| A75 | BERKSHIRE ADVISORS, INC. CRD 122389 | PA | $97.1M | 2 | Charles Schwab→ |
| A75 | FBD ASSET MGMT, LLC CRD 307216 | MN | $76.8M | 1 | Charles Schwab→ |
| B60 | CRITERION AFRICA PARTNERS, INC CRD 291386 | MD | $85.9M | — | E*Trade→ |
| B59 | FIRST ASSOCIATED INVESTMENT ADVISORS, INC. CRD 113086 | MN | $52.2M | 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→ |
| B54 | NORDWAND INVESTMENTS, LLC CRD 323829 | PA | $44.7M | 2 | E*Trade→ |
| B54 | NORTHERN PACIFIC GROUP, L.P. CRD 299012 | MN | $58.6M | — | E*Trade→ |
| B53 | AMERICAN FINANCIAL MANAGEMENT, LTD. CRD 111016 | MD | $31.6M | 2 | Charles Schwab→ |
| B52 | NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC CRD 173350 | MN | $58.6M | — | 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→ |
| C46 | GKFO, LLC CRD 151138 | PA | $33.6M | 1 | Charles Schwab→ |
| C46 | PROFIT INVESTMENT MANAGEMENT, LLC CRD 110294 | MD | $26.8M | — | E*Trade→ |
| C46 | CONTEGO CAPITAL GROUP, INC. CRD 128518 | MN | $88.0M | 9 | Fidelity→ |
| C46 | INTELLIGENT ALPHA LLC CRD 332518 | MN | $27.0M | 1 | E*Trade→ |
| C44 | BLUE MARLIN HOLDCO LLC CRD 313892 | MD | $52.7M | — | E*Trade→ |
| C40 | GLOBAL BETA ADVISORS LLC CRD 298176 | PA | $28.8M | 1 | Wells Fargo→ |
| C38 | STEBEN & COMPANY, LLC CRD 117808 | MN | $69.2M | — | E*Trade→ |
| C38 | XPONANCE ALTS SOLUTIONS, LLC CRD 314283 | PA | $92.3M | — | E*Trade→ |
| C34 | WEALTHFD LLC CRD 299248 | PA | $87.8M | 3 | Charles Schwab→ |
