| A90 | WINNING POINTS ADVISORS, L.L.C. CRD 118077 | FL | $173.1M | 1 | Charles Schwab→ |
| A84 | LORETTA NOLAN ASSOCIATES, LLC CRD 126468 | CT | $135.8M | 1 | Charles Schwab→ |
| A84 | SHANNON T. PITNER AND COMPANY CRD 311853 | FL | $107.9M | 1 | Raymond James→ |
| A81 | EHB FINANCIAL RESOURCES MANAGEMENT, INC. CRD 116186 | PA | $164.0M | 1 | Charles Schwab→ |
| A81 | WELLS GLOBAL INVESTMENT ADVISERS LLC CRD 150139 | FL | $101.3M | 2 | Pershing→ |
| A80 | TRIDENT ADVISORS INC CRD 108920 | PA | $116.9M | 1 | Wells Fargo→ |
| A80 | OSPREY CAPITAL MANAGEMENT CORP. CRD 172524 | FL | $197.2M | — | E*Trade→ |
| A80 | CHARTERED ADVISORY GROUP, INC. CRD 116517 | PA | $127.7M | 4 | Charles Schwab→ |
| A76 | CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC CRD 107865 | NJ | $107.9M | 1 | Charles Schwab→ |
| A75 | BERKSHIRE ADVISORS, INC. CRD 122389 | PA | $97.1M | 2 | Charles Schwab→ |
| A75 | ASPETUCK FINANCIAL MANAGEMENT LLC CRD 134500 | CT | $178.3M | 1 | Charles Schwab→ |
| A75 | ALEXANDER CAPITAL ADVISORS, LLC CRD 140508 | CT | $104.2M | 1 | Charles Schwab→ |
| A75 | WATKINSON CAPITAL ADVISORS LLC CRD 151862 | PA | $124.2M | 3 | Charles Schwab→ |
| A75 | COMPREHENSIVE CAPITAL MANAGEMENT, INC. CRD 119890 | NJ | $77.5M | 8 | Pershing→ |
| A75 | GLOBAL WEALTH MANAGEMENT, LLC CRD 153677 | NJ | $245.7M | 3 | Charles Schwab→ |
| A75 | SYNTAX RESEARCH, INC. CRD 151948 | FL | $202.9M | 1 | E*Trade→ |
| A72 | DEWITT INVESTMENT RESEARCH & MANAGEMENT INC CRD 108232 | PA | $123.2M | 3 | Charles Schwab→ |
| A72 | AUREUM WEALTH MANAGEMENT, LLC CRD 272027 | FL | $150.6M | 3 | Charles Schwab→ |
| A72 | ACT CAPITAL MANAGEMENT, LLC CRD 307272 | PA | $163.9M | — | Fidelity→ |
| A72 | DELTA CAPITAL MANAGEMENT LLC CRD 106248 | NJ | $240.2M | 1 | Charles Schwab→ |
| A72 | GROESBECK INVESTMENT MANAGEMENT CORP CRD 106679 | NJ | $54.7M | 2 | E*Trade→ |
| A72 | MONEY MANAGEMENT CONCEPTS, INC. CRD 111485 | FL | $119.6M | 2 | Charles Schwab→ |
| A72 | GARDEN STATE RETIREMENT SPECIALISTS, LLC CRD 128414 | NJ | $109.3M | 2 | Pershing→ |
| A72 | STAWNYCHY FINANCIAL SERVICES, INC. CRD 128859 | NJ | $131.2M | 1 | Charles Schwab→ |
| A71 | AURORA PRIVATE WEALTH, INC. CRD 281604 | NJ | $374.0M | 21 | Charles Schwab→ |
| A71 | FUTURA ASSET ADVISORS LLC CRD 136285 | FL | $114.8M | 1 | E*Trade→ |
| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A70 | REDWOOD WEALTH MANAGEMENT GROUP, LLC CRD 281741 | NJ | $317.2M | — | Charles Schwab→ |
| A70 | HEALTHVIEW ASSET MANAGEMENT, INC. CRD 141884 | PA | $104.4M | 4 | E*Trade→ |
| A70 | BUCKEYE-PACIFIC LLC CRD 311553 | FL | $225.4M | — | Goldman Sachs→ |
| A70 | BORER DENTON & ASSOCIATES, INC. CRD 135729 | PA | $403.0M | 2 | Pershing→ |
| A69 | PORTFOLIO RESOURCES ADVISOR GROUP, INC. CRD 144601 | FL | $121.9M | 11 | Charles Schwab→ |
| A69 | RDM CAPITAL ASSOCIATES INC CRD 106941 | NJ | $164.5M | 3 | Pershing→ |
| A69 | AMERICAN ASSET MANAGEMENT INC. CRD 123116 | FL | $153.3M | 1 | Charles Schwab→ |
| A69 | GIBRALTAR WEALTH MANAGEMENT, LLC CRD 124128 | PA | $212.7M | 5 | Charles Schwab→ |
| A69 | LIFESTYLE FREEDOM ADVISORY GROUP, LLC CRD 283512 | FL | $156.8M | 5 | Charles Schwab→ |
| A68 | INGRAM ADVISORY SERVICES, LLC CRD 123508 | FL | $109.3M | 2 | Pershing→ |
| A68 | RUTHERFORD ASSET PLANNING, INC. CRD 128036 | FL | $181.3M | 1 | Charles Schwab→ |
| A68 | OMEGA CAPITAL MANAGEMENT,LLC CRD 129167 | NJ | $139.7M | 1 | Charles Schwab→ |
| A68 | PCG ASSET MANAGEMENT, LLC CRD 148208 | NJ | $143.1M | 4 | Pershing→ |
| A68 | LOYOLA ASSET MANAGEMENT LLC CRD 153255 | FL | $239.9M | 3 | Pershing→ |
| A68 | UNIMAR FINANCIAL SERVICES, LLC CRD 159674 | FL | $230.8M | 3 | Pershing→ |
| A68 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. CRD 106758 | NJ | $331.6M | 2 | E*Trade→ |
| A68 | MATTHEW 25 MANAGEMENT CORP CRD 104566 | PA | $315.9M | — | E*Trade→ |
| A68 | CAMPBELL CAPITAL MANAGEMENT INC CRD 106130 | FL | $303.3M | 1 | E*Trade→ |
| A68 | EMERALD SEPARATE ACCOUNT MANAGEMENT LLC CRD 150202 | PA | $21.3M | — | E*Trade→ |
| A68 | DRUM HILL CAPITAL, LLC CRD 123359 | CT | $194.3M | 3 | E*Trade→ |
| A68 | ZEST CAPITAL LLC CRD 316889 | FL | $90.6M | — | E*Trade→ |
| A67 | DIASTOLE WEALTH MANAGEMENT, INC. CRD 111604 | CT | $396.0M | 9 | Charles Schwab→ |
| A67 | HERITAGE CAPITAL, LLC CRD 127650 | CT | $146.9M | 3 | E*Trade→ |
