| A70 | BORER DENTON & ASSOCIATES, INC. CRD 135729 | PA | $403.0M | 2 | Pershing→ |
| A65 | NEW ENGLAND SCHOONER, INC. CRD 129552 | MA | $165.2M | 4 | Pershing→ |
| B62 | IBS CAPITAL LLC CRD 160585 | MA | $123.0M | — | 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→ |
| C41 | AZARIAS CAPITAL MANAGEMENT, L.P. CRD 174466 | PA | $188.8M | 3 | Pershing→ |
| C41 | BEATON MANAGEMENT CO INC CRD 104728 | MA | $445.7M | — | Pershing→ |
| C39 | 71 WEST CAPITAL PARTNERS, LLC CRD 338756 | MA | $5.51B | 6 | Pershing→ |
| C38 | KANAME CAPITAL, L.P. CRD 300565 | MA | $319.7M | — | 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 | HUDOCK, INC. CRD 149255 | PA | $1.00B | 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→ |
| C30 | MOODY ALDRICH PARTNERS, LLC CRD 106920 | MA | $864.3M | 2 | Pershing→ |
| C28 | HORNOR, TOWNSEND & KENT, LLC CRD 4031 | PA | $9.01B | 50 | 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 | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC CRD 174433 | MA | $2.20B | 50 | Pershing→ |
| C24 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CRD 30177 | PA | $1.34B | — | Pershing→ |
| C20 | BOLTON SECURITIES CORP CRD 129376 | MA | $8.28B | 50 | Pershing→ |
| C20 | CRAWFORD FUND MANAGEMENT, LLC CRD 158659 | MA | $356.1M | 3 | Pershing→ |
