| B59 | CONSILIUM, LLC CRD 304503 | CO | $215.0M | 1 | Charles Schwab→ |
| B59 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC CRD 109036 | CO | $905.2M | 10 | Goldman Sachs→ |
| B59 | PEACE OF MIND FINANCIAL, INC CRD 289067 | CO | $123.6M | 2 | Charles Schwab→ |
| B59 | SUMMA GLOBAL ADVISORS, LLC CRD 148713 | OR | $144.1M | 2 | Charles Schwab→ |
| B59 | WILLAMETTE FINANCIAL ADVISORS, LLC CRD 173482 | OR | $117.5M | 2 | Charles Schwab→ |
| B59 | COHESION WEALTH MANAGEMENT, LLC CRD 308980 | CO | $171.0M | 4 | Charles Schwab→ |
| B58 | IMPRINT WEALTH LLC CRD 322130 | SC | $131.6M | 2 | E*Trade→ |
| B58 | WALNUT LEVEL CAPITAL LLC CRD 307942 | CO | $119.2M | — | E*Trade→ |
| B58 | BEDMINSTER L.L.C. CRD 118794 | SC | $199.0M | 3 | Charles Schwab→ |
| B58 | FIT ASSET MANAGEMENT, LLC CRD 281494 | CO | $147.4M | 3 | Charles Schwab→ |
| B58 | PEARL WEALTH LLC CRD 299508 | OR | $156.3M | 2 | Charles Schwab→ |
| B58 | CLEARVIEW WEALTH ADVISORS, LLC CRD 305737 | OR | $201.8M | 2 | Charles Schwab→ |
| B57 | 44 WEALTH MANAGEMENT LLC CRD 309647 | OR | $487.4M | 4 | Fidelity→ |
| B57 | CREDENTIALED WEALTH ADVISORS, LLC CRD 312517 | CO | $139.8M | 3 | E*Trade→ |
| B57 | SPRINGWATER WEALTH MANAGEMENT, LLC CRD 167539 | OR | $203.9M | 2 | Charles Schwab→ |
| B57 | CAPITAL ASSET MANAGEMENT, LLC CRD 284505 | CO | $208.8M | 4 | Fidelity→ |
| B57 | VENTANA PRIVATE WEALTH LLC CRD 311878 | CO | $158.6M | 2 | Charles Schwab→ |
| B57 | PANORAMA WEALTH ADVISORS CRD 324199 | CO | $133.7M | 2 | Fidelity→ |
| B56 | WILLIAM B. WALKUP & ASSOCIATES, INC. CRD 135533 | SC | $178.3M | 3 | Interactive Brokers→ |
| 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 | PRIMETRUST ADVISORS LLC CRD 141625 | SC | $421.6M | 2 | E*Trade→ |
| 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 | JFA ADVISORS, LLC CRD 144039 | SC | $175.0M | 1 | —→ |
| 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 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| 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 | IVY EVERGREEN, LLC CRD 324430 | SC | $155.0M | — | E*Trade→ |
| 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 | NORRIS FINANCIAL GROUP, LLC CRD 129422 | SC | $353.0M | 3 | Pershing→ |
| B54 | NAVIGATION WEALTH MANAGEMENT, INC. CRD 282640 | CO | $103.2M | 8 | Charles Schwab→ |
| B54 | ANDERSON GRIGGS & COMPANY, INC. CRD 110313 | SC | $133.6M | 3 | 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→ |
