| B54 | SAMARA INVESTMENT MANAGEMENT, LLC CRD 336178 | OR | $123.0M | 2 | Charles Schwab→ |
| B53 | R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. CRD 131804 | MO | $415.9M | 6 | E*Trade→ |
| B53 | THE YANKER GROUP, INC. CRD 281364 | MO | $296.4M | 5 | LPL Financial→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| B53 | ROOTED FINANCIAL GROUP, LLC CRD 335302 | OR | $108.7M | 2 | Charles Schwab→ |
| B53 | ESSEX RIDGE CAPITAL GROUP, LLC CRD 145795 | MO | $146.3M | — | E*Trade→ |
| B52 | HURLEY FINANCIAL GROUP, INC. CRD 108983 | OR | $406.5M | 15 | E*Trade→ |
| B52 | NUANCE INVESTMENTS, LLC CRD 148534 | MO | $984.3M | 4 | Charles Schwab→ |
| B52 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | OR | $808.9M | — | Pershing→ |
| B52 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. CRD 171321 | OR | $235.4M | 3 | Charles Schwab→ |
| B51 | DIVVI WEALTH MANAGEMENT LLC CRD 318241 | MO | $127.4M | 4 | Charles Schwab→ |
| B51 | AUXIER ASSET MANAGEMENT LLC CRD 107980 | OR | $946.1M | 6 | Charles Schwab→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| B51 | ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC CRD 106999 | MO | $234.0M | 3 | E*Trade→ |
| B51 | SFC FINANCIAL LLC CRD 129817 | MO | $208.3M | 4 | E*Trade→ |
| B51 | CWC ADVISORS, LLC CRD 127739 | OR | $445.3M | 5 | Charles Schwab→ |
| B51 | RYAN POAGE & CO., LLC CRD 157432 | MO | $114.2M | 3 | —→ |
| B50 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION CRD 107777 | OR | $758.3M | 4 | Charles Schwab→ |
| B50 | THE CENTRAL TRUST BANK CRD 149262 | MO | $554.1M | 2 | E*Trade→ |
| B50 | TRU INDEPENDENCE ASSET MANAGEMENT, LLC CRD 168256 | OR | $336.9M | 8 | Raymond James→ |
| C50 | EKON ADVISORS, LLC CRD 281039 | MO | $219.8M | 3 | E*Trade→ |
| C50 | TERRIL BROTHERS INC CRD 110422 | MO | $987.8M | 5 | E*Trade→ |
| C50 | BAUM CAPITAL PARTNERS MANAGEMENT, LLC CRD 288225 | MO | $247.0M | — | E*Trade→ |
| C49 | FLOYD FINANCIAL GROUP LLC CRD 226773 | MO | $164.5M | 2 | Charles Schwab→ |
| C49 | COPIA WEALTH MANAGEMENT, LLC CRD 281873 | OR | $157.5M | 4 | Charles Schwab→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C49 | ARCHWAY WEALTH MANAGEMENT, LLC CRD 326816 | MO | $345.7M | 3 | Wells Fargo→ |
| C48 | INMAN FINANCIAL SERVICES, INC. CRD 297414 | OR | $197.5M | 3 | Charles Schwab→ |
| C48 | WAGNER FINANCIAL, LLC CRD 318448 | OR | $144.7M | 1 | Pershing→ |
| C48 | 1248 PARTNERS, LLC CRD 325304 | MO | $323.4M | — | Charles Schwab→ |
| C48 | THE H GROUP, INC. CRD 106801 | OR | $580.1M | — | Charles Schwab→ |
| C48 | PANORAMIC CAPITAL PARTNERS LLC CRD 331349 | OR | $392.7M | 6 | Charles Schwab→ |
| C47 | CLS FINANCIAL ADVISORS, INC. CRD 152892 | OR | $192.0M | 3 | Charles Schwab→ |
| C47 | JIM MACKAY FINANCIAL PLANNING, LLC CRD 169583 | MO | $176.0M | 2 | Altruist→ |
| C47 | NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | OR | $200.0M | 2 | LPL Financial→ |
| C47 | WEALTHCARE ASSET MANAGEMENT, LLC CRD 170382 | MO | $210.8M | 6 | Charles Schwab→ |
| C47 | COMPASS RETIREMENT GROUP LLC CRD 282420 | MO | $111.9M | 6 | Charles Schwab→ |
| C47 | PEREGRINE ASSET ADVISERS, INC. CRD 115738 | OR | $611.0M | 6 | Charles Schwab→ |
| C47 | MENGIS CAPITAL MANAGEMENT, INC. CRD 117127 | OR | $903.5M | 6 | Charles Schwab→ |
| C47 | FOUNDATION WEALTH MANAGEMENT, LLC CRD 127134 | MO | $660.6M | 5 | Fidelity→ |
| C47 | CGC FINANCIAL SERVICES, LLC CRD 155446 | OR | $875.8M | 5 | Charles Schwab→ |
| C47 | KRAFT, DAVIS & ASSOCIATES, LLC CRD 175085 | MO | $768.5M | 6 | LPL Financial→ |
| C47 | ALLOCATOR SOLUTIONS, LLC CRD 337300 | MO | $513.5M | 1 | E*Trade→ |
| C47 | FIRST HEARTLAND CONSULTANTS, INC. CRD 110377 | MO | $2.09B | 50 | Pershing→ |
| C47 | STIEVEN CAPITAL ADVISORS, L.P. CRD 136106 | MO | $563.4M | 3 | Goldman Sachs→ |
| C47 | M HOLDINGS SECURITIES, INC. CRD 43285 | OR | $3.21B | 50 | Charles Schwab→ |
| C47 | IMS CAPITAL MANAGEMENT LLC CRD 105939 | OR | $380.9M | 7 | Charles Schwab→ |
| C47 | SORTIS FUND MANAGER, LLC CRD 315584 | OR | $202.0M | — | E*Trade→ |
| C47 | ROCK CREEK WEALTH MANAGEMENT, LLC CRD 336666 | OR | $101.1M | 3 | LPL Financial→ |
| C46 | CRAFT & SAGE WEALTH, LLC CRD 323565 | MO | $306.8M | 8 | E*Trade→ |
