| A81 | EHB FINANCIAL RESOURCES MANAGEMENT, INC. CRD 116186 | PA | $164.0M | 1 | Charles Schwab→ |
| A80 | TRIDENT ADVISORS INC CRD 108920 | PA | $116.9M | 1 | Wells Fargo→ |
| A80 | CHARTERED ADVISORY GROUP, INC. CRD 116517 | PA | $127.7M | 4 | Charles Schwab→ |
| A78 | SCHWARZ INVESTMENT PARTNERS CRD 113556 | KS | $184.9M | 2 | Charles Schwab→ |
| A75 | BERKSHIRE ADVISORS, INC. CRD 122389 | PA | $97.1M | 2 | Charles Schwab→ |
| A75 | WATKINSON CAPITAL ADVISORS LLC CRD 151862 | PA | $124.2M | 3 | Charles Schwab→ |
| A73 | BHK SECURITIES, LLC CRD 139665 | AL | $128.4M | 5 | Wells Fargo→ |
| A72 | DEWITT INVESTMENT RESEARCH & MANAGEMENT INC CRD 108232 | PA | $123.2M | 3 | Charles Schwab→ |
| A72 | ACT CAPITAL MANAGEMENT, LLC CRD 307272 | PA | $163.9M | — | Fidelity→ |
| A70 | 6TH STREET ADVISORS, LLC CRD 156623 | AL | $256.5M | 3 | Charles Schwab→ |
| A70 | HEALTHVIEW ASSET MANAGEMENT, INC. CRD 141884 | PA | $104.4M | 4 | E*Trade→ |
| A70 | BORER DENTON & ASSOCIATES, INC. CRD 135729 | PA | $403.0M | 2 | Pershing→ |
| A69 | GIBRALTAR WEALTH MANAGEMENT, LLC CRD 124128 | PA | $212.7M | 5 | Charles Schwab→ |
| A69 | RETIREMENT ADVISORS, INC. CRD 122122 | AL | $159.6M | 9 | Charles Schwab→ |
| A68 | MATTHEW 25 MANAGEMENT CORP CRD 104566 | PA | $315.9M | — | E*Trade→ |
| A68 | EMERALD SEPARATE ACCOUNT MANAGEMENT LLC CRD 150202 | PA | $21.3M | — | E*Trade→ |
| A66 | KOHLHEPP INVESTMENT ADVISORS, LTD. CRD 113989 | PA | $204.6M | 3 | Charles Schwab→ |
| A66 | WALTON FINANCIAL CRD 331634 | AL | $182.9M | 1 | E*Trade→ |
| A66 | CFG WEALTH MANAGEMENT SERVICES INC CRD 108351 | IN | $110.2M | 2 | —→ |
| A66 | WEALTHKARE.COM, INC. CRD 115111 | PA | $125.7M | 8 | Charles Schwab→ |
| A66 | BIRMINGHAM CAPITAL MANAGEMENT CO INC CRD 108508 | AL | $273.6M | 5 | E*Trade→ |
| A65 | ROBBINS FINANCIAL ADVISORY SERVICE INC CRD 106088 | PA | $241.7M | 3 | Charles Schwab→ |
| A65 | OAKMONT INVESTMENT ADVISORS, INC. CRD 111095 | PA | $192.2M | 3 | Fidelity→ |
| B65 | MALVERN CAPITAL MANAGEMENT, LLC CRD 292396 | PA | $258.1M | 4 | E*Trade→ |
| B65 | CHRISTINE MESSMER, P.C. CRD 121202 | PA | $240.6M | 1 | Charles Schwab→ |
| B64 | NCP MANAGEMENT HOLDINGS, INC. CRD 160075 | AL | $232.6M | — | E*Trade→ |
| B64 | PROFESSIONAL FINANCIAL ADVISORS INC CRD 107289 | PA | $426.0M | 6 | Raymond James→ |
| B64 | ASSET MANAGEMENT STRATEGIES, INC. CRD 135173 | IN | $220.2M | 8 | E*Trade→ |
| B64 | OFG FINANCIAL SERVICES, INC. CRD 23940 | KS | $271.0M | 50 | E*Trade→ |
| B64 | MCMAHAN CAPITAL MANAGEMENT LLC CRD 109140 | IN | $135.9M | 2 | E*Trade→ |
| B64 | FOUNDATION CAPITAL MANAGEMENT, LLC CRD 142659 | PA | $243.8M | 2 | E*Trade→ |
| B63 | THOMAS STORY AND SON LLC CRD 148774 | IN | $328.2M | 2 | E*Trade→ |
| B62 | CMG CAPITAL MANAGEMENT GROUP, INC. CRD 110750 | PA | $256.5M | 2 | E*Trade→ |
| B62 | VALLEY BROOK CAPITAL GROUP, INC. CRD 122460 | PA | $223.3M | 6 | Charles Schwab→ |
| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | LPL Financial→ |
| B62 | DAVID P. GILLIAM & ASSOCIATES, INC. CRD 285515 | IN | $186.7M | 3 | LPL Financial→ |
| B61 | PROVIDENCE FINANCIAL ADVISORS, LLC CRD 124839 | KS | $428.1M | 4 | Charles Schwab→ |
| B61 | LIBERTY ASSET MANAGEMENT, LLC CRD 142094 | PA | $141.0M | 5 | E*Trade→ |
| B61 | ADARE ASSET MANAGEMENT, LLC CRD 152471 | PA | $159.3M | 1 | Fidelity→ |
| B61 | SECTOR ANALYSTS LLC CRD 169789 | PA | $238.2M | 2 | Charles Schwab→ |
| B61 | WHARTON WEALTH MANAGEMENT, LLC CRD 281348 | PA | $209.2M | 2 | Pershing→ |
| 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 | MN WEALTH ADVISORS, LLC CRD 322617 | KS | $394.2M | 3 | Charles Schwab→ |
| B61 | WYZE WEALTH ADVISORS, LLC CRD 329413 | PA | $264.5M | 3 | Charles Schwab→ |
| B60 | NESTLERODE & LOY, INC. CRD 2907 | PA | $199.1M | 4 | E*Trade→ |
| B60 | V3LIMITED LLC CRD 169624 | PA | $122.4M | — | Fidelity→ |
| B60 | CRF FINANCIAL GROUP CRD 127388 | IN | $279.5M | 1 | E*Trade→ |
| B59 | PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC CRD 294016 | PA | $61.2M | 3 | E*Trade→ |
