| 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 | 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 | 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 | 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 | INVESTORS PORTFOLIO SERVICES LLC CRD 117299 | WA | $238.8M | 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 | 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 | THISTLE CREEK CAPITAL, LLC CRD 331449 | UT | $161.0M | — | E*Trade→ |
| B51 | SLOY, DAHL & HOLST, LLC CRD 110102 | WA | $1.80B | 6 | Charles Schwab→ |
| B51 | COIGN CAPITAL ADVISORS LLC CRD 171306 | UT | $472.9M | 7 | 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 | CANNON CAPITAL MANAGEMENT, INC. CRD 144247 | UT | $386.1M | 3 | Charles Schwab→ |
| 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→ |
| 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 | 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 | 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 | SORENSON IMPACT ADVISORY, LLC CRD 324124 | UT | $255.1M | 1 | Fidelity→ |
| C49 | NAVIGATE FINANCIAL LLC CRD 325945 | UT | $337.9M | 2 | Charles Schwab→ |
| C49 | AERIE ADVISORY GROUP LLC CRD 333610 | WA | $618.1M | 3 | 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 | JRS WEALTH MANAGEMENT LLC CRD 306294 | UT | $135.0M | 2 | —→ |
| C48 | ILLUMINE INVESTMENT MANAGEMENT, LLC CRD 311661 | WA | $215.2M | 3 | Charles Schwab→ |
| C48 | FIDUCIARY ADVISORS, LLC CRD 104189 | UT | $520.2M | 1 | E*Trade→ |
| C48 | KAIROS CAPITAL MANAGEMENT, LLC CRD 150342 | WA | $105.9M | 1 | —→ |
| C48 | MIDDLETON & COMPANY CRD 284996 | WA | $131.3M | 2 | Charles Schwab→ |
| C48 | WASATCH VENTURE MANAGEMENT, LLC CRD 326762 | UT | $337.3M | — | E*Trade→ |
| C48 | SCHMIDT FINANCIAL MANAGEMENT, INC. CRD 328247 | WA | $497.5M | 2 | Pershing→ |
