| B53 | FIDELIS CAPITAL, LLC CRD 141341 | AL | $18.3M | — | Charles Schwab→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| 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→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| 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→ |
| 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 | SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | AL | $1.05B | 3 | Fidelity→ |
| C36 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC CRD 159419 | OR | $1.75B | 13 | Fidelity→ |
| C36 | DVSM, LP CRD 160800 | OR | $1.89B | — | Wells Fargo→ |
| 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 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | VISION CAPITAL MANAGEMENT, INC. CRD 107793 | OR | $1.23B | 12 | Charles Schwab→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
| 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 | ANDERSON GROWTH PARTNERS, LLC CRD 138600 | AL | $1.01B | 1 | Pershing→ |
| C32 | NORTHWEST CAPITAL MANAGEMENT INC CRD 108091 | OR | $8.52B | 7 | Charles Schwab→ |
| C31 | ALDRICH WEALTH, LIMITED PARTNERSHIP CRD 147200 | OR | $7.62B | 28 | Charles Schwab→ |
| C31 | MM ADVISORS, LLC CRD 337688 | AL | $0 | — | E*Trade→ |
| C31 | NAVIGATE PRIVATE FUND ADVISORS LLC CRD 313687 | AL | $0 | 3 | E*Trade→ |
| C30 | JACKSON THORNTON WEALTH MANAGEMENT, LLC CRD 116091 | AL | $2.01B | 10 | Charles Schwab→ |
| C30 | LYONS VIEW CAPITAL, LLC CRD 324582 | AL | $0 | 2 | E*Trade→ |
| C30 | NBC SECURITIES, INC. CRD 17870 | AL | $1.78B | 50 | E*Trade→ |
| C29 | LEAVELL INVESTMENT MANAGEMENT, INC. CRD 107890 | AL | $3.40B | 24 | Charles Schwab→ |
| 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 | RESOURCE MANAGEMENT SERVICE, LLC CRD 130791 | AL | $5.92B | — | E*Trade→ |
| C27 | DESCHUTES PORTFOLIO STRATEGY, LLC CRD 155424 | OR | $1.63B | 10 | Charles Schwab→ |
| C27 | ARLINGTON PARTNERS LLC CRD 109335 | AL | $2.31B | 7 | E*Trade→ |
| C27 | WAVERLY ADVISORS, LLC CRD 115332 | AL | $29.78B | 50 | Charles Schwab→ |
| C27 | ONEASCENT FINANCIAL SERVICES LLC CRD 284549 | AL | $3.54B | 50 | Charles Schwab→ |
| C27 | CAPSTONE WEALTH MANAGEMENT GROUP, INC. CRD 340135 | OR | $0 | 6 | E*Trade→ |
| C27 | CAMPBELL GLOBAL, LLC CRD 111944 | OR | $7.02B | — | JPMorgan→ |
| C27 | FOCUS POINT SOLUTIONS, INC CRD 131195 | OR | $6.78B | — | Charles Schwab→ |
| C26 | TRUE PRIVATE WEALTH ADVISORS, LLC CRD 164947 | OR | $1.43B | 11 | E*Trade→ |
| C25 | HARBERT FUND ADVISORS, LLC CRD 110577 | AL | $7.82B | — | E*Trade→ |
| C25 | JGP WEALTH MANAGEMENT, LLC CRD 290694 | OR | $1.43B | 18 | Fidelity→ |
| C24 | REGIONS INVESTMENT MANAGEMENT, INC. CRD 111715 | AL | $20.14B | 4 | E*Trade→ |
| C24 | VISTA CAPITAL PARTNERS, INC. CRD 114913 | OR | $3.22B | 23 | Charles Schwab→ |
| C24 | RFG ADVISORY, LLC CRD 158401 | AL | $6.81B | 50 | Charles Schwab→ |
| C24 | EVERSOURCE WEALTH ADVISORS, LLC CRD 286340 | AL | $5.10B | 50 | Charles Schwab→ |
