| A65 | PSC FINANCIAL LLC CRD 172054 | MN | $135.1M | 2 | LPL Financial→ |
| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | LPL Financial→ |
| B62 | KOOB WEALTH MANAGEMENT, LLC CRD 154830 | MN | $171.8M | 1 | LPL Financial→ |
| B51 | VPWM ADVISORS, LLC CRD 167886 | MN | $326.6M | 15 | LPL Financial→ |
| B50 | DSG CAPITAL ADVISORS, LLC CRD 332056 | MN | $780.3M | 7 | LPL Financial→ |
| C48 | SUMMIT GROUP RETIREMENT PLANNERS, INC. CRD 169823 | PA | $302.3M | 3 | LPL Financial→ |
| C47 | VFPE ADVISORS LLC CRD 299829 | PA | $195.6M | — | Millennium Trust→ |
| C47 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. CRD 157523 | PA | $622.3M | 6 | LPL Financial→ |
| C47 | IWEALTH FINANCIAL, LLC CRD 329980 | MN | $311.6M | 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 | SUMMIT INVESTMENT ADVISORY SERVICES, LLC CRD 168594 | MN | $745.8M | 8 | LPL Financial→ |
| C40 | 360 FINANCIAL, INC. CRD 168600 | MN | $700.5M | 10 | LPL Financial→ |
| C40 | INVARIANT INVESTMENT MANAGEMENT LLC CRD 168772 | PA | $182.7M | 6 | LPL Financial→ |
| C38 | PARAGON FINANCIAL SERVICES CRD 164832 | VA | $383.7M | 3 | 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→ |
| C37 | COLONIAL RIVER INVESTMENTS, LLC CRD 284839 | VA | $464.4M | 8 | 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→ |
| C32 | BUCHANAN WEALTH MANAGEMENT, LLC CRD 316629 | VA | $212.0M | 2 | LPL Financial→ |
| C31 | INDEPENDENCE SQUARE HOLDINGS, LLC CRD 300139 | PA | $1.83B | 40 | LPL Financial→ |
| C30 | BUTTONWOOD WEALTH, LLC CRD 305896 | VA | $425.3M | 6 | LPL Financial→ |
| C25 | NORTHWEST FINANCIAL ADVISORS LLC CRD 166769 | VA | $1.24B | 19 | LPL Financial→ |
| C25 | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC CRD 284430 | MN | $1.54B | 24 | LPL Financial→ |
| C15 | LEGACY WEALTH MANAGEMENT GROUP, INC. CRD 322235 | VA | $289.8M | 7 | LPL Financial→ |
