| A75 | V. M. MANNING & CO., INC. CRD 2655 | SC | $133.3M | 2 | 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→ |
| A70 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CRD 106288 | WI | $252.3M | 3 | Charles Schwab→ |
| A69 | GEORGE M. HILLER COMPANIES, LLC CRD 112409 | GA | $183.0M | 5 | Charles Schwab→ |
| A69 | ALLISON INVESTMENT MANAGEMENT, LLC CRD 124645 | SC | $170.4M | 2 | Charles Schwab→ |
| A68 | ALDER FINANCIAL GROUP INC CRD 108837 | GA | $224.1M | 2 | Charles Schwab→ |
| A68 | CAPITAL WEALTH ADVISORS, LTD. CRD 155263 | WI | $126.1M | 1 | Charles Schwab→ |
| A67 | FINANCIAL SERVICE GROUP INC CRD 107893 | WI | $215.0M | 3 | Charles Schwab→ |
| A66 | FIRST CITY CAPITAL MANAGEMENT INC CRD 104780 | GA | $423.7M | 4 | Charles Schwab→ |
| A65 | FINANCIAL ARCHITECTS, LLC CRD 116027 | GA | $199.2M | 3 | Charles Schwab→ |
| A65 | VAN DER NOORD FINANCIAL ADVISORS, INC. CRD 135556 | SC | $152.0M | 2 | Charles Schwab→ |
| A65 | MCKINLEY MONEY, LLC CRD 145571 | WI | $163.7M | 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 | CAPITAL ENDURANCE GROUP, INC CRD 284793 | GA | $108.8M | 2 | Charles Schwab→ |
| B64 | PFW ADVISORS, LLC CRD 325119 | GA | $393.2M | 2 | Charles Schwab→ |
| B64 | NICHOLSON WEALTH MANAGEMENT GROUP, LLC CRD 327001 | SC | $322.0M | 2 | Charles Schwab→ |
| B63 | AMERICAN INVESTMENT ADVISORS INC CRD 104579 | WI | $137.9M | — | Charles Schwab→ |
| B63 | R. STEWART EADS INVESTMENT COUNSEL, INC. CRD 105524 | GA | $240.5M | 4 | Charles Schwab→ |
| B62 | CENTRAL WEALTH MANAGEMENT LLC CRD 293172 | WI | $136.8M | 1 | 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 | DYCHE WEALTH MANAGEMENT, INC CRD 159708 | GA | $162.3M | 3 | Charles Schwab→ |
| B62 | BREAKTHRU ADVISORY SERVICES, LLC CRD 332173 | WI | $125.7M | 1 | Charles Schwab→ |
| B61 | REVIEW SERVICES INC CRD 110277 | WI | $227.4M | 3 | Charles Schwab→ |
| B61 | STRICKLAND DAVIS ADVISORS LLC CRD 126538 | GA | $121.3M | 3 | Charles Schwab→ |
| B61 | ELITE RETIREMENT GROUP, INC. CRD 312178 | WI | $168.4M | — | Charles Schwab→ |
| B61 | JP WEALTH MANAGEMENT, INC. CRD 129475 | SC | $274.0M | 2 | Charles Schwab→ |
| B61 | RIA SERVICES, LLC CRD 281520 | WI | $276.1M | 2 | 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→ |
| B58 | REGISTER FINANCIAL ADVISORS, LLC CRD 143884 | GA | $488.5M | 15 | Charles Schwab→ |
| B58 | BEDMINSTER L.L.C. CRD 118794 | SC | $199.0M | 3 | Charles Schwab→ |
| B57 | WINDWARD WEALTH STRATEGIES, INC. CRD 175126 | WI | $251.2M | 2 | Charles Schwab→ |
| B57 | ACCESS INVESTMENT MANAGEMENT, LLC CRD 322491 | GA | $456.4M | 3 | Charles Schwab→ |
| B57 | WARNKE/NICHOLS LTD. CRD 112181 | WI | $160.0M | 2 | Charles Schwab→ |
| B57 | THE KEYSTONE FINANCIAL ALLIANCE, LLC CRD 168760 | GA | $164.7M | 1 | 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 | T.R.U.E. COASTAL CAPITAL, LLC CRD 281556 | GA | $124.1M | 2 | Charles Schwab→ |
| B56 | ELITE WEALTH MANAGEMENT, INC. CRD 333159 | WI | $161.4M | 4 | Charles Schwab→ |
| B55 | FINANCIAL STRATEGIES, INC. CRD 113097 | WI | $149.8M | 10 | Charles Schwab→ |
| B55 | LANIER FINANCIAL GROUP LLC CRD 152945 | GA | $236.2M | 6 | Charles Schwab→ |
| B55 | BOARDWALK FINANCIAL STRATEGIES LLC CRD 165048 | WI | $197.6M | 3 | Charles Schwab→ |
| B55 | TRADEMARK CAPITAL MANAGEMENT INC. CRD 214512 | GA | $150.8M | 7 | Charles Schwab→ |
| B55 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B55 | GLOBAL VALUE INVESTMENT CORPORATION CRD 144260 | WI | $225.6M | 4 | Charles Schwab→ |
| B55 | MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | WI | $877.6M | 7 | Charles Schwab→ |
| B55 | COVEY CAPITAL ADVISORS, LLC CRD 151978 | GA | $156.5M | 1 | Charles Schwab→ |