| B61 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. CRD 114922 | MA | $2.84B | 1 | E*Trade→ |
| 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 | TREBUCHET CONSULTING, LLC CRD 166645 | PA | $1.08B | 4 | Fidelity→ |
| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| 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 | THE DE BURLO GROUP, INC. CRD 153435 | MA | $1.13B | 4 | Charles Schwab→ |
| B51 | STERLING INVESTMENT ADVISORS LTD. CRD 140710 | PA | $1.08B | 6 | Charles Schwab→ |
| C50 | HARVEST FUND ADVISORS LLC CRD 154425 | PA | $8.13B | — | JPMorgan→ |
| C50 | PEAR TREE ADVISORS, INC. CRD 104576 | MA | $3.09B | 2 | E*Trade→ |
| C50 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | Charles Schwab→ |
| C50 | SHEPHERD FINANCIAL PARTNERS, LLC CRD 169093 | MA | $1.38B | 8 | LPL Financial→ |
| C50 | ARISTOTLE CAPITAL BOSTON, LLC CRD 173198 | MA | $1.83B | 2 | State Street→ |
| C49 | VALLEY NATIONAL ADVISERS INC CRD 110788 | PA | $1.31B | 14 | E*Trade→ |
| C49 | MINOT DEBLOIS ADVISORS LLC CRD 140170 | MA | $2.04B | 1 | Fidelity→ |
| C48 | ANCHOR CAPITAL ADVISORS LLC CRD 105540 | MA | $2.37B | 17 | LPL Financial→ |
| C47 | CLEARVIEW FINANCIAL PARTNERS, LLC CRD 286168 | PA | $1.06B | 6 | Charles Schwab→ |
| C47 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC CRD 141573 | MA | $2.11B | 4 | E*Trade→ |
| C47 | STILLWATER CAPITAL ADVISORS, LLC CRD 149946 | PA | $1.34B | 4 | E*Trade→ |
| C46 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC CRD 105004 | MA | $1.21B | 4 | Charles Schwab→ |
| C46 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CRD 134184 | PA | $1.12B | 11 | Charles Schwab→ |
| C46 | E.P.G., INCORPORATED CRD 106821 | MA | $3.20B | 4 | E*Trade→ |
| 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→ |
| C45 | SVB WEALTH LLC CRD 172832 | MA | $3.10B | 50 | Charles Schwab→ |
| C45 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CRD 138638 | PA | $9.57B | 23 | Charles Schwab→ |
| C45 | BIRCH HILL INVESTMENT ADVISORS LLC CRD 143750 | MA | $2.95B | 9 | Charles Schwab→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C44 | DINUZZO PRIVATE WEALTH, INC. CRD 112778 | PA | $1.18B | 10 | Charles Schwab→ |
| C44 | WAINWRIGHT INVESTMENT COUNSEL LLC CRD 108711 | MA | $5.52B | 12 | E*Trade→ |
| C44 | GLADIUS CAPITAL MANAGEMENT LP CRD 152023 | UT | $2.88B | — | Wells Fargo→ |
| C44 | OLD IRONSIDES ENERGY, LLC CRD 168670 | MA | $1.21B | — | E*Trade→ |
| C44 | CHADDS FORD WEALTH PARTNERS, LLC CRD 304159 | PA | $1.33B | 2 | E*Trade→ |
| C43 | STANLEY-LAMAN GROUP LTD. CRD 112112 | PA | $1.02B | 3 | Charles Schwab→ |
| C43 | RODGERS BROTHERS, INC. CRD 16197 | PA | $1.04B | 9 | Charles Schwab→ |
| C43 | CONNORS INVESTOR SERVICES INC CRD 106993 | PA | $1.28B | 10 | Charles Schwab→ |
| C43 | STALEY CAPITAL ADVISERS INC CRD 107118 | PA | $3.11B | 10 | Charles Schwab→ |
| C43 | AMERICAN INVESTMENT SERVICES INC CRD 110043 | MA | $1.07B | 6 | Charles Schwab→ |
| C43 | NORTHEAST FINANCIAL GROUP, INC. CRD 122609 | PA | $1.44B | 1 | Charles Schwab→ |
| C43 | LMCG INVESTMENTS, LLC CRD 149936 | MA | $6.83B | 9 | Charles Schwab→ |
| C42 | HENRY H. ARMSTRONG ASSOCIATES, INC. CRD 105510 | PA | $1.23B | 3 | Charles Schwab→ |
| C42 | WHARTON BUSINESS GROUP, LLC CRD 133722 | PA | $4.57B | 4 | Charles Schwab→ |
| C42 | PAR CAPITAL MANAGEMENT, INC. CRD 156596 | MA | $1.47B | — | Fidelity→ |
| C42 | RETIREMENT RESOURCES INVESTMENT CORPORATION CRD 47723 | MA | $2.44B | 2 | Fidelity→ |
| C42 | PORTOLAN CAPITAL MANAGEMENT, LLC CRD 157542 | MA | $2.02B | — | BNY Mellon→ |
| C42 | THE BAUPOST GROUP, L.L.C. CRD 109530 | MA | $24.68B | — | State Street→ |
| C42 | SAFFORD NICHOLAS H & CO INC CRD 104740 | MA | $1.80B | 4 | E*Trade→ |
| C42 | JACOBI CAPITAL MANAGEMENT, LLC CRD 147663 | PA | $2.64B | 30 | LPL Financial→ |
