| A73 | CAPITAL MANAGEMENT SERVICES, INC. CRD 118260 | MO | $145.2M | 7 | Charles Schwab→ |
| A72 | SPARROW CAPITAL MANAGEMENT INC CRD 106616 | MO | $113.3M | 1 | Charles Schwab→ |
| A69 | STEWARDSHIP CAPITAL, LTD. CRD 110944 | MO | $168.4M | 4 | Charles Schwab→ |
| B62 | FIDELIS FINANCIAL PLANNING, LLC CRD 141698 | MO | $160.0M | 1 | Charles Schwab→ |
| B59 | CONWAY FINANCIAL GROUP, LLC CRD 117608 | MO | $177.7M | 2 | Charles Schwab→ |
| B59 | CLARITY FINANCIAL PLANNERS, LLC CRD 277114 | MO | $132.5M | 1 | Charles Schwab→ |
| B58 | TRINITY WEALTH ADVISORS, L.L.C. CRD 109452 | MO | $281.5M | 4 | Charles Schwab→ |
| B58 | WILKERSON ADVISORY GROUP LLC CRD 334668 | MO | $326.9M | 4 | Charles Schwab→ |
| B58 | RISLEY CAPITAL MANAGEMENT LLC CRD 157271 | MO | $163.4M | 1 | Charles Schwab→ |
| B58 | THE WORLEY BANKS GROUP, LLC CRD 306890 | MO | $184.3M | 2 | Charles Schwab→ |
| B58 | FLYOVER CAPITAL PARTNERS, LLC CRD 173709 | MO | $147.6M | — | Charles Schwab→ |
| B55 | FORTIFY WEALTH, INC. CRD 297433 | MO | $115.0M | 3 | Charles Schwab→ |
| B55 | TRUMAN WEALTH ADVISORS LLC CRD 334752 | MO | $106.0M | 3 | Charles Schwab→ |
| B54 | MID-AMERICAN WEALTH ADVISORY GROUP INC. CRD 301621 | MO | $335.6M | 6 | Charles Schwab→ |
| B54 | RLB FINANCIAL LLC CRD 151778 | MO | $173.6M | 3 | Charles Schwab→ |
| B51 | DIVVI WEALTH MANAGEMENT LLC CRD 318241 | MO | $127.4M | 4 | Charles Schwab→ |
| C49 | FLOYD FINANCIAL GROUP LLC CRD 226773 | MO | $164.5M | 2 | Charles Schwab→ |
| C48 | 1248 PARTNERS, LLC CRD 325304 | MO | $323.4M | — | Charles Schwab→ |
| C47 | WEALTHCARE ASSET MANAGEMENT, LLC CRD 170382 | MO | $210.8M | 6 | Charles Schwab→ |
| C47 | COMPASS RETIREMENT GROUP LLC CRD 282420 | MO | $111.9M | 6 | Charles Schwab→ |
| C45 | PHILIP VONGONTARD, CFA, LLC CRD 127938 | MO | $312.9M | — | Charles Schwab→ |
| C45 | HERITAGE ASSET MANAGEMENT, LLC CRD 323344 | MO | $155.0M | 2 | Charles Schwab→ |
| C43 | LOBSCOUSER II, LLC CRD 282953 | MO | $278.8M | 4 | Charles Schwab→ |
| C43 | SEVERIN INVESTMENTS LLC CRD 166567 | MO | $141.9M | 6 | Charles Schwab→ |
| C42 | BRIDGEWATER ASSET MANAGEMENT LLC CRD 169832 | MO | $350.5M | 5 | Charles Schwab→ |
| C42 | WHITE SAND WEALTH MANAGEMENT, LLC CRD 304614 | MO | $172.4M | 4 | Charles Schwab→ |
| C41 | MAINSTREET RIA LLC CRD 309150 | MO | $446.4M | 3 | Charles Schwab→ |
| C40 | PINNACLE FAMILY ADVISORS, LLC CRD 145628 | MO | $371.7M | 9 | Charles Schwab→ |
| C39 | PROFUSION FINANCIAL, INC. CRD 167003 | MO | $175.7M | 3 | Charles Schwab→ |
| C39 | HICKORY WEALTH MANAGEMENT, LLC CRD 298475 | MO | $126.5M | 2 | Charles Schwab→ |
| C39 | MADER & SHANNON WEALTH MANAGEMENT, INC. CRD 123741 | MO | $269.4M | 8 | Charles Schwab→ |
| C39 | UNIVERSAL FINANCIAL ADVISORS, LLC CRD 318392 | MO | $277.5M | 9 | Charles Schwab→ |
| C38 | MCCARTNEY WEALTH MANAGEMENT LLC CRD 154722 | MO | $220.7M | 2 | Charles Schwab→ |
| C36 | STERNECK CAPITAL MANAGEMENT LLC CRD 111463 | MO | $327.9M | 4 | Charles Schwab→ |
| C36 | CAUBLE & HARRE WEALTH MANAGEMENT, INC. CRD 143812 | MO | $300.6M | 4 | Charles Schwab→ |
| C34 | EAGLE BLUFFS WEALTH MANAGEMENT LLC CRD 306311 | MO | $294.2M | 3 | Charles Schwab→ |
| C34 | VIRTUS WEALTH MANAGEMENT LLC CRD 317832 | MO | $119.4M | 5 | Charles Schwab→ |
| C34 | CLARK FINANCIAL SERVICES GROUP INC CRD 110650 | MO | $498.7M | 5 | Charles Schwab→ |
| C33 | VCI WEALTH MANAGEMENT LLC CRD 324833 | MO | $435.3M | 23 | Charles Schwab→ |
| C30 | DAYTONA STREET CAPITAL LLC CRD 316666 | MO | $189.3M | 4 | Charles Schwab→ |
| C29 | CORNERSTONE SELECT ADVISORS, LLC CRD 144044 | MO | $315.3M | 4 | Charles Schwab→ |
| C29 | TOBERMAN BECKER WEALTH, LLC CRD 310346 | MO | $170.8M | 3 | Charles Schwab→ |
| C27 | SIGNIFY WEALTH LLC CRD 160094 | MO | $364.5M | 2 | Charles Schwab→ |
| C20 | WHEELHOUSE ADVISORY GROUP, LLC CRD 312806 | MO | $388.1M | 12 | Charles Schwab→ |
