| B56 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C47 | M HOLDINGS SECURITIES, INC. CRD 43285 | OR | $3.21B | 50 | Charles Schwab→ |
| C47 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 10 | Charles Schwab→ |
| C45 | M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | OR | $1.01B | — | E*Trade→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C42 | 1919 INVESTMENT COUNSEL, LLC CRD 133370 | MD | $26.04B | 32 | Charles Schwab→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C42 | HARBOR INVESTMENT ADVISORY, LLC CRD 151085 | MD | $6.87B | 32 | Pershing→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | MV CAPITAL MANAGEMENT, INC. CRD 139034 | MD | $1.44B | 8 | E*Trade→ |
| C41 | ABRAMS BISON INVESTMENTS, L.L.C. CRD 137183 | MD | $2.51B | — | Northern Trust→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C41 | FINANCIAL COUNCIL, LLC CRD 110748 | MD | $1.27B | 6 | E*Trade→ |
| C41 | FULTON BREAKEFIELD BROENNIMAN,LLC CRD 108967 | MD | $2.39B | 19 | Charles Schwab→ |
| C40 | DESCHUTES INVESTMENT CONSULTING, LLC CRD 155312 | OR | $2.89B | 10 | Charles Schwab→ |
| C38 | M FINANCIAL ASSET MANAGEMENT, INC. CRD 136694 | OR | $1.23B | 4 | Charles Schwab→ |
| C37 | BECKER CAPITAL MANAGEMENT INC CRD 110489 | OR | $5.73B | 21 | Charles Schwab→ |
| C37 | CORBYN INVESTMENT MANAGEMENT INC CRD 104716 | MD | $1.01B | 7 | Charles Schwab→ |
| C37 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC CRD 111179 | MD | $3.33B | — | JPMorgan→ |
| C37 | ROCK SPRINGS CAPITAL MANAGEMENT LP CRD 168648 | MD | $2.43B | — | Goldman Sachs→ |
| C37 | TRIBRIDGE PARTNERS FINANCIAL LLC CRD 326489 | MD | $1.60B | 8 | Charles Schwab→ |
| C36 | RETIREMENT MANAGEMENT SYSTEMS, INC. CRD 150351 | MD | $1.89B | 4 | Charles Schwab→ |
| C36 | RED OAK FINANCIAL GROUP, LLC CRD 166912 | MD | $1.04B | 7 | LPL Financial→ |
| C36 | ADVISORS PREFERRED LLC CRD 157980 | MD | $1.69B | 2 | E*Trade→ |
| C36 | ALLIANCE PARTNERS LLC CRD 157700 | MD | $1.94B | — | E*Trade→ |
| C36 | CEDAR MOUNTAIN ADVISORS, LLC CRD 140339 | OR | $1.20B | 6 | Charles Schwab→ |
| C36 | SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | AL | $1.05B | 3 | Fidelity→ |
| C36 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC CRD 159419 | OR | $1.75B | 13 | Fidelity→ |
| C36 | DVSM, LP CRD 160800 | OR | $1.89B | — | Wells Fargo→ |
| C36 | G10 LLC CRD 322876 | MD | $4.91B | — | Northern Trust→ |
| C34 | JENSEN INVESTMENT MANAGEMENT INC CRD 105281 | OR | $6.48B | 5 | Pershing→ |
| C34 | STANCORP INVESTMENT ADVISERS, INC. CRD 110228 | OR | $34.50B | 50 | Charles Schwab→ |
| C34 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | BROWN CAPITAL MANAGEMENT, LLC CRD 105633 | MD | $4.54B | 3 | State Street→ |
| C34 | VISION CAPITAL MANAGEMENT, INC. CRD 107793 | OR | $1.23B | 12 | Charles Schwab→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
| C33 | GOVERNMENT PORTFOLIO ADVISORS LLC CRD 170384 | OR | $35.09B | 7 | E*Trade→ |
| C33 | ALBION RIVER MANAGEMENT LLC CRD 322098 | MD | $2.06B | — | JPMorgan→ |
| C33 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CRD 104692 | OR | $10.66B | 27 | Charles Schwab→ |
| C33 | CORNERSTONE ADVISORY, LLC CRD 142359 | MD | $2.25B | 9 | Charles Schwab→ |
| C33 | PHILLIPS AND COMPANY ADVISORS LLC CRD 167214 | OR | $2.66B | 13 | Charles Schwab→ |
| C33 | INNOVATION X ADVISORS, LLC CRD 322292 | MD | $4.52B | — | E*Trade→ |
| C33 | EDGEMOOR INVESTMENT ADVISORS, INC. CRD 109104 | MD | $1.52B | 5 | Charles Schwab→ |
| C32 | ASB CAPITAL MANAGEMENT LLC CRD 110995 | MD | $36.68B | 17 | E*Trade→ |
| C32 | TRUMBOWER FINANCIAL ADVISORS LLC CRD 107495 | MD | $1.98B | 6 | Fidelity→ |
| C32 | ANDERSON GROWTH PARTNERS, LLC CRD 138600 | AL | $1.01B | 1 | Pershing→ |
