| B51 | THISTLE CREEK CAPITAL, LLC CRD 331449 | UT | $161.0M | — | E*Trade→ |
| B51 | CWC ADVISORS, LLC CRD 127739 | OR | $445.3M | 5 | Charles Schwab→ |
| B51 | COIGN CAPITAL ADVISORS LLC CRD 171306 | UT | $472.9M | 7 | Charles Schwab→ |
| B50 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION CRD 107777 | OR | $758.3M | 4 | Charles Schwab→ |
| B50 | CANNON CAPITAL MANAGEMENT, INC. CRD 144247 | UT | $386.1M | 3 | Charles Schwab→ |
| B50 | TRU INDEPENDENCE ASSET MANAGEMENT, LLC CRD 168256 | OR | $336.9M | 8 | Raymond James→ |
| B50 | BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC CRD 333059 | UT | $301.4M | 2 | E*Trade→ |
| C50 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | Charles Schwab→ |
| C50 | JACOBSEN CAPITAL MANAGEMENT, LLC CRD 116085 | UT | $562.9M | 3 | Charles Schwab→ |
| C49 | COPIA WEALTH MANAGEMENT, LLC CRD 281873 | OR | $157.5M | 4 | Charles Schwab→ |
| C49 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C49 | NAVIGATE FINANCIAL LLC CRD 325945 | UT | $337.9M | 2 | Charles Schwab→ |
| C48 | INMAN FINANCIAL SERVICES, INC. CRD 297414 | OR | $197.5M | 3 | Charles Schwab→ |
| C48 | JRS WEALTH MANAGEMENT LLC CRD 306294 | UT | $135.0M | 2 | —→ |
| C48 | WAGNER FINANCIAL, LLC CRD 318448 | OR | $144.7M | 1 | Pershing→ |
| C48 | FIDUCIARY ADVISORS, LLC CRD 104189 | UT | $520.2M | 1 | E*Trade→ |
| C48 | THE H GROUP, INC. CRD 106801 | OR | $580.1M | — | Charles Schwab→ |
| C48 | WASATCH VENTURE MANAGEMENT, LLC CRD 326762 | UT | $337.3M | — | E*Trade→ |
| C48 | PANORAMIC CAPITAL PARTNERS LLC CRD 331349 | OR | $392.7M | 6 | 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 | SUN FINANCIAL, INC. CRD 333404 | UT | $217.5M | 3 | Charles Schwab→ |
| C47 | PERIOPE, LC CRD 144256 | UT | $177.2M | 3 | E*Trade→ |
| C47 | DIAMOND WEALTH MANAGEMENT, LLC CRD 288603 | UT | $212.0M | 6 | Charles Schwab→ |
| C47 | PEREGRINE ASSET ADVISERS, INC. CRD 115738 | OR | $611.0M | 6 | Charles Schwab→ |
| C47 | MENGIS CAPITAL MANAGEMENT, INC. CRD 117127 | OR | $903.5M | 6 | Charles Schwab→ |
| C47 | CGC FINANCIAL SERVICES, LLC CRD 155446 | OR | $875.8M | 5 | Charles Schwab→ |
| C47 | M HOLDINGS SECURITIES, INC. CRD 43285 | OR | $3.21B | 50 | Charles Schwab→ |
| C47 | IMS CAPITAL MANAGEMENT LLC CRD 105939 | OR | $380.9M | 7 | Charles Schwab→ |
| C47 | SORTIS FUND MANAGER, LLC CRD 315584 | OR | $202.0M | — | E*Trade→ |
| C47 | ROCK CREEK WEALTH MANAGEMENT, LLC CRD 336666 | OR | $101.1M | 3 | LPL Financial→ |
| C46 | CASCADE INVESTMENT ADVISORS, INC. CRD 117294 | OR | $360.4M | 3 | Charles Schwab→ |
| C46 | CARLSON FINANCIAL, INC. CRD 335831 | OR | $318.0M | 4 | LPL Financial→ |
| C46 | GREEN CITIES INVESTMENT MANAGEMENT, LLC CRD 166263 | OR | $875.0M | — | E*Trade→ |
| C46 | WELCH INVESTMENT GROUP, LLC CRD 131006 | OR | $263.8M | 2 | Charles Schwab→ |
| C46 | COTTONWOOD CAPITAL ADVISORS, LLC CRD 311272 | UT | $279.0M | 2 | Wells Fargo→ |
| C45 | M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | OR | $1.01B | — | E*Trade→ |
| C45 | CONTINUITY WEALTH MANAGEMENT, CORP. CRD 111010 | OR | $214.3M | 2 | Charles Schwab→ |
| C45 | TAURUS CAPITAL ADVISORS, LLC CRD 137633 | OR | $231.4M | 4 | Charles Schwab→ |
| C45 | JACOBS EQUITY CRD 147725 | UT | $133.2M | 3 | Charles Schwab→ |
| C45 | JGC WEALTH MANAGEMENT, LLC CRD 165770 | OR | $132.0M | 3 | Charles Schwab→ |
| C45 | AXIOM WEALTH STRATEGIES, LLC CRD 313124 | OR | $124.7M | 2 | LPL Financial→ |
| C45 | SKYLINER WEALTH, LLC CRD 332426 | OR | $151.4M | 2 | Charles Schwab→ |
| C44 | ABG CONSULTANTS, LLC CRD 131129 | UT | $697.4M | 4 | Charles Schwab→ |
| C44 | LITTLEJOHN FINANCIAL SERVICES, INC CRD 155113 | OR | $171.3M | 4 | Wells Fargo→ |
| C44 | BANNER CAPITAL MANAGEMENT, LLC CRD 326949 | UT | $527.2M | — | E*Trade→ |
| C44 | WASATCH INVESTMENT FUND MANAGER, LLC CRD 325037 | UT | $254.6M | — | E*Trade→ |
| C44 | VERITAS WEALTH MANAGEMENT, LLC CRD 160600 | UT | $135.8M | 1 | —→ |
| C44 | OLYMPUS PEAKS FINANCIAL, LLC CRD 283040 | UT | $141.4M | 1 | —→ |
