| 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→ |
| A83 | HINSDALE ASSOCIATES, INC. CRD 108293 | IL | $120.1M | — | E*Trade→ |
| A78 | WESTHAMPTON CAPITAL, LLC CRD 119176 | NC | $238.5M | 4 | Fidelity→ |
| A78 | WESTERN PACIFIC WEALTH MANAGEMENT, LP CRD 152714 | IL | $205.5M | 2 | Charles Schwab→ |
| A76 | BATES FINANCIAL ADVISORS, INC. CRD 116515 | IL | $439.2M | 3 | Fidelity→ |
| A75 | MARK BELL ADVISORY SERVICES, INC. CRD 107114 | IL | $138.2M | 1 | Charles Schwab→ |
| A75 | V. M. MANNING & CO., INC. CRD 2655 | SC | $133.3M | 2 | Charles Schwab→ |
| A75 | ARBOR FINANCIAL SERVICES, LLC CRD 150713 | IL | $122.2M | 4 | LPL Financial→ |
| 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→ |
| A72 | CLEMENT STREET CAPITAL LLC CRD 159684 | IL | $141.0M | 2 | Charles Schwab→ |
| A72 | BARRETT WEALTH CONNECTION LLC CRD 161020 | IL | $148.0M | 2 | Charles Schwab→ |
| A72 | VERSATILE CAPITAL MANAGEMENT L.L.C. CRD 173611 | IL | $130.1M | 2 | —→ |
| 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 | 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 | BRUCE & CO INC CRD 104735 | IL | $379.5M | 1 | E*Trade→ |
| A69 | ALLISON INVESTMENT MANAGEMENT, LLC CRD 124645 | SC | $170.4M | 2 | Charles Schwab→ |
| A69 | EMERALD ASSET MANAGEMENT, INC. CRD 174691 | NC | $120.8M | 2 | Raymond James→ |
| A68 | BENCHMARK CAPITAL GROUP LTD. CRD 123698 | IL | $173.6M | 2 | Charles Schwab→ |
| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| A68 | LIND CAPITAL PARTNERS, LLC CRD 165810 | IL | $235.0M | 2 | Charles Schwab→ |
| 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→ |
| A67 | TRUEMAN BROWN, LLC CRD 141602 | IL | $196.1M | 1 | E*Trade→ |
| 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 | PORTFOLIO ADVISORY GROUP, INC. CRD 116011 | VA | $115.8M | 2 | —→ |
| A66 | GIRA & GIRA INVESTMENT ADVISORS LLC CRD 167813 | VA | $121.4M | 2 | —→ |
| A66 | UNCOMMON EQUITY LLC CRD 314936 | IL | $198.8M | — | 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 | PHASE III ADVISORY SERVICES, LTD CRD 122959 | IL | $210.9M | 3 | Pershing→ |
| A65 | BLUE GRANITE CAPITAL, LLC CRD 125607 | SC | $108.8M | 3 | Pershing→ |
| A65 | MARCUS CAPITAL, LLC CRD 130516 | IL | $129.2M | 2 | Charles Schwab→ |
| 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→ |
| A65 | OPUS FINANCIAL SOLUTIONS LLC CRD 282311 | IL | $150.8M | 3 | Charles Schwab→ |
| A65 | BONDURANT INVESTMENT ADVISORY, LLC CRD 297290 | IL | $111.1M | 3 | Charles Schwab→ |
| B65 | VN CAPITAL MANAGEMENT, LLC CRD 166761 | NC | $63.0M | — | Pershing→ |
| B65 | SCG ASSET MANAGEMENT LLC CRD 311843 | IL | $158.7M | — | E*Trade→ |
| B65 | REGAL ADVISORY SERVICES, INC. CRD 123842 | IL | $121.4M | 24 | E*Trade→ |
| B64 | TAVERIK CAPITAL, LLC CRD 156594 | SC | $97.5M | 2 | Charles Schwab→ |