| A78 | SCHWARZ INVESTMENT PARTNERS CRD 113556 | KS | $184.9M | 2 | Charles Schwab→ |
| A78 | WESTERN PACIFIC WEALTH MANAGEMENT, LP CRD 152714 | IL | $205.5M | 2 | Charles Schwab→ |
| A75 | MARK BELL ADVISORY SERVICES, INC. CRD 107114 | IL | $138.2M | 1 | Charles Schwab→ |
| A75 | ARBOR FINANCIAL SERVICES, LLC CRD 150713 | IL | $122.2M | 4 | LPL Financial→ |
| A72 | CLEMENT STREET CAPITAL LLC CRD 159684 | IL | $141.0M | 2 | Charles Schwab→ |
| A72 | BARRETT WEALTH CONNECTION LLC CRD 161020 | IL | $148.0M | 2 | Charles Schwab→ |
| A68 | BENCHMARK CAPITAL GROUP LTD. CRD 123698 | IL | $173.6M | 2 | Charles Schwab→ |
| A68 | LIND CAPITAL PARTNERS, LLC CRD 165810 | IL | $235.0M | 2 | Charles Schwab→ |
| A65 | MARCUS CAPITAL, LLC CRD 130516 | IL | $129.2M | 2 | Charles Schwab→ |
| A65 | OPUS FINANCIAL SOLUTIONS LLC CRD 282311 | IL | $150.8M | 3 | Charles Schwab→ |
| A65 | BONDURANT INVESTMENT ADVISORY, LLC CRD 297290 | IL | $111.1M | 3 | Charles Schwab→ |
| B63 | CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC CRD 123483 | IL | $135.2M | 19 | Charles Schwab→ |
| B61 | PROVIDENCE FINANCIAL ADVISORS, LLC CRD 124839 | KS | $428.1M | 4 | Charles Schwab→ |
| B61 | DWM FINANCIAL GROUP, INC. CRD 111594 | IL | $279.2M | 3 | Charles Schwab→ |
| B61 | BOON CAPITAL ADVISORS LLC CRD 174016 | IL | $185.0M | 1 | Charles Schwab→ |
| B61 | HARBOUR FINANCIAL RESOURCES, LTD CRD 110261 | IL | $189.8M | 2 | Charles Schwab→ |
| B61 | WOLF FINANCIAL ADVISORS LLC CRD 146080 | IL | $124.9M | 1 | Charles Schwab→ |
| B61 | MN WEALTH ADVISORS, LLC CRD 322617 | KS | $394.2M | 3 | Charles Schwab→ |
| B59 | FORTIS PORTFOLIO SOLUTIONS, LLC CRD 314886 | IL | $140.0M | 1 | Charles Schwab→ |
| B59 | IRON FINANCIAL LLC CRD 106682 | IL | $489.2M | 4 | Charles Schwab→ |
| B59 | DAVIS FINANCIAL MANAGEMENT, INC. CRD 143410 | KS | $144.6M | 1 | Charles Schwab→ |
| B58 | CERTIFIED TAX SERVICE, INC. CRD 110960 | IL | $313.9M | 4 | Charles Schwab→ |
| B58 | PERRITT CAPITAL MANAGEMENT INC CRD 111623 | IL | $279.8M | — | Charles Schwab→ |
| B58 | TETLEY INVESTMENTS, LLC CRD 164130 | IL | $193.9M | 3 | Charles Schwab→ |
| B57 | EASTGATE CAPITAL ADVISORS LLC CRD 220511 | IL | $271.5M | 5 | Charles Schwab→ |
| B57 | MASUS FINANCIAL GROUP, LTD. CRD 174339 | IL | $190.6M | 3 | LPL Financial→ |
| B56 | T2 ASSET MANAGEMENT, LLC CRD 167714 | IL | $180.0M | 8 | Charles Schwab→ |
| B56 | KRUSE ASSET MANAGEMENT, LLC CRD 143204 | IL | $146.2M | 3 | Charles Schwab→ |
| B55 | LATKO WEALTH MANAGEMENT, LTD. CRD 282423 | IL | $327.2M | 2 | LPL Financial→ |
| B55 | ALLEY INVESTMENT MANAGEMENT COMPANY, LLC CRD 317544 | IL | $907.2M | 5 | Charles Schwab→ |
| B55 | REVERE FINANCIAL, LLC CRD 155286 | IL | $127.1M | — | Charles Schwab→ |
| B55 | FINANCIAL DESIGN STUDIO, INC. CRD 286686 | IL | $105.5M | 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 | LCM CAPITAL MANAGEMENT INC CRD 111074 | IL | $403.0M | 8 | Charles Schwab→ |
| B54 | JOURNEY FINANCIAL GROUP, INC. CRD 123565 | IL | $336.5M | 5 | Charles Schwab→ |
| B54 | CARTER FINANCIAL GROUP, INC. CRD 301025 | IL | $382.2M | 5 | Charles Schwab→ |
| B54 | HEMSLEY ADVISORS, LTD. CRD 106414 | IL | $638.1M | 4 | Charles Schwab→ |
| B54 | TAIKO PRIVATE WEALTH CRD 329909 | IL | $514.8M | 2 | Charles Schwab→ |
| B54 | PEARSON CREEK CAPITAL MANAGEMENT LLC CRD 160354 | IL | $284.8M | 1 | Charles Schwab→ |
| B54 | DILLOW WEALTH MANAGEMENT LLC CRD 313192 | IL | $106.3M | 2 | Charles Schwab→ |
| B54 | KONZA GLOBAL ADVISORY, LLC CRD 331692 | KS | $125.2M | 2 | Charles Schwab→ |
| B54 | SEQUOIA WEALTH MANAGEMENT, LLC CRD 170543 | IL | $599.6M | 16 | LPL Financial→ |
| B53 | CAPITAL GAINS INC CRD 111717 | IL | $166.6M | — | Charles Schwab→ |
| B53 | ADVISORY RESEARCH INC CRD 108254 | IL | $991.3M | 7 | Charles Schwab→ |
| B53 | BANTAMAC CAPITAL, LLC CRD 307765 | IL | $224.7M | — | Charles Schwab→ |
| B53 | CURTIS CAPITAL ADVISORS, LLC CRD 330835 | KS | $165.5M | 2 | Charles Schwab→ |
| B53 | CONVEXITAS, LLC CRD 315145 | IL | $151.3M | 4 | Charles Schwab→ |
| B52 | CYPRESS WEALTH MANAGEMENT, LLC CRD 324524 | IL | $282.7M | — | Charles Schwab→ |
| B52 | MEDIQUS ASSET ADVISORS INC CRD 107694 | IL | $1.46B | 5 | Charles Schwab→ |