| 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→ |
| A78 | NEWGROUND SOCIAL INVESTMENT, SPC CRD 117060 | WA | $161.1M | 1 | Charles Schwab→ |
| A76 | PRIVATE ASSET MANAGEMENT INC CRD 108815 | WA | $109.5M | 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 | ALEXANDER RANDOLPH ADVISORY INC CRD 106024 | VA | $403.9M | 2 | Charles Schwab→ |
| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| A70 | Z3 CAPITAL PARTNERS, LLC CRD 336791 | VA | $466.8M | 3 | Raymond James→ |
| A70 | AVENIR CORPORATION CRD 110545 | VA | $849.3M | 3 | Fidelity→ |
| A68 | KIRK CAPITAL ADVISORS LLC CRD 312401 | VA | $204.9M | 4 | Charles Schwab→ |
| A67 | KEYSTONE ASSET MANAGEMENT, INC. CRD 130101 | VA | $261.0M | — | E*Trade→ |
| A66 | THE PLANNER'S EDGE LLC CRD 114616 | WA | $178.7M | 3 | Charles Schwab→ |
| A66 | PORTFOLIO ADVISORY GROUP, INC. CRD 116011 | VA | $115.8M | 2 | —→ |
| A66 | GIRA & GIRA INVESTMENT ADVISORS LLC CRD 167813 | VA | $121.4M | 2 | —→ |
| A66 | RARE WOLF CAPITAL LLC CRD 334465 | WA | $179.6M | 1 | Charles Schwab→ |
| 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 | RUNDE & CO. LLC CRD 106383 | WA | $209.5M | 2 | Charles Schwab→ |
| A65 | KORVING & COMPANY LLC CRD 152095 | VA | $137.5M | 3 | Charles Schwab→ |
| A65 | OCTOBER EFFECT LTD. CRD 281369 | VA | $138.9M | 4 | Charles Schwab→ |
| A65 | HALLETT INVESTMENTS, LLC CRD 306187 | WA | $157.9M | 5 | Charles Schwab→ |
| B64 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION CRD 107549 | VA | $263.9M | 3 | Charles Schwab→ |
| B64 | HUNTER MICHAEL INVESTMENT ADVISORS INC CRD 107884 | VA | $81.2M | 1 | E*Trade→ |
| B64 | HERITAGE WEALTH MANAGEMENT GROUP, LTD CRD 148459 | VA | $152.2M | 3 | Altruist→ |
| B64 | XPS CAPITAL LLC CRD 311665 | VA | $95.3M | 2 | Charles Schwab→ |
| B64 | COURAGE MILLER PARTNERS, LLC CRD 147360 | VA | $480.7M | 3 | Charles Schwab→ |
| B64 | SANDER CAPITAL ADVISORS, INC. CRD 112499 | WA | $210.0M | 2 | E*Trade→ |
| B64 | JJSA ADVISORS, LTD. CRD 116460 | VA | $154.3M | 2 | E*Trade→ |
| B64 | VORPAHL WING SECURITIES, INC. CRD 47548 | WA | $124.4M | 4 | E*Trade→ |
| B64 | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CRD 155195 | VA | $187.8M | 6 | Fidelity→ |
| B63 | OCTAGON FINANCE LLC CRD 289850 | VA | $184.1M | — | E*Trade→ |
| B62 | JMK & ASSOCIATES, LLC CRD 312760 | WA | $268.4M | 1 | LPL Financial→ |
| B61 | CONTINENTAL INVESTORS SERVICES, INC. CRD 29775 | WA | $196.8M | 19 | E*Trade→ |
| B61 | PATHMONT, LLC CRD 299217 | WA | $169.7M | 1 | Charles Schwab→ |
| B61 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. CRD 116670 | VA | $357.2M | 3 | Charles Schwab→ |
| B60 | MCGINN PENNINGER INVESTMENT MANAGEMENT INC. CRD 107396 | VA | $204.4M | 4 | E*Trade→ |
| B60 | LB PARTNERS LLC CRD 309088 | VA | $191.3M | — | Interactive Brokers→ |
| B60 | BRUESKE ADVISORY SERVICES, LLC CRD 300689 | WA | $35.8M | 4 | E*Trade→ |
| B59 | SURIENCE PRIVATE WEALTH LLC CRD 313055 | WA | $124.0M | 2 | Wells Fargo→ |
| B59 | PETRIE CAPITAL MANAGEMENT LLC. CRD 136480 | WA | $105.2M | 1 | Charles Schwab→ |
| B59 | HARBORVIEW ASSET MANAGEMENT LLC CRD 332767 | WA | $124.7M | 2 | Charles Schwab→ |
| B59 | LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT CRD 335660 | WA | $142.0M | 1 | LPL Financial→ |
| B59 | CHARMARLINE WEALTH MANAGEMENT LLC CRD 336719 | VA | $118.8M | 1 | Charles Schwab→ |
| B58 | MARTIN NELSON & CO., INC. CRD 2903 | WA | $287.3M | 9 | Charles Schwab→ |
| B58 | HARREN EQUITY PARTNERS, LLC CRD 158494 | VA | $201.4M | — | E*Trade→ |
| B58 | WESTBOURNE INVESTMENTS, INC. CRD 37499 | VA | $276.4M | 5 | Charles Schwab→ |
| B58 | KUNATH KARREN RINNE & ATKIN LLC CRD 104531 | WA | $373.0M | 3 | E*Trade→ |
| B58 | WHITE & COMPANY FINANCIAL PLANNING, INC. CRD 115326 | WA | $149.8M | 4 | Charles Schwab→ |
| B58 | STAPP WEALTH MANAGEMENT, PLLC CRD 116553 | WA | $145.1M | 3 | Charles Schwab→ |
