| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | 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→ |
| C38 | ARIN RISK ADVISORS LLC CRD 151491 | PA | $10.19B | 4 | Interactive Brokers→ |
| C38 | CIM INVESTMENT MANAGEMENT INC CRD 106292 | PA | $1.28B | — | Morgan Stanley→ |
| 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→ |
| C34 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST CRD 105390 | PA | $164.32B | 50 | LPL Financial→ |
| 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→ |
| C26 | PATRIOT FINANCIAL MANAGER, L.P. CRD 159818 | PA | $1.13B | — | Morgan Stanley→ |
| C22 | MORGAN STANLEY AIP GP LP CRD 117050 | PA | $40.85B | — | Morgan Stanley→ |
| C22 | ARGOSY CAPITAL GROUP, LLC CRD 160212 | PA | $3.74B | — | Morgan Stanley→ |
