| A89 | THE MOORINGS GROUP, LLC CRD 129403 | GA | $439.6M | 2 | Fidelity→ |
| 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 | 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→ |
| A74 | ST. JOHN & ASSOCIATES, INC. CRD 124778 | GA | $128.4M | 3 | E*Trade→ |
| A74 | LESA SROUFE & COMPANY, INC. CRD 130232 | WA | $207.3M | 4 | E*Trade→ |
| A74 | PORTFOLIO STRATEGIES INC CRD 104685 | WA | $50.2M | 3 | Charles Schwab→ |
| A74 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | Fidelity→ |
| 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 | WHALEN CAPITAL, INC. CRD 130016 | WI | $75.1M | 8 | E*Trade→ |
| A72 | BRIDGELIGHT CAPITAL LLC CRD 154920 | AZ | $136.4M | 3 | Charles Schwab→ |
| A72 | MCCORMACK FINANCIAL PLANNING INC. CRD 136857 | GA | $115.7M | 3 | Pershing→ |
| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| A70 | ALLIED PORTFOLIO MANAGEMENT, INC. CRD 113809 | AZ | $240.2M | 1 | E*Trade→ |
| A70 | CARTER, TERRY & COMPANY, INC. CRD 16365 | GA | $104.0M | 32 | E*Trade→ |
| A70 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CRD 106288 | WI | $252.3M | 3 | Charles Schwab→ |
| A69 | GEORGE M. HILLER COMPANIES, LLC CRD 112409 | GA | $183.0M | 5 | Charles Schwab→ |
| A69 | TITAN MANAGERS, LLC CRD 319447 | AZ | $84.2M | 2 | Charles Schwab→ |
| A68 | ALDER FINANCIAL GROUP INC CRD 108837 | GA | $224.1M | 2 | Charles Schwab→ |
| A68 | CAPITAL WEALTH ADVISORS, LTD. CRD 155263 | WI | $126.1M | 1 | Charles Schwab→ |
| A68 | FINANCIAL PLANNING FIRST, LLC CRD 319273 | AZ | $113.9M | 3 | Charles Schwab→ |
| A67 | FINANCIAL SERVICE GROUP INC CRD 107893 | WI | $215.0M | 3 | Charles Schwab→ |
| A66 | FIRST CITY CAPITAL MANAGEMENT INC CRD 104780 | GA | $423.7M | 4 | Charles Schwab→ |
| A66 | LANE BROTHERS & CO INC CRD 105968 | AZ | $240.1M | 5 | 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 | HILLSPRING FINANCIAL, INC. CRD 113938 | AZ | $186.0M | 10 | Charles Schwab→ |
| A65 | FINANCIAL ARCHITECTS, LLC CRD 116027 | GA | $199.2M | 3 | Charles Schwab→ |
| A65 | MCKINLEY MONEY, LLC CRD 145571 | WI | $163.7M | 2 | Charles Schwab→ |
| A65 | IMMACULATE WEALTH MANAGEMENT, LLC CRD 167657 | AZ | $140.8M | 2 | Charles Schwab→ |
| A65 | HALLETT INVESTMENTS, LLC CRD 306187 | WA | $157.9M | 5 | Charles Schwab→ |
| A65 | GLOBAL PORTFOLIO SOLUTIONS, INC. CRD 333381 | AZ | $127.7M | 2 | Fidelity→ |
| B65 | DYNAMIC WEALTH ADVISORS CRD 169792 | AZ | $140.1M | 4 | Charles Schwab→ |
| B64 | CAPITAL ENDURANCE GROUP, INC CRD 284793 | GA | $108.8M | 2 | Charles Schwab→ |
| B64 | SARATOGA CAPITAL MANAGEMENT, LLC CRD 112021 | AZ | $138.8M | 1 | E*Trade→ |
| B64 | PFW ADVISORS, LLC CRD 325119 | GA | $393.2M | 2 | Charles Schwab→ |
| B64 | SANDER CAPITAL ADVISORS, INC. CRD 112499 | WA | $210.0M | 2 | E*Trade→ |
| B64 | WJ WEALTH MANAGEMENT, LLC CRD 170181 | AZ | $261.5M | 2 | LPL Financial→ |
| B64 | VORPAHL WING SECURITIES, INC. CRD 47548 | WA | $124.4M | 4 | E*Trade→ |
| B63 | PROFOCUS, INCORPORATED CRD 113954 | AZ | $156.5M | 14 | Charles Schwab→ |
| B63 | LINX PARTNERS, LLC CRD 158607 | GA | $131.4M | — | JPMorgan→ |
| B63 | BASELINE PARTNERS LLC CRD 301762 | AZ | $75.3M | — | E*Trade→ |
| B63 | AMERICAN INVESTMENT ADVISORS INC CRD 104579 | WI | $137.9M | — | Charles Schwab→ |
| B63 | R. STEWART EADS INVESTMENT COUNSEL, INC. CRD 105524 | GA | $240.5M | 4 | Charles Schwab→ |
| B63 | FINANCIAL LIFE PLANNERS LLC CRD 129415 | AZ | $208.4M | 4 | Fidelity→ |
| B62 | CENTRAL WEALTH MANAGEMENT LLC CRD 293172 | WI | $136.8M | 1 | Charles Schwab→ |
| B62 | LASALLE INVESTMENT ADVISORS, INC. CRD 109303 | WI | $133.6M | 5 | —→ |
