| B61 | WELLSPRING ADVISORS, INC. CRD 147861 | OR | $152.2M | 2 | E*Trade→ |
| B55 | ENCOMPASS WEALTH ADVISORS, LLC CRD 170807 | OR | $472.8M | 4 | E*Trade→ |
| B52 | HURLEY FINANCIAL GROUP, INC. CRD 108983 | OR | $406.5M | 15 | E*Trade→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C47 | SORTIS FUND MANAGER, LLC CRD 315584 | OR | $202.0M | — | E*Trade→ |
| C46 | GREEN CITIES INVESTMENT MANAGEMENT, LLC CRD 166263 | OR | $875.0M | — | E*Trade→ |
| C45 | M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | OR | $1.01B | — | E*Trade→ |
| C42 | ACM MANAGEMENT COMPANY, LLC CRD 283037 | OR | $650.1M | — | E*Trade→ |
| C41 | PHYSICIAN FAMILY FINANCIAL ADVISORS INC CRD 138433 | OR | $284.9M | 3 | E*Trade→ |
| C39 | EFM INVESTMENTS & ADVISORY LLC CRD 339744 | OR | $680.0M | — | E*Trade→ |
| C39 | SOUND INVESTMENT MANAGEMENT INC CRD 107438 | OR | $255.5M | 4 | E*Trade→ |
| C39 | NORTHMARQ FUND MANAGEMENT, LLC CRD 150703 | OR | $541.3M | 1 | E*Trade→ |
| C39 | GRETCHEN STANGIER, INC. CRD 171336 | OR | $300.4M | 3 | E*Trade→ |
| C38 | STRADA FINANCIAL GROUP LLC CRD 316987 | OR | $159.2M | 2 | E*Trade→ |
| C38 | SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC CRD 138347 | OR | $275.4M | 5 | E*Trade→ |
| C38 | THE H GROUP WASHINGTON, INC. CRD 300464 | OR | $256.5M | — | E*Trade→ |
| C35 | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC CRD 182520 | OR | $642.6M | — | E*Trade→ |
| C33 | GOVERNMENT PORTFOLIO ADVISORS LLC CRD 170384 | OR | $35.09B | 7 | E*Trade→ |
| C33 | ALLIUM FINANCIAL ADVISORS, LLC CRD 288462 | OR | $733.5M | 7 | E*Trade→ |
| C31 | NORTH RIDGE WEALTH ADVISORS, INC. CRD 157516 | OR | $216.0M | 3 | E*Trade→ |
| C27 | CAPSTONE WEALTH MANAGEMENT GROUP, INC. CRD 340135 | OR | $0 | 6 | E*Trade→ |
| C26 | TRUE PRIVATE WEALTH ADVISORS, LLC CRD 164947 | OR | $1.43B | 11 | E*Trade→ |
| C23 | PATTERN CRD 321915 | OR | — | — | E*Trade→ |
| C20 | ZUNA, LLC CRD 306113 | OR | $411.3M | 3 | E*Trade→ |
| C20 | ICON FINANCIAL SERVICES LLC CRD 306816 | OR | $19.7M | 3 | E*Trade→ |
| C19 | VARIANT INVESTMENTS, LLC CRD 289261 | OR | $2.77B | — | E*Trade→ |
| C13 | ROGUE VALLEY WEALTH CRD 309847 | OR | — | — | E*Trade→ |
| C12 | FLUENCE WEALTH MANAGEMENT LLC CRD 333657 | OR | — | 1 | E*Trade→ |
| C10 | VAULT CRD 175403 | OR | — | — | E*Trade→ |
