| B57 | GENEVA PARTNERS, LLC CRD 130768 | WI | $423.6M | 9 | E*Trade→ |
| B57 | UNIPLAN INVESTMENT COUNSEL, INC. CRD 154718 | WI | $1.04B | 3 | E*Trade→ |
| 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→ |
| B57 | LYNX CAPITAL, LLC CRD 306282 | GA | $154.5M | — | E*Trade→ |
| B56 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CRD 332731 | WI | $168.2M | 3 | E*Trade→ |
| B56 | T.R.U.E. COASTAL CAPITAL, LLC CRD 281556 | GA | $124.1M | 2 | Charles Schwab→ |
| B56 | ELITE WEALTH MANAGEMENT, INC. CRD 333159 | WI | $161.4M | 4 | Charles Schwab→ |
| B56 | SB ADVISORY, LLC CRD 154680 | GA | $404.8M | 34 | E*Trade→ |
| B56 | PHORCYS CAPITAL PARTNERS, LLC CRD 285635 | GA | $191.5M | — | Pershing→ |
| B55 | FINANCIAL STRATEGIES, INC. CRD 113097 | WI | $149.8M | 10 | Charles Schwab→ |
| B55 | LANIER FINANCIAL GROUP LLC CRD 152945 | GA | $236.2M | 6 | Charles Schwab→ |
| B55 | BOARDWALK FINANCIAL STRATEGIES LLC CRD 165048 | WI | $197.6M | 3 | 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 | H. C. DENISON CO. CRD 1628 | WI | $310.0M | 4 | E*Trade→ |
| B55 | SKYLANDS CAPITAL, LLC CRD 131183 | WI | $746.5M | 2 | Goldman Sachs→ |
| B55 | GLOBAL VALUE INVESTMENT CORPORATION CRD 144260 | WI | $225.6M | 4 | Charles Schwab→ |
| B55 | MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | WI | $877.6M | 7 | Charles Schwab→ |
| B55 | INTEGRAS PARTNERS, LLC CRD 172979 | GA | $244.8M | 3 | E*Trade→ |
| 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 | ALPHA INVESTMENT CONSULTING GROUP, LLC CRD 139721 | WI | $713.6M | 3 | E*Trade→ |
| 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 | CAPITAL INVESTMENT SERVICES OF AMERICA INC CRD 110639 | WI | $1.31B | 9 | Charles Schwab→ |
| B54 | BLACKHAWK CAPITAL PARTNERS, LLC CRD 158020 | WI | $452.0M | 7 | Charles Schwab→ |
| B54 | RICHMOND INVESTMENT SERVICES LLC CRD 327451 | WI | $453.2M | 14 | LPL Financial→ |
| B54 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC CRD 319298 | WI | $236.4M | 5 | LPL Financial→ |
| 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 | KULT WEALTH MANAGEMENT GROUP, LLC CRD 126740 | WI | $135.1M | 1 | Charles Schwab→ |
| B54 | RFP FINANCIAL GROUP, LLC CRD 293206 | GA | $192.0M | 2 | Raymond James→ |
| B54 | CROWN MANAGEMENT ADVISORS, LLC CRD 326369 | GA | $142.2M | — | E*Trade→ |
| B54 | WEALTH INTELLIGENCE, LLC CRD 333253 | GA | $247.5M | 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 | 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 | CONCEPTUAL FINANCIAL ADVISORS, LLC CRD 167513 | WI | $189.9M | 1 | LPL Financial→ |
| B53 | GRANITE FINANCIAL GROUP, LLC CRD 168675 | WI | $186.2M | 2 | LPL Financial→ |
| B53 | PARRISH CAPITAL, LLC CRD 172783 | GA | $150.0M | 2 | Charles Schwab→ |
| B53 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC CRD 292786 | WI | $81.7M | — | E*Trade→ |
| B53 | KDHB V CAPITAL MANAGEMENT, LLC CRD 307182 | GA | $54.8M | — | E*Trade→ |
