| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | LPL Financial→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| C48 | SUMMIT GROUP RETIREMENT PLANNERS, INC. CRD 169823 | PA | $302.3M | 3 | LPL Financial→ |
| C47 | NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | OR | $200.0M | 2 | LPL Financial→ |
| C47 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. CRD 157523 | PA | $622.3M | 6 | LPL Financial→ |
| C47 | ROCK CREEK WEALTH MANAGEMENT, LLC CRD 336666 | OR | $101.1M | 3 | LPL Financial→ |
| C46 | CARLSON FINANCIAL, INC. CRD 335831 | OR | $318.0M | 4 | LPL Financial→ |
| C45 | AXIOM WEALTH STRATEGIES, LLC CRD 313124 | OR | $124.7M | 2 | LPL Financial→ |
| C42 | FOX FINANCIAL, INC. CRD 319679 | PA | $271.8M | 5 | LPL Financial→ |
| C42 | JACOBI CAPITAL MANAGEMENT, LLC CRD 147663 | PA | $2.64B | 30 | LPL Financial→ |
| C41 | CROSS FINANCIAL ADVISORS, LLC CRD 287686 | OR | $481.8M | 11 | LPL Financial→ |
| C40 | INVARIANT INVESTMENT MANAGEMENT LLC CRD 168772 | PA | $182.7M | 6 | LPL Financial→ |
| C39 | ABRDN INC. CRD 111069 | PA | $41.48B | — | State Street→ |
| C38 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 284547 | PA | $356.1M | 6 | LPL Financial→ |
| C38 | HENDERSON BROTHERS FINANCIAL PARTNERS LLC CRD 333732 | PA | $406.8M | 19 | LPL Financial→ |
| C34 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST CRD 105390 | PA | $164.32B | 50 | LPL Financial→ |
| C34 | VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC CRD 287809 | PA | $143.9M | 3 | State Street→ |
| C33 | THREE CORD TRUE WEALTH MANAGEMENT, LLC CRD 307480 | PA | $317.9M | 6 | LPL Financial→ |
| C31 | INDEPENDENCE SQUARE HOLDINGS, LLC CRD 300139 | PA | $1.83B | 40 | LPL Financial→ |
| C30 | FS TACTICAL ADVISOR, LLC CRD 300214 | PA | $278.8M | — | State Street→ |
| C26 | XPONANCE LLC CRD 111126 | PA | $24.27B | 1 | State Street→ |
| C26 | TIFF ENDOWMENT ASSET MANAGEMENT, LLC CRD 156308 | PA | $2.46B | — | State Street→ |
| C25 | LINCOLN FINANCIAL INVESTMENTS CORPORATION CRD 108881 | PA | $102.10B | — | State Street→ |
| C25 | FS GLOBAL ADVISOR, LLC CRD 167620 | PA | $3.01B | — | State Street→ |
| C24 | TIFF ADVISORY SERVICES, LLC CRD 327436 | PA | $8.62B | — | State Street→ |
| C22 | HARTFORD FUNDS MANAGEMENT COMPANY, LLC CRD 147746 | PA | $152.07B | 50 | State Street→ |
| C22 | FS STRUCTURED PRODUCTS ADVISOR, LLC CRD 301285 | PA | $2.20B | — | State Street→ |