| B58 | FINANCIAL INTEGRITY ADVISORS, LLC CRD 130458 | PA | $3.96B | 1 | E*Trade→ |
| B57 | SENTRY MANAGEMENT INC CRD 107379 | TX | $5.44B | 3 | E*Trade→ |
| B57 | NORDWAND ADVISORS, LLC CRD 322936 | PA | $3.97B | 8 | Charles Schwab→ |
| B57 | TOWER BRIDGE ADVISORS, INC. CRD 115700 | PA | $1.49B | 6 | Goldman Sachs→ |
| B56 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B54 | TREBUCHET CONSULTING, LLC CRD 166645 | PA | $1.08B | 4 | Fidelity→ |
| B54 | TWEEDY, BROWNE COMPANY LLC CRD 6857 | CT | $7.13B | 9 | BNY Mellon→ |
| B54 | ROGERS WEALTH GROUP, INC. CRD 107409 | TX | $1.04B | 8 | Charles Schwab→ |
| B53 | CLARK CAPITAL MANAGEMENT GROUP INC CRD 104796 | PA | $35.69B | 1 | E*Trade→ |
| B52 | GARDNER RUSSO & QUINN LLC CRD 106114 | PA | $9.45B | — | Pershing→ |
| B52 | CUSHING ASSET MANAGEMENT, LP CRD 131517 | TX | $1.75B | 1 | Goldman Sachs→ |
| B52 | OXBOW ADVISORS, LLC CRD 156393 | TX | $2.46B | 11 | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| B51 | STERLING INVESTMENT ADVISORS LTD. CRD 140710 | PA | $1.08B | 6 | Charles Schwab→ |
| B50 | BALEFIRE, LLC CRD 168733 | TX | $1.99B | 38 | Charles Schwab→ |
| C50 | HARVEST FUND ADVISORS LLC CRD 154425 | PA | $8.13B | — | JPMorgan→ |
| C50 | FIRST ENDOWMENT DEVELOPMENT CORP CRD 105335 | TX | $2.80B | 13 | Charles Schwab→ |
| C49 | VALLEY NATIONAL ADVISERS INC CRD 110788 | PA | $1.31B | 14 | E*Trade→ |
| C49 | BOURGEON CAPITAL MANAGEMENT LLC CRD 108054 | CT | $1.07B | 4 | Charles Schwab→ |
| C48 | HOLT CAPITAL ADVISORS, L.L.C. CRD 117863 | TX | $1.09B | 1 | Charles Schwab→ |
| C48 | MCGOWAN GROUP ASSET MANAGEMENT, INC. CRD 154127 | TX | $1.08B | 7 | Pershing→ |
| C48 | EAGLE GLOBAL ADVISORS LLC CRD 107306 | TX | $3.10B | 8 | Fidelity→ |
| C48 | RPOA ADVISORS, INC. CRD 157222 | TX | $3.59B | 37 | Pershing→ |
| C47 | CRAMER ROSENTHAL MCGLYNN LLC CRD 107911 | CT | $2.27B | — | E*Trade→ |
| C47 | CLEARVIEW FINANCIAL PARTNERS, LLC CRD 286168 | PA | $1.06B | 6 | Charles Schwab→ |
| C47 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 10 | Charles Schwab→ |
| C47 | STILLWATER CAPITAL ADVISORS, LLC CRD 149946 | PA | $1.34B | 4 | E*Trade→ |
| C46 | WARWICK INVESTMENT MANAGEMENT, INC. CRD 105951 | TX | $2.48B | 4 | Charles Schwab→ |
| C46 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CRD 134184 | PA | $1.12B | 11 | Charles Schwab→ |
| C46 | HODGES CAPITAL MANAGEMENT INC CRD 110080 | TX | $1.24B | 10 | Wells Fargo→ |
| C46 | PROWELL FINANCIAL MANAGEMENT, LLC CRD 281762 | PA | $6.86B | 3 | Charles Schwab→ |
| C46 | PENN CAPITAL MANAGEMENT COMPANY, LLC CRD 105081 | PA | $1.94B | 1 | E*Trade→ |
| C46 | K2/D&S MANAGEMENT CO., L.L.C. CRD 123826 | CT | $6.53B | — | BNY Mellon→ |
| C46 | CR GROUP L.P. CRD 132967 | TX | $2.21B | 1 | E*Trade→ |
| C46 | KENSICO CAPITAL MANAGEMENT CORP. CRD 157934 | CT | $7.88B | — | Goldman Sachs→ |
| C46 | FORESTER CAPITAL, L.L.C. CRD 160806 | CT | $1.07B | — | State Street→ |
| C45 | BEIRNE WEALTH CONSULTING SERVICES, LLC CRD 167103 | CT | $1.37B | 4 | E*Trade→ |
| C45 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CRD 138638 | PA | $9.57B | 23 | Charles Schwab→ |
| C45 | PARKWAY WEALTH MANAGEMENT GROUP, LLC CRD 333971 | TX | $1.22B | 18 | Raymond James→ |
| C44 | UNITED CAPITAL FINANCIAL ADVISORS, LLC CRD 134600 | TX | $24.65B | 50 | Charles Schwab→ |
| C44 | VERBENA VALUE LP CRD 337379 | CT | $1.00B | — | E*Trade→ |
| C44 | DINUZZO PRIVATE WEALTH, INC. CRD 112778 | PA | $1.18B | 10 | Charles Schwab→ |
| C44 | MAIN STREET RESEARCH LLC CRD 114629 | CT | $2.68B | 17 | Charles Schwab→ |
| C44 | ISC ADVISORS, INC. CRD 166586 | TX | $1.62B | 28 | Charles Schwab→ |
| C44 | DURATION ASSET MANAGEMENT, LLC CRD 298651 | TX | $1.58B | 3 | Interactive Brokers→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C44 | SAROFIM REALTY ADVISORS LLC CRD 106931 | TX | $1.16B | — | Wells Fargo→ |
| C44 | CZECH ASSET MANAGEMENT, L.P. CRD 159308 | CT | $1.48B | — | U.S. Bank→ |
| C44 | EDGE NATURAL RESOURCES LLC CRD 230787 | TX | $1.02B | — | E*Trade→ |
| C44 | CHADDS FORD WEALTH PARTNERS, LLC CRD 304159 | PA | $1.33B | 2 | E*Trade→ |