| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| B51 | SLOY, DAHL & HOLST, LLC CRD 110102 | WA | $1.80B | 6 | Charles Schwab→ |
| C50 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | Charles Schwab→ |
| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C47 | GARDE CAPITAL, INC. CRD 151043 | WA | $2.65B | 9 | Charles Schwab→ |
| C47 | D'ANNUNZIO CONSULTING GROUP, LLC CRD 144422 | WA | $1.90B | 2 | Charles Schwab→ |
| C46 | BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | WA | $1.05B | 4 | Fidelity→ |
| C44 | COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | WA | $1.47B | — | Fidelity→ |
| C44 | GLADIUS CAPITAL MANAGEMENT LP CRD 152023 | UT | $2.88B | — | Wells Fargo→ |
| C44 | TALBOT FINANCIAL, LLC CRD 155162 | WA | $1.34B | 2 | Charles Schwab→ |
| C43 | FINANCIAL PLAN, INC. CRD 116073 | WA | $1.60B | 12 | Pershing→ |
| C43 | AUXANO ADVISORS, LLC CRD 145179 | WA | $1.78B | 8 | Charles Schwab→ |
| C43 | PAUL R. RIED FINANCIAL GROUP, LLC CRD 297284 | WA | $1.27B | 9 | Pershing→ |
| C43 | TANDEM INVESTMENT ADVISORS INC CRD 109392 | SC | $3.45B | 11 | LPL Financial→ |
| C43 | PERMANENS CAPITAL L.P. CRD 157476 | SC | $4.02B | 4 | Charles Schwab→ |
| C42 | BASECAMP WEALTH ADVISORS, LLC CRD 334018 | WA | $1.08B | 4 | Fidelity→ |
| C42 | SEPIO CAPITAL, LP CRD 285645 | UT | $5.64B | 18 | Fidelity→ |
| C42 | THE NORDEN GROUP LLC CRD 323988 | UT | $1.97B | 22 | Charles Schwab→ |
| C41 | MILLIMAN ADVISORS, LLC CRD 112245 | WA | $2.32B | 3 | E*Trade→ |
| C38 | IRON GATE GLOBAL ADVISORS, LLC CRD 111177 | UT | $1.32B | 7 | Charles Schwab→ |
| C37 | LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | SC | $1.14B | — | JPMorgan→ |
| C37 | COHALO ADVISORY LLC CRD 297315 | WA | $1.35B | 1 | Charles Schwab→ |
| C37 | LEADER CAPITAL CORP. CRD 46206 | WA | $1.41B | — | E*Trade→ |
| C36 | PERFORMA LIMITED (US), LLC CRD 154232 | SC | $4.49B | — | E*Trade→ |
| C36 | GREENWOOD CAPITAL ASSOCIATES, LLC CRD 115015 | SC | $1.77B | 16 | Charles Schwab→ |
| C36 | INATAI INVESTMENT MANAGEMENT CO. LLC CRD 329696 | WA | $2.69B | — | Northern Trust→ |
| C35 | SUMMIT GLOBAL INVESTMENTS, LLC CRD 157091 | UT | $2.29B | 50 | Charles Schwab→ |
| C34 | LUCID ADVISORS, INC. CRD 116639 | WA | $1.15B | 2 | E*Trade→ |
| C34 | MCILRATH & ECK, LLC CRD 145252 | WA | $1.36B | 6 | Pershing→ |
| C34 | GREENE WEALTH MANAGEMENT, LLC CRD 137810 | WA | $1.41B | 4 | Charles Schwab→ |
| C33 | VOLOFIN CAPITAL MANAGEMENT (US) LLC CRD 309922 | SC | $1.01B | — | E*Trade→ |
| C33 | ABACUS PLANNING GROUP, INC. CRD 107994 | SC | $2.16B | 15 | Charles Schwab→ |
| C33 | BRIGHTON JONES LLC CRD 108601 | WA | $18.88B | 50 | Fidelity→ |
| C32 | ASSOCIATION FINANCIAL SERVICES INC. CRD 142205 | UT | $1.27B | 10 | E*Trade→ |
| C32 | LPL ENTERPRISE, LLC CRD 8733 | SC | $24.94B | 50 | LPL Financial→ |
| C31 | ALBION MANAGEMENT GROUP CRD 105957 | UT | $2.01B | 17 | Charles Schwab→ |
| C31 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC CRD 107341 | WA | $12.18B | 50 | Charles Schwab→ |
| C31 | PHYSICIAN WEALTH ADVISORS, INC. CRD 106043 | UT | $2.01B | 9 | Charles Schwab→ |
| C31 | GRANDEUR PEAK GLOBAL ADVISORS, LLC CRD 158270 | UT | $3.80B | 16 | State Street→ |
| C31 | EMPIRICAL FINANCIAL SERVICES, LLC CRD 152622 | WA | $8.43B | 50 | Charles Schwab→ |
| C31 | SATURNA CAPITAL CORPORATION CRD 25586 | WA | $8.62B | 33 | Pershing→ |
| C31 | BENSLER, LLC CRD 310849 | WA | $1.94B | 32 | LPL Financial→ |
| C31 | HEALTHEQUITY ADVISORS, LLC CRD 167105 | UT | $1.99B | 1 | E*Trade→ |
| C30 | TOWNSQUARE CAPITAL, LLC CRD 288576 | UT | $18.07B | 18 | Charles Schwab→ |
| C30 | CROSS CREEK ADVISORS, LLC CRD 165803 | UT | $1.35B | 4 | Morgan Stanley→ |
| C30 | RAM INVESTMENT PARTNERS, LLC CRD 161077 | WA | $1.19B | 16 | Charles Schwab→ |
| C30 | ASPIRE CAPITAL ADVISORS LLC CRD 298366 | WA | $1.23B | 13 | Charles Schwab→ |
| C30 | ANDINA CAPITAL MANAGEMENT, LLC CRD 151762 | UT | $1.26B | 10 | Charles Schwab→ |
| C29 | PETERSON PARTNERS, LLC CRD 159450 | UT | $2.96B | — | Northern Trust→ |
| C29 | HOHIMER WEALTH MANAGEMENT, LLC CRD 300140 | WA | $1.26B | 12 | Charles Schwab→ |