| B55 | JFA ADVISORS, LLC CRD 144039 | SC | $175.0M | 1 | —→ |
| B55 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B55 | IVY EVERGREEN, LLC CRD 324430 | SC | $155.0M | — | E*Trade→ |
| B55 | NORTHWEST WEALTH ADVISORS, LLC CRD 327641 | WA | $304.5M | 6 | LPL Financial→ |
| 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 | 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 | 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 | GREYSTONE FINANCIAL & ESTATE SERVICES, INC. CRD 318092 | WA | $117.1M | 2 | Charles Schwab→ |
| B53 | HFG ADVISORS, INC. CRD 316446 | WA | $113.4M | 5 | Charles Schwab→ |
| 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 | SUNRISE FINANCIAL SERVICES LLC CRD 325955 | WA | $151.2M | 3 | E*Trade→ |
| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| B52 | STOKES CAPITAL ADVISORS, LLC CRD 281278 | SC | $499.4M | 1 | Charles Schwab→ |
| B52 | INVESTORS PORTFOLIO SERVICES LLC CRD 117299 | WA | $238.8M | 3 | Charles Schwab→ |
| B52 | WALLICK INVESTMENTS, LLC CRD 162976 | SC | $126.5M | 3 | Charles Schwab→ |
| B52 | KINWELL LLC CRD 290449 | SC | $214.7M | 2 | Charles Schwab→ |
| B52 | MONSON WEALTH MANAGEMENT, INC. CRD 169857 | WA | $149.5M | 1 | E*Trade→ |
| B51 | TRADEWINDS CAPITAL MANAGEMENT, LLC CRD 145934 | WA | $727.3M | 8 | Charles Schwab→ |
| B51 | NORTHERN CAPITAL MANAGEMENT, INC. CRD 111379 | WA | $526.7M | 10 | Charles Schwab→ |
| B51 | SLOY, DAHL & HOLST, LLC CRD 110102 | WA | $1.80B | 6 | Charles Schwab→ |
| B51 | GEVERS WEALTH MANAGEMENT, LLC CRD 340092 | WA | $223.7M | 3 | —→ |
| B51 | ALLIANT SECURITIES, INC. CRD 7726 | WA | $300.0M | 9 | Charles Schwab→ |
| B50 | RAINIER INVESTMENT MANAGEMENT LLC CRD 105556 | WA | $581.1M | — | E*Trade→ |
| B50 | CAPRIA VENTURES LLC CRD 284129 | WA | $161.0M | — | JPMorgan→ |
| B50 | SQN VENTURE PARTNERS, LLC CRD 301483 | SC | $137.3M | — | E*Trade→ |
| C50 | OLIVER CAPITAL MANAGEMENT, LLC CRD 127606 | WA | $505.5M | 1 | Charles Schwab→ |
| C50 | HOT CREEK CAPITAL, L.L.C. CRD 162371 | WA | $135.7M | 1 | E*Trade→ |
| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C50 | R.L. EVANS CO. INC. CRD 110699 | WA | $545.0M | 3 | Charles Schwab→ |
| C50 | RICHARDS, MERRILL & PETERSON, INC. CRD 713 | WA | $643.6M | 12 | Wells Fargo→ |
| C49 | OCEANSIDE ADVISORS LLC CRD 170307 | SC | $191.3M | 4 | Charles Schwab→ |
| C49 | METIS WEALTH MANAGEMENT & PLANNING LLC CRD 305086 | SC | $114.9M | 2 | Charles Schwab→ |
| C49 | PALOUSE CAPITAL MANAGEMENT, INC. CRD 104573 | WA | $408.5M | 4 | Charles Schwab→ |
| C49 | JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT CRD 109542 | WA | $442.7M | 2 | Charles Schwab→ |
| C49 | TIETON CAPITAL MANAGEMENT, LLC CRD 135769 | WA | $314.0M | 2 | Charles Schwab→ |
| C49 | HILTON HEAD FINANCIAL ADVISORS, INC. CRD 140249 | SC | $375.1M | 1 | Charles Schwab→ |
| C49 | AERIE ADVISORY GROUP LLC CRD 333610 | WA | $618.1M | 3 | Charles Schwab→ |
| C48 | CHARLESTON FINANCIAL ADVISORS, LLC CRD 137536 | SC | $262.4M | 2 | Charles Schwab→ |
| C48 | BEERS KIGHT FINANCIAL ADVISORS, LLC CRD 160286 | SC | $179.4M | 1 | Charles Schwab→ |
| C48 | THE FAUSER GROUP, LLC CRD 282351 | WA | $314.5M | — | Charles Schwab→ |
| C48 | FINANCIAL FREEDOM FOR DENTISTS LLC CRD 301981 | WA | $165.6M | 3 | Charles Schwab→ |
| C48 | ILLUMINE INVESTMENT MANAGEMENT, LLC CRD 311661 | WA | $215.2M | 3 | Charles Schwab→ |
