| A75 | BERKSHIRE ADVISORS, INC. CRD 122389 | PA | $97.1M | 2 | Charles Schwab→ |
| B60 | MITCHELL VAUGHT & TAYLOR INC CRD 106160 | IL | $42.4M | — | E*Trade→ |
| B60 | CRITERION AFRICA PARTNERS, INC CRD 291386 | MD | $85.9M | — | 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→ |
| B54 | NORDWAND INVESTMENTS, LLC CRD 323829 | PA | $44.7M | 2 | E*Trade→ |
| B54 | INSIGHT SECURITIES, INC. CRD 5611 | IL | $94.2M | 48 | E*Trade→ |
| B53 | AMERICAN FINANCIAL MANAGEMENT, LTD. CRD 111016 | MD | $31.6M | 2 | Charles Schwab→ |
| B50 | EMSTONE ADVISERS, LLC CRD 139061 | PA | $29.3M | — | E*Trade→ |
| C49 | MERION REALTY ADVISERS, LLC CRD 158507 | PA | $99.3M | — | E*Trade→ |
| C46 | GKFO, LLC CRD 151138 | PA | $33.6M | 1 | Charles Schwab→ |
| C46 | PROFIT INVESTMENT MANAGEMENT, LLC CRD 110294 | MD | $26.8M | — | E*Trade→ |
| C45 | QUINCY WELLS ADVISORS, LLC CRD 307477 | IL | $87.3M | 26 | E*Trade→ |
| C44 | FAIRWAY CAPITAL MANAGEMENT, LLC CRD 312918 | IL | $85.2M | — | Folio Institutional→ |
| C44 | BLUE MARLIN HOLDCO LLC CRD 313892 | MD | $52.7M | — | E*Trade→ |
| C42 | RAIL SPLITTER CAPITAL ADVISERS, LLC CRD 338780 | IL | $61.0M | — | E*Trade→ |
| C40 | GLOBAL BETA ADVISORS LLC CRD 298176 | PA | $28.8M | 1 | Wells Fargo→ |
| C40 | HERITAGE STRATEGIC WEALTH, LLC CRD 338025 | IL | $45.7M | 1 | Charles Schwab→ |
| C39 | EASTSPRING INVESTMENTS INCORPORATED CRD 169439 | IL | $49.7M | — | E*Trade→ |
| C38 | XPONANCE ALTS SOLUTIONS, LLC CRD 314283 | PA | $92.3M | — | E*Trade→ |
| C36 | CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC CRD 322813 | IL | $26.8M | — | E*Trade→ |
| C34 | WEALTHFD LLC CRD 299248 | PA | $87.8M | 3 | Charles Schwab→ |
