| A75 | BERKSHIRE ADVISORS, INC. CRD 122389 | PA | $97.1M | 2 | Charles Schwab→ |
| 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→ |
| B56 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B54 | NORDWAND INVESTMENTS, LLC CRD 323829 | PA | $44.7M | 2 | 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 | MCKINNEY CAPITAL, LLC CRD 315545 | AL | $91.0M | — | E*Trade→ |
| C44 | PROSPER WEALTH SOLUTIONS, LLC CRD 311144 | UT | $58.2M | 5 | Charles Schwab→ |
| C40 | GLOBAL BETA ADVISORS LLC CRD 298176 | PA | $28.8M | 1 | Wells Fargo→ |
| C39 | ONEASCENT CAPITAL LLC CRD 323220 | AL | $55.6M | 2 | E*Trade→ |
| C38 | SOULENCE WEALTH MANAGEMENT II LLC CRD 340580 | UT | $94.7M | 9 | —→ |
| C38 | XPONANCE ALTS SOLUTIONS, LLC CRD 314283 | PA | $92.3M | — | E*Trade→ |
| C34 | WEALTHFD LLC CRD 299248 | PA | $87.8M | 3 | Charles Schwab→ |
