| A72 | PETERSON ROGERS PRIVATE WEALTH, LLC CRD 324001 | UT | $177.1M | 3 | Charles Schwab→ |
| A66 | LONE PEAK ADVISERS, LLC CRD 296772 | UT | $125.4M | 8 | Charles Schwab→ |
| B61 | KEELER THOMAS MANAGEMENT LLC CRD 109522 | UT | $305.5M | 5 | Charles Schwab→ |
| B61 | LANDMARK WEALTH ADVISORS, LLC CRD 166989 | UT | $135.9M | 2 | Charles Schwab→ |
| B56 | AG FINANCIAL, LLC CRD 140226 | UT | $103.5M | 2 | Charles Schwab→ |
| B56 | PARAGON CAPITAL MANAGEMENT INC CRD 105962 | UT | $153.4M | 3 | Charles Schwab→ |
| B55 | GUARDIAN WEALTH MANAGEMENT, LLC CRD 146923 | UT | $174.8M | 3 | Charles Schwab→ |
| B55 | LARSEN, GLEN ALLEN CRD 118496 | UT | $146.6M | — | Charles Schwab→ |
| B51 | NORTH CAPITAL, INC. CRD 148802 | UT | $292.6M | 11 | Charles Schwab→ |
| B51 | COIGN CAPITAL ADVISORS LLC CRD 171306 | UT | $472.9M | 7 | Charles Schwab→ |
| B50 | CANNON CAPITAL MANAGEMENT, INC. CRD 144247 | UT | $386.1M | 3 | Charles Schwab→ |
| C49 | NAVIGATE FINANCIAL LLC CRD 325945 | UT | $337.9M | 2 | Charles Schwab→ |
| C47 | SUN FINANCIAL, INC. CRD 333404 | UT | $217.5M | 3 | Charles Schwab→ |
| C47 | DIAMOND WEALTH MANAGEMENT, LLC CRD 288603 | UT | $212.0M | 6 | Charles Schwab→ |
| C45 | JACOBS EQUITY CRD 147725 | UT | $133.2M | 3 | Charles Schwab→ |
| C44 | PRESTIGE WEALTHWIDE, LLC CRD 321789 | UT | $198.5M | 2 | Charles Schwab→ |
| C42 | LIVET WEALTH, LLC CRD 337826 | UT | $322.2M | 3 | Charles Schwab→ |
| C41 | LEFAVI WEALTH MANAGEMENT, INC. CRD 104961 | UT | $445.0M | 3 | Charles Schwab→ |
| C41 | ASHWORTH WEALTH, LLC CRD 116950 | UT | $377.8M | 5 | Charles Schwab→ |
| C39 | THE PROFESSIONAL FINANCIAL COMPANY LLC CRD 286419 | UT | $246.1M | 4 | Charles Schwab→ |
| C38 | REACH WEALTH MANAGEMENT LLC CRD 333710 | UT | $184.7M | 5 | Charles Schwab→ |
| C36 | REFINED WEALTH MANAGEMENT CRD 169563 | UT | $210.9M | 5 | Charles Schwab→ |
| C35 | ATHOS PRIVATE WEALTH LLC CRD 309862 | UT | $268.5M | 4 | Charles Schwab→ |
| C33 | PROVIDENT LIVING FINANCIAL SERVICES, INC. CRD 282665 | UT | $158.1M | 3 | Charles Schwab→ |
| C33 | ECHELONS CAPITAL, LLC CRD 325781 | UT | $174.4M | 2 | Charles Schwab→ |
| C33 | CANNON TINGEY INVESTMENT ADVISORS INC CRD 107539 | UT | $477.7M | 2 | Charles Schwab→ |
| C33 | YOUR IA, LLC CRD 338535 | UT | $106.6M | 21 | Charles Schwab→ |
| C29 | SWITCHPOINT FINANCIAL PLANNING LLC CRD 282856 | UT | $367.1M | 3 | Charles Schwab→ |
| C29 | ELYSIUM WEALTH MANAGEMENT, LLC CRD 312068 | UT | $352.3M | 16 | Charles Schwab→ |
| C28 | BLUE BARN WEALTH, LLC CRD 107202 | UT | $317.1M | 8 | Charles Schwab→ |
| C28 | WEALTH NAVIGATION, LLC CRD 140612 | UT | $446.3M | 8 | Charles Schwab→ |
| C22 | WEALTH MANAGEMENT CPAS, LLC CRD 310096 | UT | $329.2M | 6 | Charles Schwab→ |
| C21 | VALUED WEALTH ADVISORS, LLC CRD 316746 | UT | $369.7M | 6 | Charles Schwab→ |
