| B59 | SURIENCE PRIVATE WEALTH LLC CRD 313055 | WA | $124.0M | 2 | Wells Fargo→ |
| B59 | BRICK & KYLE ASSOCIATES INC CRD 107771 | PA | $491.7M | 5 | E*Trade→ |
| B59 | PETRIE CAPITAL MANAGEMENT LLC. CRD 136480 | WA | $105.2M | 1 | Charles Schwab→ |
| 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→ |
| B59 | HARBORVIEW ASSET MANAGEMENT LLC CRD 332767 | WA | $124.7M | 2 | Charles Schwab→ |
| B59 | LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT CRD 335660 | WA | $142.0M | 1 | LPL Financial→ |
| 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 | MARTIN NELSON & CO., INC. CRD 2903 | WA | $287.3M | 9 | Charles Schwab→ |
| B58 | PENNSYLVANIA CAPITAL MANAGEMENT INC. CRD 107648 | PA | $848.6M | 5 | Charles Schwab→ |
| 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 | KUNATH KARREN RINNE & ATKIN LLC CRD 104531 | WA | $373.0M | 3 | E*Trade→ |
| B58 | WHITE & COMPANY FINANCIAL PLANNING, INC. CRD 115326 | WA | $149.8M | 4 | Charles Schwab→ |
| B58 | STAPP WEALTH MANAGEMENT, PLLC CRD 116553 | WA | $145.1M | 3 | Charles Schwab→ |
| B58 | MARATHON STRATEGIC ADVISORS, LLC CRD 117108 | PA | $182.7M | 1 | Charles Schwab→ |
| B58 | INTEGRITY WEALTH MANAGEMENT, INC. CRD 150103 | WA | $163.2M | 2 | Charles Schwab→ |
| B57 | SIMCOE CAPITAL, LLC CRD 121505 | WA | $109.4M | 3 | E*Trade→ |
| B57 | P3 ASSET MANAGEMENT, LLC CRD 327327 | WA | $40.3M | — | E*Trade→ |
| B57 | ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC CRD 147982 | PA | $116.4M | 4 | Fidelity→ |
| B57 | FULCRUM WEALTH ADVISORS, LLC CRD 169277 | WA | $208.0M | 3 | Charles Schwab→ |
| 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 | WEINAND FINANCIAL, INC. CRD 328590 | WA | $610.4M | 1 | Charles Schwab→ |
| B56 | S. R. SCHILL & ASSOCIATES, INC. CRD 105864 | WA | $143.1M | 3 | Charles Schwab→ |
| B56 | SMART PORTFOLIOS, LLC CRD 131342 | WA | $210.3M | 4 | Charles Schwab→ |
| B56 | HERSHEY FINANCIAL ADVISERS, LLC CRD 149907 | PA | $151.7M | 4 | E*Trade→ |
| B56 | COLUMBIA RIVER ADVISORS, LLC CRD 154571 | WA | $191.1M | 4 | Charles Schwab→ |
| 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 | NORTHWEST WEALTH ADVISORS, LLC CRD 327641 | WA | $304.5M | 6 | LPL Financial→ |
| B55 | MOUNTAIN PACIFIC ADVISORS, LLC CRD 151666 | WA | $484.3M | — | E*Trade→ |
| 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 | ARCHON CAPITAL MANAGEMENT LLC CRD 130499 | WA | $214.6M | 3 | Fidelity→ |