| 1 | PACIFIC PORTFOLIO CONSULTING, LLC | SEATTLE | 139505 | $4.79B | 22 | 2025-03-31 | → |
| 2 | THE CLARIUS GROUP, LLC | SEATTLE | 173347 | $4.68B | 35 | 2025-06-30 | → |
| 3 | LNW WEALTH MANAGEMENT, LLC | SEATTLE | 113400 | $4.53B | 91 | 2025-10-31 | → |
| 4 | DUNCAN & HALEY, LTD. | SEATTLE | 109900 | $664.1M | 4 | 2025-09-30 | → |
| 5 | DOHJ, LLC | SEATTLE | 299817 | $629.3M | 15 | 2025-01-31 | → |
| 6 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | SEATTLE | 107475 | $627.8M | 7 | 2026-01-31 | → |
| 7 | FIRST WASHINGTON CORPORATION | SEATTLE | 6681 | $501.2M | 5 | 2025-12-31 | → |
| 8 | MARSHALL & SULLIVAN INC | SEATTLE | 105168 | $473.4M | 3 | 2025-01-31 | → |
| 9 | ELLIOTT COVE CAPITAL MANAGEMENT LLC | SEATTLE | 123636 | $348.2M | 11 | 2026-02-28 | → |
| 10 | WAFD WEALTH, INC | SEATTLE | 337346 | $348.1M | 14 | 2026-01-31 | → |
| 11 | MADISON PARK CAPITAL ADVISORS, LLC | SEATTLE | 172780 | $294.8M | 4 | 2026-01-31 | → |
| 12 | UNIONVIEW, LLC | SEATTLE | 304462 | $291.5M | 3 | 2025-01-31 | → |
| 13 | PINNACLE PARTNER MANAGEMENT LLC | SEATTLE | 324639 | $264.6M | 6 | 2025-03-31 | → |
| 14 | GLOBAL PARTNERSHIPS | SEATTLE | 300844 | $221.1M | 42 | 2025-09-30 | → |
| 15 | SANDER CAPITAL ADVISORS, INC. | SEATTLE | 112499 | $210.0M | 2 | 2026-01-31 | → |
| 16 | SEATTLE WEALTH MANAGEMENT LLC | SEATTLE | 285877 | $131.3M | 2 | 2026-01-31 | → |
| 17 | A.T. LLOYD'S, INC | SEATTLE | 148225 | $118.6M | 2 | 2025-05-31 | → |
| 18 | PETRIE CAPITAL MANAGEMENT LLC. | SEATTLE | 136480 | $105.2M | 1 | 2026-02-28 | → |
| 19 | ALLIO ADVISORS LLC | SEATTLE | 317938 | $556,892 | 6 | 2025-10-31 | → |