| A78 | TOTAL WEALTH ADVISORS, LLC CRD 164633 | MN | $107.2M | 2 | Charles Schwab→ |
| A75 | BANNERSTONE CAPITAL MANAGEMENT, LLC CRD 147447 | MN | $155.3M | 3 | Charles Schwab→ |
| A75 | FBD ASSET MGMT, LLC CRD 307216 | MN | $76.8M | 1 | Charles Schwab→ |
| A73 | TEALWOOD ASSET MANAGEMENT INC CRD 105245 | MN | $365.4M | 5 | Charles Schwab→ |
| A71 | LEGACY FINANCIAL ADVISORS CORPORATION CRD 115384 | MN | $317.7M | 2 | Charles Schwab→ |
| A71 | ENCORE WEALTH ADVISORS, LLC CRD 336566 | MN | $121.7M | 1 | Charles Schwab→ |
| A70 | 6TH STREET ADVISORS, LLC CRD 156623 | AL | $256.5M | 3 | Charles Schwab→ |
| A69 | RETIREMENT ADVISORS, INC. CRD 122122 | AL | $159.6M | 9 | Charles Schwab→ |
| B64 | SOMERSET GROUP LLC CRD 160282 | MN | $145.6M | 3 | Charles Schwab→ |
| B63 | S CAPITAL WEALTH ADVISORS, LLC CRD 172591 | MN | $127.5M | 3 | Charles Schwab→ |
| B61 | STEVENS, FOSTER FINANCIAL SERVICES, INC. CRD 115752 | MN | $750.4M | 5 | Charles Schwab→ |
| B61 | NORTH AMERICAN WEALTH ADVISORS INC. CRD 297057 | MN | $237.3M | 1 | Charles Schwab→ |
| B61 | GEN FINANCIAL MANAGEMENT INC. CRD 110179 | MN | $331.8M | 4 | Charles Schwab→ |
| B59 | SOUTHERN CAPITAL SERVICES, INC. CRD 105582 | AL | $192.5M | 6 | Charles Schwab→ |
| B59 | LIFEPLAN FINANCIAL, LLC CRD 136981 | MN | $141.0M | 2 | Charles Schwab→ |
| B59 | MWM WEALTH ADVISORY, LLC CRD 287705 | MN | $129.9M | 1 | Charles Schwab→ |
| B57 | KEYSTONE WEALTH ADVISORS, INCORPORATED CRD 153418 | MN | $191.4M | 3 | Charles Schwab→ |
| B57 | DMC GROUP, LLC CRD 174077 | AL | $176.7M | 3 | Charles Schwab→ |
| B57 | BHK INVESTMENT ADVISORS, LLC CRD 140515 | AL | $794.1M | 5 | Charles Schwab→ |
| B57 | ALL STAR FINANCIAL LLC CRD 323765 | MN | $881.7M | 5 | Charles Schwab→ |
| B57 | TRADEMARK FINANCIAL MANAGEMENT, LLC CRD 116543 | MN | $293.4M | 2 | Charles Schwab→ |
| B56 | COLARION LLC CRD 284588 | AL | $188.3M | 3 | Charles Schwab→ |
| B55 | AULL & MONROE INVESTMENT MANAGEMENT CORP CRD 104830 | AL | $323.2M | 4 | Charles Schwab→ |
| B54 | WHITE OAKS WEALTH ADVISORS, INC. CRD 173522 | MN | $618.3M | 2 | Charles Schwab→ |
| B54 | WOLD FINANCIAL GROUP LLC CRD 316409 | MN | $182.5M | 3 | Charles Schwab→ |
| B53 | FIDELIS CAPITAL, LLC CRD 141341 | AL | $18.3M | — | Charles Schwab→ |
| B52 | MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. CRD 297716 | MN | $198.9M | 1 | Charles Schwab→ |
| B52 | PALISADE ASSET MANAGEMENT, LLC CRD 136089 | MN | $1.27B | 7 | Charles Schwab→ |
| B52 | PEOPLE MAKE THE DIFFERENCE, INC. CRD 159443 | AL | $111.6M | 2 | Charles Schwab→ |
| B52 | PALADIN WEALTH, LLC CRD 288387 | MN | $196.2M | 7 | Charles Schwab→ |
| B51 | MURPHY POHLAD ASSET MANAGEMENT LLC CRD 109973 | MN | $639.7M | 4 | Charles Schwab→ |
| B50 | CAPITAL MANAGEMENT ASSOCIATES INC CRD 105010 | MN | $1.88B | 15 | Charles Schwab→ |
| B50 | PEAK FINANCIAL CONSULTING, INC. CRD 291860 | MN | $132.3M | 2 | Charles Schwab→ |
| B50 | ADVISORNET FINANCIAL, INC. CRD 113074 | MN | $3.15B | 50 | Charles Schwab→ |
| C49 | HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. CRD 106454 | AL | $424.4M | 2 | Charles Schwab→ |
| C49 | BROOKLINE INVESTMENTS, INC. CRD 109239 | AL | $281.5M | 2 | Charles Schwab→ |
| C49 | WHITE PINE CAPITAL LLC CRD 108417 | MN | $430.6M | 4 | Charles Schwab→ |
| C49 | GTS FINANCIAL, LLC CRD 310222 | MN | $169.9M | 3 | Charles Schwab→ |
| C49 | ALLODIUM INVESTMENT CONSULTANTS, LLC CRD 135812 | MN | $576.8M | 5 | Charles Schwab→ |
| C48 | APPROACH RETIREMENT ADVISORS, LLC CRD 166221 | AL | $227.5M | 2 | Charles Schwab→ |
| C48 | PHILLIP JAMES CONSULTING CO. CRD 168228 | MN | $222.1M | 2 | Charles Schwab→ |
| C48 | KURE ADVISORY, LLC CRD 311320 | MN | $259.0M | 6 | Charles Schwab→ |
| C48 | TRUST ADVISORY GROUP LTD CRD 106926 | AL | $313.5M | 20 | Charles Schwab→ |
| C48 | VESTMENT FINANCIAL LLC CRD 168771 | MN | $304.3M | 13 | Charles Schwab→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C48 | MURRAY FINANCIAL GROUP, LLC CRD 157626 | MN | $1.55B | 12 | Charles Schwab→ |
| C47 | STAR CAPITAL INC. CRD 171057 | MN | $143.6M | 6 | Charles Schwab→ |
| C47 | WEBB ADVISORS INCORPORATED CRD 106617 | MN | $397.2M | 3 | Charles Schwab→ |
| C47 | MARKS GROUP WEALTH MANAGEMENT, INC. CRD 148679 | MN | $2.02B | 9 | Charles Schwab→ |
| C47 | ASSURED RETIREMENT FINANCIAL GROUP, INC. CRD 179516 | MN | $241.0M | 4 | Charles Schwab→ |