| A66 | BRADFORD FINANCIAL CENTER CRD 110953 | IA | $229.7M | 8 | Charles Schwab→ |
| A65 | ACADIA LEGACY GROUP, LLC CRD 291481 | IA | $133.2M | 1 | Charles Schwab→ |
| B63 | TUVE INVESTMENT MANAGEMENT, INC. CRD 226702 | IA | $147.7M | 2 | Charles Schwab→ |
| B61 | STONEFIELD INVESTMENT ADVISORY, INC. CRD 113802 | IA | $120.3M | 1 | Charles Schwab→ |
| B59 | KEYSTONE WEALTH MANAGEMENT INC. CRD 304133 | IA | $137.4M | 1 | Charles Schwab→ |
| B57 | WEITZEL FINANCIAL SERVICES, INC. CRD 27346 | IA | $327.8M | 7 | Charles Schwab→ |
| B57 | TFP MANAGEMENT, LLC CRD 313543 | IA | $273.0M | 3 | Charles Schwab→ |
| B53 | IOWA WEALTH MANAGEMENT, LLC CRD 286435 | IA | $123.9M | 2 | Charles Schwab→ |
| B52 | WEALTH ADVISORS GROUP, LLC CRD 291648 | IA | $278.5M | 2 | Charles Schwab→ |
| B50 | FORREST FINANCIAL SERVICES L.L.C. CRD 117546 | IA | $154.0M | 2 | Charles Schwab→ |
| C49 | GUNCHEON FINANCIAL LLC CRD 277091 | IA | $146.2M | 5 | Charles Schwab→ |
| C49 | EN ENTERPRISES, LLC CRD 337964 | IA | $142.7M | 1 | Charles Schwab→ |
| C48 | WATER VALLEY INVESTMENT ADVISORS, INC. CRD 116936 | IA | $157.2M | 3 | Charles Schwab→ |
| C48 | BOYLE CAPITAL MANAGEMENT, L.L.C. CRD 132416 | IA | $342.0M | 4 | Charles Schwab→ |
| C45 | MIDWESTERN FINANCIAL, LLC CRD 270022 | IA | $172.8M | 3 | Charles Schwab→ |
| C42 | THE HEATON HOPPES GROUP, LLC CRD 115511 | IA | $172.5M | 3 | Charles Schwab→ |
| C41 | PALADIN ADVISORY GROUP, LLC CRD 285303 | IA | $279.8M | 3 | Charles Schwab→ |
| C34 | FSB PREMIER WEALTH MANAGEMENT, INC. CRD 15898 | IA | $431.7M | 12 | Charles Schwab→ |
| C33 | LEGACY BRIDGE, LLC CRD 282261 | IA | $425.8M | 2 | Charles Schwab→ |
| C31 | BEACON CAPITAL, LLC CRD 286316 | IA | $278.3M | 5 | Charles Schwab→ |
| C31 | KANE COMPANY WEALTH MANAGEMENT, INC. CRD 115756 | IA | $284.7M | 3 | Charles Schwab→ |
| C31 | VIVID WEALTH MANAGEMENT, LLC CRD 322974 | IA | $290.9M | 3 | Charles Schwab→ |
| C30 | A.O. WEALTH ADVISORY,LLC CRD 288301 | IA | $213.2M | 4 | Charles Schwab→ |
| C30 | AEGIS WEALTH MANAGEMENT, INC. CRD 301990 | IA | $216.5M | 28 | Charles Schwab→ |
| C29 | MOKOSAK ADVISORY GROUP, LLC CRD 287538 | IA | $413.9M | 4 | Charles Schwab→ |
| C28 | ARNOLD FINANCIAL PLANNING LLC CRD 283698 | IA | $168.2M | 5 | Charles Schwab→ |
| C21 | NIKULSKI FINANCIAL, INC. CRD 151569 | IA | $449.0M | 7 | Charles Schwab→ |
| C21 | PECAUT & CO. CRD 2997 | IA | $381.8M | 3 | Charles Schwab→ |
| C21 | MIDWEST HERITAGE BANK, FSB CRD 306308 | IA | $398.7M | 4 | Charles Schwab→ |
| C16 | CEDAR POINT CAPITAL PARTNERS, LLC CRD 317532 | IA | $248.1M | 6 | Charles Schwab→ |
| C15 | FRIDAY FINANCIAL, INC. CRD 329748 | IA | $409.3M | 7 | Charles Schwab→ |
