| A90 | CARMICHAEL CAPITAL, INC. CRD 118468 | TN | $126.6M | 1 | Charles Schwab→ |
| A77 | BARNETT & CO INC CRD 105867 | TN | $142.0M | 3 | Charles Schwab→ |
| A75 | ERISA ADVISERS, INC. CRD 170487 | TN | $187.1M | 1 | Charles Schwab→ |
| A70 | 6TH STREET ADVISORS, LLC CRD 156623 | AL | $256.5M | 3 | Charles Schwab→ |
| A69 | RETIREMENT ADVISORS, INC. CRD 122122 | AL | $159.6M | 9 | Charles Schwab→ |
| A65 | SAGE INVESTMENT COUNSEL LLC CRD 116907 | TN | $164.6M | 4 | Charles Schwab→ |
| A65 | SMITH & CO ADVISORY LLC CRD 333042 | TN | $118.5M | 1 | Charles Schwab→ |
| B64 | ADDITIVE ADVISORY PBC CRD 283979 | TN | $140.9M | 1 | Charles Schwab→ |
| B61 | PRIVATE WEALTH MANAGEMENT, INC. CRD 120823 | TN | $832.5M | 2 | Charles Schwab→ |
| B61 | BRANDON FINANCIAL PLANNING, INC. CRD 110267 | TN | $434.9M | 2 | Charles Schwab→ |
| B60 | GHE, LLC CRD 125245 | TN | $252.6M | 3 | Charles Schwab→ |
| B60 | ALDEBARAN FINANCIAL INC CRD 105741 | TN | $222.8M | 3 | Charles Schwab→ |
| B59 | SOUTHERN CAPITAL SERVICES, INC. CRD 105582 | AL | $192.5M | 6 | Charles Schwab→ |
| B57 | CAMPBELL ASSET MANAGEMENT, LLC CRD 125052 | TN | $146.0M | 3 | Charles Schwab→ |
| B57 | DMC GROUP, LLC CRD 174077 | AL | $176.7M | 3 | Charles Schwab→ |
| B57 | BHK INVESTMENT ADVISORS, LLC CRD 140515 | AL | $794.1M | 5 | Charles Schwab→ |
| B57 | BROOKS, MOORE & ASSOCIATES, INC. CRD 105716 | TN | $348.9M | 3 | Charles Schwab→ |
| B56 | COLARION LLC CRD 284588 | AL | $188.3M | 3 | Charles Schwab→ |
| B55 | COSEY FINANCIAL SERVICES, INC. CRD 140175 | TN | $123.7M | 3 | Charles Schwab→ |
| B55 | AULL & MONROE INVESTMENT MANAGEMENT CORP CRD 104830 | AL | $323.2M | 4 | Charles Schwab→ |
| B54 | DORIAN EASON ASSET MANAGEMENT, LLC CRD 113724 | TN | $27.1M | 1 | Charles Schwab→ |
| B53 | JEFFERSON BRIDGE CAPITAL, LLC CRD 325636 | TN | $146.2M | 3 | Charles Schwab→ |
| B53 | FIDELIS CAPITAL, LLC CRD 141341 | AL | $18.3M | — | Charles Schwab→ |
| B53 | THE NALLS SHERBAKOFF GROUP, LLC CRD 168239 | TN | $337.1M | 3 | Charles Schwab→ |
| B53 | BLONG FINANCIAL, LLC CRD 164746 | TN | $202.0M | 2 | Charles Schwab→ |
| B53 | W ADVISORS LLC CRD 168452 | TN | $244.9M | 2 | Charles Schwab→ |
| B53 | COORDINATED WEALTH MANAGEMENT, L.L.C. CRD 141348 | TN | $113.9M | 1 | Charles Schwab→ |
| B52 | PEOPLE MAKE THE DIFFERENCE, INC. CRD 159443 | AL | $111.6M | 2 | Charles Schwab→ |
| B51 | LECONTE WEALTH MANAGEMENT, LLC CRD 168539 | TN | $346.8M | 7 | Charles Schwab→ |
| C50 | LEGACY WEALTH MANAGEMENT INC CRD 108619 | TN | $2.66B | 16 | Charles Schwab→ |
| C49 | HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. CRD 106454 | AL | $424.4M | 2 | Charles Schwab→ |
| C49 | BROOKLINE INVESTMENTS, INC. CRD 109239 | AL | $281.5M | 2 | Charles Schwab→ |
| C49 | HMS CAPITAL MANAGEMENT, LLC CRD 149764 | TN | $281.9M | 6 | Charles Schwab→ |
| C48 | FRAZEE INVESTMENT CONSULTING, INC. CRD 123662 | TN | $195.5M | 5 | Charles Schwab→ |
| C48 | APPROACH RETIREMENT ADVISORS, LLC CRD 166221 | AL | $227.5M | 2 | Charles Schwab→ |
| C48 | TRUST ADVISORY GROUP LTD CRD 106926 | AL | $313.5M | 20 | Charles Schwab→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C47 | TRUEHAVEN CAPITAL, LLC CRD 332005 | TN | $62.3M | 2 | Charles Schwab→ |
| C46 | NAVIANT PARTNERS, LLC CRD 339108 | AL | $177.3M | 2 | Charles Schwab→ |
| C45 | SHAYNE & JACOBS, LLC CRD 109423 | TN | $429.5M | 2 | Charles Schwab→ |
| C45 | TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC. CRD 113586 | TN | $277.3M | 1 | Charles Schwab→ |
| C45 | TUCKER JR., DOUGLAS, RAY CRD 298292 | AL | $339.0M | 3 | Charles Schwab→ |
| C45 | MAGNOLIA WEALTH MANAGEMENT LLC CRD 297598 | AL | $183.3M | 2 | Charles Schwab→ |
| C45 | BLALOCK WILLIAMS, LLC CRD 325465 | AL | $242.6M | 2 | Charles Schwab→ |
| C44 | MCBREARTY CAPITAL MANAGEMENT INC CRD 108972 | TN | $279.7M | 2 | Charles Schwab→ |
| C44 | BONAVENTURE CAPITAL, LLC CRD 120780 | AL | $493.8M | 2 | Charles Schwab→ |
| C44 | EFINANCIAL ALLIANCE, LLC CRD 161352 | TN | $291.9M | 4 | Charles Schwab→ |
| C44 | J. MARK NICKELL & CO. CRD 111635 | TN | $146.4M | 3 | Charles Schwab→ |
| C44 | DELTA ASSET MANAGEMENT, LLC CRD 113688 | TN | $1.53B | 6 | Charles Schwab→ |
| C43 | MOON CAPITAL MANAGEMENT LLC CRD 107612 | TN | $395.2M | — | Charles Schwab→ |