| A78 | WESTHAMPTON CAPITAL, LLC CRD 119176 | NC | $238.5M | 4 | Fidelity→ |
| A72 | ACT CAPITAL MANAGEMENT, LLC CRD 307272 | PA | $163.9M | — | Fidelity→ |
| A70 | BORER DENTON & ASSOCIATES, INC. CRD 135729 | PA | $403.0M | 2 | Pershing→ |
| A65 | OAKMONT INVESTMENT ADVISORS, INC. CRD 111095 | PA | $192.2M | 3 | Fidelity→ |
| B65 | VN CAPITAL MANAGEMENT, LLC CRD 166761 | NC | $63.0M | — | Pershing→ |
| B61 | ADARE ASSET MANAGEMENT, LLC CRD 152471 | PA | $159.3M | 1 | Fidelity→ |
| B61 | WHARTON WEALTH MANAGEMENT, LLC CRD 281348 | PA | $209.2M | 2 | Pershing→ |
| B61 | BOUVEL INVESTMENT PARTNERS, LLC CRD 108436 | PA | $374.4M | 3 | Pershing→ |
| B60 | V3LIMITED LLC CRD 169624 | PA | $122.4M | — | Fidelity→ |
| B60 | HARBER CAPITAL LLC CRD 158939 | NC | $492.7M | — | Fidelity→ |
| B58 | CHANCELLOR FINANCIAL GROUP LP CRD 159563 | PA | $249.3M | 6 | Fidelity→ |
| B57 | ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC CRD 147982 | PA | $116.4M | 4 | Fidelity→ |
| B55 | SEQUINOX WEALTH MANAGEMENT, LLC CRD 335246 | PA | $160.0M | 4 | Fidelity→ |
| B54 | TREBUCHET CONSULTING, LLC CRD 166645 | PA | $1.08B | 4 | Fidelity→ |
| B54 | FLAX POND CAPITAL, LLC CRD 324332 | PA | $222.3M | 2 | Fidelity→ |
| B52 | GARDNER RUSSO & QUINN LLC CRD 106114 | PA | $9.45B | — | Pershing→ |
| B51 | NETWORTH ADVISORS, LLC CRD 311621 | PA | $185.4M | 6 | Fidelity→ |
| B50 | ROLEK WEALTH MANAGEMENT LLC CRD 285351 | PA | $239.2M | 1 | Fidelity→ |
| C50 | JMAC ENTERPRISES LLC CRD 312710 | PA | $722.4M | 3 | Fidelity→ |
| C48 | WHITE OAK FINANCIAL MANAGEMENT, INC CRD 142615 | NC | $143.5M | 3 | Fidelity→ |
| C47 | SAFS, LLC CRD 144405 | PA | $182.6M | 2 | Pershing→ |
| C47 | TERRA WEALTH MANAGEMENT, LLC CRD 320643 | NC | $152.0M | 7 | Fidelity→ |
| C46 | UWHARRIE INVESTMENT ADVISORS, INC. CRD 117592 | NC | $337.8M | 17 | Pershing→ |
| C46 | MAIN ADVISORY, INC. CRD 328040 | PA | $162.7M | 2 | Fidelity→ |
| C45 | COUNTERWEIGHT VENTURES, LLC CRD 327880 | NC | $207.2M | 2 | Fidelity→ |
| C45 | DAVIDSON ADVISORY GROUP, LLC CRD 333090 | NC | $223.5M | 2 | Fidelity→ |
| C43 | PIEDMONT CAPITAL MANAGEMENT, LLC CRD 155682 | NC | $495.6M | 3 | Fidelity→ |
| C43 | CAPITAL INVESTMENT COUNSEL INC CRD 104591 | NC | $1.02B | 4 | Pershing→ |
| C43 | BLUE WEALTH INC. CRD 330324 | NC | $145.1M | 7 | Fidelity→ |
| C41 | AZARIAS CAPITAL MANAGEMENT, L.P. CRD 174466 | PA | $188.8M | 3 | Pershing→ |
| C41 | KAILASA CAPITAL MANAGEMENT LLC CRD 286159 | PA | $298.3M | 2 | Fidelity→ |
| C40 | TASSEL CAPITAL MANAGEMENT, INC. CRD 121112 | NC | $266.0M | 4 | Fidelity→ |
| C40 | OAKTREE ADVISORS LLC CRD 168271 | PA | $282.8M | 7 | Fidelity→ |
| C39 | CROSSOVER CAPITAL BRANDS LLC CRD 326625 | PA | $179.5M | 2 | Fidelity→ |
| C39 | HOLOS INTEGRATED WEALTH, LLC CRD 329884 | PA | $233.1M | 3 | Fidelity→ |
| C38 | MEMBERS WEALTH LLC CRD 323778 | PA | $279.6M | 5 | Fidelity→ |
| C38 | LGL PARTNERS, LLC CRD 289784 | PA | $1.71B | — | Fidelity→ |
| C37 | KEY FINANCIAL, INC. CRD 116240 | PA | $2.84B | 10 | Pershing→ |
| C36 | OAK CITY CONSULTING, LLC CRD 162220 | NC | $1.43B | 3 | Fidelity→ |
| C36 | RALEIGH CAPITAL MANAGEMENT INC. CRD 149538 | NC | $397.8M | 13 | Fidelity→ |
| C36 | POWELL FINANCIAL, INC. CRD 144230 | NC | $229.2M | 2 | Fidelity→ |
| C35 | MYCIO WEALTH PARTNERS, LLC CRD 134436 | PA | $15.78B | 33 | Fidelity→ |
| C35 | ARCHETYPE ADVISORS, LLC CRD 156527 | PA | $260.0M | 3 | Pershing→ |
| 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 | ATLANTIC PRIVATE WEALTH, LLC CRD 311517 | NC | $894.0M | 4 | Fidelity→ |
| C34 | FIRST CITIZENS ASSET MANAGEMENT, INC CRD 140777 | NC | $465.1M | 50 | Pershing→ |
| C34 | EMERALD INVESTMENT ADVISERS, LLC CRD 338769 | PA | $2.26B | — | Fidelity→ |
| C34 | HUDOCK, INC. CRD 149255 | PA | $1.00B | 9 | Pershing→ |
| C34 | ALLEGHENY INVESTMENTS CRD 7597 | PA | $742.1M | 14 | Fidelity→ |
