| 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 | ESSENTIAL INVESTMENT PARTNERS, LLC CRD 149509 | CO | $223.0M | 2 | E*Trade→ |
| B59 | WAZEE STREET CAPITAL MANAGEMENT LLC CRD 159165 | CO | $203.4M | — | Folio Institutional→ |
| B59 | CONSILIUM, LLC CRD 304503 | CO | $215.0M | 1 | Charles Schwab→ |
| B59 | SMITH, BROWN & GROOVER, INC. CRD 1329 | GA | $284.2M | 7 | E*Trade→ |
| B59 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC CRD 109036 | CO | $905.2M | 10 | Goldman Sachs→ |
| B59 | PEACE OF MIND FINANCIAL, INC CRD 289067 | CO | $123.6M | 2 | Charles Schwab→ |
| B59 | COHESION WEALTH MANAGEMENT, LLC CRD 308980 | CO | $171.0M | 4 | Charles Schwab→ |
| B58 | WALNUT LEVEL CAPITAL LLC CRD 307942 | CO | $119.2M | — | E*Trade→ |
| B58 | REGISTER FINANCIAL ADVISORS, LLC CRD 143884 | GA | $488.5M | 15 | Charles Schwab→ |
| B58 | FIT ASSET MANAGEMENT, LLC CRD 281494 | CO | $147.4M | 3 | Charles Schwab→ |
| B57 | C.W. O'CONNER WEALTH ADVISORS, INC. CRD 125646 | GA | $264.6M | 3 | Fidelity→ |
| B57 | CREDENTIALED WEALTH ADVISORS, LLC CRD 312517 | CO | $139.8M | 3 | E*Trade→ |
| B57 | ACCESS INVESTMENT MANAGEMENT, LLC CRD 322491 | GA | $456.4M | 3 | Charles Schwab→ |
| B57 | THE KEYSTONE FINANCIAL ALLIANCE, LLC CRD 168760 | GA | $164.7M | 1 | Charles Schwab→ |
| B57 | CAPITAL ASSET MANAGEMENT, LLC CRD 284505 | CO | $208.8M | 4 | Fidelity→ |
| B57 | WIREGRASS INVESTMENT MANAGEMENT LLC CRD 284608 | GA | $159.7M | 1 | LPL Financial→ |
| B57 | VENTANA PRIVATE WEALTH LLC CRD 311878 | CO | $158.6M | 2 | Charles Schwab→ |
| B57 | PANORAMA WEALTH ADVISORS CRD 324199 | CO | $133.7M | 2 | Fidelity→ |
| 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→ |
| B57 | LYNX CAPITAL, LLC CRD 306282 | GA | $154.5M | — | E*Trade→ |
| B56 | ASSET MANAGEMENT GROUP INVESTMENT CORP. CRD 168369 | CO | $151.2M | — | Raymond James→ |
| B56 | PEAK INVESTMENT ADVISORS, INC. CRD 113967 | CO | $234.6M | 1 | Charles Schwab→ |
| B56 | T.R.U.E. COASTAL CAPITAL, LLC CRD 281556 | GA | $124.1M | 2 | Charles Schwab→ |
| B56 | SB ADVISORY, LLC CRD 154680 | GA | $404.8M | 34 | E*Trade→ |
| B56 | ICON ADVISERS, INC. CRD 108268 | CO | $875.9M | 3 | Charles Schwab→ |
| B56 | PHORCYS CAPITAL PARTNERS, LLC CRD 285635 | GA | $191.5M | — | Pershing→ |
| B56 | BULLSEYE ASSET MANAGEMENT LLC CRD 153990 | CO | $183.9M | 2 | Goldman Sachs→ |
| 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 | TANDEMGROWTH FINANCIAL ADVISORS, LLC CRD 125490 | GA | $297.0M | 3 | E*Trade→ |
| B55 | CORNERSTONE FINANCIAL MANAGEMENT, LLC CRD 125494 | GA | $118.0M | 3 | —→ |
| B55 | PULLIAM FAMILY OFFICE, LLC CRD 338839 | CO | $141.7M | 2 | —→ |
| B55 | SEAMOUNT FINANCIAL GROUP INC CRD 107834 | CO | $745.2M | 6 | LPL Financial→ |
| B55 | PALLER FINANCIAL SERVICES, INC. CRD 161531 | CO | $147.9M | 3 | Charles Schwab→ |
| B55 | INTEGRAS PARTNERS, LLC CRD 172979 | GA | $244.8M | 3 | E*Trade→ |
| B55 | ALPINE WEALTH ADVISORS, LLC CRD 105433 | CO | $115.7M | 1 | Charles Schwab→ |
| B55 | INNOVATIVE FINANCIAL, LLC CRD 127469 | CO | $105.3M | 1 | —→ |
| B55 | COVEY CAPITAL ADVISORS, LLC CRD 151978 | GA | $156.5M | 1 | Charles Schwab→ |
| B55 | CHATHAM CAPITAL MANAGEMENT, LLC CRD 160961 | GA | $288.9M | — | E*Trade→ |
| B55 | COLLIER FINANCIAL, INC CRD 175207 | CO | $160.5M | 1 | LPL Financial→ |
| B55 | OAK STREET INVESTMENT ADVISORS, LLC CRD 288019 | CO | $125.5M | 1 | Charles Schwab→ |
| B55 | MAVEN CAPITAL PARTNERS, LLC CRD 300626 | GA | $152.9M | 5 | Fidelity→ |
| B55 | WEALTH ENGAGEMENT LLC CRD 310438 | GA | $105.0M | 1 | Charles Schwab→ |
| B54 | BEAR CREEK ASSET MANAGEMENT, LLC CRD 137677 | CO | $5.19B | 8 | Pershing→ |
| B54 | DECATUR CAPITAL MANAGEMENT, INC. CRD 120679 | GA | $253.7M | 2 | E*Trade→ |
| B54 | RETIREMENT FUND MANAGEMENT, LLC CRD 126573 | GA | $769.7M | 1 | E*Trade→ |
| B54 | ROCKWOOD EQUITY PARTNERS LLC CRD 163846 | CO | $189.8M | — | E*Trade→ |