| A80 | TRIDENT ADVISORS INC CRD 108920 | PA | $116.9M | 1 | Wells Fargo→ |
| C42 | CORDATUS WEALTH MANAGEMENT LLC CRD 282871 | PA | $630.4M | 6 | Wells Fargo→ |
| C40 | RUBENSTEIN PARTNERS, L.P. CRD 156988 | PA | $378.9M | — | Wells Fargo→ |
| C40 | GLOBAL BETA ADVISORS LLC CRD 298176 | PA | $28.8M | 1 | Wells Fargo→ |
| C39 | ABRDN INC. CRD 111069 | PA | $41.48B | — | State Street→ |
| C38 | RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC. CRD 323846 | PA | $167.2M | 3 | Wells Fargo→ |
| C35 | MEYERS WEALTH MANAGEMENT, LLC CRD 289801 | OH | $1.93B | 9 | Wells Fargo→ |
| C34 | VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC CRD 287809 | PA | $143.9M | 3 | State Street→ |
| C33 | FEG INVESTMENT SERVICES, LLC CRD 281516 | OH | $2.23B | — | State Street→ |
| C30 | FS TACTICAL ADVISOR, LLC CRD 300214 | PA | $278.8M | — | State Street→ |
| C28 | IDR INVESTMENT MANAGEMENT, LLC CRD 286208 | OH | $10.19B | — | State Street→ |
| C26 | XPONANCE LLC CRD 111126 | PA | $24.27B | 1 | State Street→ |
| C26 | CORTEN REAL ESTATE MANAGEMENT LLC CRD 321897 | PA | $457.4M | — | Wells Fargo→ |
| 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 | LBC CREDIT MANAGEMENT, L.P. CRD 157628 | PA | $3.24B | — | Wells Fargo→ |
| C25 | FS GLOBAL ADVISOR, LLC CRD 167620 | PA | $3.01B | — | State Street→ |
| C25 | ARDEN FUND MANAGEMENT, LLC CRD 164662 | PA | $1.11B | — | Wells Fargo→ |
| C24 | TIFF ADVISORY SERVICES, LLC CRD 327436 | PA | $8.62B | — | State Street→ |
| C24 | STRATEGIC VALUE BANK PARTNERS LLC CRD 282228 | OH | $774.1M | — | Wells Fargo→ |
| 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→ |
| C14 | NCT GP I, LLC CRD 163695 | OH | — | — | State Street→ |
| C14 | NCT GP II, LLC CRD 170439 | OH | — | — | State Street→ |
| C13 | NCT FUND MANAGEMENT, LLC CRD 163692 | OH | — | — | State Street→ |
| C13 | PETREDIS INVESTMENT ADVISORS LLC CRD 322371 | PA | $1.69B | 7 | Wells Fargo→ |
