| A75 | BERKSHIRE ADVISORS, INC. CRD 122389 | PA | $97.1M | 2 | Charles Schwab→ |
| A65 | UNION STREET PARTNERS LLC CRD 156148 | VA | $86.3M | — | E*Trade→ |
| B64 | HUNTER MICHAEL INVESTMENT ADVISORS INC CRD 107884 | VA | $81.2M | 1 | E*Trade→ |
| B64 | XPS CAPITAL LLC CRD 311665 | VA | $95.3M | 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→ |
| B51 | ALBRIGHT CAPITAL MANAGEMENT LP CRD 133613 | VA | $49.8M | — | 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 | HERMITAGE WEALTH MANAGEMENT, INC. CRD 333235 | VA | $37.5M | 5 | E*Trade→ |
| C46 | GKFO, LLC CRD 151138 | PA | $33.6M | 1 | Charles Schwab→ |
| C44 | EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC CRD 291127 | VA | $91.7M | 2 | Charles Schwab→ |
| 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→ |
| 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→ |
| C32 | VANSHAP CAPITAL, LLC CRD 162206 | VA | $76.7M | 2 | E*Trade→ |
| C32 | THIRDLINE CAPITAL MANAGEMENT LLC CRD 314158 | VA | $64.3M | 1 | E*Trade→ |
