| B54 | BEAR CREEK ASSET MANAGEMENT, LLC CRD 137677 | CO | $5.19B | 8 | Pershing→ |
| B53 | FIDELIS CAPITAL, LLC CRD 141341 | AL | $18.3M | — | Charles Schwab→ |
| B53 | AETHER INVESTMENT PARTNERS, LLC CRD 149742 | CO | $1.14B | — | E*Trade→ |
| B50 | CAMBIAR INVESTORS, LLC CRD 115093 | CO | $2.92B | 3 | Morgan Stanley→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C49 | BRUNI J V & CO CRD 106644 | CO | $1.10B | 2 | Charles Schwab→ |
| C48 | FREEDOM FUNDS MANAGEMENT CO CRD 110785 | CO | $1.90B | 1 | E*Trade→ |
| C48 | TOWNSEND & ASSOCIATES, INC. CRD 113681 | CO | $1.52B | 16 | E*Trade→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C47 | SWEATER INDUSTRIES LLC CRD 317749 | CO | $16.1M | — | E*Trade→ |
| C47 | M HOLDINGS SECURITIES, INC. CRD 43285 | OR | $3.21B | 50 | Charles Schwab→ |
| C46 | SWAN GLOBAL INVESTMENTS, LLC CRD 114669 | CO | $2.39B | 19 | Charles Schwab→ |
| C45 | SCHAEFER FINANCIAL MANAGEMENT, INC. CRD 110110 | CO | $1.11B | 7 | E*Trade→ |
| 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→ |
| C42 | GENEOS WEALTH MANAGEMENT, INC. CRD 120894 | CO | $9.22B | 50 | Pershing→ |
| C42 | ADVISORS ASSET MANAGEMENT, INC. CRD 46727 | CO | $2.21B | 50 | Pershing→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C41 | SWAN CAPITAL MANAGEMENT, LLC CRD 164280 | CO | $1.30B | — | E*Trade→ |
| C41 | CAPITAL INVESTMENT COUNSEL, LLC CRD 328472 | CO | $1.35B | 5 | Charles Schwab→ |
| C40 | PEAK ASSET MANAGEMENT, LLC CRD 106944 | CO | $1.01B | 14 | Charles Schwab→ |
| C40 | DESCHUTES INVESTMENT CONSULTING, LLC CRD 155312 | OR | $2.89B | 10 | Charles Schwab→ |
| C39 | SAVVLY ADVISOR, LLC CRD 321125 | CO | $75K | 1 | E*Trade→ |
| C38 | 1888 INVESTMENTS, LLC CRD 312491 | CO | $5.91B | — | Northern Trust→ |
| C38 | M FINANCIAL ASSET MANAGEMENT, INC. CRD 136694 | OR | $1.23B | 4 | Charles Schwab→ |
| C38 | CRESALTA INVESTMENT MANAGEMENT, INC. CRD 339872 | CO | $0 | — | E*Trade→ |
| C38 | PARAGON CAPITAL MANAGEMENT CRD 105147 | CO | $1.32B | 5 | Charles Schwab→ |
| C37 | BECKER CAPITAL MANAGEMENT INC CRD 110489 | OR | $5.73B | 21 | Charles Schwab→ |
| C36 | FOUNDRY GROUP, LLC CRD 159541 | CO | $3.50B | — | Wells Fargo→ |
| 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→ |
| C35 | MARSICO CAPITAL MANAGEMENT, LLC CRD 109250 | CO | $4.26B | 1 | E*Trade→ |
| C35 | TRANSAMERICA ASSET MANAGEMENT, INC. CRD 107376 | CO | $65.94B | — | 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 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | SHARKEY HOWES & JAVER INC CRD 106050 | CO | $1.13B | 9 | Charles Schwab→ |
| C34 | INNOVEST PORTFOLIO SOLUTIONS LLC CRD 106110 | CO | $0 | 22 | E*Trade→ |
| 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 | REDEFINE VENTURES LLC CRD 323691 | CO | $1.28B | — | JPMorgan→ |
| C33 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CRD 104692 | OR | $10.66B | 27 | Charles Schwab→ |
| C33 | DEER PARK ROAD MANAGEMENT COMPANY, LP CRD 140370 | CO | $3.52B | — | Charles Schwab→ |
| C33 | ARROWMARK COLORADO HOLDINGS, LLC CRD 149120 | CO | $21.02B | — | Goldman Sachs→ |
| C33 | PHILLIPS AND COMPANY ADVISORS LLC CRD 167214 | OR | $2.66B | 13 | Charles Schwab→ |
