| A73 | WHALEN CAPITAL, INC. CRD 130016 | WI | $75.1M | 8 | E*Trade→ |
| A70 | HMS FINANCIAL SERVICES, LLC CRD 131569 | SC | $118.5M | 1 | E*Trade→ |
| A70 | HEALTHVIEW ASSET MANAGEMENT, INC. CRD 141884 | PA | $104.4M | 4 | E*Trade→ |
| A68 | MATTHEW 25 MANAGEMENT CORP CRD 104566 | PA | $315.9M | — | E*Trade→ |
| A68 | EMERALD SEPARATE ACCOUNT MANAGEMENT LLC CRD 150202 | PA | $21.3M | — | E*Trade→ |
| A66 | YON DRAKE & ASSOCIATES INC CRD 111491 | SC | $304.7M | 2 | E*Trade→ |
| B65 | MALVERN CAPITAL MANAGEMENT, LLC CRD 292396 | PA | $258.1M | 4 | E*Trade→ |
| B64 | FOUNDATION CAPITAL MANAGEMENT, LLC CRD 142659 | PA | $243.8M | 2 | E*Trade→ |
| B63 | BRICKELL KEY ASSET MANAGEMENT LLC CRD 295209 | SC | $119.9M | — | E*Trade→ |
| B62 | CMG CAPITAL MANAGEMENT GROUP, INC. CRD 110750 | PA | $256.5M | 2 | E*Trade→ |
| B61 | LIBERTY ASSET MANAGEMENT, LLC CRD 142094 | PA | $141.0M | 5 | E*Trade→ |
| B60 | NESTLERODE & LOY, INC. CRD 2907 | PA | $199.1M | 4 | E*Trade→ |
| B60 | THE CAVANAUGH GROUP INC CRD 105931 | SC | $485.7M | 2 | E*Trade→ |
| B59 | STERLING CAPITAL MANAGEMENT INC CRD 106822 | WI | $296.9M | 2 | E*Trade→ |
| B59 | BOWSIDE CAPITAL, LLC CRD 170509 | SC | $230.2M | — | E*Trade→ |
| B59 | PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC CRD 294016 | PA | $61.2M | 3 | E*Trade→ |
| B59 | BRICK & KYLE ASSOCIATES INC CRD 107771 | PA | $491.7M | 5 | E*Trade→ |
| B59 | JOHN F SUBY WEALTH MANAGEMENT LLC CRD 150824 | WI | $464.9M | 3 | E*Trade→ |
| B58 | IMPRINT WEALTH LLC CRD 322130 | SC | $131.6M | 2 | E*Trade→ |
| B58 | FINANCIAL INTEGRITY ADVISORS, LLC CRD 130458 | PA | $3.96B | 1 | E*Trade→ |
| B58 | PF ADVISORS, LLC CRD 277156 | PA | $238.4M | 1 | E*Trade→ |
| B57 | GENEVA PARTNERS, LLC CRD 130768 | WI | $423.6M | 9 | E*Trade→ |
| B57 | UNIPLAN INVESTMENT COUNSEL, INC. CRD 154718 | WI | $1.04B | 3 | E*Trade→ |
| B56 | CRESAP, INC. CRD 25899 | PA | $339.0M | 17 | E*Trade→ |
| B56 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CRD 332731 | WI | $168.2M | 3 | E*Trade→ |
| B56 | HERSHEY FINANCIAL ADVISERS, LLC CRD 149907 | PA | $151.7M | 4 | E*Trade→ |
| B56 | PRIMETRUST ADVISORS LLC CRD 141625 | SC | $421.6M | 2 | E*Trade→ |
| B56 | MINERVA ADVISORS LLC CRD 161408 | PA | $321.0M | — | E*Trade→ |
| B55 | TWIN CAPITAL MANAGEMENT INC CRD 104748 | PA | $837.8M | — | E*Trade→ |
| B55 | DREXEL MORGAN & CO. CRD 151053 | PA | $607.0M | 2 | E*Trade→ |
| B55 | H. C. DENISON CO. CRD 1628 | WI | $310.0M | 4 | E*Trade→ |
| B55 | PERSIMMON CAPITAL MANAGEMENT, LP CRD 334563 | PA | $368.5M | 3 | E*Trade→ |
| B55 | OXFORD REAL ESTATE ADVISORS INC CRD 107209 | PA | $116.9M | — | E*Trade→ |
| B55 | IVY EVERGREEN, LLC CRD 324430 | SC | $155.0M | — | E*Trade→ |
| B55 | BRYAN ADVISORY SERVICES, LLC CRD 153659 | PA | $2.4M | 1 | E*Trade→ |
| B54 | ALPHA INVESTMENT CONSULTING GROUP, LLC CRD 139721 | WI | $713.6M | 3 | E*Trade→ |
| B54 | NORDWAND INVESTMENTS, LLC CRD 323829 | PA | $44.7M | 2 | E*Trade→ |
| B53 | MAINLINE INVESTMENT ADVISERS, LLC CRD 159045 | PA | $109.9M | 2 | E*Trade→ |
| B53 | TLC GROUP INVESTMENT ADVISORS, LLC CRD 137814 | PA | $168.4M | 2 | E*Trade→ |
| B53 | BRANDYWINE ASSET MANAGEMENT, INC CRD 307564 | PA | $150.0M | — | E*Trade→ |
| B53 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC CRD 292786 | WI | $81.7M | — | E*Trade→ |
| B53 | CLARK CAPITAL MANAGEMENT GROUP INC CRD 104796 | PA | $35.69B | 1 | E*Trade→ |
| B52 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC CRD 326646 | WI | $83.7M | — | E*Trade→ |
| B52 | ARBA CREDIT MANAGEMENT, L.P. CRD 304734 | PA | $289.1M | — | E*Trade→ |
| B52 | WEALTHTRUST AXIOM, LLC CRD 145186 | PA | $899.6M | 5 | E*Trade→ |
| B51 | CGI PLAN ADVISORS, INC. CRD 311275 | PA | $261.0M | 2 | E*Trade→ |
| B50 | EMSTONE ADVISERS, LLC CRD 139061 | PA | $29.3M | — | E*Trade→ |
| B50 | SQN VENTURE PARTNERS, LLC CRD 301483 | SC | $137.3M | — | E*Trade→ |
| C50 | PALLADIEM LLC CRD 158989 | PA | $114.5M | — | E*Trade→ |
| C49 | VALLEY NATIONAL ADVISERS INC CRD 110788 | PA | $1.31B | 14 | E*Trade→ |