| B58 | PF ADVISORS, LLC CRD 277156 | PA | $238.4M | 1 | E*Trade→ |
| B58 | MARATHON STRATEGIC ADVISORS, LLC CRD 117108 | PA | $182.7M | 1 | Charles Schwab→ |
| B57 | WEITZEL FINANCIAL SERVICES, INC. CRD 27346 | IA | $327.8M | 7 | Charles Schwab→ |
| B57 | TFP MANAGEMENT, LLC CRD 313543 | IA | $273.0M | 3 | Charles Schwab→ |
| B57 | INVESTMENT CONSULTING GROUP INC CRD 106967 | IA | $2.84B | 2 | Charles Schwab→ |
| B57 | ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC CRD 147982 | PA | $116.4M | 4 | Fidelity→ |
| B57 | ATTINGER, LLC CRD 311772 | PA | $394.5M | — | Charles Schwab→ |
| B57 | NORDWAND ADVISORS, LLC CRD 322936 | PA | $3.97B | 8 | Charles Schwab→ |
| B57 | MB, LEVIS & ASSOCIATES,LLC CRD 164197 | PA | $411.6M | 2 | Charles Schwab→ |
| B57 | TOWER BRIDGE ADVISORS, INC. CRD 115700 | PA | $1.49B | 6 | Goldman Sachs→ |
| B56 | CRESAP, INC. CRD 25899 | PA | $339.0M | 17 | E*Trade→ |
| B56 | HERSHEY FINANCIAL ADVISERS, LLC CRD 149907 | PA | $151.7M | 4 | E*Trade→ |
| B56 | ENGLEBERT FINANCIAL ADVISERS, LLC CRD 300568 | PA | $156.6M | 3 | Charles Schwab→ |
| B56 | MINERVA ADVISORS LLC CRD 161408 | PA | $321.0M | — | E*Trade→ |
| B55 | TWIN CAPITAL MANAGEMENT INC CRD 104748 | PA | $837.8M | — | E*Trade→ |
| B55 | DREXEL MORGAN & CO. CRD 151053 | PA | $607.0M | 2 | E*Trade→ |
| B55 | PERSIMMON CAPITAL MANAGEMENT, LP CRD 334563 | PA | $368.5M | 3 | E*Trade→ |
| B55 | NVWM LLC CRD 152301 | PA | $713.5M | 9 | Charles Schwab→ |
| B55 | OXFORD REAL ESTATE ADVISORS INC CRD 107209 | PA | $116.9M | — | E*Trade→ |
| B55 | INTEGRATED CAPITAL MANAGEMENT, INC. CRD 149489 | PA | $232.4M | 5 | Charles Schwab→ |
| B55 | MORALIS TECHNOLOGIES, LLC CRD 316221 | PA | $103.0M | 8 | Charles Schwab→ |
| B55 | SEQUINOX WEALTH MANAGEMENT, LLC CRD 335246 | PA | $160.0M | 4 | Fidelity→ |
| B55 | BRYAN ADVISORY SERVICES, LLC CRD 153659 | PA | $2.4M | 1 | E*Trade→ |
| B54 | UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC CRD 166742 | PA | $258.7M | 4 | Charles Schwab→ |
| B54 | NORDWAND INVESTMENTS, LLC CRD 323829 | PA | $44.7M | 2 | E*Trade→ |
| B54 | TREBUCHET CONSULTING, LLC CRD 166645 | PA | $1.08B | 4 | Fidelity→ |
| B54 | WALSKY INVESTMENT MANAGEMENT INC CRD 106991 | PA | $130.2M | 2 | Charles Schwab→ |
| B54 | STEVEN G. BLUM AND ASSOCIATES, LLC CRD 130807 | PA | $180.2M | 2 | Charles Schwab→ |
| B54 | YOFFE INVESTMENT MANAGEMENT, LLC CRD 173454 | PA | $174.9M | 1 | Charles Schwab→ |
| B54 | VERICREST PRIVATE WEALTH, LLC CRD 311111 | PA | $137.8M | 2 | Charles Schwab→ |
| B54 | FLAX POND CAPITAL, LLC CRD 324332 | PA | $222.3M | 2 | Fidelity→ |
| B53 | 1801 ADMIN, LLC CRD 157161 | PA | $180.1M | — | JPMorgan→ |
| B53 | MAINLINE INVESTMENT ADVISERS, LLC CRD 159045 | PA | $109.9M | 2 | E*Trade→ |
| B53 | TLC GROUP INVESTMENT ADVISORS, LLC CRD 137814 | PA | $168.4M | 2 | E*Trade→ |
| B53 | FISCHER FINANCIAL SERVICES INC CRD 104616 | PA | $636.1M | 4 | Charles Schwab→ |
| B53 | BRANDYWINE ASSET MANAGEMENT, INC CRD 307564 | PA | $150.0M | — | E*Trade→ |
| B53 | BROADHURST FINANCIAL ADVISORS, INC. CRD 132332 | PA | $128.4M | 1 | Altruist→ |
| B53 | YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC CRD 142913 | PA | $172.7M | 2 | Charles Schwab→ |
| B53 | IOWA WEALTH MANAGEMENT, LLC CRD 286435 | IA | $123.9M | 2 | Charles Schwab→ |
| B53 | ELM CAPITAL MANAGEMENT LLC CRD 294012 | PA | $133.4M | 6 | —→ |
| B53 | CLARK CAPITAL MANAGEMENT GROUP INC CRD 104796 | PA | $35.69B | 1 | E*Trade→ |
| B52 | WEALTH ADVISORS GROUP, LLC CRD 291648 | IA | $278.5M | 2 | Charles Schwab→ |
| B52 | ALVIN CLAY FINANCIAL ADVISORS, LLC CRD 226655 | PA | $186.6M | 3 | Charles Schwab→ |
| B52 | ADVICE & PLANNING SERVICES LLC CRD 283626 | PA | $187.1M | 2 | Charles Schwab→ |
| B52 | GARDNER RUSSO & QUINN LLC CRD 106114 | PA | $9.45B | — | Pershing→ |
| B52 | ARBA CREDIT MANAGEMENT, L.P. CRD 304734 | PA | $289.1M | — | E*Trade→ |
| B52 | WEALTHTRUST AXIOM, LLC CRD 145186 | PA | $899.6M | 5 | E*Trade→ |
| B52 | BLUESTONE CAPITAL MANAGEMENT, LLC CRD 157841 | PA | $390.1M | 1 | Charles Schwab→ |
| B51 | BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. CRD 13609 | IA | $906.4M | 50 | E*Trade→ |
| B51 | LEGACY ADVISORY SERVICES, LLC CRD 147173 | PA | $156.9M | 3 | Charles Schwab→ |
