| 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 | GUARDIAN WEALTH MANAGEMENT, LLC CRD 146923 | UT | $174.8M | 3 | 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 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | E*Trade→ |
| B55 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| B55 | INTEGRAS PARTNERS, LLC CRD 172979 | GA | $244.8M | 3 | E*Trade→ |
| B55 | LARSEN, GLEN ALLEN CRD 118496 | UT | $146.6M | — | 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 | 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 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| 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→ |
| 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 | NORTH CAPITAL, INC. CRD 148802 | UT | $292.6M | 11 | Charles Schwab→ |
| B51 | CLEAR INVESTMENT RESEARCH, LLC CRD 172685 | GA | $4.19B | 3 | State Street→ |
| B51 | CACHETECH INC. CRD 327688 | UT | $547.4M | 3 | Charles Schwab→ |
| B51 | CARSON ADVISORY, INC. CRD 117410 | GA | $864.9M | 7 | Raymond James→ |
| B51 | FINANCIAL NETWORK WEALTH ADVISORS LLC CRD 318842 | UT | $515.4M | 6 | Charles Schwab→ |
| B51 | THISTLE CREEK CAPITAL, LLC CRD 331449 | UT | $161.0M | — | E*Trade→ |
| 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 | COIGN CAPITAL ADVISORS LLC CRD 171306 | UT | $472.9M | 7 | 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 | REICON WEALTH ADVISORS, LLC CRD 315043 | GA | $220.1M | 5 | Fidelity→ |
| B50 | CANNON CAPITAL MANAGEMENT, INC. CRD 144247 | UT | $386.1M | 3 | Charles Schwab→ |
| B50 | BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC CRD 333059 | UT | $301.4M | 2 | E*Trade→ |
| C50 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | Charles Schwab→ |
