| B62 | JMK & ASSOCIATES, LLC CRD 312760 | WA | $268.4M | 1 | LPL Financial→ |
| B59 | LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT CRD 335660 | WA | $142.0M | 1 | LPL Financial→ |
| B55 | NORTHWEST WEALTH ADVISORS, LLC CRD 327641 | WA | $304.5M | 6 | LPL Financial→ |
| B53 | 917 ADVISORY SERVICES LLC CRD 331476 | WA | $167.5M | 3 | LPL Financial→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| C47 | NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | OR | $200.0M | 2 | LPL Financial→ |
| C47 | ROCK CREEK WEALTH MANAGEMENT, LLC CRD 336666 | OR | $101.1M | 3 | LPL Financial→ |
| C46 | CARLSON FINANCIAL, INC. CRD 335831 | OR | $318.0M | 4 | LPL Financial→ |
| C45 | AXIOM WEALTH STRATEGIES, LLC CRD 313124 | OR | $124.7M | 2 | LPL Financial→ |
| C41 | CROSS FINANCIAL ADVISORS, LLC CRD 287686 | OR | $481.8M | 11 | LPL Financial→ |
| C39 | BOONE WEALTH ADVISORS, LLC CRD 116682 | WA | $506.8M | 4 | LPL Financial→ |
| C38 | KULTURA CAPITAL MANAGEMENT LP CRD 327510 | UT | $244.7M | — | Morgan Stanley→ |
| C35 | SNIDER RETIREMENT STRATEGIES, INC. CRD 117392 | WA | $549.7M | 9 | LPL Financial→ |
| C31 | BENSLER, LLC CRD 310849 | WA | $1.94B | 32 | LPL Financial→ |
| C30 | CROSS CREEK ADVISORS, LLC CRD 165803 | UT | $1.35B | 4 | Morgan Stanley→ |
| C29 | FELLOWSHIP FINANCIAL PLANNING, LLC CRD 330347 | WA | $465.3M | 6 | LPL Financial→ |
| C26 | PARAMETRIC PORTFOLIO ASSOCIATES LLC CRD 114310 | WA | $684.78B | 7 | Morgan Stanley→ |
| C22 | BRIDGE MULTIFAMILY FUND MANAGER LLC CRD 159127 | UT | $49.30B | — | Morgan Stanley→ |
| C22 | TRUEWEALTH FINANCIAL PARTNERS, LLC CRD 316079 | WA | $273.7M | 5 | LPL Financial→ |
| C17 | INVESCO MANAGED ACCOUNTS, LLC CRD 154461 | WA | $31.28B | 16 | LPL Financial→ |
| C13 | PAMRIA, LLC CRD 154027 | WA | — | — | Morgan Stanley→ |
