| A75 | INVESTMENT MANAGEMENT TRUST, LLC CRD 129456 | MA | $123.5M | 1 | Charles Schwab→ |
| A75 | FMA WEALTH MANAGEMENT, LLC CRD 313049 | MA | $174.0M | 1 | 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 | ALBERT D MASON INC CRD 107412 | MA | $210.6M | 4 | Charles Schwab→ |
| A69 | GEORGE M. HILLER COMPANIES, LLC CRD 112409 | GA | $183.0M | 5 | Charles Schwab→ |
| A69 | RADIUS WEALTH MANAGEMENT, INC. CRD 168159 | MA | $158.7M | 2 | Charles Schwab→ |
| A68 | ALDER FINANCIAL GROUP INC CRD 108837 | GA | $224.1M | 2 | Charles Schwab→ |
| A68 | TIMBUKTU CAPITAL MANAGEMENT, LLC CRD 131084 | MA | $98.6M | 1 | Charles Schwab→ |
| A66 | FIRST CITY CAPITAL MANAGEMENT INC CRD 104780 | GA | $423.7M | 4 | Charles Schwab→ |
| A66 | PARK STATE ASSET MANAGEMENT LLC CRD 336573 | MA | $192.4M | 4 | Charles Schwab→ |
| A66 | NEEDHAM R B ADVISORY CORP CRD 105378 | MA | $102.4M | 1 | Charles Schwab→ |
| A65 | BOYD FINANCIAL STRATEGIES, INC. CRD 107505 | MA | $139.6M | 3 | Charles Schwab→ |
| A65 | SUCCESSFUL MONEY STRATEGIES INC CRD 109829 | MA | $227.1M | 1 | Charles Schwab→ |
| A65 | FINANCIAL ARCHITECTS, LLC CRD 116027 | GA | $199.2M | 3 | Charles Schwab→ |
| A65 | FAMILY PARTNERS CAPITAL, LLC CRD 304176 | MA | $92.3M | 2 | Charles Schwab→ |
| A65 | BUTTERWORTH FINANCIAL LLC CRD 325026 | MA | $103.3M | 1 | LPL Financial→ |
| B64 | CAPITAL ENDURANCE GROUP, INC CRD 284793 | GA | $108.8M | 2 | Charles Schwab→ |
| B64 | IRONWOOD INVESTMENT MANAGEMENT, LLC CRD 108467 | MA | $278.2M | 2 | Charles Schwab→ |
| B64 | FAIRFIELD FINANCIAL ADVISORS LTD CRD 106408 | MA | $333.2M | 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 | SAVIOR LLC CRD 299178 | MA | $140.2M | 5 | 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 | BETRO MILESZKO & COMPANY, LLC CRD 145184 | MA | $144.8M | 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 | PROFICIENT WEALTH COUNSELORS, LLC CRD 152640 | MA | $146.9M | 1 | Charles Schwab→ |
| B61 | THE SHER WEALTH MANAGEMENT GROUP, INC. CRD 172369 | MA | $145.6M | 2 | LPL Financial→ |
| B61 | BLUEBIRD WEALTH MANAGEMENT LLC CRD 293420 | MA | $154.0M | 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→ |
| B58 | REGISTER FINANCIAL ADVISORS, LLC CRD 143884 | GA | $488.5M | 15 | Charles Schwab→ |
| B58 | WOLFSTICH CAPITAL, LLC CRD 146026 | MA | $162.1M | 1 | Charles Schwab→ |
| B58 | CONSTANT GUIDANCE FINANCIAL, LLC CRD 172612 | MA | $198.0M | 1 | Charles Schwab→ |
| B57 | AEQUITAS INVESTMENT ADVISORS, LLC CRD 127625 | MA | $826.1M | 5 | Charles Schwab→ |
| B57 | ACCESS INVESTMENT MANAGEMENT, LLC CRD 322491 | GA | $456.4M | 3 | Charles Schwab→ |
| B57 | LTG CAPITAL LLC CRD 128216 | MA | $142.2M | 3 | 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 | WEST BRANCH CAPITAL LLC CRD 133813 | MA | $690.1M | 4 | Charles Schwab→ |
| B57 | MERIDIAN FINANCIAL, LLC CRD 119679 | MA | $283.9M | 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 | T.R.U.E. COASTAL CAPITAL, LLC CRD 281556 | GA | $124.1M | 2 | Charles Schwab→ |
| B56 | SOUTH SHORE CAPITAL ADVISORS, LLC CRD 142915 | MA | $272.8M | 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 | COVEY CAPITAL ADVISORS, LLC CRD 151978 | GA | $156.5M | 1 | Charles Schwab→ |