| A78 | SCHWARZ INVESTMENT PARTNERS CRD 113556 | KS | $184.9M | 2 | Charles Schwab→ |
| A75 | V. M. MANNING & CO., INC. CRD 2655 | SC | $133.3M | 2 | Charles Schwab→ |
| A69 | ALLISON INVESTMENT MANAGEMENT, LLC CRD 124645 | SC | $170.4M | 2 | Charles Schwab→ |
| A65 | VAN DER NOORD FINANCIAL ADVISORS, INC. CRD 135556 | SC | $152.0M | 2 | Charles Schwab→ |
| B64 | TAVERIK CAPITAL, LLC CRD 156594 | SC | $97.5M | 2 | Charles Schwab→ |
| B64 | WARREN CAPITAL MANAGEMENT, INC. CRD 137449 | SC | $131.0M | 3 | Charles Schwab→ |
| B64 | NICHOLSON WEALTH MANAGEMENT GROUP, LLC CRD 327001 | SC | $322.0M | 2 | Charles Schwab→ |
| B61 | PROVIDENCE FINANCIAL ADVISORS, LLC CRD 124839 | KS | $428.1M | 4 | Charles Schwab→ |
| B61 | JP WEALTH MANAGEMENT, INC. CRD 129475 | SC | $274.0M | 2 | Charles Schwab→ |
| B61 | MN WEALTH ADVISORS, LLC CRD 322617 | KS | $394.2M | 3 | Charles Schwab→ |
| B59 | DAVIS FINANCIAL MANAGEMENT, INC. CRD 143410 | KS | $144.6M | 1 | Charles Schwab→ |
| B58 | BEDMINSTER L.L.C. CRD 118794 | SC | $199.0M | 3 | Charles Schwab→ |
| B55 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B55 | PROACTIVE CAPITAL MANAGEMENT, INC. CRD 297791 | KS | $170.7M | 2 | Charles Schwab→ |
| B54 | REDSTONE ADVISORS INC CRD 107699 | KS | $490.6M | 5 | Charles Schwab→ |
| B54 | ANDERSON GRIGGS & COMPANY, INC. CRD 110313 | SC | $133.6M | 3 | Charles Schwab→ |
| B54 | KONZA GLOBAL ADVISORY, LLC CRD 331692 | KS | $125.2M | 2 | Charles Schwab→ |
| B53 | CURTIS CAPITAL ADVISORS, LLC CRD 330835 | KS | $165.5M | 2 | Charles Schwab→ |
| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| B52 | STOKES CAPITAL ADVISORS, LLC CRD 281278 | SC | $499.4M | 1 | Charles Schwab→ |
| B52 | WALLICK INVESTMENTS, LLC CRD 162976 | SC | $126.5M | 3 | Charles Schwab→ |
| B52 | KINWELL LLC CRD 290449 | SC | $214.7M | 2 | Charles Schwab→ |
| B52 | FREESTATE ADVISORS LLC CRD 145800 | KS | $181.8M | 9 | Charles Schwab→ |
| B51 | INVISOR FINANCIAL LLC CRD 174890 | KS | $198.5M | 3 | Charles Schwab→ |
| C50 | CCM INVESTMENT ADVISERS, LLC CRD 105743 | SC | $1.55B | 8 | Charles Schwab→ |
| C49 | OCEANSIDE ADVISORS LLC CRD 170307 | SC | $191.3M | 4 | Charles Schwab→ |
| C49 | METIS WEALTH MANAGEMENT & PLANNING LLC CRD 305086 | SC | $114.9M | 2 | Charles Schwab→ |
| C49 | HILTON HEAD FINANCIAL ADVISORS, INC. CRD 140249 | SC | $375.1M | 1 | Charles Schwab→ |
| C48 | CHARLESTON FINANCIAL ADVISORS, LLC CRD 137536 | SC | $262.4M | 2 | Charles Schwab→ |
| C48 | BEERS KIGHT FINANCIAL ADVISORS, LLC CRD 160286 | SC | $179.4M | 1 | Charles Schwab→ |
| C48 | TFB ADVISORS, LLC CRD 321870 | KS | $840.2M | 17 | Charles Schwab→ |
| C47 | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. CRD 135759 | SC | $225.7M | 3 | Charles Schwab→ |
| C47 | FORTUNE FINANCIAL ADVISORS, LLC CRD 145799 | KS | $322.6M | 5 | Charles Schwab→ |
| C46 | BERKELEY CAPITAL MANAGEMENT, LLC CRD 149229 | KS | $128.5M | 2 | Charles Schwab→ |
| C45 | VICTORIA CAPITAL MANAGEMENT, INC. CRD 107665 | SC | $305.5M | 3 | Charles Schwab→ |
| C43 | THE ETF STORE, INC. CRD 148229 | KS | $168.2M | 6 | Charles Schwab→ |
| C43 | PERMANENS CAPITAL L.P. CRD 157476 | SC | $4.02B | 4 | Charles Schwab→ |
| C42 | OAK ADVISORS, LLC CRD 137192 | SC | $284.7M | 6 | Charles Schwab→ |
| C41 | RSG INVESTMENTS LLC CRD 323527 | KS | $140.5M | 6 | Charles Schwab→ |
| C41 | KEEN CAPITAL, LTD CRD 145023 | SC | $179.7M | 4 | Charles Schwab→ |
| C41 | CAPASSO PLANNING PARTNERS LLC CRD 294673 | SC | $274.2M | 2 | Charles Schwab→ |
| C40 | ONE ADVISORY PARTNERS, LLC CRD 161614 | KS | $369.5M | 7 | Charles Schwab→ |
| C40 | KOESTEN HIRSCHMANN & CRABTREE, INC. CRD 107212 | KS | $668.3M | 8 | Charles Schwab→ |
| C40 | RETIREWISE TAX AND WEALTH ADVISORS, INC. CRD 284394 | KS | $242.8M | 7 | Charles Schwab→ |
| C40 | CORNERSTONE SECURITIES LLC CRD 140379 | KS | $210.0M | 10 | Charles Schwab→ |
| C40 | JACKSON FINANCIAL SERVICES, LLC CRD 132252 | SC | $498.1M | 2 | Charles Schwab→ |
| C40 | GENTRY PRIVATE WEALTH, LLC CRD 323208 | KS | $307.7M | 4 | Charles Schwab→ |
| C39 | TWO WEST CAPITAL ADVISORS LLC CRD 154543 | KS | $3.89B | 16 | Charles Schwab→ |
| C39 | S&A FINANCIAL SERVICES, INC. CRD 110471 | KS | $392.3M | 5 | Charles Schwab→ |
| C39 | FUSION CAPITAL, LLC CRD 154726 | SC | $492.3M | 4 | Charles Schwab→ |