| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | LPL Financial→ |
| B62 | DAVID P. GILLIAM & ASSOCIATES, INC. CRD 285515 | IN | $186.7M | 3 | LPL Financial→ |
| B58 | FINANCIAL CONSULTANTS & ADVISORY CORPORATION CRD 113390 | IN | $333.1M | 14 | LPL Financial→ |
| C48 | SUMMIT GROUP RETIREMENT PLANNERS, INC. CRD 169823 | PA | $302.3M | 3 | LPL Financial→ |
| C47 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. CRD 157523 | PA | $622.3M | 6 | LPL Financial→ |
| C42 | FOX FINANCIAL, INC. CRD 319679 | PA | $271.8M | 5 | LPL Financial→ |
| C42 | JACOBI CAPITAL MANAGEMENT, LLC CRD 147663 | PA | $2.64B | 30 | LPL Financial→ |
| C40 | INVARIANT INVESTMENT MANAGEMENT LLC CRD 168772 | PA | $182.7M | 6 | LPL Financial→ |
| C40 | PROVIDER FINANCIAL, INC. CRD 168964 | IN | $304.0M | 2 | LPL Financial→ |
| C38 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC CRD 110783 | PA | $65.44B | — | BNY Mellon→ |
| C38 | HORIZON INVESTMENT SERVICES, LLC. CRD 110642 | IN | $363.8M | 7 | LPL Financial→ |
| C38 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 284547 | PA | $356.1M | 6 | LPL Financial→ |
| C38 | HENDERSON BROTHERS FINANCIAL PARTNERS LLC CRD 333732 | PA | $406.8M | 19 | LPL Financial→ |
| C36 | HIRTLE & CO., LLC CRD 105403 | PA | $25.41B | 40 | BNY Mellon→ |
| C35 | MOUNT LUCAS MANAGEMENT LP CRD 108255 | PA | $1.30B | — | BNY Mellon→ |
| C34 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST CRD 105390 | PA | $164.32B | 50 | LPL Financial→ |
| C34 | HC CAPITAL PARTNERS, LLC CRD 160737 | PA | $5.21B | — | BNY Mellon→ |
| C33 | THREE CORD TRUE WEALTH MANAGEMENT, LLC CRD 307480 | PA | $317.9M | 6 | LPL Financial→ |
| C31 | INDEPENDENCE SQUARE HOLDINGS, LLC CRD 300139 | PA | $1.83B | 40 | LPL Financial→ |
| C30 | MELLON INVESTMENTS CORPORATION CRD 105764 | PA | $873.87B | — | BNY Mellon→ |
| C29 | CVFG LLC CRD 325310 | IN | $1.15B | 11 | LPL Financial→ |
| C25 | LL FUNDS, LLC CRD 161552 | PA | $2.61B | — | BNY Mellon→ |
| C25 | NEWMARKET INVESTMENT MANAGEMENT, LP CRD 308098 | PA | $2.82B | — | BNY Mellon→ |
| C23 | FEDERATED INVESTMENT COUNSELING CRD 105325 | PA | $207.21B | 50 | BNY Mellon→ |
| C20 | CORWIN COMPANY LLC CRD 285657 | IN | — | 1 | LPL Financial→ |
