| A90 | CONFIDENTIAL MANAGEMENT ADVISORS, INC. CRD 125936 | MI | $161.9M | 1 | Charles Schwab→ |
| A89 | THE MOORINGS GROUP, LLC CRD 129403 | GA | $439.6M | 2 | Fidelity→ |
| A84 | STEWARD CAPITAL MANAGEMENT, INC. CRD 104936 | MI | $95.1M | 1 | Charles Schwab→ |
| A84 | LORETTA NOLAN ASSOCIATES, LLC CRD 126468 | CT | $135.8M | 1 | 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→ |
| A79 | KRS CAPITAL MANAGEMENT, LLC CRD 142928 | MI | $188.9M | 1 | Charles Schwab→ |
| A78 | SCHWARZ INVESTMENT PARTNERS CRD 113556 | KS | $184.9M | 2 | Charles Schwab→ |
| A77 | GREYSTONE FINANCIAL GROUP, LLC CRD 306595 | MI | $494.9M | 4 | Charles Schwab→ |
| A75 | ASPETUCK FINANCIAL MANAGEMENT LLC CRD 134500 | CT | $178.3M | 1 | Charles Schwab→ |
| A75 | ALEXANDER CAPITAL ADVISORS, LLC CRD 140508 | CT | $104.2M | 1 | Charles Schwab→ |
| A74 | ST. JOHN & ASSOCIATES, INC. CRD 124778 | GA | $128.4M | 3 | E*Trade→ |
| A74 | OPTIMAL CAPITAL ADVISORS, LLC CRD 144719 | MI | $119.9M | 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→ |
| A72 | MCCORMACK FINANCIAL PLANNING INC. CRD 136857 | GA | $115.7M | 3 | Pershing→ |
| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A70 | CARTER, TERRY & COMPANY, INC. CRD 16365 | GA | $104.0M | 32 | E*Trade→ |
| A69 | SPECTRUM FINANCIAL RESOURCES, LLC CRD 127453 | MI | $235.3M | 5 | Charles Schwab→ |
| A69 | GEORGE M. HILLER COMPANIES, LLC CRD 112409 | GA | $183.0M | 5 | Charles Schwab→ |
| A69 | JOHN A. WOLFE & ASSOCIATES, INC. CRD 110799 | MI | $560.7M | 1 | Charles Schwab→ |
| A69 | JACK V. BUTTERFIELD INVESTMENT COMPANY CRD 3998 | MI | $157.6M | 8 | E*Trade→ |
| A68 | ALDER FINANCIAL GROUP INC CRD 108837 | GA | $224.1M | 2 | Charles Schwab→ |
| A68 | GLASS RETIREMENT STRATEGIES, INC. CRD 172610 | MI | $20.1M | 1 | E*Trade→ |
| A68 | DRUM HILL CAPITAL, LLC CRD 123359 | CT | $194.3M | 3 | E*Trade→ |
| A68 | RETIREMENT RESOURCES, LLC CRD 151889 | MI | $166.1M | 4 | E*Trade→ |
| A67 | DIASTOLE WEALTH MANAGEMENT, INC. CRD 111604 | CT | $396.0M | 9 | Charles Schwab→ |
| A67 | HERITAGE CAPITAL, LLC CRD 127650 | CT | $146.9M | 3 | E*Trade→ |
| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 2 | Raymond James→ |
| A66 | REITZ CAPITAL ADVISORS LLC CRD 167088 | MI | $103.4M | 1 | Charles Schwab→ |
| A66 | FIRST CITY CAPITAL MANAGEMENT INC CRD 104780 | GA | $423.7M | 4 | Charles Schwab→ |
| A66 | JFR FINANCIAL SERVICES, INC. CRD 124456 | MI | $276.6M | 2 | Fidelity→ |
| A66 | GRANITE ISLANDS PRIVATE WEALTH, LLC CRD 336263 | CT | $229.9M | 4 | E*Trade→ |
| A65 | DIAMANT ASSET MANAGEMENT, INC. CRD 107788 | CT | $211.5M | 4 | Fidelity→ |
| A65 | FINANCIAL ARCHITECTS, LLC CRD 116027 | GA | $199.2M | 3 | Charles Schwab→ |
| A65 | OLD OAK FINANCIAL PLANNING, INC. CRD 122500 | MI | $160.3M | 4 | Charles Schwab→ |
| B64 | CAPITAL ENDURANCE GROUP, INC CRD 284793 | GA | $108.8M | 2 | Charles Schwab→ |
| B64 | OFG FINANCIAL SERVICES, INC. CRD 23940 | KS | $271.0M | 50 | E*Trade→ |
| B64 | MILLER CAPITAL PARTNERS, INC. CRD 124489 | MI | $311.6M | 2 | Charles Schwab→ |
| B64 | PFW ADVISORS, LLC CRD 325119 | GA | $393.2M | 2 | Charles Schwab→ |
| B64 | P.A.W. CAPITAL PARTNERS, LP CRD 161094 | CT | $166.8M | — | Goldman Sachs→ |
| B63 | FAIRFIELD, BUSH & CO. CRD 105970 | CT | $589.0M | 3 | Charles Schwab→ |
| B63 | LINX PARTNERS, LLC CRD 158607 | GA | $131.4M | — | JPMorgan→ |
| B63 | LBB HOLDING COMPANY LLC CRD 282285 | CT | $199.5M | — | JPMorgan→ |
| B63 | BCK CAPITAL MANAGEMENT LP CRD 282798 | CT | $112.4M | — | Goldman Sachs→ |
| B63 | CRUISER CAPITAL ADVISORS, LLC CRD 168739 | CT | $104.4M | — | Pershing→ |
| B63 | HARTFORD FINANCIAL MANAGEMENT INC CRD 105039 | CT | $699.6M | 7 | Charles Schwab→ |
| B63 | R. STEWART EADS INVESTMENT COUNSEL, INC. CRD 105524 | GA | $240.5M | 4 | Charles Schwab→ |
| B62 | LONGWALL INVESTMENT PARTNERS, LLC CRD 324336 | CT | $428.2M | 3 | E*Trade→ |
| B62 | VISION INVESTMENT ADVISORS, LLC CRD 109621 | CT | $137.4M | 9 | Charles Schwab→ |