| 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 | GRAETZ WEALTH, LLC CRD 317857 | MI | $158.2M | 3 | Altruist→ |
| C47 | ODYSSEY GROUP LLC CRD 336636 | PA | $420.9M | 4 | Altruist→ |
| C46 | VIMA, LLC CRD 148833 | MI | $229.5M | 12 | Pershing→ |
| C45 | J.W. KORTH & COMPANY, LIMITED PARTNERSHIP CRD 26455 | MI | $228.7M | 17 | Pershing→ |
| C43 | THE ABBIT MANAGEMENT CORP CRD 110507 | MI | $252.3M | 3 | Altruist→ |
| C41 | POINTE CAPITAL MANAGEMENT LLC CRD 152520 | MI | $452.3M | 6 | Pershing→ |
| C41 | AZARIAS CAPITAL MANAGEMENT, L.P. CRD 174466 | PA | $188.8M | 3 | Pershing→ |
| C40 | THE NEMES RUSH GROUP, LLC CRD 312554 | MI | $1.62B | 8 | Pershing→ |
| C39 | CORNERSTONE WEALTH PARTNERS, LLC CRD 146602 | MI | $145.9M | 10 | Altruist→ |
| C37 | KEY FINANCIAL, INC. CRD 116240 | PA | $2.84B | 10 | Pershing→ |
| C36 | USA FINANCIAL SECURITIES LLC CRD 103857 | MI | $296.5M | 50 | 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 | HUDOCK, INC. CRD 149255 | PA | $1.00B | 9 | Pershing→ |
| C33 | GUIDESTREAM FINANCIAL, INC. CRD 150890 | MI | $263.5M | 5 | 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→ |
| C31 | MOKAN WEALTH MANAGEMENT INC CRD 328005 | KS | $250.3M | 2 | Altruist→ |
| C30 | SCHECHTER PRIVATE CAPITAL, LLC CRD 289491 | MI | $171.7M | — | Pershing→ |
| C29 | RETIREMENT PORTFOLIOS, LLC CRD 330289 | KS | $290.0M | 2 | Altruist→ |
| C28 | HORNOR, TOWNSEND & KENT, LLC CRD 4031 | PA | $9.01B | 50 | Pershing→ |
| C27 | WELL DONE, LLC CRD 173736 | MI | $2.00B | 20 | Pershing→ |
| C27 | CAPITAL ANALYSTS, LLC CRD 162200 | PA | $8.77B | 50 | Pershing→ |
| C26 | 1315 CAPITAL, LLC CRD 175292 | PA | $1.35B | — | Pershing→ |
| C24 | RADCLIFFE CAPITAL MANAGEMENT, L.P. CRD 136028 | PA | $5.14B | 1 | Pershing→ |
| C24 | RETIREMENT INCOME SOLUTIONS, INC. CRD 110145 | MI | $2.97B | 16 | Pershing→ |
| C24 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CRD 30177 | PA | $1.34B | — | Pershing→ |
