| B59 | CONSILIUM, LLC CRD 304503 | CO | $215.0M | 1 | Charles Schwab→ |
| B59 | JOHN F SUBY WEALTH MANAGEMENT LLC CRD 150824 | WI | $464.9M | 3 | E*Trade→ |
| B59 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC CRD 109036 | CO | $905.2M | 10 | Goldman Sachs→ |
| B59 | COORDINATED CAPITAL SECURITIES, INC. CRD 14762 | WI | $159.9M | 30 | Wells Fargo→ |
| 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→ |
| B59 | OMNI FINANCIAL LLC CRD 314670 | WI | $116.9M | 1 | LPL Financial→ |
| B58 | WALNUT LEVEL CAPITAL LLC CRD 307942 | CO | $119.2M | — | E*Trade→ |
| 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 | REINHART PARTNERS, LLC CRD 106432 | WI | $2.47B | 6 | State Street→ |
| B57 | WINDWARD WEALTH STRATEGIES, INC. CRD 175126 | WI | $251.2M | 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 | WARNKE/NICHOLS LTD. CRD 112181 | WI | $160.0M | 2 | Charles Schwab→ |
| B57 | GENEVA PARTNERS, LLC CRD 130768 | WI | $423.6M | 9 | E*Trade→ |
| B57 | UNIPLAN INVESTMENT COUNSEL, INC. CRD 154718 | WI | $1.04B | 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 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CRD 332731 | WI | $168.2M | 3 | E*Trade→ |
| 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 | ELITE WEALTH MANAGEMENT, INC. CRD 333159 | WI | $161.4M | 4 | Charles Schwab→ |
| 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 | FINANCIAL STRATEGIES, INC. CRD 113097 | WI | $149.8M | 10 | Charles Schwab→ |
| B55 | BOARDWALK FINANCIAL STRATEGIES LLC CRD 165048 | WI | $197.6M | 3 | Charles Schwab→ |
| B55 | H. C. DENISON CO. CRD 1628 | WI | $310.0M | 4 | E*Trade→ |
| 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 | SKYLANDS CAPITAL, LLC CRD 131183 | WI | $746.5M | 2 | Goldman Sachs→ |
| B55 | GRANGE CAPITAL, LLC CRD 131699 | OR | $217.2M | 4 | Charles Schwab→ |
| B55 | GLOBAL VALUE INVESTMENT CORPORATION CRD 144260 | WI | $225.6M | 4 | Charles Schwab→ |
| B55 | PALLER FINANCIAL SERVICES, INC. CRD 161531 | CO | $147.9M | 3 | Charles Schwab→ |
| B55 | MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | WI | $877.6M | 7 | Charles Schwab→ |
| 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→ |
