| A70 | BORER DENTON & ASSOCIATES, INC. CRD 135729 | PA | $403.0M | 2 | Pershing→ |
| B65 | VN CAPITAL MANAGEMENT, LLC CRD 166761 | NC | $63.0M | — | Pershing→ |
| B61 | WHARTON WEALTH MANAGEMENT, LLC CRD 281348 | PA | $209.2M | 2 | Pershing→ |
| B61 | BOUVEL INVESTMENT PARTNERS, LLC CRD 108436 | PA | $374.4M | 3 | Pershing→ |
| B52 | GARDNER RUSSO & QUINN LLC CRD 106114 | PA | $9.45B | — | Pershing→ |
| C47 | SAFS, LLC CRD 144405 | PA | $182.6M | 2 | Pershing→ |
| C47 | VFPE ADVISORS LLC CRD 299829 | PA | $195.6M | — | Millennium Trust→ |
| C46 | UWHARRIE INVESTMENT ADVISORS, INC. CRD 117592 | NC | $337.8M | 17 | Pershing→ |
| C43 | CAPITAL INVESTMENT COUNSEL INC CRD 104591 | NC | $1.02B | 4 | Pershing→ |
| C41 | AZARIAS CAPITAL MANAGEMENT, L.P. CRD 174466 | PA | $188.8M | 3 | Pershing→ |
| C37 | KEY FINANCIAL, INC. CRD 116240 | PA | $2.84B | 10 | Pershing→ |
| 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 | FIRST CITIZENS ASSET MANAGEMENT, INC CRD 140777 | NC | $465.1M | 50 | Pershing→ |
| C34 | HUDOCK, INC. CRD 149255 | PA | $1.00B | 9 | Pershing→ |
| C33 | CASSIA CAPITAL PARTNERS LLC CRD 159911 | NC | $251.2M | 4 | Pershing→ |
| C31 | FIRST CITIZENS INVESTOR SERVICES, INC. CRD 44430 | NC | $2.63B | 50 | 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→ |
| C28 | HORNOR, TOWNSEND & KENT, LLC CRD 4031 | PA | $9.01B | 50 | Pershing→ |
| C27 | HORIZON INVESTMENTS LLC CRD 109552 | NC | $8.47B | 27 | 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 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CRD 30177 | PA | $1.34B | — | Pershing→ |
| C17 | FINANCIAL SYMMETRY INCORPORATED CRD 118443 | NC | $1.54B | 15 | Pershing→ |
