| 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 | WISCONSIN CAPITAL MANAGEMENT, LLC CRD 110394 | WI | $256.6M | 2 | 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 | WISCONSIN WEALTH ADVISORS, LLC CRD 145946 | WI | $157.6M | 3 | E*Trade→ |
| 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 | SIMS CAPITAL MANAGEMENT LLC CRD 129398 | WI | $56.4M | 1 | Charles Schwab→ |
| C46 | CUSHING CAPITAL PARTNERS, LLC CRD 313497 | WI | $274.7M | 2 | Wells Fargo→ |
| C46 | VERUS WEALTH MANAGEMENT, LLC CRD 323130 | WI | $143.1M | 1 | Charles Schwab→ |
| C45 | BEADELL A D INVESTMENT COUNSEL INC CRD 106946 | WI | $250.0M | 2 | Charles Schwab→ |
| 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 | NEUENSCHWANDER ASSET MANAGEMENT, LLC CRD 125179 | WI | $173.5M | 3 | Fidelity→ |
| C45 | TAURUS CAPITAL ADVISORS, LLC CRD 137633 | OR | $231.4M | 4 | Charles Schwab→ |
| C45 | JGC WEALTH MANAGEMENT, LLC CRD 165770 | OR | $132.0M | 3 | Charles Schwab→ |
| C45 | PLUS GROUP WEALTH ADVISORS, LLC CRD 300714 | WI | $158.9M | 4 | Charles Schwab→ |
| C45 | AXIOM WEALTH STRATEGIES, LLC CRD 313124 | OR | $124.7M | 2 | LPL Financial→ |
| C45 | THE KIECKHEFER GROUP LLC CRD 331128 | WI | $240.8M | 2 | Charles Schwab→ |
| C45 | SKYLINER WEALTH, LLC CRD 332426 | OR | $151.4M | 2 | Charles Schwab→ |
| C45 | MLG FUND MANAGER LLC CRD 335692 | WI | $143.6M | — | E*Trade→ |
| C44 | LITTLEJOHN FINANCIAL SERVICES, INC CRD 155113 | OR | $171.3M | 4 | Wells Fargo→ |
| C44 | ANTHONY CAPITAL MANAGEMENT, LLC CRD 312256 | WI | $37.9M | — | E*Trade→ |
| C44 | BROADVIEW FINANCIAL MANAGEMENT, LLC CRD 143550 | WI | $699.2M | 6 | Charles Schwab→ |
| C44 | PARK CAPITAL MANAGEMENT, LLC CRD 158965 | WI | $868.0M | 5 | Charles Schwab→ |
| C44 | GOLDSTEIN ADVISORS, LLC CRD 323125 | WI | $1.08B | 10 | Charles Schwab→ |
| C44 | MORGAN-ALY WEALTH MANAGEMENT, LLC CRD 328483 | WI | $105.3M | 2 | —→ |
| C44 | JAMISON HANSON ADVISORS LLC CRD 139587 | OR | $212.0M | 2 | Charles Schwab→ |
| C44 | JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC CRD 152930 | OR | $227.4M | 2 | Charles Schwab→ |
| C44 | SMB FINANCIAL SERVICES, INC. CRD 154216 | OR | $177.8M | 5 | Charles Schwab→ |
| C43 | ROI FINANCIAL ADVISORS, LLC CRD 160100 | OR | $264.2M | 2 | Charles Schwab→ |
| C43 | PROFESSIONAL FINANCIAL MANAGEMENT, INC. CRD 154016 | WI | $115.5M | 3 | —→ |
| C43 | YAHARA WEALTH MANAGEMENT LLC CRD 168325 | WI | $112.0M | 2 | —→ |
| C43 | MODERNIST FINANCIAL, LLC CRD 217511 | OR | $113.3M | 3 | —→ |
| C43 | LIFELONG WEALTH MANAGEMENT GROUP, LLC CRD 291661 | OR | $121.7M | 2 | —→ |
| C43 | IAG WEALTH PARTNERS, LLC CRD 109721 | WI | $1.87B | 15 | LPL Financial→ |
| C43 | KOM WEALTH MANAGEMENT GROUP, LLC CRD 142682 | WI | $407.8M | 6 | E*Trade→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C42 | DENALI WEALTH MANAGEMENT, INC. CRD 153323 | WI | $226.1M | 4 | Charles Schwab→ |
| C42 | COLLAR CAPITAL MANAGEMENT, LLC CRD 152325 | WI | $176.3M | 4 | E*Trade→ |
| C42 | ACM MANAGEMENT COMPANY, LLC CRD 283037 | OR | $650.1M | — | E*Trade→ |
| C41 | INTRINSIC INVESTORS LLC CRD 111968 | WI | $129.4M | 3 | Charles Schwab→ |
| C41 | THOMPSON INVESTMENT MANAGEMENT, INC. CRD 129609 | WI | $3.08B | 8 | Charles Schwab→ |
| C41 | FINANCIAL INVESTMENT TEAM, INC. CRD 145724 | OR | $209.1M | 4 | Charles Schwab→ |
| C41 | KOENIG INVESTMENT ADVISORY, LLC CRD 311422 | OR | $258.2M | 3 | Charles Schwab→ |
