| A72 | ACT CAPITAL MANAGEMENT, LLC CRD 307272 | PA | $163.9M | — | Fidelity→ |
| A72 | MAXELE ADVISORS, LLC CRD 165129 | MO | $201.6M | 1 | Fidelity→ |
| A65 | OAKMONT INVESTMENT ADVISORS, INC. CRD 111095 | PA | $192.2M | 3 | Fidelity→ |
| B61 | SONAS FINANCIAL GROUP, INC. CRD 122547 | MO | $149.8M | 4 | Fidelity→ |
| B61 | ADARE ASSET MANAGEMENT, LLC CRD 152471 | PA | $159.3M | 1 | Fidelity→ |
| B60 | V3LIMITED LLC CRD 169624 | PA | $122.4M | — | Fidelity→ |
| B58 | CHANCELLOR FINANCIAL GROUP LP CRD 159563 | PA | $249.3M | 6 | Fidelity→ |
| B58 | VERSA CAPITAL MANAGEMENT, L.P. CRD 321934 | PA | $180.1M | — | JPMorgan→ |
| B57 | ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC CRD 147982 | PA | $116.4M | 4 | Fidelity→ |
| B55 | SEQUINOX WEALTH MANAGEMENT, LLC CRD 335246 | PA | $160.0M | 4 | Fidelity→ |
| B54 | TREBUCHET CONSULTING, LLC CRD 166645 | PA | $1.08B | 4 | Fidelity→ |
| B54 | FLAX POND CAPITAL, LLC CRD 324332 | PA | $222.3M | 2 | Fidelity→ |
| B53 | 1801 ADMIN, LLC CRD 157161 | PA | $180.1M | — | JPMorgan→ |
| B51 | NETWORTH ADVISORS, LLC CRD 311621 | PA | $185.4M | 6 | Fidelity→ |
| B50 | ROLEK WEALTH MANAGEMENT LLC CRD 285351 | PA | $239.2M | 1 | Fidelity→ |
| C50 | HARVEST FUND ADVISORS LLC CRD 154425 | PA | $8.13B | — | JPMorgan→ |
| C50 | JMAC ENTERPRISES LLC CRD 312710 | PA | $722.4M | 3 | Fidelity→ |
| C47 | FOUNDATION WEALTH MANAGEMENT, LLC CRD 127134 | MO | $660.6M | 5 | Fidelity→ |
| C46 | MAIN ADVISORY, INC. CRD 328040 | PA | $162.7M | 2 | Fidelity→ |
| C43 | STONEBRIDGE FINANCIAL GROUP, LLC CRD 337972 | MO | $2.40B | 7 | Fidelity→ |
| C42 | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. CRD 105580 | MO | $338.1M | 2 | Fidelity→ |
| C41 | KAILASA CAPITAL MANAGEMENT LLC CRD 286159 | PA | $298.3M | 2 | Fidelity→ |
| C40 | MODERN DOLLAR PLANNING, LLC CRD 174695 | MO | $159.1M | 2 | Fidelity→ |
| C40 | STEVENS CAPITAL MANAGEMENT LP CRD 161202 | PA | $3.68B | — | JPMorgan→ |
| C40 | OAKTREE ADVISORS LLC CRD 168271 | PA | $282.8M | 7 | Fidelity→ |
| C40 | VISTA FINANCE, LLC CRD 312082 | MO | $320.0M | 4 | Fidelity→ |
| C39 | LUBERT-ADLER MANAGEMENT COMPANY, L.P. CRD 155201 | PA | $2.81B | — | JPMorgan→ |
| C39 | CROSSOVER CAPITAL BRANDS LLC CRD 326625 | PA | $179.5M | 2 | Fidelity→ |
| C39 | HOLOS INTEGRATED WEALTH, LLC CRD 329884 | PA | $233.1M | 3 | Fidelity→ |
| C38 | CORRECT CAPITAL WEALTH MANAGEMENT, LLC CRD 298774 | MO | $889.3M | 7 | Fidelity→ |
| C38 | MEMBERS WEALTH LLC CRD 323778 | PA | $279.6M | 5 | Fidelity→ |
| C38 | LGL PARTNERS, LLC CRD 289784 | PA | $1.71B | — | Fidelity→ |
| C35 | MYCIO WEALTH PARTNERS, LLC CRD 134436 | PA | $15.78B | 33 | Fidelity→ |
| C34 | EMERALD INVESTMENT ADVISERS, LLC CRD 338769 | PA | $2.26B | — | Fidelity→ |
| C34 | HAMILTON LANE ADVISORS, L.L.C. CRD 107876 | PA | $138.30B | — | JPMorgan→ |
| C34 | ALLEGHENY INVESTMENTS CRD 7597 | PA | $742.1M | 14 | Fidelity→ |
| C34 | COPELAND CAPITAL MANAGEMENT, LLC CRD 135822 | PA | $4.06B | 13 | JPMorgan→ |
| C33 | IAM ADVISORY LLC CRD 305492 | PA | $699.4M | 9 | Fidelity→ |
| C32 | MARKET STREET WEALTH MANAGEMENT, LLC CRD 155157 | PA | $837.0M | 11 | Fidelity→ |
| C32 | ALLEGHENY FINANCIAL GROUP CRD 104690 | PA | $5.59B | 29 | Fidelity→ |
| C32 | PERMIT CAPITAL, LLC CRD 138436 | PA | $491.1M | — | JPMorgan→ |
| C32 | QUATTRO ADVISORS L.L.C. CRD 146438 | PA | $661.7M | 5 | Fidelity→ |
| C32 | VALLEY FINANCIAL GROUP, INC. CRD 312254 | PA | $287.2M | 5 | Fidelity→ |
| C31 | FRANKLIN PARK ASSOCIATES, LLC CRD 126508 | PA | $10.21B | — | JPMorgan→ |
| C31 | STONE HOUSE INVESTMENT MANAGEMENT, LLC CRD 139410 | PA | $841.7M | 17 | Fidelity→ |
| C30 | THE ARANDA GROUP ADVISORS, LLC CRD 302100 | PA | $233.7M | 4 | Fidelity→ |
| C29 | KRISTEN E. COOMBS LLC CRD 311243 | PA | $268.3M | 3 | Fidelity→ |
| C28 | UMB PRIVATE WEALTH MANAGEMENT, LLC CRD 306374 | MO | $68.4M | 43 | Fidelity→ |
| C28 | ELMTREE FUNDS, LLC CRD 338940 | MO | $7.77B | — | JPMorgan→ |
| C26 | GRAHAM PARTNERS, LLC CRD 157049 | PA | $4.90B | — | JPMorgan→ |
