| A80 | TRIDENT ADVISORS INC CRD 108920 | PA | $116.9M | 1 | Wells Fargo→ |
| C49 | TONKA CAPITAL PARTNERS, LLC CRD 298336 | MN | $139.8M | 3 | Wells Fargo→ |
| C42 | CORDATUS WEALTH MANAGEMENT LLC CRD 282871 | PA | $630.4M | 6 | Wells Fargo→ |
| C40 | RUBENSTEIN PARTNERS, L.P. CRD 156988 | PA | $378.9M | — | Wells Fargo→ |
| C40 | GLOBAL BETA ADVISORS LLC CRD 298176 | PA | $28.8M | 1 | Wells Fargo→ |
| C38 | RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC. CRD 323846 | PA | $167.2M | 3 | Wells Fargo→ |
| C38 | CIM INVESTMENT MANAGEMENT INC CRD 106292 | PA | $1.28B | — | Morgan Stanley→ |
| C31 | NORWEST CAPITAL ADVISORS, LLC CRD 323642 | MN | $3.84B | — | Wells Fargo→ |
| C28 | PETROS FAMILY WEALTH, LLC CRD 324059 | MN | $341.6M | 8 | Wells Fargo→ |
| C26 | CORTEN REAL ESTATE MANAGEMENT LLC CRD 321897 | PA | $457.4M | — | Wells Fargo→ |
| C26 | PATRIOT FINANCIAL MANAGER, L.P. CRD 159818 | PA | $1.13B | — | Morgan Stanley→ |
| C25 | LBC CREDIT MANAGEMENT, L.P. CRD 157628 | PA | $3.24B | — | Wells Fargo→ |
| C25 | ARDEN FUND MANAGEMENT, LLC CRD 164662 | PA | $1.11B | — | Wells Fargo→ |
| C24 | RICE PARK CAPITAL MANAGEMENT LP CRD 304990 | MN | $1.37B | — | 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→ |
| C13 | PETREDIS INVESTMENT ADVISORS LLC CRD 322371 | PA | $1.69B | 7 | Wells Fargo→ |
