| 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 | JIM MACKAY FINANCIAL PLANNING, LLC CRD 169583 | MO | $176.0M | 2 | Altruist→ |
| C47 | FIRST HEARTLAND CONSULTANTS, INC. CRD 110377 | MO | $2.09B | 50 | Pershing→ |
| C47 | ODYSSEY GROUP LLC CRD 336636 | PA | $420.9M | 4 | Altruist→ |
| C41 | AZARIAS CAPITAL MANAGEMENT, L.P. CRD 174466 | PA | $188.8M | 3 | Pershing→ |
| C39 | DETALUS ADVISORS, LLC CRD 117958 | MO | $2.22B | 12 | Pershing→ |
| 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 | ACR ALPINE CAPITAL RESEARCH, LLC CRD 110933 | MO | $10.79B | 8 | Pershing→ |
| C34 | HUDOCK, INC. CRD 149255 | PA | $1.00B | 9 | Pershing→ |
| C33 | BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC CRD 297750 | MO | $705.4M | 9 | 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→ |
| C29 | RETIREMENT PORTFOLIOS, LLC CRD 330289 | KS | $290.0M | 2 | Altruist→ |
| C28 | HORNOR, TOWNSEND & KENT, LLC CRD 4031 | PA | $9.01B | 50 | Pershing→ |
| C27 | JAG CAPITAL MANAGEMENT LLC CRD 159227 | MO | $1.90B | 13 | Pershing→ |
| C27 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED CRD 146936 | MO | $18.92B | 50 | Pershing→ |
| C27 | FOCUS PARTNERS WEALTH, LLC CRD 159289 | MO | $181.86B | 50 | Pershing→ |
| C27 | CAPITAL ANALYSTS, LLC CRD 162200 | PA | $8.77B | 50 | Pershing→ |
| C27 | THE GARBACZ GROUP, INC. CRD 26104 | MO | — | — | 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 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CRD 30177 | PA | $1.34B | — | Pershing→ |
| C16 | FLATTERY WEALTH MANAGEMENT LLC CRD 315190 | MO | — | 1 | Altruist→ |
| C16 | GARGAS INVESTMENTS LLC CRD 323947 | MO | — | 1 | Altruist→ |
