| B59 | FAMILY WMS, LLC CRD 126456 | GA | $571.6M | 3 | Charles Schwab→ |
| B55 | SKYLANDS CAPITAL, LLC CRD 131183 | WI | $746.5M | 2 | Goldman Sachs→ |
| B55 | MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | WI | $877.6M | 7 | Charles Schwab→ |
| B54 | ALPHA INVESTMENT CONSULTING GROUP, LLC CRD 139721 | WI | $713.6M | 3 | E*Trade→ |
| B54 | RETIREMENT FUND MANAGEMENT, LLC CRD 126573 | GA | $769.7M | 1 | E*Trade→ |
| B52 | ADVISORS MANAGEMENT GROUP INC CRD 113020 | WI | $819.6M | 12 | Charles Schwab→ |
| B51 | CARSON ADVISORY, INC. CRD 117410 | GA | $864.9M | 7 | Raymond James→ |
| B51 | GOOGINS ADVISORS, INC. CRD 13985 | WI | $501.0M | 4 | Charles Schwab→ |
| B51 | FIRST ADVISORS NATIONAL, LLC CRD 166212 | GA | $505.9M | 50 | Charles Schwab→ |
| C50 | AFFILIATED FINANCIAL ADVISORS INC CRD 108154 | WI | $541.5M | 4 | Charles Schwab→ |
| C48 | BERNICKE WEALTH MANAGEMENT, LTD. CRD 335431 | WI | $887.4M | 12 | Charles Schwab→ |
| C47 | AMERICAN FINANCIAL ADVISORS, LLC. CRD 115824 | GA | $950.2M | 2 | Charles Schwab→ |
| C44 | BROADVIEW FINANCIAL MANAGEMENT, LLC CRD 143550 | WI | $699.2M | 6 | Charles Schwab→ |
| C44 | PARK CAPITAL MANAGEMENT, LLC CRD 158965 | WI | $868.0M | 5 | Charles Schwab→ |
| C44 | CHATHAM CAPITAL GROUP INC CRD 106174 | GA | $878.1M | — | Charles Schwab→ |
| C44 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC CRD 106796 | GA | $502.0M | 7 | Charles Schwab→ |
| C43 | WELLSPRING WEALTH MANAGEMENT LLC CRD 134834 | GA | $584.8M | 5 | LPL Financial→ |
| C42 | DOMAIN TIMBER ADVISORS, LLC CRD 287750 | GA | $575.9M | — | E*Trade→ |
| C41 | FRIEDLANDER & CO INC CRD 105150 | WI | $564.8M | 1 | E*Trade→ |
| C41 | BKM WEALTH MANAGEMENT, LLC CRD 323928 | WI | $651.8M | 6 | Wells Fargo→ |
| C40 | SMITH & HOWARD WEALTH MANAGEMENT, LLC CRD 109540 | GA | $726.9M | 6 | Charles Schwab→ |
| C40 | ENRICH FINANCIAL PARTNERS LLC CRD 111234 | WI | $556.8M | 4 | Charles Schwab→ |
| C40 | RICHARDSON CAPITAL MANAGEMENT, LLC CRD 130985 | WI | $582.2M | 10 | Charles Schwab→ |
| C40 | POEHLING CAPITAL MANAGEMENT, INC. CRD 131668 | WI | $591.3M | 6 | Charles Schwab→ |
| C40 | NOVAPOINT CAPITAL LLC CRD 173663 | GA | $536.2M | 4 | Charles Schwab→ |
| C39 | WOODSTOCK WEALTH MANAGEMENT, INC. CRD 283472 | GA | $726.6M | 26 | E*Trade→ |
| C38 | CONSEQUENT CAPITAL MANAGEMENT, LLC CRD 285262 | GA | $639.3M | — | E*Trade→ |
| C38 | ANCHYRA PARTNERS LLC CRD 335467 | GA | $689.2M | 3 | Charles Schwab→ |
| C38 | FIRETHORN WEALTH PARTNERS, LLC CRD 297634 | GA | $671.9M | 6 | Charles Schwab→ |
| C37 | WEAVER CAPITAL MANAGEMENT, LLC CRD 135037 | GA | $537.8M | 6 | Charles Schwab→ |
| C37 | ROWLAND MILLER + PARTNERS LLC CRD 226629 | GA | $635.9M | 2 | Charles Schwab→ |
| C36 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC CRD 105302 | GA | $623.7M | 5 | Charles Schwab→ |
| C35 | HC ADVISORS LLC CRD 165200 | GA | $500.2M | 6 | Charles Schwab→ |
| C35 | REGENT PEAK WEALTH ADVISORS, LLC CRD 298259 | GA | $785.9M | 8 | Charles Schwab→ |
| C35 | ARCAPITA INVESTMENT MANAGEMENT US INC. CRD 168148 | GA | $674.6M | — | BNY Mellon→ |
| C35 | BAIRD CAPITAL MANAGEMENT COMPANY, LLC CRD 323309 | WI | $737.9M | — | E*Trade→ |
| C34 | WEALTH SCIENCE ADVISORS LLC CRD 321031 | GA | $558.7M | 8 | Charles Schwab→ |
| C34 | BLUECHIP WEALTH ADVISORS LLC CRD 150008 | GA | $666.4M | 6 | Charles Schwab→ |
| C34 | BOONE CAPITAL MANAGEMENT LLC CRD 316230 | GA | $963.2M | — | Goldman Sachs→ |
| C34 | P. J. SCHMIDT INVESTMENT MANAGEMENT, INC CRD 104701 | WI | $852.0M | 7 | E*Trade→ |
| C33 | WAYPOINT WEALTH COUNSEL LLC CRD 171822 | GA | $824.3M | 3 | Charles Schwab→ |
| C33 | BUILDER INVESTMENT GROUP INC CRD 107671 | GA | $952.5M | 9 | Charles Schwab→ |
| C33 | RIVERWATER PARTNERS LLC CRD 283540 | WI | $660.9M | 6 | Charles Schwab→ |
| C32 | FINANCIAL INNOVATIONS, LLC CRD 142769 | GA | $535.2M | 2 | E*Trade→ |
| C32 | EAGLE ROCK INVESTMENT COMPANY, LLC CRD 313832 | GA | $786.7M | 3 | Charles Schwab→ |
| C32 | WINCH ADVISORY SERVICES, LLC CRD 110194 | WI | $580.2M | 7 | LPL Financial→ |
| C32 | INLIGHT WEALTH MANAGEMENT, LLC CRD 289908 | GA | $843.3M | 3 | Charles Schwab→ |
| C31 | TRAILS EDGE CAPITAL PARTNERS, LP CRD 335659 | GA | $933.4M | — | E*Trade→ |
| C31 | BEACON GLOBAL ADVISOR NETWORK, LLC CRD 288833 | GA | $745.1M | 50 | Charles Schwab→ |
| C31 | SHAKESPEARE WEALTH MANAGEMENT, LLC CRD 111950 | WI | $641.9M | 6 | Charles Schwab→ |
