| 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 | UNITED VALUE CAPITAL, LLC CRD 300533 | UT | $122.0M | — | E*Trade→ |
| B58 | MARATHON STRATEGIC ADVISORS, LLC CRD 117108 | PA | $182.7M | 1 | Charles Schwab→ |
| B57 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC CRD 165355 | UT | $128.2M | 3 | E*Trade→ |
| 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 | SEVEN CANYONS ADVISORS, LLC CRD 290334 | UT | $90.0M | 4 | Fidelity→ |
| B56 | AG FINANCIAL, LLC CRD 140226 | UT | $103.5M | 2 | Charles Schwab→ |
| B56 | ENGLEBERT FINANCIAL ADVISERS, LLC CRD 300568 | PA | $156.6M | 3 | Charles Schwab→ |
| B56 | PARAGON CAPITAL MANAGEMENT INC CRD 105962 | UT | $153.4M | 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 | GUARDIAN WEALTH MANAGEMENT, LLC CRD 146923 | UT | $174.8M | 3 | Charles Schwab→ |
| 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 | CHEROKEE & WALKER MANAGEMENT, LLC CRD 160962 | UT | $100.8M | 4 | 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 | THE KARRAS COMPANY, INC. CRD 109578 | UT | $372.9M | 4 | Raymond James→ |
| B55 | LARSEN, GLEN ALLEN CRD 118496 | UT | $146.6M | — | Charles Schwab→ |
| 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 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| 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 | 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 | ALVIN CLAY FINANCIAL ADVISORS, LLC CRD 226655 | PA | $186.6M | 3 | Charles Schwab→ |
