| B62 | MRM-HORIZON ADVISORS, LLC CRD 130585 | MA | $403.5M | 4 | Fidelity→ |
| B62 | IBS CAPITAL LLC CRD 160585 | MA | $123.0M | — | Pershing→ |
| B62 | BETRO MILESZKO & COMPANY, LLC CRD 145184 | MA | $144.8M | 2 | Charles Schwab→ |
| B62 | NOBSCOT INVESTMENT MANAGEMENT LLC CRD 283289 | MA | $164.2M | 1 | Fidelity→ |
| B61 | O'ROURKE & COMPANY, INCORPORATED CRD 132481 | MA | $555.1M | 3 | E*Trade→ |
| B61 | COVALENT PARTNERS LLC CRD 140494 | MA | $117.3M | — | Goldman Sachs→ |
| B61 | LIBERTY ASSET MANAGEMENT, LLC CRD 142094 | PA | $141.0M | 5 | E*Trade→ |
| B61 | ESSEX PRIVATE WEALTH MANAGEMENT LLC CRD 149991 | MA | $330.5M | 4 | Fidelity→ |
| B61 | ADARE ASSET MANAGEMENT, LLC CRD 152471 | PA | $159.3M | 1 | Fidelity→ |
| B61 | PROFICIENT WEALTH COUNSELORS, LLC CRD 152640 | MA | $146.9M | 1 | Charles Schwab→ |
| B61 | SECTOR ANALYSTS LLC CRD 169789 | PA | $238.2M | 2 | Charles Schwab→ |
| B61 | THE SHER WEALTH MANAGEMENT GROUP, INC. CRD 172369 | MA | $145.6M | 2 | LPL Financial→ |
| B61 | WHARTON WEALTH MANAGEMENT, LLC CRD 281348 | PA | $209.2M | 2 | Pershing→ |
| B61 | CHARLES RIVER WEALTH MANAGEMENT, LLC CRD 288017 | MA | $110.3M | 1 | Raymond James→ |
| B61 | BLUEBIRD WEALTH MANAGEMENT LLC CRD 293420 | MA | $154.0M | 3 | Charles Schwab→ |
| B61 | CGI WEALTH ADVISORS, INC. CRD 311273 | PA | $129.4M | 2 | Altruist→ |
| B61 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. CRD 106410 | PA | $290.5M | 1 | Charles Schwab→ |
| B61 | BOUVEL INVESTMENT PARTNERS, LLC CRD 108436 | PA | $374.4M | 3 | Pershing→ |
| B61 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. CRD 114922 | MA | $2.84B | 1 | E*Trade→ |
| B61 | WYZE WEALTH ADVISORS, LLC CRD 329413 | PA | $264.5M | 3 | Charles Schwab→ |
| B60 | SEAPORT GLOBAL ADVISORS, LLC CRD 154287 | MA | $46.3M | 1 | E*Trade→ |
| B60 | NESTLERODE & LOY, INC. CRD 2907 | PA | $199.1M | 4 | E*Trade→ |
| B60 | V3LIMITED LLC CRD 169624 | PA | $122.4M | — | Fidelity→ |
| B60 | OT MANAGEMENT, LLC CRD 284192 | MA | $232.4M | — | E*Trade→ |
| B60 | ORVIETO PARTNERS, L.P. CRD 313475 | MA | $179.6M | — | Morgan Stanley→ |
| B60 | TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | MA | $636.8M | 3 | Fidelity→ |
| B59 | PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC CRD 294016 | PA | $61.2M | 3 | E*Trade→ |
| B59 | NORTHSTAR ASSET MANAGEMENT COMPANY, LLC CRD 328279 | PA | $659.8M | 2 | Charles Schwab→ |
| B59 | BRICK & KYLE ASSOCIATES INC CRD 107771 | PA | $491.7M | 5 | E*Trade→ |
| B59 | EXCHANGE PLACE ADVISORS, LLC CRD 125240 | MA | $379.7M | 3 | E*Trade→ |
| B59 | U. S. BOSTON CAPITAL CORPORATION CRD 5251 | MA | $359.8M | 18 | E*Trade→ |
| B59 | COMPASS INVESTMENTS LLC CRD 141323 | PA | $93.2M | 4 | Charles Schwab→ |
| B59 | COOMBS WEALTH ADVISORY, LLC CRD 281132 | PA | $139.6M | 2 | Charles Schwab→ |
| B58 | COMPREHENSIVE FINANCIAL PLANNING, INC. CRD 110937 | PA | $419.3M | 6 | Charles Schwab→ |
| B58 | CHANCELLOR FINANCIAL GROUP LP CRD 159563 | PA | $249.3M | 6 | Fidelity→ |
| B58 | PENNSYLVANIA CAPITAL MANAGEMENT INC. CRD 107648 | PA | $848.6M | 5 | Charles Schwab→ |
| B58 | JMC MANAGEMENT, LLC CRD 169235 | MA | $211.9M | — | E*Trade→ |
| B58 | VERSA CAPITAL MANAGEMENT, L.P. CRD 321934 | PA | $180.1M | — | JPMorgan→ |
| B58 | GARDNER LEWIS ASSET MANAGEMENT LP CRD 105033 | PA | $456.5M | 1 | Goldman Sachs→ |
| B58 | FINANCIAL INTEGRITY ADVISORS, LLC CRD 130458 | PA | $3.96B | 1 | E*Trade→ |
| B58 | PF ADVISORS, LLC CRD 277156 | PA | $238.4M | 1 | E*Trade→ |
| B58 | MAP FUNDS MANAGEMENT, LLC CRD 165979 | MA | $25.8M | — | E*Trade→ |
| B58 | MARATHON STRATEGIC ADVISORS, LLC CRD 117108 | PA | $182.7M | 1 | Charles Schwab→ |
| B58 | WOLFSTICH CAPITAL, LLC CRD 146026 | MA | $162.1M | 1 | Charles Schwab→ |
| B58 | CONSTANT GUIDANCE FINANCIAL, LLC CRD 172612 | MA | $198.0M | 1 | Charles Schwab→ |
| B57 | AEQUITAS INVESTMENT ADVISORS, LLC CRD 127625 | MA | $826.1M | 5 | Charles Schwab→ |
| B57 | CENTURY EQUITY PARTNERS LLC CRD 281939 | MA | $378.3M | — | E*Trade→ |
| B57 | LTG CAPITAL LLC CRD 128216 | MA | $142.2M | 3 | Charles Schwab→ |
| B57 | ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC CRD 147982 | PA | $116.4M | 4 | Fidelity→ |
| B57 | WORLDLY PARTNERS MANAGEMENT, LLC CRD 309792 | MA | $226.8M | — | E*Trade→ |
