| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| C50 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | 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→ |
| C45 | M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | OR | $1.01B | — | E*Trade→ |
| C44 | GLADIUS CAPITAL MANAGEMENT LP CRD 152023 | UT | $2.88B | — | Wells Fargo→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | 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→ |
| 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 | IRON GATE GLOBAL ADVISORS, LLC CRD 111177 | UT | $1.32B | 7 | Charles Schwab→ |
| C37 | BECKER CAPITAL MANAGEMENT INC CRD 110489 | OR | $5.73B | 21 | Charles Schwab→ |
| 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 | SUMMIT GLOBAL INVESTMENTS, LLC CRD 157091 | UT | $2.29B | 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 | PHILLIPS AND COMPANY ADVISORS LLC CRD 167214 | OR | $2.66B | 13 | Charles Schwab→ |
| C32 | ASSOCIATION FINANCIAL SERVICES INC. CRD 142205 | UT | $1.27B | 10 | E*Trade→ |
| C32 | NORTHWEST CAPITAL MANAGEMENT INC CRD 108091 | OR | $8.52B | 7 | Charles Schwab→ |
| C31 | ALBION MANAGEMENT GROUP CRD 105957 | UT | $2.01B | 17 | 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 | ALDRICH WEALTH, LIMITED PARTNERSHIP CRD 147200 | OR | $7.62B | 28 | Charles Schwab→ |
| 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 | ANDINA CAPITAL MANAGEMENT, LLC CRD 151762 | UT | $1.26B | 10 | Charles Schwab→ |
| C29 | PETERSON PARTNERS, LLC CRD 159450 | UT | $2.96B | — | Northern Trust→ |
| C29 | SITTNER & NELSON, LLC CRD 309757 | OR | $1.05B | 4 | Charles Schwab→ |
| C29 | DIVERSIFY ADVISORY SERVICES, LLC CRD 326060 | UT | $4.65B | 50 | Charles Schwab→ |
| C28 | AERODIGM WEALTH LLC CRD 282312 | OR | $1.46B | 7 | Charles Schwab→ |
| C27 | DESCHUTES PORTFOLIO STRATEGY, LLC CRD 155424 | OR | $1.63B | 10 | Charles Schwab→ |
| C27 | SOLTIS INVESTMENT ADVISORS, LLC CRD 154690 | UT | $12.04B | 50 | 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 | WASATCH ADVISORS LP CRD 106081 | UT | $23.35B | 41 | E*Trade→ |
| C26 | PORTSIDE WEALTH GROUP, LLC CRD 325175 | UT | $1.43B | 50 | Charles Schwab→ |
| C26 | TRUE PRIVATE WEALTH ADVISORS, LLC CRD 164947 | OR | $1.43B | 11 | E*Trade→ |
| C26 | WEST RIM CAPITAL ASSOCIATES II, L.P. CRD 145085 | UT | $1.66B | — | E*Trade→ |
| C25 | JGP WEALTH MANAGEMENT, LLC CRD 290694 | OR | $1.43B | 18 | Fidelity→ |
| 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→ |
| C24 | MORETON ASSET MANAGEMENT, LLC CRD 133417 | UT | $4.71B | — | E*Trade→ |
| C24 | DRIVE WEALTH MANAGEMENT, LLC CRD 174728 | UT | $1.50B | 17 | E*Trade→ |
