| 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→ |
| A81 | EHB FINANCIAL RESOURCES MANAGEMENT, INC. CRD 116186 | PA | $164.0M | 1 | Charles Schwab→ |
| A80 | TRIDENT ADVISORS INC CRD 108920 | PA | $116.9M | 1 | Wells Fargo→ |
| A80 | CHARTERED ADVISORY GROUP, INC. CRD 116517 | PA | $127.7M | 4 | Charles Schwab→ |
| A78 | NEWGROUND SOCIAL INVESTMENT, SPC CRD 117060 | WA | $161.1M | 1 | Charles Schwab→ |
| A76 | CALDERWOOD FINANCIAL STRATEGIES, INC. CRD 313466 | TX | $228.5M | 4 | Fidelity→ |
| A76 | PORTFOLIO MANAGEMENT, LLC CRD 107129 | TX | $151.9M | 2 | Charles Schwab→ |
| A76 | PRIVATE ASSET MANAGEMENT INC CRD 108815 | WA | $109.5M | 2 | Charles Schwab→ |
| A75 | BERKSHIRE ADVISORS, INC. CRD 122389 | PA | $97.1M | 2 | Charles Schwab→ |
| A75 | WATKINSON CAPITAL ADVISORS LLC CRD 151862 | PA | $124.2M | 3 | Charles Schwab→ |
| A75 | MILLER GLOBAL INVESTMENTS, L.L.C. CRD 114683 | TX | $199.4M | 2 | 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 | ADAMS ASSET ADVISORS LLC CRD 120573 | TX | $839.4M | 2 | Fidelity→ |
| A72 | DEWITT INVESTMENT RESEARCH & MANAGEMENT INC CRD 108232 | PA | $123.2M | 3 | Charles Schwab→ |
| A72 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC CRD 112641 | TX | $146.6M | 3 | Fidelity→ |
| A72 | ACT CAPITAL MANAGEMENT, LLC CRD 307272 | PA | $163.9M | — | Fidelity→ |
| A72 | COMPASS INVESTMENT ADVISERS, LLC CRD 131933 | OR | $110.5M | 2 | Charles Schwab→ |
| A72 | PINGORA PARTNERS LLC CRD 148262 | TX | $199.4M | 1 | Charles Schwab→ |
| 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 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| A70 | HEALTHVIEW ASSET MANAGEMENT, INC. CRD 141884 | PA | $104.4M | 4 | E*Trade→ |
| A70 | DIESSLIN GROUP, INC. CRD 110557 | TX | $696.3M | 5 | Charles Schwab→ |
| A70 | BORER DENTON & ASSOCIATES, INC. CRD 135729 | PA | $403.0M | 2 | Pershing→ |
| A69 | ORCA INVESTMENT MANAGEMENT, LLC CRD 144377 | OR | $211.7M | 11 | Charles Schwab→ |
| A69 | GIBRALTAR WEALTH MANAGEMENT, LLC CRD 124128 | PA | $212.7M | 5 | Charles Schwab→ |
| A68 | NORTH FORTY TWO & CO. CRD 148417 | OR | $167.9M | 1 | Charles Schwab→ |
| A68 | GRACE CAPITAL MANAGEMENT, LLC CRD 150054 | TX | $108.7M | 2 | Fidelity→ |
| A68 | MATTHEW 25 MANAGEMENT CORP CRD 104566 | PA | $315.9M | — | E*Trade→ |
| A68 | EMERALD SEPARATE ACCOUNT MANAGEMENT LLC CRD 150202 | PA | $21.3M | — | 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 | KOHLHEPP INVESTMENT ADVISORS, LTD. CRD 113989 | PA | $204.6M | 3 | Charles Schwab→ |
| A66 | STAVIS WEALTH TRANSFER SOLUTIONS, LLC CRD 328185 | TX | $148.1M | 4 | Fidelity→ |
| A66 | THE PLANNER'S EDGE LLC CRD 114616 | WA | $178.7M | 3 | Charles Schwab→ |
| A66 | WEALTHKARE.COM, INC. CRD 115111 | PA | $125.7M | 8 | Charles Schwab→ |
| A66 | RARE WOLF CAPITAL LLC CRD 334465 | WA | $179.6M | 1 | Charles Schwab→ |
| A65 | MONEY MANAGERS, INC. CRD 104529 | TX | $146.6M | 3 | Charles Schwab→ |
| A65 | ROBBINS FINANCIAL ADVISORY SERVICE INC CRD 106088 | PA | $241.7M | 3 | Charles Schwab→ |
| A65 | RUNDE & CO. LLC CRD 106383 | WA | $209.5M | 2 | Charles Schwab→ |
| A65 | OAKMONT INVESTMENT ADVISORS, INC. CRD 111095 | PA | $192.2M | 3 | Fidelity→ |
| A65 | THE WEALTH COACH, LLC CRD 144588 | TX | $219.6M | 3 | Pershing→ |
| A65 | HALLETT INVESTMENTS, LLC CRD 306187 | WA | $157.9M | 5 | Charles Schwab→ |
| B65 | MASTERPIECE CAPITAL, LLC CRD 290075 | TX | $124.9M | 1 | E*Trade→ |
| B65 | MALVERN CAPITAL MANAGEMENT, LLC CRD 292396 | PA | $258.1M | 4 | E*Trade→ |
| B65 | AWH CAPITAL, L.P. CRD 146740 | TX | $147.6M | 1 | E*Trade→ |
