| A75 | BERKSHIRE ADVISORS, INC. CRD 122389 | PA | $97.1M | 2 | Charles Schwab→ |
| A74 | PORTFOLIO STRATEGIES INC CRD 104685 | WA | $50.2M | 3 | Charles Schwab→ |
| B62 | CAPITAL MANAGEMENT ADVISORS INC CRD 110447 | GA | $52.0M | — | E*Trade→ |
| B60 | BRUESKE ADVISORY SERVICES, LLC CRD 300689 | WA | $35.8M | 4 | E*Trade→ |
| B59 | PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC CRD 294016 | PA | $61.2M | 3 | E*Trade→ |
| B59 | COMPASS INVESTMENTS LLC CRD 141323 | PA | $93.2M | 4 | Charles Schwab→ |
| B57 | P3 ASSET MANAGEMENT, LLC CRD 327327 | WA | $40.3M | — | E*Trade→ |
| B54 | NORDWAND INVESTMENTS, LLC CRD 323829 | PA | $44.7M | 2 | E*Trade→ |
| B53 | KDHB V CAPITAL MANAGEMENT, LLC CRD 307182 | GA | $54.8M | — | E*Trade→ |
| B51 | INFINITY CREDIT ADVISORY, LLC CRD 331652 | GA | $53.5M | — | E*Trade→ |
| B50 | EMSTONE ADVISERS, LLC CRD 139061 | PA | $29.3M | — | E*Trade→ |
| C49 | MERION REALTY ADVISERS, LLC CRD 158507 | PA | $99.3M | — | E*Trade→ |
| C48 | CONCOURSE CAPITAL ADVISORS, LLC CRD 336424 | GA | $36.1M | — | E*Trade→ |
| C46 | GKFO, LLC CRD 151138 | PA | $33.6M | 1 | Charles Schwab→ |
| C40 | GLOBAL BETA ADVISORS LLC CRD 298176 | PA | $28.8M | 1 | Wells Fargo→ |
| C38 | XPONANCE ALTS SOLUTIONS, LLC CRD 314283 | PA | $92.3M | — | E*Trade→ |
| C34 | GLOBAL INVESTMENT ADVISORY LLC CRD 310305 | GA | $71.8M | 9 | Charles Schwab→ |
| C34 | WEALTHFD LLC CRD 299248 | PA | $87.8M | 3 | Charles Schwab→ |
| C34 | AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. CRD 110117 | WA | $41.3M | 5 | E*Trade→ |
| C32 | VITA PLANNING GROUP LLC CRD 312323 | WA | $83.7M | 3 | Charles Schwab→ |
| C16 | COLLECTIVE WEALTH PARTNERS, LLC CRD 317519 | GA | $59.9M | 4 | Charles Schwab→ |
