| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 2 | Raymond James→ |
| B64 | PROFESSIONAL FINANCIAL ADVISORS INC CRD 107289 | PA | $426.0M | 6 | Raymond James→ |
| 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 | EAGLE INVESTMENT ADVISORS, LLC CRD 144094 | PA | $186.1M | 2 | Raymond James→ |
| C47 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. CRD 157523 | PA | $622.3M | 6 | LPL Financial→ |
| C47 | TOWER WEALTH PARTNERS, INC. CRD 310461 | PA | $440.4M | 3 | Raymond James→ |
| C44 | EXCEL WEALTH MANAGEMENT, LLC CRD 299602 | CT | $310.5M | 5 | LPL Financial→ |
| C44 | KREITLER FINANCIAL LLC CRD 309056 | CT | $584.9M | 5 | Raymond James→ |
| C42 | MASTER'S WEALTH MANAGEMENT INC. CRD 328693 | PA | $589.5M | 9 | Raymond James→ |
| 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→ |
| C39 | SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC CRD 146270 | CT | $192.1M | 3 | Raymond James→ |
| C39 | GREENSLEDGE ASSET MANAGEMENT LLC CRD 307732 | CT | $592.8M | 1 | Raymond James→ |
| 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→ |
| C34 | CHARTWELL INVESTMENT PARTNERS, LLC CRD 170335 | PA | $12.97B | 1 | Raymond James→ |
| C33 | WARNER GROUP LLC CRD 334877 | CT | $458.5M | 8 | LPL Financial→ |
| C33 | WHARTON MIDMARKET INVESTMENT ADVISORS INC. CRD 301186 | CT | $231.1M | 2 | Raymond James→ |
| 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→ |
| C28 | PORTFOLIO ADVISORS LLC CRD 105981 | CT | $47.84B | — | Raymond James→ |
| C24 | CF PRIVATE EQUITY, INC. CRD 110657 | CT | $15.78B | 1 | Raymond James→ |
| C24 | KLINE HILL PARTNERS LP CRD 283283 | CT | $11.71B | — | Raymond James→ |
| C19 | KOOMAN & ASSOCIATES CRD 322163 | PA | $555.6M | 8 | Raymond James→ |
| C17 | CONFLUENCE WEALTH SERVICES, INC. CRD 311980 | PA | $6.84B | 43 | Raymond James→ |
