| B56 | S. R. SCHILL & ASSOCIATES, INC. CRD 105864 | WA | $143.1M | 3 | Charles Schwab→ |
| B56 | SMART PORTFOLIOS, LLC CRD 131342 | WA | $210.3M | 4 | Charles Schwab→ |
| B56 | COLUMBIA RIVER ADVISORS, LLC CRD 154571 | WA | $191.1M | 4 | Charles Schwab→ |
| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B56 | AG FINANCIAL, LLC CRD 140226 | UT | $103.5M | 2 | 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 | PARAGON CAPITAL MANAGEMENT INC CRD 105962 | UT | $153.4M | 3 | Charles Schwab→ |
| B55 | GUARDIAN WEALTH MANAGEMENT, LLC CRD 146923 | UT | $174.8M | 3 | Charles Schwab→ |
| B55 | ENCOMPASS WEALTH ADVISORS, LLC CRD 170807 | OR | $472.8M | 4 | E*Trade→ |
| B55 | FAIRCHILD CAPITAL LLC CRD 298428 | OR | $102.8M | 1 | —→ |
| B55 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | E*Trade→ |
| B55 | GRANGE CAPITAL, LLC CRD 131699 | OR | $217.2M | 4 | Charles Schwab→ |
| B55 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| B55 | NORTHWEST WEALTH ADVISORS, LLC CRD 327641 | WA | $304.5M | 6 | LPL Financial→ |
| B55 | LARSEN, GLEN ALLEN CRD 118496 | UT | $146.6M | — | Charles Schwab→ |
| B55 | PACIFIC COAST INVESTMENT ADVISORS, LLC CRD 137963 | OR | $122.2M | 1 | Charles Schwab→ |
| B55 | MOUNTAIN PACIFIC ADVISORS, LLC CRD 151666 | WA | $484.3M | — | E*Trade→ |
| B54 | ARCHON CAPITAL MANAGEMENT LLC CRD 130499 | WA | $214.6M | 3 | Fidelity→ |
| B54 | SAPPHIRE STAR CAPITAL LLC CRD 226665 | WA | $142.2M | 1 | Charles Schwab→ |
| B54 | TENBRIDGE PARTNERS LLC CRD 159378 | OR | $110.0M | 4 | Charles Schwab→ |
| B54 | SEATTLE WEALTH MANAGEMENT LLC CRD 285877 | WA | $131.3M | 2 | Charles Schwab→ |
| B54 | MOULTON WEALTH MANAGEMENT, INC CRD 304598 | WA | $159.7M | 3 | Charles Schwab→ |
| B54 | AVANTIA INVESTMENT SERVICES, LLC CRD 307869 | WA | $119.1M | 3 | Charles Schwab→ |
| B54 | CAPITOL FAMILY OFFICE, INC. CRD 312005 | OR | $136.1M | 2 | Charles Schwab→ |
| B54 | GREYSTONE FINANCIAL & ESTATE SERVICES, INC. CRD 318092 | WA | $117.1M | 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→ |
| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| B53 | HFG ADVISORS, INC. CRD 316446 | WA | $113.4M | 5 | Charles Schwab→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| B53 | JOHNSON & SHUTE INVESTMENT ADVISORS, INC. CRD 116667 | WA | $137.3M | 10 | Charles Schwab→ |
| B53 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC CRD 160581 | WA | $142.9M | 1 | Charles Schwab→ |
| B53 | DLK INVESTMENT ADVISORS, LLC CRD 328897 | WA | $140.7M | 2 | Charles Schwab→ |
| B53 | 917 ADVISORY SERVICES LLC CRD 331476 | WA | $167.5M | 3 | LPL Financial→ |
| B53 | ROOTED FINANCIAL GROUP, LLC CRD 335302 | OR | $108.7M | 2 | Charles Schwab→ |
| B53 | SUNRISE FINANCIAL SERVICES LLC CRD 325955 | WA | $151.2M | 3 | E*Trade→ |
| 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 | INVESTORS PORTFOLIO SERVICES LLC CRD 117299 | WA | $238.8M | 3 | Charles Schwab→ |
| B52 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. CRD 171321 | OR | $235.4M | 3 | Charles Schwab→ |
| B52 | MONSON WEALTH MANAGEMENT, INC. CRD 169857 | WA | $149.5M | 1 | E*Trade→ |
| B51 | NORTH CAPITAL, INC. CRD 148802 | UT | $292.6M | 11 | Charles Schwab→ |
| B51 | CACHETECH INC. CRD 327688 | UT | $547.4M | 3 | Charles Schwab→ |
| B51 | AUXIER ASSET MANAGEMENT LLC CRD 107980 | OR | $946.1M | 6 | Charles Schwab→ |
| B51 | TRADEWINDS CAPITAL MANAGEMENT, LLC CRD 145934 | WA | $727.3M | 8 | Charles Schwab→ |
| B51 | FINANCIAL NETWORK WEALTH ADVISORS LLC CRD 318842 | UT | $515.4M | 6 | Charles Schwab→ |
| B51 | NORTHERN CAPITAL MANAGEMENT, INC. CRD 111379 | WA | $526.7M | 10 | Charles Schwab→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| B51 | THISTLE CREEK CAPITAL, LLC CRD 331449 | UT | $161.0M | — | E*Trade→ |
