| B57 | REINHART PARTNERS, LLC CRD 106432 | WI | $2.47B | 6 | State Street→ |
| B57 | INVESTMENT CONSULTING GROUP INC CRD 106967 | IA | $2.84B | 2 | Charles Schwab→ |
| B57 | UNIPLAN INVESTMENT COUNSEL, INC. CRD 154718 | WI | $1.04B | 3 | E*Trade→ |
| B54 | CAPITAL INVESTMENT SERVICES OF AMERICA INC CRD 110639 | WI | $1.31B | 9 | 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→ |
| C44 | GOLDSTEIN ADVISORS, LLC CRD 323125 | WI | $1.08B | 10 | Charles Schwab→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C43 | IAG WEALTH PARTNERS, LLC CRD 109721 | WI | $1.87B | 15 | LPL Financial→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C41 | THOMPSON INVESTMENT MANAGEMENT, INC. CRD 129609 | WI | $3.08B | 8 | Charles Schwab→ |
| C41 | FIDUCIARY MANAGEMENT, INC. CRD 109149 | WI | $11.36B | — | Charles Schwab→ |
| C40 | HEARTLAND ADVISORS, INC. CRD 29433 | WI | $1.92B | 15 | Charles Schwab→ |
| C40 | DESCHUTES INVESTMENT CONSULTING, LLC CRD 155312 | OR | $2.89B | 10 | Charles Schwab→ |
| C40 | HARBOUR INVESTMENTS, INC. CRD 19258 | WI | $9.60B | 50 | E*Trade→ |
| 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 | ELLENBECKER INVESTMENT GROUP, INC. CRD 173851 | WI | $2.06B | 19 | Charles Schwab→ |
| C37 | PRINCIPAL GLOBAL INVESTORS, LLC CRD 109002 | IA | $427.71B | 50 | State Street→ |
| C37 | FORM WEALTH ADVISORS, LLC CRD 326519 | WI | $1.06B | 8 | Raymond James→ |
| C37 | NICHOLAS CO INC CRD 108347 | WI | $6.08B | 1 | Charles Schwab→ |
| C37 | DIVERSIFIED MANAGEMENT INC CRD 106680 | WI | $1.87B | 6 | Charles Schwab→ |
| C36 | HECK CAPITAL ADVISORS, LLC CRD 143848 | WI | $11.31B | 20 | E*Trade→ |
| 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 | SENTRY INVESTMENT MANAGEMENT, L.L.C. CRD 105176 | WI | $1.43B | — | E*Trade→ |
| 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 | KELLOGG ASSET MANAGEMENT, LLC CRD 150031 | WI | $2.86B | 9 | E*Trade→ |
| 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 | DANA INVESTMENT ADVISORS INC CRD 105879 | WI | $6.08B | 25 | 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 | KLCM ADVISORS, INC. CRD 107847 | WI | $1.88B | 5 | Charles Schwab→ |
| C32 | GENEVA CAPITAL MANAGEMENT LLC CRD 105432 | WI | $5.60B | 3 | Morgan Stanley→ |
| C32 | MADISON INVESTMENT ADVISORS, LLC CRD 110297 | WI | $13.84B | 24 | Charles Schwab→ |
| C32 | NORTHWEST CAPITAL MANAGEMENT INC CRD 108091 | OR | $8.52B | 7 | Charles Schwab→ |
| C31 | MASON STREET ADVISORS, LLC CRD 114085 | WI | $39.08B | — | E*Trade→ |
| 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 | CAMPBELL NEWMAN ASSET MANAGEMENT INC CRD 107003 | WI | $1.44B | 4 | Charles Schwab→ |
