| A75 | BERKSHIRE ADVISORS, INC. CRD 122389 | PA | $97.1M | 2 | Charles Schwab→ |
| A74 | GARRETT NAGLE & CO., INC. CRD 7071 | MA | $98.4M | 2 | E*Trade→ |
| A68 | TIMBUKTU CAPITAL MANAGEMENT, LLC CRD 131084 | MA | $98.6M | 1 | Charles Schwab→ |
| A66 | ENTREPRENEURSHARES LLC CRD 153615 | MA | $50.4M | 1 | E*Trade→ |
| A65 | FAMILY PARTNERS CAPITAL, LLC CRD 304176 | MA | $92.3M | 2 | Charles Schwab→ |
| B60 | SEAPORT GLOBAL ADVISORS, LLC CRD 154287 | MA | $46.3M | 1 | 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→ |
| B58 | MAP FUNDS MANAGEMENT, LLC CRD 165979 | MA | $25.8M | — | E*Trade→ |
| B54 | NORDWAND INVESTMENTS, LLC CRD 323829 | PA | $44.7M | 2 | E*Trade→ |
| B52 | EMERY PARTNERS, LLC CRD 336787 | MA | $78.4M | 2 | E*Trade→ |
| B52 | DISCIPLINED ALPHA LLC CRD 167254 | MA | $36.9M | — | Charles Schwab→ |
| B51 | EASTWARD CAPITAL PARTNERS, LLC CRD 161422 | MA | $96.0M | — | E*Trade→ |
| B50 | EMSTONE ADVISERS, LLC CRD 139061 | PA | $29.3M | — | E*Trade→ |
| C50 | ABRY PARTNERS, LLC CRD 161153 | MA | $69.3M | — | E*Trade→ |
| C49 | WINTHROP CAPITAL ADVISORS, LLC CRD 289487 | MA | $82.4M | — | JPMorgan→ |
| C49 | MERION REALTY ADVISERS, LLC CRD 158507 | PA | $99.3M | — | E*Trade→ |
| C49 | ALGORITHMIC INVESTMENT MODELS, LLC CRD 306354 | MA | $87.8M | 7 | LPL Financial→ |
| C47 | USA MUTUALS ADVISORS, INC. CRD 131750 | MA | $73.7M | 1 | E*Trade→ |
| C47 | RNC RIA LLC CRD 336740 | MA | $50.6M | 13 | Charles Schwab→ |
| 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 | WEALTHFD LLC CRD 299248 | PA | $87.8M | 3 | Charles Schwab→ |
| C29 | SAVVI FINANCIAL LLC CRD 169196 | MA | $44.7M | 6 | Charles Schwab→ |
