENT CORP. CRD 295905 | CT | $233.7M | — | E*Trade→ |
| B60 | CHARTER RESEARCH & INVESTMENT GROUP INC CRD 106452 | CT | $275.1M | 4 | Charles Schwab→ |
| B59 | ABUNDANT WEALTH MANAGEMENT LLC CRD 331285 | CT | $243.8M | 3 | E*Trade→ |
| B59 | PERRYRIDGE CAPITAL LP CRD 331781 | CT | $226.6M | — | Morgan Stanley→ |
| B59 | TRUE NORTH MANAGEMENT GROUP, LLC CRD 161042 | CT | $492.5M | — | E*Trade→ |
| B59 | AIS CAPITAL MANAGEMENT L.P. CRD 107971 | CT | $358.3M | 48 | E*Trade→ |
| B59 | SREP CAPITAL MANAGEMENT, LLC CRD 296281 | CT | $157.9M | — | JPMorgan→ |
| B59 | SUMMA GLOBAL ADVISORS, LLC CRD 148713 | OR | $144.1M | 2 | Charles Schwab→ |
| B59 | WILLAMETTE FINANCIAL ADVISORS, LLC CRD 173482 | OR | $117.5M | 2 | Charles Schwab→ |
| B58 | JAT CAPITAL MANAGEMENT LP CRD 311599 | CT | $228.5M | — | E*Trade→ |
| B58 | EAST GUILFORD FINANCIAL SERVICES LLC CRD 127481 | CT | $193.1M | 4 | Charles Schwab→ |
| B58 | SERVO WEALTH MANAGEMENT LLC CRD 159367 | OK | $173.8M | 1 | Charles Schwab→ |
| B58 | REVO FINANCIAL, LLC CRD 172646 | OK | $135.4M | 2 | Fidelity→ |
| B58 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC CRD 217514 | OK | $167.1M | 2 | Charles Schwab→ |
| B58 | PEARL WEALTH LLC CRD 299508 | OR | $156.3M | 2 | Charles Schwab→ |
| B58 | CLEARVIEW WEALTH ADVISORS, LLC CRD 305737 | OR | $201.8M | 2 | Charles Schwab→ |
| B57 | 44 WEALTH MANAGEMENT LLC CRD 309647 | OR | $487.4M | 4 | Fidelity→ |
| B57 | ALTUS CAPITAL PARTNERS, INC. CRD 159529 | CT | $169.3M | — | E*Trade→ |
| B57 | COLCHESTER INVESTMENT COUNSEL LLC CRD 126805 | CT | $128.9M | 2 | Charles Schwab→ |
