| A74 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | Fidelity→ |
| A73 | WHALEN CAPITAL, INC. CRD 130016 | WI | $75.1M | 8 | E*Trade→ |
| A73 | REUTEMANN FINANCIAL SOLUTIONS, INC. CRD 153247 | MD | $251.6M | 6 | Charles Schwab→ |
| A72 | MOUNT VERNON ASSOCIATES INC CRD 107099 | MD | $232.5M | 1 | Charles Schwab→ |
| A72 | PETERSON ROGERS PRIVATE WEALTH, LLC CRD 324001 | UT | $177.1M | 3 | Charles Schwab→ |
| A70 | MONTGOMERY INVESTMENT MANAGEMENT INC CRD 105417 | MD | $490.0M | 2 | Charles Schwab→ |
| A70 | INTERVEST LTD CRD 104614 | MD | $247.0M | 2 | E*Trade→ |
| A70 | GLOBAL BROKERAGE SERVICES, INC. CRD 37505 | MD | $137.3M | 10 | E*Trade→ |
| A70 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CRD 106288 | WI | $252.3M | 3 | Charles Schwab→ |
| A68 | CAPITAL WEALTH ADVISORS, LTD. CRD 155263 | WI | $126.1M | 1 | Charles Schwab→ |
| A68 | THE ELLERSON GROUP INC CRD 106658 | MD | $291.2M | 2 | E*Trade→ |
| A67 | FINANCIAL SERVICE GROUP INC CRD 107893 | WI | $215.0M | 3 | Charles Schwab→ |
| A66 | HILLMAN CAPITAL MANAGEMENT INC CRD 110096 | MD | $195.9M | 2 | Charles Schwab→ |
| A66 | LONE PEAK ADVISERS, LLC CRD 296772 | UT | $125.4M | 8 | Charles Schwab→ |
| A66 | SLAYTON LEWIS INC CRD 114596 | UT | $334.4M | 2 | E*Trade→ |
| A65 | MCKINLEY MONEY, LLC CRD 145571 | WI | $163.7M | 2 | Charles Schwab→ |
| B65 | EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC CRD 145420 | MD | $220.9M | 5 | E*Trade→ |
| B63 | AMERICAN INVESTMENT ADVISORS INC CRD 104579 | WI | $137.9M | — | Charles Schwab→ |
| B62 | SMEDLEY FINANCIAL SERVICES INC CRD 110870 | UT | $341.8M | 6 | E*Trade→ |
| B62 | CENTRAL WEALTH MANAGEMENT LLC CRD 293172 | WI | $136.8M | 1 | Charles Schwab→ |
| B62 | LASALLE INVESTMENT ADVISORS, INC. CRD 109303 | WI | $133.6M | 5 | —→ |
| B62 | SULLIVAN INVESTMENT MANAGEMENT LLC CRD 289217 | WI | $111.8M | 1 | —→ |
| B62 | PROMETHIUM ADVISORS, LLC CRD 329565 | MD | $235.3M | 4 | Charles Schwab→ |
| B62 | BREAKTHRU ADVISORY SERVICES, LLC CRD 332173 | WI | $125.7M | 1 | Charles Schwab→ |
| B61 | KEELER THOMAS MANAGEMENT LLC CRD 109522 | UT | $305.5M | 5 | Charles Schwab→ |
| B61 | REVIEW SERVICES INC CRD 110277 | WI | $227.4M | 3 | Charles Schwab→ |
| B61 | LANDMARK WEALTH ADVISORS, LLC CRD 166989 | UT | $135.9M | 2 | Charles Schwab→ |
| B61 | ELITE RETIREMENT GROUP, INC. CRD 312178 | WI | $168.4M | — | Charles Schwab→ |
| B61 | RIA SERVICES, LLC CRD 281520 | WI | $276.1M | 2 | Charles Schwab→ |
| B60 | CRITERION AFRICA PARTNERS, INC CRD 291386 | MD | $85.9M | — | E*Trade→ |
| B60 | REEF INVESTMENT MANAGEMENT LLC CRD 309186 | UT | $234.3M | 1 | E*Trade→ |
| B60 | JORDANELLE CAPITAL, LLC CRD 323676 | UT | $179.2M | — | Northern Trust→ |
| B60 | TUFTON CAPITAL MANAGEMENT, LLC CRD 113543 | MD | $463.8M | 5 | E*Trade→ |
| B60 | CAMDEN PARTNERS HOLDINGS, LLC CRD 117011 | MD | $369.6M | — | Raymond James→ |
| B59 | POTOMAC ASSET MANAGEMENT CO INC CRD 105730 | MD | $114.3M | — | —→ |
| B59 | STERLING CAPITAL MANAGEMENT INC CRD 106822 | WI | $296.9M | 2 | E*Trade→ |
| B59 | STANDARD PARTNERS LLC CRD 167956 | MD | $108.3M | 1 | Charles Schwab→ |
| B59 | JOHN F SUBY WEALTH MANAGEMENT LLC CRD 150824 | WI | $464.9M | 3 | E*Trade→ |
| B59 | CAPITAL FINANCIAL, LLC CRD 122844 | MD | $159.4M | 2 | E*Trade→ |
| B59 | COORDINATED CAPITAL SECURITIES, INC. CRD 14762 | WI | $159.9M | 30 | Wells Fargo→ |
| B59 | OMNI FINANCIAL LLC CRD 314670 | WI | $116.9M | 1 | LPL Financial→ |
| B58 | A. J. PERRY & COMPANY, INC. CRD 107041 | MD | $108.8M | 1 | —→ |
| B58 | UNITED VALUE CAPITAL, LLC CRD 300533 | UT | $122.0M | — | E*Trade→ |
| B58 | SCHAEFFER FINANCIAL LLC CRD 133697 | MD | $257.7M | 7 | Charles Schwab→ |
| B58 | ARTHUR STEIN FINANCIAL, LLC CRD 160627 | MD | $141.2M | 3 | Charles Schwab→ |
| B58 | RISK MANAGEMENT GROUP, LLC CRD 122366 | MD | $200.5M | 6 | E*Trade→ |
| B57 | REINHART PARTNERS, LLC CRD 106432 | WI | $2.47B | 6 | State Street→ |
| B57 | BNB WEALTH MANAGEMENT, LLC CRD 107702 | MD | $264.6M | 4 | Raymond James→ |
| B57 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC CRD 165355 | UT | $128.2M | 3 | E*Trade→ |
| B57 | WINDWARD WEALTH STRATEGIES, INC. CRD 175126 | WI | $251.2M | 2 | Charles Schwab→ |
