| A87 | LARIMER CAPITAL CORP CRD 18189 | CO | $169.9M | 2 | Charles Schwab→ |
| A79 | MUTUAL FUND PROTECTION SERVICE CRD 115961 | CO | $102.0M | 1 | Charles Schwab→ |
| A76 | INTEGRA FINANCIAL, INC. CRD 113422 | CO | $123.4M | 4 | Charles Schwab→ |
| A73 | AURORA INVESTMENT COUNSEL CRD 107460 | GA | $252.7M | 2 | Charles Schwab→ |
| A73 | MURPHY MIDDLETON HINKLE & PARKER, INC. CRD 107861 | GA | $435.3M | 2 | Charles Schwab→ |
| A72 | CORNERSTONE INVESTMENT ADVISORS, LLC CRD 116447 | CO | $180.8M | 2 | Charles Schwab→ |
| A69 | GEORGE M. HILLER COMPANIES, LLC CRD 112409 | GA | $183.0M | 5 | Charles Schwab→ |
| A68 | ALDER FINANCIAL GROUP INC CRD 108837 | GA | $224.1M | 2 | Charles Schwab→ |
| A68 | ZIDEL FINANCIAL, INC. CRD 135047 | CO | $159.6M | 1 | Charles Schwab→ |
| A67 | BRUCE G. ALLEN INVESTMENTS, LLC CRD 287859 | CO | $258.1M | 2 | Charles Schwab→ |
| A66 | FIRST CITY CAPITAL MANAGEMENT INC CRD 104780 | GA | $423.7M | 4 | Charles Schwab→ |
| A66 | AGEMY WEALTH ADVISORS, LLC CRD 218512 | CO | $130.5M | 3 | Charles Schwab→ |
| A65 | FINANCIAL ARCHITECTS, LLC CRD 116027 | GA | $199.2M | 3 | Charles Schwab→ |
| A65 | PEAK CAPITAL MANAGEMENT, LLC CRD 141488 | CO | $165.2M | 4 | Charles Schwab→ |
| A65 | HINCHLEY ADVISORY GROUP, LLC CRD 157860 | CO | $193.1M | 1 | Charles Schwab→ |
| A65 | GILPIN WEALTH MANAGEMENT LLC CRD 311336 | CO | $227.2M | 4 | Charles Schwab→ |
| B64 | CAPITAL ENDURANCE GROUP, INC CRD 284793 | GA | $108.8M | 2 | Charles Schwab→ |
| B64 | PFW ADVISORS, LLC CRD 325119 | GA | $393.2M | 2 | Charles Schwab→ |
| B63 | R. STEWART EADS INVESTMENT COUNSEL, INC. CRD 105524 | GA | $240.5M | 4 | Charles Schwab→ |
| B62 | ATHENAINVEST ADVISORS LLC CRD 146224 | CO | $80.4M | 4 | Charles Schwab→ |
| B62 | THE FINANCIAL DISCOVERY GROUP,INC. CRD 125383 | GA | $118.3M | 3 | Charles Schwab→ |
| B62 | PRESTON F. SANDERS, CHFC, LLC CRD 125741 | GA | $148.8M | 2 | Charles Schwab→ |
| B62 | TNL ASSET MANAGEMENT LLC CRD 137419 | CO | $139.3M | 1 | Charles Schwab→ |
| B62 | DYCHE WEALTH MANAGEMENT, INC CRD 159708 | GA | $162.3M | 3 | Charles Schwab→ |
| B62 | SILVERPEAK WEALTH ADVISORS, LLC CRD 170732 | CO | $177.4M | 2 | Charles Schwab→ |
| B61 | ALTIUS FINANCIAL, INC. CRD 113268 | CO | $212.2M | 3 | Charles Schwab→ |
| B61 | STRICKLAND DAVIS ADVISORS LLC CRD 126538 | GA | $121.3M | 3 | Charles Schwab→ |
| B61 | RED MOUNTAIN FINANCIAL, LLC CRD 277100 | CO | $184.4M | — | Charles Schwab→ |
| B60 | PARK SQUARE FINANCIAL GROUP, LLC CRD 332268 | GA | $218.6M | 5 | Charles Schwab→ |
| B59 | FAMILY WMS, LLC CRD 126456 | GA | $571.6M | 3 | Charles Schwab→ |
| B59 | CONSILIUM, LLC CRD 304503 | CO | $215.0M | 1 | Charles Schwab→ |
| B59 | PEACE OF MIND FINANCIAL, INC CRD 289067 | CO | $123.6M | 2 | Charles Schwab→ |
| B59 | COHESION WEALTH MANAGEMENT, LLC CRD 308980 | CO | $171.0M | 4 | Charles Schwab→ |
| B58 | REGISTER FINANCIAL ADVISORS, LLC CRD 143884 | GA | $488.5M | 15 | Charles Schwab→ |
| B58 | FIT ASSET MANAGEMENT, LLC CRD 281494 | CO | $147.4M | 3 | Charles Schwab→ |
| B57 | ACCESS INVESTMENT MANAGEMENT, LLC CRD 322491 | GA | $456.4M | 3 | Charles Schwab→ |
| B57 | THE KEYSTONE FINANCIAL ALLIANCE, LLC CRD 168760 | GA | $164.7M | 1 | Charles Schwab→ |
| B57 | VENTANA PRIVATE WEALTH LLC CRD 311878 | CO | $158.6M | 2 | Charles Schwab→ |
| B57 | RED TORTOISE, LLC CRD 282509 | GA | $382.3M | 4 | Charles Schwab→ |
| B57 | BULL STREET ADVISORS, LLC CRD 304058 | GA | $271.9M | 1 | Charles Schwab→ |
| B56 | PEAK INVESTMENT ADVISORS, INC. CRD 113967 | CO | $234.6M | 1 | Charles Schwab→ |
| B56 | T.R.U.E. COASTAL CAPITAL, LLC CRD 281556 | GA | $124.1M | 2 | Charles Schwab→ |
| B56 | ICON ADVISERS, INC. CRD 108268 | CO | $875.9M | 3 | Charles Schwab→ |
| B55 | LANIER FINANCIAL GROUP LLC CRD 152945 | GA | $236.2M | 6 | Charles Schwab→ |
| B55 | TRADEMARK CAPITAL MANAGEMENT INC. CRD 214512 | GA | $150.8M | 7 | Charles Schwab→ |
| B55 | PALLER FINANCIAL SERVICES, INC. CRD 161531 | CO | $147.9M | 3 | Charles Schwab→ |
| B55 | ALPINE WEALTH ADVISORS, LLC CRD 105433 | CO | $115.7M | 1 | Charles Schwab→ |
| B55 | COVEY CAPITAL ADVISORS, LLC CRD 151978 | GA | $156.5M | 1 | Charles Schwab→ |
| B55 | OAK STREET INVESTMENT ADVISORS, LLC CRD 288019 | CO | $125.5M | 1 | Charles Schwab→ |
| B55 | WEALTH ENGAGEMENT LLC CRD 310438 | GA | $105.0M | 1 | Charles Schwab→ |