| B57 | PANORAMA WEALTH ADVISORS CRD 324199 | CO | $133.7M | 2 | Fidelity→ |
| B56 | ASSET MANAGEMENT GROUP INVESTMENT CORP. CRD 168369 | CO | $151.2M | — | Raymond James→ |
| B56 | PEAK INVESTMENT ADVISORS, INC. CRD 113967 | CO | $234.6M | 1 | Charles Schwab→ |
| B56 | CAPSTONE WEALTH ADVISORS, LLC CRD 287670 | OR | $102.4M | 2 | Charles Schwab→ |
| B56 | HIGHROAD WEALTH ADVISORS, LLC CRD 331566 | OR | $188.5M | 3 | Altruist→ |
| B56 | ICON ADVISERS, INC. CRD 108268 | CO | $875.9M | 3 | Charles Schwab→ |
| B56 | BULLSEYE ASSET MANAGEMENT LLC CRD 153990 | CO | $183.9M | 2 | Goldman Sachs→ |
| B55 | ENCOMPASS WEALTH ADVISORS, LLC CRD 170807 | OR | $472.8M | 4 | E*Trade→ |
| B55 | FAIRCHILD CAPITAL LLC CRD 298428 | OR | $102.8M | 1 | —→ |
| B55 | PULLIAM FAMILY OFFICE, LLC CRD 338839 | CO | $141.7M | 2 | —→ |
| B55 | SEAMOUNT FINANCIAL GROUP INC CRD 107834 | CO | $745.2M | 6 | LPL Financial→ |
| B55 | GRANGE CAPITAL, LLC CRD 131699 | OR | $217.2M | 4 | Charles Schwab→ |
| B55 | PALLER FINANCIAL SERVICES, INC. CRD 161531 | CO | $147.9M | 3 | Charles Schwab→ |
| B55 | ALPINE WEALTH ADVISORS, LLC CRD 105433 | CO | $115.7M | 1 | Charles Schwab→ |
| B55 | INNOVATIVE FINANCIAL, LLC CRD 127469 | CO | $105.3M | 1 | —→ |
| B55 | PACIFIC COAST INVESTMENT ADVISORS, LLC CRD 137963 | OR | $122.2M | 1 | Charles Schwab→ |
| B55 | COLLIER FINANCIAL, INC CRD 175207 | CO | $160.5M | 1 | LPL Financial→ |
| B55 | OAK STREET INVESTMENT ADVISORS, LLC CRD 288019 | CO | $125.5M | 1 | Charles Schwab→ |
| B54 | BEAR CREEK ASSET MANAGEMENT, LLC CRD 137677 | CO | $5.19B | 8 | Pershing→ |
| B54 | ROCKWOOD EQUITY PARTNERS LLC CRD 163846 | CO | $189.8M | — | E*Trade→ |
| B54 | NAVIGATION WEALTH MANAGEMENT, INC. CRD 282640 | CO | $103.2M | 8 | Charles Schwab→ |
| B54 | DOWNING STREET WEALTH MANAGEMENT LLC CRD 152983 | CO | $175.6M | 2 | Charles Schwab→ |
| B54 | TENBRIDGE PARTNERS LLC CRD 159378 | OR | $110.0M | 4 | Charles Schwab→ |
| B54 | OUTBOUND FINANCIAL, INC. CRD 287697 | CO | $151.2M | 1 | Charles Schwab→ |
| B54 | CAPITOL FAMILY OFFICE, INC. CRD 312005 | OR | $136.1M | 2 | Charles Schwab→ |
| B54 | TRADEWINDS ASSET MANAGEMENT, LLC CRD 323879 | OR | $135.1M | 3 | Charles Schwab→ |
| B54 | ACORN CREEK CAPITAL LLC CRD 325809 | CO | $488.7M | 4 | Fidelity→ |
| B54 | SAMARA INVESTMENT MANAGEMENT, LLC CRD 336178 | OR | $123.0M | 2 | Charles Schwab→ |
| B53 | 325 FILLMORE LLC CRD 287625 | CO | $103.8M | — | U.S. Bank→ |
| B53 | AETHER INVESTMENT PARTNERS, LLC CRD 149742 | CO | $1.14B | — | E*Trade→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| B53 | LOYD FINANCIAL MANAGEMENT INC. CRD 112236 | CO | $133.5M | 2 | Charles Schwab→ |
| B53 | BUTLER FINANCIAL SERVICES, INC. CRD 118244 | CO | $154.7M | 2 | Charles Schwab→ |
| B53 | HOFFMANN HERMANSON LLC CRD 130484 | CO | $183.0M | 2 | Charles Schwab→ |
| B53 | SEASON INVESTMENTS, LLC CRD 158070 | CO | $159.7M | 3 | Charles Schwab→ |
| B53 | WEST END WEALTH MANAGEMENT, LLC CRD 234791 | CO | $170.4M | 2 | Charles Schwab→ |
| B53 | ROOTED FINANCIAL GROUP, LLC CRD 335302 | OR | $108.7M | 2 | Charles Schwab→ |
| B52 | HURLEY FINANCIAL GROUP, INC. CRD 108983 | OR | $406.5M | 15 | E*Trade→ |
| B52 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | OR | $808.9M | — | Pershing→ |
| B52 | INFINIUM INVESTMENT ADVISORS, LLC CRD 149123 | CO | $131.4M | 2 | Fidelity→ |
| B52 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. CRD 171321 | OR | $235.4M | 3 | Charles Schwab→ |
| B52 | JPL WEALTH MANAGEMENT, LLC CRD 328474 | CO | $587.9M | 4 | Charles Schwab→ |
| B52 | RIDGEGATE ADVISORS, LLC CRD 334233 | CO | $119.0M | 7 | Charles Schwab→ |
| B51 | WEALTH ENGINEERS, LLC CRD 168578 | CO | $117.6M | 2 | —→ |
| B51 | M4A3 LLC CRD 336172 | CO | $322.0M | 1 | Charles Schwab→ |
| B51 | RAMSAY STATTMAN VELA & PRICE INC CRD 105156 | CO | $778.5M | 5 | Charles Schwab→ |
| B51 | AUXIER ASSET MANAGEMENT LLC CRD 107980 | OR | $946.1M | 6 | Charles Schwab→ |
| B51 | INVESTMENT RESEARCH CORP CRD 108208 | CO | $76.3M | 17 | E*Trade→ |
| B51 | BRANZAN INVESTMENT ADVISORS, INC. CRD 120783 | CO | $114.8M | 5 | Charles Schwab→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
