| A70 | BORER DENTON & ASSOCIATES, INC. CRD 135729 | PA | $403.0M | 2 | Pershing→ |
| B61 | WHARTON WEALTH MANAGEMENT, LLC CRD 281348 | PA | $209.2M | 2 | Pershing→ |
| B61 | CGI WEALTH ADVISORS, INC. CRD 311273 | PA | $129.4M | 2 | Altruist→ |
| B61 | BOUVEL INVESTMENT PARTNERS, LLC CRD 108436 | PA | $374.4M | 3 | Pershing→ |
| B53 | BROADHURST FINANCIAL ADVISORS, INC. CRD 132332 | PA | $128.4M | 1 | Altruist→ |
| B52 | GARDNER RUSSO & QUINN LLC CRD 106114 | PA | $9.45B | — | Pershing→ |
| C47 | SAFS, LLC CRD 144405 | PA | $182.6M | 2 | Pershing→ |
| C47 | ODYSSEY GROUP LLC CRD 336636 | PA | $420.9M | 4 | Altruist→ |
| C43 | NEPSIS, INC. CRD 141203 | MN | $344.5M | 14 | Pershing→ |
| C42 | PSC CAPITAL PARTNERS LLC CRD 165620 | MN | $240.8M | — | Pershing→ |
| C41 | AZARIAS CAPITAL MANAGEMENT, L.P. CRD 174466 | PA | $188.8M | 3 | Pershing→ |
| C38 | CIM INVESTMENT MANAGEMENT INC CRD 106292 | PA | $1.28B | — | Morgan Stanley→ |
| C37 | KEY FINANCIAL, INC. CRD 116240 | PA | $2.84B | 10 | Pershing→ |
| C35 | ARCHETYPE ADVISORS, LLC CRD 156527 | PA | $260.0M | 3 | Pershing→ |
| C35 | RED SPRUCE CAPITAL, LLC CRD 158720 | PA | $256.9M | 4 | Altruist→ |
| C35 | OWLS NEST PARTNERS IA, LLC CRD 289811 | PA | $441.2M | 3 | Pershing→ |
| C35 | MILLER INVESTMENT MANAGEMENT, LP CRD 108380 | PA | $7.10B | 6 | Pershing→ |
| C34 | STAIRWAY PARTNERS, LLC CRD 133157 | MN | $2.36B | 4 | Pershing→ |
| C34 | HUDOCK, INC. CRD 149255 | PA | $1.00B | 9 | Pershing→ |
| C32 | EHLERS INVESTMENT PARTNERS, LLC CRD 146385 | MN | $3.17B | 6 | Pershing→ |
| C32 | STRONG TOWER ADVISORY SERVICES LLC CRD 315106 | MN | $759.2M | 7 | Pershing→ |
| C31 | LINCOLN INVESTMENT PLANNING, LLC CRD 519 | PA | $21.99B | 50 | Pershing→ |
| C31 | BILL FEW ASSOCIATES, INC. CRD 133561 | PA | $2.72B | 28 | Pershing→ |
| C30 | CHRISTENSEN GROUP FINANCIAL, LLC CRD 318144 | MN | $24.8M | 5 | Altruist→ |
| C28 | HORNOR, TOWNSEND & KENT, LLC CRD 4031 | PA | $9.01B | 50 | Pershing→ |
| C27 | CAPITAL ANALYSTS, LLC CRD 162200 | PA | $8.77B | 50 | Pershing→ |
| C26 | 1315 CAPITAL, LLC CRD 175292 | PA | $1.35B | — | Pershing→ |
| C26 | PATRIOT FINANCIAL MANAGER, L.P. CRD 159818 | PA | $1.13B | — | Morgan Stanley→ |
| C24 | RADCLIFFE CAPITAL MANAGEMENT, L.P. CRD 136028 | PA | $5.14B | 1 | Pershing→ |
| C24 | RICE PARK CAPITAL MANAGEMENT LP CRD 304990 | MN | $1.37B | — | Morgan Stanley→ |
| C24 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CRD 30177 | PA | $1.34B | — | Pershing→ |
| 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→ |
| C20 | NORTHLAND SECURITIES, INC. CRD 40258 | MN | $405.5M | 50 | Pershing→ |
| C16 | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. CRD 173790 | MN | $1.52B | 9 | Pershing→ |
| C12 | DEEPWATER ASSET MANAGEMENT, LLC CRD 316507 | MN | $626.7M | 2 | Pershing→ |
| C11 | WOODBURY FINANCIAL SERVICES, INC. CRD 421 | MN | — | — | Pershing→ |
