| C46 | WELCH INVESTMENT GROUP, LLC CRD 131006 | OR | $263.8M | 2 | Charles Schwab→ |
| C45 | M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | OR | $1.01B | — | E*Trade→ |
| C45 | CONTINUITY WEALTH MANAGEMENT, CORP. CRD 111010 | OR | $214.3M | 2 | Charles Schwab→ |
| C45 | TAURUS CAPITAL ADVISORS, LLC CRD 137633 | OR | $231.4M | 4 | Charles Schwab→ |
| C45 | JGC WEALTH MANAGEMENT, LLC CRD 165770 | OR | $132.0M | 3 | Charles Schwab→ |
| C45 | AXIOM WEALTH STRATEGIES, LLC CRD 313124 | OR | $124.7M | 2 | LPL Financial→ |
| C45 | SKYLINER WEALTH, LLC CRD 332426 | OR | $151.4M | 2 | Charles Schwab→ |
| C44 | LITTLEJOHN FINANCIAL SERVICES, INC CRD 155113 | OR | $171.3M | 4 | Wells Fargo→ |
| C44 | JAMISON HANSON ADVISORS LLC CRD 139587 | OR | $212.0M | 2 | Charles Schwab→ |
| C44 | JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC CRD 152930 | OR | $227.4M | 2 | Charles Schwab→ |
| C44 | SMB FINANCIAL SERVICES, INC. CRD 154216 | OR | $177.8M | 5 | Charles Schwab→ |
| C43 | ROI FINANCIAL ADVISORS, LLC CRD 160100 | OR | $264.2M | 2 | Charles Schwab→ |
| C43 | MODERNIST FINANCIAL, LLC CRD 217511 | OR | $113.3M | 3 | —→ |
| C43 | LIFELONG WEALTH MANAGEMENT GROUP, LLC CRD 291661 | OR | $121.7M | 2 | —→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C42 | ACM MANAGEMENT COMPANY, LLC CRD 283037 | OR | $650.1M | — | E*Trade→ |
| C41 | FINANCIAL INVESTMENT TEAM, INC. CRD 145724 | OR | $209.1M | 4 | Charles Schwab→ |
| C41 | KOENIG INVESTMENT ADVISORY, LLC CRD 311422 | OR | $258.2M | 3 | Charles Schwab→ |
| C41 | CROSS FINANCIAL ADVISORS, LLC CRD 287686 | OR | $481.8M | 11 | LPL Financial→ |
| C41 | PHYSICIAN FAMILY FINANCIAL ADVISORS INC CRD 138433 | OR | $284.9M | 3 | E*Trade→ |
| C41 | FIDELIS IM, LLC CRD 162985 | OR | $306.1M | 1 | Charles Schwab→ |
| C40 | WASHINGTON PARK CAPITAL MANAGEMENT, LLC CRD 338939 | OR | $359.5M | 1 | —→ |
| C40 | VON BORSTEL & ASSOCIATES, INC. CRD 309746 | OR | $680.2M | 4 | Charles Schwab→ |
| C40 | DESCHUTES INVESTMENT CONSULTING, LLC CRD 155312 | OR | $2.89B | 10 | Charles Schwab→ |
| C40 | MARTIN CAPITAL PARTNERS, LLC CRD 153452 | OR | $290.5M | 4 | Charles Schwab→ |
| C39 | EFM INVESTMENTS & ADVISORY LLC CRD 339744 | OR | $680.0M | — | E*Trade→ |
| C39 | SKYLINE FINANCIAL NORTHWEST LLC CRD 146844 | OR | $148.3M | 3 | Charles Schwab→ |
| C39 | FOSTER & WOOD, INC. CRD 165362 | OR | $218.7M | 3 | Charles Schwab→ |
| C39 | CASCADE FINANCIAL STRATEGIES, LLC CRD 166610 | OR | $150.9M | 3 | Charles Schwab→ |
| C39 | CPWA LLC CRD 322424 | OR | $185.5M | 3 | Charles Schwab→ |
| C39 | WD RUTHERFORD LLC CRD 167545 | OR | $250.0M | 4 | Charles Schwab→ |
| 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 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CRD 309098 | OR | $264.7M | 6 | Charles Schwab→ |
| C38 | CATALYST FINANCIAL NW CORPORATION CRD 168534 | OR | $233.4M | 2 | Charles Schwab→ |
| C38 | SOARING INVESTMENT MANAGEMENT, LLC CRD 305273 | OR | $112.5M | 3 | —→ |
| C38 | XENA FINANCIAL PLANNING, LLC CRD 333436 | OR | $104.5M | 2 | —→ |
| C38 | M FINANCIAL ASSET MANAGEMENT, INC. CRD 136694 | OR | $1.23B | 4 | Charles Schwab→ |
| C38 | BLUE WATER WEALTH, INC. CRD 164432 | OR | $472.8M | 11 | Charles Schwab→ |
| 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→ |
| C37 | BECKER CAPITAL MANAGEMENT INC CRD 110489 | OR | $5.73B | 21 | Charles Schwab→ |
| C36 | ROEHL & YI INVESTMENT ADVISORS, LLC CRD 109258 | OR | $959.4M | 12 | Charles Schwab→ |
| C36 | CEDAR MOUNTAIN ADVISORS, LLC CRD 140339 | OR | $1.20B | 6 | Charles Schwab→ |
| C36 | PACIFIC RIDGE CAPITAL PARTNERS, LLC CRD 152154 | OR | $494.6M | — | 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→ |
| C36 | CONNECTED WEALTH SOLUTIONS, LLC CRD 277111 | OR | $226.4M | 2 | Fidelity→ |
