| B54 | CAPITAL INVESTMENT SERVICES OF AMERICA INC CRD 110639 | WI | $1.31B | 9 | Charles Schwab→ |
| B54 | BLACKHAWK CAPITAL PARTNERS, LLC CRD 158020 | WI | $452.0M | 7 | Charles Schwab→ |
| B54 | RICHMOND INVESTMENT SERVICES LLC CRD 327451 | WI | $453.2M | 14 | LPL Financial→ |
| B54 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC CRD 319298 | WI | $236.4M | 5 | LPL Financial→ |
| B54 | KULT WEALTH MANAGEMENT GROUP, LLC CRD 126740 | WI | $135.1M | 1 | Charles Schwab→ |
| B54 | TENBRIDGE PARTNERS LLC CRD 159378 | OR | $110.0M | 4 | 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 | SAMARA INVESTMENT MANAGEMENT, LLC CRD 336178 | OR | $123.0M | 2 | Charles Schwab→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| B53 | CONCEPTUAL FINANCIAL ADVISORS, LLC CRD 167513 | WI | $189.9M | 1 | LPL Financial→ |
| B53 | GRANITE FINANCIAL GROUP, LLC CRD 168675 | WI | $186.2M | 2 | LPL Financial→ |
| B53 | ROOTED FINANCIAL GROUP, LLC CRD 335302 | OR | $108.7M | 2 | Charles Schwab→ |
| B53 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC CRD 292786 | WI | $81.7M | — | E*Trade→ |
| B52 | HURLEY FINANCIAL GROUP, INC. CRD 108983 | OR | $406.5M | 15 | E*Trade→ |
| B52 | ADVISORS MANAGEMENT GROUP INC CRD 113020 | WI | $819.6M | 12 | 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→ |
| B52 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC CRD 326646 | WI | $83.7M | — | E*Trade→ |
| B51 | AUXIER ASSET MANAGEMENT LLC CRD 107980 | OR | $946.1M | 6 | Charles Schwab→ |
| B51 | GOOGINS ADVISORS, INC. CRD 13985 | WI | $501.0M | 4 | Charles Schwab→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| B51 | ARCATAUR CAPITAL MANAGEMENT LLC CRD 124663 | WI | $469.5M | 7 | Charles Schwab→ |
| B51 | SYCAMORE INVESTMENT CONSULTING SERVICES, LLC CRD 125081 | WI | $159.6M | 2 | —→ |
| B51 | CWC ADVISORS, LLC CRD 127739 | OR | $445.3M | 5 | Charles Schwab→ |
| B50 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION CRD 107777 | OR | $758.3M | 4 | Charles Schwab→ |
| B50 | RETIREMENT INCOME STRATEGIES, LLC CRD 318052 | WI | $159.0M | 1 | Charles Schwab→ |
| B50 | TRU INDEPENDENCE ASSET MANAGEMENT, LLC CRD 168256 | OR | $336.9M | 8 | Raymond James→ |
| C50 | AFFILIATED FINANCIAL ADVISORS INC CRD 108154 | WI | $541.5M | 4 | Charles Schwab→ |
| C50 | ECIO, INC. CRD 301432 | WI | $395.6M | 5 | Charles Schwab→ |
| C49 | PORTFOLIO DESIGN SERVICES, LLC CRD 131506 | WI | $149.7M | 4 | Charles Schwab→ |
| C49 | COPIA WEALTH MANAGEMENT, LLC CRD 281873 | OR | $157.5M | 4 | Charles Schwab→ |
| C49 | TITLETOWN WEALTH MANAGEMENT, LLC CRD 307752 | WI | $150.3M | 2 | Charles Schwab→ |
| C49 | MENDOTA FINANCIAL GROUP, LLC CRD 136294 | WI | $254.2M | 5 | Charles Schwab→ |
| C49 | SUGAR MAPLE ASSET MANAGEMENT, LLC CRD 282632 | WI | $291.5M | 3 | Charles Schwab→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C48 | RAMIAH INVESTMENT GROUP, INC. CRD 130919 | WI | $283.3M | 4 | Pershing→ |
| 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 | CALCULATED WEALTH LLC CRD 318985 | WI | $200.8M | 4 | Charles Schwab→ |
| C48 | THE H GROUP, INC. CRD 106801 | OR | $580.1M | — | Charles Schwab→ |
| C48 | BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC CRD 168956 | WI | $252.1M | — | E*Trade→ |
| C48 | PANORAMIC CAPITAL PARTNERS LLC CRD 331349 | OR | $392.7M | 6 | Charles Schwab→ |
| C48 | MACCO FINANCIAL GROUP, INC. CRD 337398 | WI | $277.8M | 4 | Raymond James→ |
| C48 | BERNICKE WEALTH MANAGEMENT, LTD. CRD 335431 | WI | $887.4M | 12 | Charles Schwab→ |
| C47 | LIBERTY FINANCIAL GROUP, INC. CRD 111272 | WI | $194.3M | 2 | Charles Schwab→ |
| C47 | CLS FINANCIAL ADVISORS, INC. CRD 152892 | OR | $192.0M | 3 | Charles Schwab→ |
| C47 | NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | OR | $200.0M | 2 | LPL Financial→ |
| C47 | MUELLER WEALTH, LLC CRD 306943 | WI | $148.1M | 2 | Charles Schwab→ |
| C47 | PEREGRINE ASSET ADVISERS, INC. CRD 115738 | OR | $611.0M | 6 | Charles Schwab→ |
