| A80 | TRIDENT ADVISORS INC CRD 108920 | PA | $116.9M | 1 | Wells Fargo→ |
| B56 | BERINGEA, LLC CRD 161803 | MI | $269.9M | — | Wells Fargo→ |
| B56 | KALAMATA ASSET MANAGEMENT LLC CRD 284328 | MD | $106.8M | 1 | Wells Fargo→ |
| C48 | CHAPIN DAVIS, INC CRD 28116 | MD | $642.8M | 25 | Wells Fargo→ |
| C47 | GEF MANAGEMENT CORPORATION CRD 107208 | MD | $116.0M | — | 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→ |
| C38 | RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC. CRD 323846 | PA | $167.2M | 3 | Wells Fargo→ |
| C30 | LOMBARD ADVISERS INCORPORATED CRD 108231 | MD | $669.8M | 32 | Wells Fargo→ |
| C26 | CORTEN REAL ESTATE MANAGEMENT LLC CRD 321897 | PA | $457.4M | — | Wells Fargo→ |
| C25 | LBC CREDIT MANAGEMENT, L.P. CRD 157628 | PA | $3.24B | — | Wells Fargo→ |
| C25 | ARDEN FUND MANAGEMENT, LLC CRD 164662 | PA | $1.11B | — | Wells Fargo→ |
| C25 | ENLIGHTENMENT CAPITAL, LLC CRD 166422 | MD | $2.12B | — | Wells Fargo→ |
| C13 | PETREDIS INVESTMENT ADVISORS LLC CRD 322371 | PA | $1.69B | 7 | Wells Fargo→ |
| C8 | ROTUNDA CAPITAL PARTNERS, LLC CRD 290282 | MD | $1.61B | — | Wells Fargo→ |
