| A84 | BLUELIST PARTNERS, LLC CRD 304568 | VA | $134.3M | 1 | Charles Schwab→ |
| A73 | ALEXANDER RANDOLPH ADVISORY INC CRD 106024 | VA | $403.9M | 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→ |
| 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 | KIRK CAPITAL ADVISORS LLC CRD 312401 | VA | $204.9M | 4 | 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 | KORVING & COMPANY LLC CRD 152095 | VA | $137.5M | 3 | Charles Schwab→ |
| A65 | OCTOBER EFFECT LTD. CRD 281369 | VA | $138.9M | 4 | Charles Schwab→ |
| B64 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION CRD 107549 | VA | $263.9M | 3 | Charles Schwab→ |
| B64 | CAPITAL ENDURANCE GROUP, INC CRD 284793 | GA | $108.8M | 2 | Charles Schwab→ |
| B64 | XPS CAPITAL LLC CRD 311665 | VA | $95.3M | 2 | Charles Schwab→ |
| B64 | COURAGE MILLER PARTNERS, LLC CRD 147360 | VA | $480.7M | 3 | 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 | 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→ |
| B61 | STRICKLAND DAVIS ADVISORS LLC CRD 126538 | GA | $121.3M | 3 | Charles Schwab→ |
| B61 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. CRD 116670 | VA | $357.2M | 3 | 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 | CHARMARLINE WEALTH MANAGEMENT LLC CRD 336719 | VA | $118.8M | 1 | Charles Schwab→ |
| B58 | REGISTER FINANCIAL ADVISORS, LLC CRD 143884 | GA | $488.5M | 15 | Charles Schwab→ |
| B58 | WESTBOURNE INVESTMENTS, INC. CRD 37499 | VA | $276.4M | 5 | Charles Schwab→ |
| B57 | ACCESS INVESTMENT MANAGEMENT, LLC CRD 322491 | GA | $456.4M | 3 | Charles Schwab→ |
| B57 | WEALTHTRAK CAPITAL MANAGEMENT, L.L.C. CRD 160057 | VA | $195.4M | 5 | Charles Schwab→ |
| B57 | THE KEYSTONE FINANCIAL ALLIANCE, LLC CRD 168760 | GA | $164.7M | 1 | Charles Schwab→ |
| B57 | WIREGRASS INVESTMENT MANAGEMENT LLC CRD 284608 | GA | $159.7M | 1 | LPL Financial→ |
| 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→ |
| B55 | LANIER FINANCIAL GROUP LLC CRD 152945 | GA | $236.2M | 6 | Charles Schwab→ |
| B55 | SIMA WEALTH PARTNERS, LLC CRD 159943 | VA | $156.7M | 5 | Charles Schwab→ |
| B55 | TRADEMARK CAPITAL MANAGEMENT INC. CRD 214512 | GA | $150.8M | 7 | Charles Schwab→ |
| B55 | COVEY CAPITAL ADVISORS, LLC CRD 151978 | GA | $156.5M | 1 | Charles Schwab→ |
| B55 | CLIO ASSET MANAGEMENT LLC CRD 298041 | VA | $134.5M | 1 | Charles Schwab→ |
| B55 | WEALTH ENGAGEMENT LLC CRD 310438 | GA | $105.0M | 1 | Charles Schwab→ |
| B54 | JUNO FINANCIAL GROUP LLC CRD 336362 | VA | $541.9M | 7 | Charles Schwab→ |
| B54 | VANTAGE CONSULTING GROUP INC CRD 105240 | VA | $241.7M | 8 | Folio Institutional→ |
| B54 | MORRIS & WELLS WEALTH MANAGEMENT CRD 162411 | VA | $987.9M | — | Charles Schwab→ |
| B54 | THE MONITOR GROUP, INC. CRD 126576 | GA | $167.2M | 3 | Charles Schwab→ |
| B54 | NETWORTH FINANCIAL SERVICES, LLC CRD 126666 | GA | $128.1M | 2 | Charles Schwab→ |
| B54 | PEAKVALLEY WEALTH, LLC CRD 165542 | VA | $130.3M | 4 | Charles Schwab→ |
| B54 | DECISIONMAP WEALTH MANAGEMENT, LLC CRD 328429 | VA | $363.4M | 4 | Charles Schwab→ |
| B54 | HENDERSON FINANCIAL GROUP LLC CRD 333013 | VA | $136.4M | 3 | Charles Schwab→ |
| B54 | WEALTH INTELLIGENCE, LLC CRD 333253 | GA | $247.5M | 2 | Charles Schwab→ |
| B54 | TENZING FINANCIAL LLC CRD 335259 | VA | $231.1M | 3 | Charles Schwab→ |