| A80 | COMPREHENSIVE FINANCIAL PLANNING INC CRD 109822 | OK | $176.0M | 1 | Charles Schwab→ |
| A72 | COMPASS INVESTMENT ADVISERS, LLC CRD 131933 | OR | $110.5M | 2 | Charles Schwab→ |
| A69 | ORCA INVESTMENT MANAGEMENT, LLC CRD 144377 | OR | $211.7M | 11 | Charles Schwab→ |
| A68 | NORTH FORTY TWO & CO. CRD 148417 | OR | $167.9M | 1 | Charles Schwab→ |
| A66 | CFG WEALTH MANAGEMENT SERVICES INC CRD 108351 | IN | $110.2M | 2 | —→ |
| B64 | ASSET MANAGEMENT STRATEGIES, INC. CRD 135173 | IN | $220.2M | 8 | E*Trade→ |
| B64 | MCMAHAN CAPITAL MANAGEMENT LLC CRD 109140 | IN | $135.9M | 2 | E*Trade→ |
| B63 | THOMAS STORY AND SON LLC CRD 148774 | IN | $328.2M | 2 | E*Trade→ |
| B62 | DAVID P. GILLIAM & ASSOCIATES, INC. CRD 285515 | IN | $186.7M | 3 | LPL Financial→ |
| B62 | ADAPTATION FINANCIAL ADVISORS INC. CRD 309192 | OK | $233.6M | 4 | Charles Schwab→ |
| B61 | WELLSPRING ADVISORS, INC. CRD 147861 | OR | $152.2M | 2 | E*Trade→ |
| B61 | RETIREMENT CONSULTING GROUP, INC. CRD 311184 | OR | $457.0M | 2 | Charles Schwab→ |
| B61 | OREGON PACIFIC WEALTH MANAGEMENT, LLC CRD 283958 | OR | $156.3M | 4 | Charles Schwab→ |
| B60 | OAK CREEK PRIVATE WEALTH MANAGEMENT LLC CRD 306851 | OK | $4.3M | 1 | Charles Schwab→ |
| B60 | CRF FINANCIAL GROUP CRD 127388 | IN | $279.5M | 1 | E*Trade→ |
| 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→ |
| B58 | BANKER INVESTMENT GROUP INC CRD 109650 | IN | $260.2M | 2 | Charles Schwab→ |
| B58 | FINANCIAL CONSULTANTS & ADVISORY CORPORATION CRD 113390 | IN | $333.1M | 14 | LPL Financial→ |
| B58 | SERVO WEALTH MANAGEMENT LLC CRD 159367 | OK | $173.8M | 1 | Charles Schwab→ |
| B58 | REVO FINANCIAL, LLC CRD 172646 | OK | $135.4M | 2 | Fidelity→ |
| B58 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC CRD 217514 | OK | $167.1M | 2 | 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 | 44 WEALTH MANAGEMENT LLC CRD 309647 | OR | $487.4M | 4 | Fidelity→ |
| B57 | SPRINGWATER WEALTH MANAGEMENT, LLC CRD 167539 | OR | $203.9M | 2 | Charles Schwab→ |
| B57 | EPIC WEALTH MANAGEMENT, LLC CRD 297643 | OK | $120.8M | 3 | Raymond James→ |
| B56 | SPYGLASS INVESTMENT MANAGEMENT CORPORATION CRD 122594 | IN | $156.4M | 3 | 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 | PINNACLE HOLDINGS, LLC CRD 108086 | OK | $508.3M | 6 | Charles Schwab→ |
| B56 | BISCHOFF WEALTH MANAGEMENT GROUP, LLC CRD 171652 | IN | $222.0M | 1 | Wells Fargo→ |
| B55 | CANTERBURY INVESTMENT MANAGEMENT, LLC CRD 125680 | IN | $69.8M | 2 | Charles Schwab→ |
| B55 | PRECEDENT ASSET MANAGEMENT, LLC CRD 169100 | IN | $111.5M | 1 | —→ |
| B55 | ENCOMPASS WEALTH ADVISORS, LLC CRD 170807 | OR | $472.8M | 4 | E*Trade→ |
| B55 | FAIRCHILD CAPITAL LLC CRD 298428 | OR | $102.8M | 1 | —→ |
| B55 | CORE WEALTH ADVISORS, LLC CRD 157436 | IN | $143.8M | 3 | E*Trade→ |
| B55 | GRANGE CAPITAL, LLC CRD 131699 | OR | $217.2M | 4 | Charles Schwab→ |
| B55 | SUSTAINABLE ADVISORS ALLIANCE LLC CRD 312061 | OK | $234.8M | 8 | Charles Schwab→ |
| B55 | PACIFIC COAST INVESTMENT ADVISORS, LLC CRD 137963 | OR | $122.2M | 1 | Charles Schwab→ |
| B55 | MELIORA CAPITAL, LLC CRD 172367 | OK | $174.8M | 1 | Charles Schwab→ |
| B54 | CAPTIAL ADVISOR NETWORK CRD 297578 | IN | $124.5M | 8 | Charles Schwab→ |
| B54 | TENBRIDGE PARTNERS LLC CRD 159378 | OR | $110.0M | 4 | Charles Schwab→ |
| B54 | CAPITOL FAMILY OFFICE, INC. CRD 312005 | OR | $136.1M | 2 | Charles Schwab→ |
| B54 | TRADEWINDS ASSET MANAGEMENT, LLC CRD 323879 | OR | $135.1M | 3 | Charles Schwab→ |
| B54 | SAMARA INVESTMENT MANAGEMENT, LLC CRD 336178 | OR | $123.0M | 2 | Charles Schwab→ |
| B53 | EVEN HERD LLC CRD 329728 | OK | $55.9M | — | E*Trade→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| B53 | TRITON FINANCIAL GROUP, INC CRD 309294 | OK | $258.7M | 2 | Charles Schwab→ |
| B53 | STREETER MOORE & STIPE LLC CRD 118588 | OK | $219.1M | 3 | Raymond James→ |
