| A85 | ROCKBRIDGE ASSET MANAGEMENT, LLC CRD 329880 | VA | $218.0M | 1 | Interactive Brokers→ |
| A84 | LORETTA NOLAN ASSOCIATES, LLC CRD 126468 | CT | $135.8M | 1 | Charles Schwab→ |
| A84 | BLUELIST PARTNERS, LLC CRD 304568 | VA | $134.3M | 1 | Charles Schwab→ |
| 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→ |
| 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 | V. M. MANNING & CO., INC. CRD 2655 | SC | $133.3M | 2 | Charles Schwab→ |
| A73 | ALEXANDER RANDOLPH ADVISORY INC CRD 106024 | VA | $403.9M | 2 | Charles Schwab→ |
| 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 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A70 | Z3 CAPITAL PARTNERS, LLC CRD 336791 | VA | $466.8M | 3 | Raymond James→ |
| A70 | AVENIR CORPORATION CRD 110545 | VA | $849.3M | 3 | Fidelity→ |
| A70 | HMS FINANCIAL SERVICES, LLC CRD 131569 | SC | $118.5M | 1 | E*Trade→ |
| 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 | ALLISON INVESTMENT MANAGEMENT, LLC CRD 124645 | SC | $170.4M | 2 | Charles Schwab→ |
| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| A68 | KIRK CAPITAL ADVISORS LLC CRD 312401 | VA | $204.9M | 4 | 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→ |
| A68 | DRUM HILL CAPITAL, LLC CRD 123359 | CT | $194.3M | 3 | 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→ |
| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 2 | Raymond James→ |
| A67 | KEYSTONE ASSET MANAGEMENT, INC. CRD 130101 | VA | $261.0M | — | E*Trade→ |
| A66 | BRADFORD FINANCIAL CENTER CRD 110953 | IA | $229.7M | 8 | Charles Schwab→ |
| A66 | YON DRAKE & ASSOCIATES INC CRD 111491 | SC | $304.7M | 2 | E*Trade→ |
| A66 | KOHLHEPP INVESTMENT ADVISORS, LTD. CRD 113989 | PA | $204.6M | 3 | Charles Schwab→ |
| A66 | WEALTHKARE.COM, INC. CRD 115111 | PA | $125.7M | 8 | Charles Schwab→ |
| A66 | PORTFOLIO ADVISORY GROUP, INC. CRD 116011 | VA | $115.8M | 2 | —→ |
| A66 | GIRA & GIRA INVESTMENT ADVISORS LLC CRD 167813 | VA | $121.4M | 2 | —→ |
| A66 | GRANITE ISLANDS PRIVATE WEALTH, LLC CRD 336263 | CT | $229.9M | 4 | E*Trade→ |
| A65 | UNION STREET PARTNERS LLC CRD 156148 | VA | $86.3M | — | E*Trade→ |
| A65 | JAMES SCOTT S CO CRD 105861 | VA | $139.4M | 3 | Pershing→ |
| A65 | ROBBINS FINANCIAL ADVISORY SERVICE INC CRD 106088 | PA | $241.7M | 3 | Charles Schwab→ |
| A65 | DIAMANT ASSET MANAGEMENT, INC. CRD 107788 | CT | $211.5M | 4 | Fidelity→ |
| A65 | OAKMONT INVESTMENT ADVISORS, INC. CRD 111095 | PA | $192.2M | 3 | Fidelity→ |
| A65 | BLUE GRANITE CAPITAL, LLC CRD 125607 | SC | $108.8M | 3 | Pershing→ |
| A65 | VAN DER NOORD FINANCIAL ADVISORS, INC. CRD 135556 | SC | $152.0M | 2 | Charles Schwab→ |
| A65 | KORVING & COMPANY LLC CRD 152095 | VA | $137.5M | 3 | Charles Schwab→ |
| A65 | OCTOBER EFFECT LTD. CRD 281369 | VA | $138.9M | 4 | Charles Schwab→ |
| A65 | ACADIA LEGACY GROUP, LLC CRD 291481 | IA | $133.2M | 1 | Charles Schwab→ |
| A65 | BRIDGEWAY WEALTH MANAGEMENT, LLC CRD 326547 | IA | $164.6M | 2 | Raymond James→ |
| B65 | MALVERN CAPITAL MANAGEMENT, LLC CRD 292396 | PA | $258.1M | 4 | E*Trade→ |
