| B58 | FINANCIAL INTEGRITY ADVISORS, LLC CRD 130458 | PA | $3.96B | 1 | 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→ |
| B54 | PRUDENT INVESTOR ADVISORS, LLC CRD 121922 | CA | $1.30B | 4 | E*Trade→ |
| B54 | TREBUCHET CONSULTING, LLC CRD 166645 | PA | $1.08B | 4 | Fidelity→ |
| B53 | CLARK CAPITAL MANAGEMENT GROUP INC CRD 104796 | PA | $35.69B | 1 | E*Trade→ |
| B52 | ADELANTE CAPITAL MANAGEMENT LLC CRD 107382 | CA | $1.49B | — | Charles Schwab→ |
| B52 | GARDNER RUSSO & QUINN LLC CRD 106114 | PA | $9.45B | — | Pershing→ |
| B52 | MEDIQUS ASSET ADVISORS INC CRD 107694 | IL | $1.46B | 5 | Charles Schwab→ |
| B51 | STERLING INVESTMENT ADVISORS LTD. CRD 140710 | PA | $1.08B | 6 | Charles Schwab→ |
| B50 | CHECK CAPITAL MANAGEMENT INC CRD 107058 | CA | $2.37B | 9 | Charles Schwab→ |
| B50 | CENTAURUS FINANCIAL, INC. CRD 30833 | CA | $7.34B | 50 | Charles Schwab→ |
| C50 | HARVEST FUND ADVISORS LLC CRD 154425 | PA | $8.13B | — | JPMorgan→ |
| C50 | FLEXPATH STRATEGIES LLC CRD 174306 | CA | $2.91B | 3 | E*Trade→ |
| C50 | PENCE CAPITAL MANAGEMENT, LLC CRD 281739 | CA | $1.54B | 6 | E*Trade→ |
| C49 | ARTHUR M. COHEN & ASSOCIATES LLC CRD 105894 | IL | $1.11B | 3 | Charles Schwab→ |
| C49 | VALLEY NATIONAL ADVISERS INC CRD 110788 | PA | $1.31B | 14 | E*Trade→ |
| C49 | GOULD ASSET MANAGEMENT LLC CRD 113098 | CA | $1.03B | 11 | E*Trade→ |
| C48 | AFFINITY INVESTMENT ADVISORS, LLC CRD 108278 | CA | $1.16B | 1 | Charles Schwab→ |
| C48 | EVERETT HARRIS & CO CRD 106830 | CA | $11.53B | 10 | Charles Schwab→ |
| C48 | LEGATO CAPITAL MANAGEMENT, LLC CRD 131704 | CA | $1.26B | 1 | E*Trade→ |
| C48 | AMI ASSET MANAGEMENT CORP CRD 110291 | CA | $1.93B | 9 | Charles Schwab→ |
| C47 | PACIFIC INCOME ADVISERS INC CRD 104719 | CA | $2.25B | 5 | Wells Fargo→ |
| C47 | NAVIGATION GROUP LLC CRD 130982 | CA | $1.01B | 3 | LPL Financial→ |
| C47 | CLEARVIEW FINANCIAL PARTNERS, LLC CRD 286168 | PA | $1.06B | 6 | Charles Schwab→ |
| C47 | HOWARD CAPITAL MANAGEMENT GROUP, LLC CRD 310510 | CA | $2.56B | 3 | Charles Schwab→ |
| C47 | NEUMEIER POMA INVESTMENT COUNSEL LLC CRD 110672 | CA | $1.09B | — | Charles Schwab→ |
| C47 | STILLWATER CAPITAL ADVISORS, LLC CRD 149946 | PA | $1.34B | 4 | E*Trade→ |
| C46 | RICE HALL JAMES & ASSOCIATES LLC CRD 125410 | CA | $1.74B | 6 | State Street→ |
| C46 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CRD 134184 | PA | $1.12B | 11 | Charles Schwab→ |
| C46 | PROWELL FINANCIAL MANAGEMENT, LLC CRD 281762 | PA | $6.86B | 3 | Charles Schwab→ |
| C46 | SP ASSET MANAGEMENT LLC CRD 323369 | CA | $1.90B | 3 | Fidelity→ |
| C46 | ICG ADVISORS, LLC CRD 148066 | CA | $7.93B | 1 | E*Trade→ |
| C46 | PENN CAPITAL MANAGEMENT COMPANY, LLC CRD 105081 | PA | $1.94B | 1 | E*Trade→ |
| C46 | PACIFIC LIFE FUND ADVISORS LLC CRD 105169 | CA | $42.81B | — | BNY Mellon→ |
| C45 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CRD 108102 | CA | $2.03B | — | Charles Schwab→ |
| C45 | ARISTOTLE INVESTMENT SERVICES, LLC CRD 324207 | CA | $16.50B | — | Charles Schwab→ |
| C45 | FIRST FOUNDATION ADVISORS CRD 106075 | CA | $5.06B | 25 | Charles Schwab→ |
| C45 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CRD 138638 | PA | $9.57B | 23 | Charles Schwab→ |
| C45 | WESTERN ASSET MANAGEMENT COMPANY, LLC CRD 110441 | CA | $184.99B | — | BNY Mellon→ |
| C44 | URBAN FINANCIAL ADVISORY CORP CRD 110057 | IL | $1.28B | 3 | E*Trade→ |
| C44 | ALMITAS CAPITAL LLC CRD 166705 | CA | $1.07B | — | Fidelity→ |
| C44 | PRIVATE MANAGEMENT GROUP INC CRD 104707 | CA | $4.90B | 28 | Charles Schwab→ |
| C44 | COZAD ASSET MANAGEMENT INC CRD 104764 | IL | $2.62B | 20 | Pershing→ |
| C44 | EMBREE FINANCIAL GROUP CRD 108233 | IL | $2.64B | 14 | Charles Schwab→ |
| C44 | DINUZZO PRIVATE WEALTH, INC. CRD 112778 | PA | $1.18B | 10 | Charles Schwab→ |
| C44 | SIGNATURE INVESTMENT ADVISORS, LLC CRD 160715 | CA | $6.76B | 13 | Charles Schwab→ |
| C44 | R SQUARED BM LLC CRD 308920 | CA | $3.35B | 4 | State Street→ |
| C44 | EQUITY INTERNATIONAL MANAGEMENT, LLC CRD 156961 | IL | $1.40B | — | Folio Institutional→ |
| C44 | CHADDS FORD WEALTH PARTNERS, LLC CRD 304159 | PA | $1.33B | 2 | E*Trade→ |
