| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C48 | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC CRD 148156 | NC | $1.29B | 9 | Charles Schwab→ |
| C48 | WOODARD & CO ASSET MANAGEMENT GROUP INC CRD 108199 | NC | $1.17B | 5 | E*Trade→ |
| C47 | M HOLDINGS SECURITIES, INC. CRD 43285 | OR | $3.21B | 50 | Charles Schwab→ |
| C46 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC CRD 107312 | NC | $132.63B | 13 | State Street→ |
| C45 | M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | OR | $1.01B | — | E*Trade→ |
| C44 | COMPERIO RETIREMENT CONSULTING, INC. CRD 140786 | NC | $1.99B | 2 | E*Trade→ |
| C43 | CAPITAL INVESTMENT COUNSEL INC CRD 104591 | NC | $1.02B | 4 | Pershing→ |
| C43 | BILTMORE FAMILY OFFICE, LLC CRD 167174 | NC | $3.47B | 14 | Charles Schwab→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C41 | WEDGE CAPITAL MANAGEMENT LLP CRD 106234 | NC | $7.75B | 23 | E*Trade→ |
| C40 | ALLSPRING GLOBAL INVESTMENTS, LLC CRD 104973 | NC | $475.78B | — | State Street→ |
| C40 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC CRD 149124 | NC | $2.39B | 50 | Charles Schwab→ |
| C40 | DESCHUTES INVESTMENT CONSULTING, LLC CRD 155312 | OR | $2.89B | 10 | Charles Schwab→ |
| C39 | STEELE CREEK INVESTMENT MANAGEMENT LLC CRD 170209 | NC | $1.74B | — | U.S. Bank→ |
| C39 | ALUMINA INVESTMENT MANAGEMENT, LLC CRD 164273 | NC | $5.26B | — | E*Trade→ |
| C39 | ALLSPRING FUNDS MANAGEMENT, LLC CRD 110841 | NC | $324.65B | 50 | LPL Financial→ |
| C38 | M FINANCIAL ASSET MANAGEMENT, INC. CRD 136694 | OR | $1.23B | 4 | Charles Schwab→ |
| C38 | SILVERBACK ASSET MANAGEMENT, LLC CRD 141407 | NC | $1.19B | — | JPMorgan→ |
| C37 | BECKER CAPITAL MANAGEMENT INC CRD 110489 | OR | $5.73B | 21 | Charles Schwab→ |
| C37 | CARDINAL CAPITAL MANAGEMENT INC CRD 108076 | NC | $1.03B | 3 | Charles Schwab→ |
| C37 | LAUREL WEALTH ADVISORS, LLC CRD 118469 | NC | $1.11B | 7 | Charles Schwab→ |
| C36 | OAK CITY CONSULTING, LLC CRD 162220 | NC | $1.43B | 3 | Fidelity→ |
| 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→ |
| C36 | MILL CAPITAL MANAGEMENT, LLC CRD 312798 | NC | $1.49B | 3 | Charles Schwab→ |
| C35 | CORNERSTONE WEALTH GROUP, LLC CRD 289971 | NC | $2.49B | 29 | Charles Schwab→ |
| C35 | BARINGS LLC CRD 106006 | NC | $392.75B | — | State Street→ |
| C34 | ALLY INVEST ADVISORS INC CRD 170301 | NC | $1.73B | 50 | Apex Clearing→ |
| 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 | STERLING CAPITAL MANAGEMENT LLC CRD 135405 | NC | $69.23B | 37 | E*Trade→ |
| C34 | VERITY ASSET MANAGEMENT, INC. CRD 158667 | NC | $1.15B | 50 | E*Trade→ |
| C34 | CAPFINANCIAL PARTNERS, LLC CRD 175112 | NC | $1236.70B | 50 | E*Trade→ |
| 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 | FTA ASSET MANAGEMENT, LLC CRD 332377 | NC | $1.01B | — | E*Trade→ |
| C33 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CRD 104692 | OR | $10.66B | 27 | Charles Schwab→ |
| C33 | PHILLIPS AND COMPANY ADVISORS LLC CRD 167214 | OR | $2.66B | 13 | Charles Schwab→ |
| C33 | MORGAN CREEK CAPITAL MANAGEMENT, LLC CRD 138401 | NC | $1.79B | — | Northern Trust→ |
| C33 | FIVE POINTS CAPITAL LLC CRD 160792 | NC | $1.45B | — | E*Trade→ |
| C33 | KIAN CAPITAL PARTNERS, LLC CRD 329179 | NC | $1.10B | — | E*Trade→ |
| C32 | LINDEN THOMAS ADVISORY SERVICES, LLC CRD 288557 | NC | $1.77B | 11 | Charles Schwab→ |
| C32 | NORTHWEST CAPITAL MANAGEMENT INC CRD 108091 | OR | $8.52B | 7 | Charles Schwab→ |
| C31 | FOUNDERS FINANCIAL ALLIANCE, LLC CRD 173011 | NC | $1.19B | 31 | LPL Financial→ |
| C31 | ETON ADVISORS GROUP, LLC CRD 289395 | NC | $1.89B | 6 | BNY Mellon→ |
| C31 | TOPSAIL WEALTH MANAGEMENT LLC CRD 331098 | NC | $1.31B | 4 | Charles Schwab→ |
| C31 | FIRST CITIZENS INVESTOR SERVICES, INC. CRD 44430 | NC | $2.63B | 50 | Pershing→ |
| C31 | ALDRICH WEALTH, LIMITED PARTNERSHIP CRD 147200 | OR | $7.62B | 28 | Charles Schwab→ |