| A72 | MCCORMACK FINANCIAL PLANNING INC. CRD 136857 | GA | $115.7M | 3 | Pershing→ |
| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| B60 | THE STRATEGIC FINANCIAL ALLIANCE, INC. CRD 126514 | GA | $382.0M | 50 | Pershing→ |
| B56 | PHORCYS CAPITAL PARTNERS, LLC CRD 285635 | GA | $191.5M | — | Pershing→ |
| B51 | RIDGE CAPITAL MANAGEMENT, LLC CRD 127200 | GA | $186.0M | 3 | Pershing→ |
| C48 | SCHMIDT FINANCIAL MANAGEMENT, INC. CRD 328247 | WA | $497.5M | 2 | Pershing→ |
| C43 | WILLIS INVESTMENT COUNSEL INC CRD 111042 | GA | $4.23B | 6 | Pershing→ |
| C43 | FINANCIAL PLAN, INC. CRD 116073 | WA | $1.60B | 12 | Pershing→ |
| C43 | PAUL R. RIED FINANCIAL GROUP, LLC CRD 297284 | WA | $1.27B | 9 | Pershing→ |
| C42 | MAESTRIA PARTNERS LLC CRD 328822 | GA | $350.4M | — | Pershing→ |
| C39 | PRCE MANAGEMENT LLC CRD 312533 | GA | $22.2M | — | Pershing→ |
| C39 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. CRD 126942 | GA | $258.7M | 5 | Pershing→ |
| C38 | FSAM LLC CRD 287851 | GA | $138.4M | 15 | Pershing→ |
| C34 | MCILRATH & ECK, LLC CRD 145252 | WA | $1.36B | 6 | Pershing→ |
| C31 | SATURNA CAPITAL CORPORATION CRD 25586 | WA | $8.62B | 33 | Pershing→ |
| C29 | RUSSELL INVESTMENT MANAGEMENT, LLC CRD 105734 | WA | $68.60B | 50 | Pershing→ |
| C27 | ALTRAVUE CAPITAL, LLC CRD 283260 | WA | $1.54B | 4 | Pershing→ |
| C27 | PFS INVESTMENTS INC. CRD 10111 | GA | $15.54B | 50 | Pershing→ |
| C26 | RDST CAPITAL LLC CRD 284645 | WA | $1.28B | 1 | Pershing→ |
| C24 | BALENTINE LLC CRD 152511 | GA | $5.54B | 16 | Pershing→ |
| C18 | FLECKENSTEIN CAPITAL, INC. CRD 116810 | WA | — | 2 | Pershing→ |
