| A89 | THE MOORINGS GROUP, LLC CRD 129403 | GA | $439.6M | 2 | Fidelity→ |
| A85 | STAN EVANS FINANCIAL PLANNING, LLC CRD 164320 | OH | $122.0M | — | Charles Schwab→ |
| A82 | GUTT FINANCIAL MANAGEMENT, LLC CRD 109270 | GA | $162.1M | 1 | E*Trade→ |
| A79 | THE RENN WEALTH MANAGEMENT GROUP, INC. CRD 117500 | GA | $151.9M | 2 | Raymond James→ |
| A78 | ALAN B. LANCZ & ASSOCIATES, INC. CRD 105363 | OH | $175.4M | 1 | Charles Schwab→ |
| A78 | NEWGROUND SOCIAL INVESTMENT, SPC CRD 117060 | WA | $161.1M | 1 | Charles Schwab→ |
| A76 | PRIVATE ASSET MANAGEMENT INC CRD 108815 | WA | $109.5M | 2 | Charles Schwab→ |
| A75 | LIVELSBERGER, LYNN LOUIS CRD 117665 | OH | $176.4M | 1 | Charles Schwab→ |
| A75 | THE WEALTH ADVANTAGE GROUP, INC. CRD 122231 | OH | $146.4M | 2 | Charles Schwab→ |
| A74 | ST. JOHN & ASSOCIATES, INC. CRD 124778 | GA | $128.4M | 3 | E*Trade→ |
| A74 | GARLIKOV ADVISORS INC CRD 112352 | OH | $207.6M | 3 | E*Trade→ |
| A74 | LESA SROUFE & COMPANY, INC. CRD 130232 | WA | $207.3M | 4 | E*Trade→ |
| A74 | RABE INVESTMENT CONSULTING GROUP CRD 316029 | OH | $129.9M | 2 | E*Trade→ |
| A74 | PORTFOLIO STRATEGIES INC CRD 104685 | WA | $50.2M | 3 | Charles Schwab→ |
| A73 | AURORA INVESTMENT COUNSEL CRD 107460 | GA | $252.7M | 2 | Charles Schwab→ |
| A73 | MURPHY MIDDLETON HINKLE & PARKER, INC. CRD 107861 | GA | $435.3M | 2 | Charles Schwab→ |
| A73 | SUMMIT FINANCIAL ADVISORS, INC. CRD 145007 | OH | $199.4M | 5 | Charles Schwab→ |
| A72 | JRP CAPITAL CORP CRD 106285 | OH | $108.5M | — | E*Trade→ |
| A72 | APPALACHIAN CAPITAL MANAGEMENT LTD CRD 120038 | OH | $175.3M | 2 | Charles Schwab→ |
| A72 | JCT INVESTMENT COUNSEL, INC. CRD 112571 | OH | $129.1M | 1 | Charles Schwab→ |
| A72 | ODA AND COMPANY, INC. CRD 119952 | OH | $125.6M | 2 | —→ |
| A72 | MCCORMACK FINANCIAL PLANNING INC. CRD 136857 | GA | $115.7M | 3 | Pershing→ |
| A72 | M3 WEALTH MANAGEMENT, LLC CRD 335612 | OH | $160.2M | 2 | Charles Schwab→ |
| A70 | NYE WEALTH MANAGEMENT LLC CRD 170415 | OH | $107.7M | — | Charles Schwab→ |
| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| A70 | LESJAK PLANNING, LLC CRD 110090 | OH | $396.0M | 5 | Charles Schwab→ |
| A70 | CARTER, TERRY & COMPANY, INC. CRD 16365 | GA | $104.0M | 32 | E*Trade→ |
| A69 | GEORGE M. HILLER COMPANIES, LLC CRD 112409 | GA | $183.0M | 5 | Charles Schwab→ |
| A69 | CHAPMAN & CHAPMAN ADVISORS LLC CRD 122655 | OH | $145.6M | 2 | Charles Schwab→ |
| A68 | ALDER FINANCIAL GROUP INC CRD 108837 | GA | $224.1M | 2 | Charles Schwab→ |
| A67 | ATLANTIS WEALTH ADVISORS LLC CRD 169956 | OH | $150.2M | 4 | E*Trade→ |
| A66 | FIRST CITY CAPITAL MANAGEMENT INC CRD 104780 | GA | $423.7M | 4 | Charles Schwab→ |
| A66 | THE PLANNER'S EDGE LLC CRD 114616 | WA | $178.7M | 3 | Charles Schwab→ |
| A66 | RARE WOLF CAPITAL LLC CRD 334465 | WA | $179.6M | 1 | Charles Schwab→ |
| A65 | RUNDE & CO. LLC CRD 106383 | WA | $209.5M | 2 | Charles Schwab→ |
| A65 | NEWPORT INVESTMENT ADVISORS INC CRD 113175 | OH | $198.0M | 2 | Fidelity→ |
| A65 | FINANCIAL ARCHITECTS, LLC CRD 116027 | GA | $199.2M | 3 | Charles Schwab→ |
| A65 | SCHMITT WEALTH ADVISERS, CORP. CRD 174958 | OH | $135.0M | 2 | Charles Schwab→ |
| A65 | POLARIS FINANCIAL PARTNERS, LLC CRD 299258 | OH | $226.0M | 2 | Charles Schwab→ |
| A65 | HALLETT INVESTMENTS, LLC CRD 306187 | WA | $157.9M | 5 | Charles Schwab→ |
| B64 | CAPITAL ENDURANCE GROUP, INC CRD 284793 | GA | $108.8M | 2 | Charles Schwab→ |
| B64 | VAWTER FINANCIAL LTD CRD 108830 | OH | $394.4M | 4 | Charles Schwab→ |
| B64 | PFW ADVISORS, LLC CRD 325119 | GA | $393.2M | 2 | Charles Schwab→ |
| B64 | MENCH FINANCIAL INC CRD 106689 | OH | $130.6M | 3 | E*Trade→ |
| B64 | SANDER CAPITAL ADVISORS, INC. CRD 112499 | WA | $210.0M | 2 | E*Trade→ |
| B64 | VORPAHL WING SECURITIES, INC. CRD 47548 | WA | $124.4M | 4 | E*Trade→ |
| B63 | LINX PARTNERS, LLC CRD 158607 | GA | $131.4M | — | JPMorgan→ |
| B63 | R. STEWART EADS INVESTMENT COUNSEL, INC. CRD 105524 | GA | $240.5M | 4 | Charles Schwab→ |
| B62 | JMK & ASSOCIATES, LLC CRD 312760 | WA | $268.4M | 1 | LPL Financial→ |
| B62 | CAPITAL MANAGEMENT ADVISORS INC CRD 110447 | GA | $52.0M | — | E*Trade→ |
