| B56 | PHORCYS CAPITAL PARTNERS, LLC CRD 285635 | GA | $191.5M | — | Pershing→ |
| 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 | ENCOMPASS WEALTH ADVISORS, LLC CRD 170807 | OR | $472.8M | 4 | E*Trade→ |
| B55 | FAIRCHILD CAPITAL LLC CRD 298428 | OR | $102.8M | 1 | —→ |
| B55 | GRANGE CAPITAL, LLC CRD 131699 | OR | $217.2M | 4 | Charles Schwab→ |
| B55 | INTEGRAS PARTNERS, LLC CRD 172979 | GA | $244.8M | 3 | E*Trade→ |
| B55 | PACIFIC COAST INVESTMENT ADVISORS, LLC CRD 137963 | OR | $122.2M | 1 | Charles Schwab→ |
| 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 | MAVEN CAPITAL PARTNERS, LLC CRD 300626 | GA | $152.9M | 5 | Fidelity→ |
| B55 | WEALTH ENGAGEMENT LLC CRD 310438 | GA | $105.0M | 1 | Charles Schwab→ |
| 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 | 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 | TENBRIDGE PARTNERS LLC CRD 159378 | OR | $110.0M | 4 | Charles Schwab→ |
| B54 | RFP FINANCIAL GROUP, LLC CRD 293206 | GA | $192.0M | 2 | Raymond James→ |
| B54 | CAPITOL FAMILY OFFICE, INC. CRD 312005 | OR | $136.1M | 2 | Charles Schwab→ |
| B54 | TRADEWINDS ASSET MANAGEMENT, LLC CRD 323879 | OR | $135.1M | 3 | Charles Schwab→ |
| B54 | CROWN MANAGEMENT ADVISORS, LLC CRD 326369 | GA | $142.2M | — | E*Trade→ |
| B54 | WEALTH INTELLIGENCE, LLC CRD 333253 | GA | $247.5M | 2 | Charles Schwab→ |
| B54 | SAMARA INVESTMENT MANAGEMENT, LLC CRD 336178 | OR | $123.0M | 2 | Charles Schwab→ |
| B53 | SKYPOINT CAPITAL ADVISORS, LLC CRD 314979 | GA | $109.0M | — | E*Trade→ |
| B53 | WASSAW SOUND MANAGEMENT, LLC CRD 299164 | GA | $122.7M | 1 | E*Trade→ |
| B53 | LONGVIEW WEALTH MANAGEMENT, INC. CRD 136214 | GA | $1.15B | 12 | Charles Schwab→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| B53 | CFS WEALTH MANAGEMENT, LLC CRD 135579 | GA | $189.1M | 5 | Fidelity→ |
| B53 | MRP CAPITAL INVESTMENTS, LLC CRD 167256 | GA | $227.6M | 3 | Charles Schwab→ |
| B53 | PARRISH CAPITAL, LLC CRD 172783 | GA | $150.0M | 2 | Charles Schwab→ |
| B53 | ROOTED FINANCIAL GROUP, LLC CRD 335302 | OR | $108.7M | 2 | Charles Schwab→ |
| B53 | KDHB V CAPITAL MANAGEMENT, LLC CRD 307182 | GA | $54.8M | — | E*Trade→ |
| B53 | GEORGIA WEALTH PARTNERS, LLC CRD 314602 | GA | $157.5M | 4 | E*Trade→ |
| B53 | DANER WEALTH MANAGEMENT, LLC CRD 317373 | GA | $201.7M | 2 | E*Trade→ |
| B52 | HURLEY FINANCIAL GROUP, INC. CRD 108983 | OR | $406.5M | 15 | E*Trade→ |
| B52 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | OR | $808.9M | — | Pershing→ |
| B52 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. CRD 171321 | OR | $235.4M | 3 | Charles Schwab→ |
| B51 | CHECKS & BALANCES, INC. CRD 112145 | GA | $251.1M | 1 | Charles Schwab→ |
| B51 | GOLDEN YEARS ADVISORY, LLC CRD 151640 | GA | $111.1M | 1 | —→ |
| B51 | MCP ADVISERS, LLC CRD 328391 | GA | $400.0M | — | E*Trade→ |
| B51 | CLEAR INVESTMENT RESEARCH, LLC CRD 172685 | GA | $4.19B | 3 | State Street→ |
| B51 | AUXIER ASSET MANAGEMENT LLC CRD 107980 | OR | $946.1M | 6 | Charles Schwab→ |
| B51 | CARSON ADVISORY, INC. CRD 117410 | GA | $864.9M | 7 | Raymond James→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| B51 | RIDGE CAPITAL MANAGEMENT, LLC CRD 127200 | GA | $186.0M | 3 | Pershing→ |
| B51 | CWC ADVISORS, LLC CRD 127739 | OR | $445.3M | 5 | Charles Schwab→ |
| B51 | AMERICAN WEALTH ADVISORS, LLC CRD 145791 | GA | $120.2M | 2 | —→ |
| B51 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC CRD 146655 | GA | $406.5M | 5 | Charles Schwab→ |
