| A70 | HEALTHVIEW ASSET MANAGEMENT, INC. CRD 141884 | PA | $104.4M | 4 | E*Trade→ |
| A69 | JACK V. BUTTERFIELD INVESTMENT COMPANY CRD 3998 | MI | $157.6M | 8 | 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→ |
| A68 | GLASS RETIREMENT STRATEGIES, INC. CRD 172610 | MI | $20.1M | 1 | E*Trade→ |
| A68 | RETIREMENT RESOURCES, LLC CRD 151889 | MI | $166.1M | 4 | E*Trade→ |
| B65 | MALVERN CAPITAL MANAGEMENT, LLC CRD 292396 | PA | $258.1M | 4 | E*Trade→ |
| B64 | OFG FINANCIAL SERVICES, INC. CRD 23940 | KS | $271.0M | 50 | E*Trade→ |
| B64 | FOUNDATION CAPITAL MANAGEMENT, LLC CRD 142659 | PA | $243.8M | 2 | 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→ |
| B61 | WELLSPRING ADVISORS, INC. CRD 147861 | OR | $152.2M | 2 | E*Trade→ |
| B60 | NESTLERODE & LOY, INC. CRD 2907 | PA | $199.1M | 4 | 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 | PPS & V ASSET MANAGEMENT CONSULTANTS INC CRD 110491 | MI | $253.7M | 3 | 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 | ALLEN FINANCIAL MANAGEMENT, LLC CRD 153511 | MI | $121.2M | 1 | E*Trade→ |
| B56 | CRESAP, INC. CRD 25899 | PA | $339.0M | 17 | E*Trade→ |
| B56 | HERSHEY FINANCIAL ADVISERS, LLC CRD 149907 | PA | $151.7M | 4 | E*Trade→ |
| B56 | MINERVA ADVISORS LLC CRD 161408 | PA | $321.0M | — | E*Trade→ |
| B56 | NEXT GENERATION INVESTING, LLC CRD 149017 | KS | $128.0M | 3 | 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 | ENCOMPASS WEALTH ADVISORS, LLC CRD 170807 | OR | $472.8M | 4 | E*Trade→ |
| B55 | PERSIMMON CAPITAL MANAGEMENT, LP CRD 334563 | PA | $368.5M | 3 | E*Trade→ |
| B55 | DOUGLASS INVESTMENT GROUP LLC CRD 331223 | KS | $173.6M | 2 | E*Trade→ |
| B55 | OXFORD REAL ESTATE ADVISORS INC CRD 107209 | PA | $116.9M | — | E*Trade→ |
| B55 | BRYAN ADVISORY SERVICES, LLC CRD 153659 | PA | $2.4M | 1 | E*Trade→ |
| B54 | NORDWAND INVESTMENTS, LLC CRD 323829 | PA | $44.7M | 2 | E*Trade→ |
| B54 | INDEPENDENT WEALTH MANAGEMENT, LLC CRD 124242 | MI | $203.0M | 3 | E*Trade→ |
| B54 | DISCRETIONARY MANAGEMENT SERVICES, LLC CRD 145851 | KS | $228.4M | 9 | E*Trade→ |
| B54 | ARMADA ETF ADVISORS LLC CRD 317979 | MI | $10.2M | — | 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 | CLARK CAPITAL MANAGEMENT GROUP INC CRD 104796 | PA | $35.69B | 1 | E*Trade→ |
| B52 | HURLEY FINANCIAL GROUP, INC. CRD 108983 | OR | $406.5M | 15 | E*Trade→ |
| B52 | FAI ADVISORS, INC. CRD 122132 | MI | $302.0M | 5 | E*Trade→ |
| B52 | TRM ADVISORS LP CRD 321278 | MI | $159.8M | — | 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→ |
| B52 | LONG ROAD INVESTMENT COUNSEL, LLC CRD 171343 | MI | $346.4M | 2 | E*Trade→ |
| B51 | UNION HERITAGE CAPITAL CRD 309768 | MI | $295.2M | — | E*Trade→ |
| B51 | CGI PLAN ADVISORS, INC. CRD 311275 | PA | $261.0M | 2 | E*Trade→ |
| B51 | TYR CAPITAL ADVISORS, LLC CRD 326208 | KS | $244.1M | — | E*Trade→ |
| B51 | SANDERS MANAGEMENT GROUP, LTD CRD 334205 | MI | $203.5M | — | E*Trade→ |
| B50 | EMSTONE ADVISERS, LLC CRD 139061 | PA | $29.3M | — | E*Trade→ |
| C50 | PALLADIEM LLC CRD 158989 | PA | $114.5M | — | E*Trade→ |