| B57 | INVESTMENT CONSULTING GROUP INC CRD 106967 | IA | $2.84B | 2 | Charles Schwab→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C47 | M HOLDINGS SECURITIES, INC. CRD 43285 | OR | $3.21B | 50 | Charles Schwab→ |
| C46 | BFC PLANNING, INC. CRD 119682 | IA | $3.84B | 50 | E*Trade→ |
| C45 | M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | OR | $1.01B | — | E*Trade→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| 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→ |
| C38 | ACCEL WEALTH MANAGEMENT LLC CRD 286201 | IA | $1.15B | 10 | Charles Schwab→ |
| C37 | BECKER CAPITAL MANAGEMENT INC CRD 110489 | OR | $5.73B | 21 | Charles Schwab→ |
| C37 | PRINCIPAL GLOBAL INVESTORS, LLC CRD 109002 | IA | $427.71B | 50 | State Street→ |
| C36 | CEDAR MOUNTAIN ADVISORS, LLC CRD 140339 | OR | $1.20B | 6 | Charles Schwab→ |
| C36 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC CRD 159419 | OR | $1.75B | 13 | Fidelity→ |
| C36 | DVSM, LP CRD 160800 | OR | $1.89B | — | Wells Fargo→ |
| C35 | AUSDAL FINANCIAL PARTNERS, INC. CRD 7995 | IA | $3.73B | 50 | Charles Schwab→ |
| 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 | VISION CAPITAL MANAGEMENT, INC. CRD 107793 | OR | $1.23B | 12 | Charles Schwab→ |
| C33 | GOVERNMENT PORTFOLIO ADVISORS LLC CRD 170384 | OR | $35.09B | 7 | E*Trade→ |
| C33 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CRD 104692 | OR | $10.66B | 27 | Charles Schwab→ |
| C33 | NORTHWEST WEALTH MANAGEMENT, LLC CRD 152816 | IA | $1.03B | 20 | Charles Schwab→ |
| C33 | PHILLIPS AND COMPANY ADVISORS LLC CRD 167214 | OR | $2.66B | 13 | Charles Schwab→ |
| C32 | NORTHWEST CAPITAL MANAGEMENT INC CRD 108091 | OR | $8.52B | 7 | Charles Schwab→ |
| C31 | AEGON USA INVESTMENT MANAGEMENT, LLC CRD 114537 | IA | $88.80B | 1 | State Street→ |
| C31 | PRINCIPAL SECURITIES, INC. CRD 1137 | IA | $17.02B | 50 | Fidelity→ |
| C31 | ALDRICH WEALTH, LIMITED PARTNERSHIP CRD 147200 | OR | $7.62B | 28 | Charles Schwab→ |
| C31 | TRANSAMERICA RETIREMENT ADVISORS, LLC CRD 107319 | IA | $18.83B | 39 | Pershing→ |
| C30 | BTC CAPITAL MANAGEMENT, INC. CRD 127158 | IA | $4.60B | 22 | E*Trade→ |
| C29 | SITTNER & NELSON, LLC CRD 309757 | OR | $1.05B | 4 | Charles Schwab→ |
| C28 | AERODIGM WEALTH LLC CRD 282312 | OR | $1.46B | 7 | Charles Schwab→ |
| C28 | INTEGRITY ALLIANCE, LLC CRD 139627 | IA | $5.41B | 50 | Charles Schwab→ |
| C28 | INTEGRITY ADVISORY SOLUTIONS, LLC CRD 288817 | IA | $1.10B | 50 | Charles Schwab→ |
| C27 | DESCHUTES PORTFOLIO STRATEGY, LLC CRD 155424 | OR | $1.63B | 10 | Charles Schwab→ |
| C27 | CAMPBELL GLOBAL, LLC CRD 111944 | OR | $7.02B | — | JPMorgan→ |
| C27 | FOCUS POINT SOLUTIONS, INC CRD 131195 | OR | $6.78B | — | Charles Schwab→ |
| C26 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC CRD 321109 | IA | $122.05B | — | E*Trade→ |
| C26 | TRUE PRIVATE WEALTH ADVISORS, LLC CRD 164947 | OR | $1.43B | 11 | E*Trade→ |
| C26 | STEELE CAPITAL MANAGEMENT, INC. CRD 107097 | IA | $3.55B | 15 | Charles Schwab→ |
| C25 | JGP WEALTH MANAGEMENT, LLC CRD 290694 | OR | $1.43B | 18 | Fidelity→ |
| C24 | FOSTER GROUP, INC. CRD 107148 | IA | $4.78B | 50 | Charles Schwab→ |
| C24 | VISTA CAPITAL PARTNERS, INC. CRD 114913 | OR | $3.22B | 23 | Charles Schwab→ |
| C24 | CS PLANNING CORP CRD 149937 | OR | $1.96B | 47 | Charles Schwab→ |
| C23 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. CRD 134139 | IA | $138.69B | 50 | —→ |
| C23 | AVANTAX PLANNING PARTNERS, INC. CRD 106237 | IA | $7.57B | 50 | Charles Schwab→ |
| C23 | NORTHSIDE CAPITAL MANAGEMENT LLC CRD 107784 | OR | $6.94B | 7 | Charles Schwab→ |
| C23 | SELLWOOD INVESTMENT PARTNERS LLC CRD 164696 | OR | $2.28B | 8 | Charles Schwab→ |
| C23 | PRINCIPAL REAL ESTATE INVESTORS, LLC CRD 109008 | IA | $105.65B | — | Wells Fargo→ |
| C23 | PRINCIPAL ADVISED SERVICES, LLC CRD 297324 | IA | $1.42B | 50 | E*Trade→ |
| C22 | LEGACY FINANCIAL GROUP, LLC CRD 154927 | IA | $1.01B | 8 | Charles Schwab→ |