| A87 | SILVER LAKE CAPITAL PARTNERS LLC CRD 329997 | TX | $211.5M | 1 | Raymond James→ |
| 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→ |
| A84 | STONEBRIDGE WEALTH MANAGEMENT, LLC CRD 146775 | TX | $134.6M | 1 | E*Trade→ |
| A83 | HINSDALE ASSOCIATES, INC. CRD 108293 | IL | $120.1M | — | E*Trade→ |
| A78 | WESTERN PACIFIC WEALTH MANAGEMENT, LP CRD 152714 | IL | $205.5M | 2 | Charles Schwab→ |
| A76 | CALDERWOOD FINANCIAL STRATEGIES, INC. CRD 313466 | TX | $228.5M | 4 | Fidelity→ |
| A76 | BATES FINANCIAL ADVISORS, INC. CRD 116515 | IL | $439.2M | 3 | Fidelity→ |
| A76 | PORTFOLIO MANAGEMENT, LLC CRD 107129 | TX | $151.9M | 2 | Charles Schwab→ |
| A75 | MARK BELL ADVISORY SERVICES, INC. CRD 107114 | IL | $138.2M | 1 | Charles Schwab→ |
| A75 | MILLER GLOBAL INVESTMENTS, L.L.C. CRD 114683 | TX | $199.4M | 2 | Charles Schwab→ |
| A75 | ARBOR FINANCIAL SERVICES, LLC CRD 150713 | IL | $122.2M | 4 | LPL Financial→ |
| A74 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | Fidelity→ |
| A73 | ADAMS ASSET ADVISORS LLC CRD 120573 | TX | $839.4M | 2 | Fidelity→ |
| A73 | ALEXANDER RANDOLPH ADVISORY INC CRD 106024 | VA | $403.9M | 2 | Charles Schwab→ |
| A73 | WHALEN CAPITAL, INC. CRD 130016 | WI | $75.1M | 8 | E*Trade→ |
| A72 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC CRD 112641 | TX | $146.6M | 3 | Fidelity→ |
| A72 | PINGORA PARTNERS LLC CRD 148262 | TX | $199.4M | 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 | 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 | Z3 CAPITAL PARTNERS, LLC CRD 336791 | VA | $466.8M | 3 | Raymond James→ |
| A70 | AVENIR CORPORATION CRD 110545 | VA | $849.3M | 3 | Fidelity→ |
| A70 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CRD 106288 | WI | $252.3M | 3 | Charles Schwab→ |
| A70 | DIESSLIN GROUP, INC. CRD 110557 | TX | $696.3M | 5 | Charles Schwab→ |
| A69 | BRUCE & CO INC CRD 104735 | IL | $379.5M | 1 | E*Trade→ |
| A68 | BENCHMARK CAPITAL GROUP LTD. CRD 123698 | IL | $173.6M | 2 | Charles Schwab→ |
| A68 | GRACE CAPITAL MANAGEMENT, LLC CRD 150054 | TX | $108.7M | 2 | Fidelity→ |
| A68 | CAPITAL WEALTH ADVISORS, LTD. CRD 155263 | WI | $126.1M | 1 | Charles Schwab→ |
| 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→ |
| A67 | TRUEMAN BROWN, LLC CRD 141602 | IL | $196.1M | 1 | E*Trade→ |
| A67 | THE CATALYST GROUP, INC. CRD 333740 | TX | $199.4M | — | E*Trade→ |
| A67 | FINANCIAL SERVICE GROUP INC CRD 107893 | WI | $215.0M | 3 | Charles Schwab→ |
| 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→ |
| A67 | KEYSTONE ASSET MANAGEMENT, INC. CRD 130101 | VA | $261.0M | — | E*Trade→ |
| A66 | BIRNAM WOOD CAPITAL, LLC CRD 269897 | TX | $106.1M | 1 | Charles Schwab→ |
| A66 | STAVIS WEALTH TRANSFER SOLUTIONS, LLC CRD 328185 | TX | $148.1M | 4 | Fidelity→ |
| 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 | MONEY MANAGERS, INC. CRD 104529 | TX | $146.6M | 3 | Charles Schwab→ |
| 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 | MARCUS CAPITAL, LLC CRD 130516 | IL | $129.2M | 2 | Charles Schwab→ |
| A65 | THE WEALTH COACH, LLC CRD 144588 | TX | $219.6M | 3 | Pershing→ |
