| A85 | ROCKBRIDGE ASSET MANAGEMENT, LLC CRD 329880 | VA | $218.0M | 1 | Interactive Brokers→ |
| A84 | LORETTA NOLAN ASSOCIATES, LLC CRD 126468 | CT | $135.8M | 1 | Charles Schwab→ |
| A84 | BLUELIST PARTNERS, LLC CRD 304568 | VA | $134.3M | 1 | Charles Schwab→ |
| A78 | WESTHAMPTON CAPITAL, LLC CRD 119176 | NC | $238.5M | 4 | Fidelity→ |
| 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 | V. M. MANNING & CO., INC. CRD 2655 | SC | $133.3M | 2 | Charles Schwab→ |
| A73 | BHK SECURITIES, LLC CRD 139665 | AL | $128.4M | 5 | Wells Fargo→ |
| A73 | ALEXANDER RANDOLPH ADVISORY INC CRD 106024 | VA | $403.9M | 2 | Charles Schwab→ |
| A72 | WELLS FINANCIAL MANAGEMENT, LLC CRD 158030 | NC | $132.7M | 1 | Charles Schwab→ |
| A71 | LEWIS FINANCIAL MANAGEMENT, LLC CRD 116344 | NC | $338.7M | 3 | E*Trade→ |
| A71 | INTERCAROLINA FINANCIAL SERVICES, INC. CRD 19475 | NC | $85.4M | 31 | E*Trade→ |
| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A70 | 6TH STREET ADVISORS, LLC CRD 156623 | AL | $256.5M | 3 | 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→ |
| A70 | HMS FINANCIAL SERVICES, LLC CRD 131569 | SC | $118.5M | 1 | E*Trade→ |
| A69 | ALLISON INVESTMENT MANAGEMENT, LLC CRD 124645 | SC | $170.4M | 2 | Charles Schwab→ |
| A69 | RETIREMENT ADVISORS, INC. CRD 122122 | AL | $159.6M | 9 | Charles Schwab→ |
| A69 | EMERALD ASSET MANAGEMENT, INC. CRD 174691 | NC | $120.8M | 2 | Raymond James→ |
| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| A68 | KIRK CAPITAL ADVISORS LLC CRD 312401 | VA | $204.9M | 4 | Charles Schwab→ |
| A68 | CAPITAL MANAGEMENT LLC CRD 109416 | NC | $383.0M | 3 | Charles Schwab→ |
| A68 | THE WEALTH GROUP, LTD CRD 154106 | NC | $160.2M | 5 | 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→ |
| A67 | KEYSTONE ASSET MANAGEMENT, INC. CRD 130101 | VA | $261.0M | — | E*Trade→ |
| A66 | YON DRAKE & ASSOCIATES INC CRD 111491 | SC | $304.7M | 2 | E*Trade→ |
| A66 | WALTON FINANCIAL CRD 331634 | AL | $182.9M | 1 | E*Trade→ |
| A66 | PORTFOLIO ADVISORY GROUP, INC. CRD 116011 | VA | $115.8M | 2 | —→ |
| A66 | GIRA & GIRA INVESTMENT ADVISORS LLC CRD 167813 | VA | $121.4M | 2 | —→ |
| A66 | GRANITE ISLANDS PRIVATE WEALTH, LLC CRD 336263 | CT | $229.9M | 4 | E*Trade→ |
| A66 | BIRMINGHAM CAPITAL MANAGEMENT CO INC CRD 108508 | AL | $273.6M | 5 | E*Trade→ |
| 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 | DIAMANT ASSET MANAGEMENT, INC. CRD 107788 | CT | $211.5M | 4 | Fidelity→ |
| A65 | BLUE GRANITE CAPITAL, LLC CRD 125607 | SC | $108.8M | 3 | Pershing→ |
| A65 | VAN DER NOORD FINANCIAL ADVISORS, INC. CRD 135556 | SC | $152.0M | 2 | Charles Schwab→ |
| A65 | KORVING & COMPANY LLC CRD 152095 | VA | $137.5M | 3 | Charles Schwab→ |
| A65 | GOUWS CAPITAL LLC CRD 153812 | NC | $209.9M | 2 | Charles Schwab→ |
| A65 | PINAFORE WEALTH COUNSEL INC. CRD 170540 | NC | $173.6M | 2 | Charles Schwab→ |
| A65 | OCTOBER EFFECT LTD. CRD 281369 | VA | $138.9M | 4 | Charles Schwab→ |
| B65 | VN CAPITAL MANAGEMENT, LLC CRD 166761 | NC | $63.0M | — | Pershing→ |
| B64 | TAVERIK CAPITAL, LLC CRD 156594 | SC | $97.5M | 2 | Charles Schwab→ |
| B64 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION CRD 107549 | VA | $263.9M | 3 | Charles Schwab→ |
| B64 | BLUE WATER CAPITAL MANAGEMENT, LLC CRD 127193 | NC | $159.8M | 4 | Charles Schwab→ |
| B64 | WARREN CAPITAL MANAGEMENT, INC. CRD 137449 | SC | $131.0M | 3 | Charles Schwab→ |
| B64 | NCP MANAGEMENT HOLDINGS, INC. CRD 160075 | AL | $232.6M | — | E*Trade→ |