| 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 | PRECEDENT ASSET MANAGEMENT, LLC CRD 169100 | IN | $111.5M | 1 | —→ |
| B55 | CORE WEALTH ADVISORS, LLC CRD 157436 | IN | $143.8M | 3 | E*Trade→ |
| 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 | CAPTIAL ADVISOR NETWORK CRD 297578 | IN | $124.5M | 8 | 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 | 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 | PARRISH CAPITAL, LLC CRD 172783 | GA | $150.0M | 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 | ATLAS CAPITAL MANAGEMENT CORP CRD 106107 | IN | $869.8M | 5 | E*Trade→ |
| B52 | QUANTUM FINANCIAL SERVICES INC. CRD 121631 | IN | $730.9M | 2 | E*Trade→ |
| B52 | SYCAMORE FINANCIAL GROUP, INC. CRD 14143 | IN | $787.4M | 6 | E*Trade→ |
| B52 | GEHRIG CAPITAL MANAGEMENT, INC. CRD 123250 | IN | $203.9M | 5 | Fidelity→ |
| B52 | WABASH CAPITAL, INC. CRD 107932 | IN | $173.0M | 3 | E*Trade→ |
| 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 | CARSON ADVISORY, INC. CRD 117410 | GA | $864.9M | 7 | Raymond James→ |
| B51 | RIDGE CAPITAL MANAGEMENT, LLC CRD 127200 | GA | $186.0M | 3 | Pershing→ |
| 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→ |
| B51 | MAGELLAN PLANNING GROUP, INC. CRD 338739 | GA | $210.0M | 3 | —→ |
| B51 | FIRST ADVISORS NATIONAL, LLC CRD 166212 | GA | $505.9M | 50 | Charles Schwab→ |
| B51 | INFINITY CREDIT ADVISORY, LLC CRD 331652 | GA | $53.5M | — | E*Trade→ |
| B50 | ALDEBARAN CAPITAL, LLC CRD 122360 | IN | $166.9M | 2 | Charles Schwab→ |
| B50 | REICON WEALTH ADVISORS, LLC CRD 315043 | GA | $220.1M | 5 | Fidelity→ |
| B50 | FNEX WEALTH, LLC CRD 334569 | IN | $122.3M | 1 | Charles Schwab→ |
| B50 | FREEMAN, WILL & NIEMEIER, INC. CRD 121628 | IN | $284.2M | 1 | Charles Schwab→ |
| C50 | HAVEN GLOBAL PARTNERS, LLC CRD 289472 | GA | $1.45B | 1 | State Street→ |
| C50 | CAYMUS EQUITY PARTNERS, LLC CRD 322999 | GA | $241.6M | — | E*Trade→ |
| C49 | BEY-DOUGLAS, LLC CRD 108856 | GA | $179.8M | 3 | Charles Schwab→ |
| C49 | UNIFIED INVESTMENT MANAGEMENT, LLC CRD 326056 | GA | $150.6M | 2 | Charles Schwab→ |