| B57 | CALVERT IMPACT ADVISORY SERVICES, LLC CRD 326022 | MD | $197.8M | — | E*Trade→ |
| B56 | WILLIAM B. WALKUP & ASSOCIATES, INC. CRD 135533 | SC | $178.3M | 3 | Interactive Brokers→ |
| 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 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B56 | PRIMETRUST ADVISORS LLC CRD 141625 | SC | $421.6M | 2 | E*Trade→ |
| B56 | KALAMATA ASSET MANAGEMENT LLC CRD 284328 | MD | $106.8M | 1 | Wells Fargo→ |
| 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 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B55 | GRANGE CAPITAL, LLC CRD 131699 | OR | $217.2M | 4 | Charles Schwab→ |
| B55 | IVY EVERGREEN, LLC CRD 324430 | SC | $155.0M | — | E*Trade→ |
| B55 | PACIFIC COAST INVESTMENT ADVISORS, LLC CRD 137963 | OR | $122.2M | 1 | Charles Schwab→ |
| B54 | RLJ EQUITY PARTNERS, LLC CRD 162006 | MD | $109.1M | — | Northern Trust→ |
| B54 | NORRIS FINANCIAL GROUP, LLC CRD 129422 | SC | $353.0M | 3 | Pershing→ |
| B54 | ANDERSON GRIGGS & COMPANY, INC. CRD 110313 | SC | $133.6M | 3 | Charles Schwab→ |
| B54 | TENBRIDGE PARTNERS LLC CRD 159378 | OR | $110.0M | 4 | Charles Schwab→ |
| B54 | OAKMONT WEALTH ADVISORY, LLC CRD 299021 | MD | $124.2M | 3 | Raymond James→ |
| 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 | SAMARA INVESTMENT MANAGEMENT, LLC CRD 336178 | OR | $123.0M | 2 | Charles Schwab→ |
| B54 | MERITIS WEALTH MANAGEMENT, INC. CRD 336539 | MD | $224.4M | 3 | Raymond James→ |
| B53 | AMERICAN FINANCIAL MANAGEMENT, LTD. CRD 111016 | MD | $31.6M | 2 | Charles Schwab→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| B53 | POINTER FINANCIAL ADVISORS LLC CRD 326745 | MD | $176.4M | 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 | ARROW INVESTMENT ADVISORS, LLC CRD 139652 | MD | $377.3M | — | E*Trade→ |
| B52 | WIDMANN FINANCIAL SERVICES, INC. CRD 289106 | MD | $466.8M | 6 | E*Trade→ |
| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| B52 | TORRAY INVESTMENT PARTNERS LLC CRD 105818 | MD | $750.1M | 4 | Charles Schwab→ |
| B52 | STOKES CAPITAL ADVISORS, LLC CRD 281278 | SC | $499.4M | 1 | Charles Schwab→ |
| B52 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | OR | $808.9M | — | Pershing→ |
| B52 | WAYPOINT WEALTH MANAGEMENT, LLC CRD 155574 | MD | $242.5M | 1 | Charles Schwab→ |
| B52 | WALLICK INVESTMENTS, LLC CRD 162976 | SC | $126.5M | 3 | Charles Schwab→ |
| B52 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. CRD 171321 | OR | $235.4M | 3 | Charles Schwab→ |
| B52 | ADVOCATE INVESTING SERVICES, LLC CRD 273035 | MD | $186.6M | 5 | LPL Financial→ |
| B52 | KINWELL LLC CRD 290449 | SC | $214.7M | 2 | Charles Schwab→ |
| B52 | HZ INVESTMENTS INC. CRD 312268 | MD | $591.4M | 1 | Charles Schwab→ |
| B52 | VALUEWEALTH SERVICES, LLC CRD 304049 | MD | $319.0M | 5 | E*Trade→ |
| B51 | MACROVIEW INVESTMENT MANAGEMENT LLC CRD 149621 | MD | $387.1M | 4 | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| B51 | AUXIER ASSET MANAGEMENT LLC CRD 107980 | OR | $946.1M | 6 | Charles Schwab→ |
| B51 | MARATHON CAPITAL MANAGEMENT LLC CRD 119416 | MD | $790.1M | 5 | Charles Schwab→ |
| B51 | KENDALL CAPITAL MANAGEMENT CRD 134740 | MD | $743.9M | 8 | Charles Schwab→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| B51 | ATCAP PARTNERS, LLC CRD 158214 | MD | $195.5M | 25 | E*Trade→ |
| B51 | JEMMA INVESTMENT ADVISORS LLC CRD 284198 | MD | $139.8M | 5 | E*Trade→ |
| B51 | HERGENROEDER FINANCIAL ADVISORS, INC. CRD 121278 | MD | $304.5M | 4 | LPL Financial→ |
