| A87 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CRD 309943 | MA | $166.3M | 3 | Fidelity→ |
| 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 | INVESTMENT MANAGEMENT TRUST, LLC CRD 129456 | MA | $123.5M | 1 | Charles Schwab→ |
| A75 | WATKINSON CAPITAL ADVISORS LLC CRD 151862 | PA | $124.2M | 3 | Charles Schwab→ |
| A75 | FMA WEALTH MANAGEMENT, LLC CRD 313049 | MA | $174.0M | 1 | Charles Schwab→ |
| A74 | BROADWATER CAPITAL MANAGEMENT LLC CRD 125509 | MA | $161.0M | 1 | E*Trade→ |
| A74 | GARRETT NAGLE & CO., INC. CRD 7071 | MA | $98.4M | 2 | E*Trade→ |
| 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→ |
| A72 | COMPASS INVESTMENT ADVISERS, LLC CRD 131933 | OR | $110.5M | 2 | Charles Schwab→ |
| A72 | TWIN GRYPHON ADVISORS LLC CRD 297264 | MA | $126.5M | 1 | Fidelity→ |
| 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 | ALBERT D MASON INC CRD 107412 | MA | $210.6M | 4 | Charles Schwab→ |
| A69 | ORCA INVESTMENT MANAGEMENT, LLC CRD 144377 | OR | $211.7M | 11 | Charles Schwab→ |
| A69 | GIBRALTAR WEALTH MANAGEMENT, LLC CRD 124128 | PA | $212.7M | 5 | Charles Schwab→ |
| A69 | RADIUS WEALTH MANAGEMENT, INC. CRD 168159 | MA | $158.7M | 2 | Charles Schwab→ |
| A68 | TIMBUKTU CAPITAL MANAGEMENT, LLC CRD 131084 | MA | $98.6M | 1 | Charles Schwab→ |
| A68 | FENTON GREGORY COLEMAN CRD 133301 | MA | $194.8M | 1 | Fidelity→ |
| A68 | NORTH FORTY TWO & CO. CRD 148417 | OR | $167.9M | 1 | Charles Schwab→ |
| A68 | KALEEL INVESTMENT ADVISORS, LLC CRD 131216 | MA | $145.4M | 2 | E*Trade→ |
| A68 | MATTHEW 25 MANAGEMENT CORP CRD 104566 | PA | $315.9M | — | E*Trade→ |
| A68 | BTS ASSET MANAGEMENT INC CRD 105215 | MA | $144.8M | 11 | 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 | PARK STATE ASSET MANAGEMENT LLC CRD 336573 | MA | $192.4M | 4 | Charles Schwab→ |
| A66 | ENTREPRENEURSHARES LLC CRD 153615 | MA | $50.4M | 1 | E*Trade→ |
| A66 | NEEDHAM R B ADVISORY CORP CRD 105378 | MA | $102.4M | 1 | Charles Schwab→ |
| A66 | CFG WEALTH MANAGEMENT SERVICES INC CRD 108351 | IN | $110.2M | 2 | —→ |
| A66 | WEALTHKARE.COM, INC. CRD 115111 | PA | $125.7M | 8 | Charles Schwab→ |
| A65 | ROBBINS FINANCIAL ADVISORY SERVICE INC CRD 106088 | PA | $241.7M | 3 | Charles Schwab→ |
| A65 | BOYD FINANCIAL STRATEGIES, INC. CRD 107505 | MA | $139.6M | 3 | Charles Schwab→ |
| A65 | SUCCESSFUL MONEY STRATEGIES INC CRD 109829 | MA | $227.1M | 1 | Charles Schwab→ |
| A65 | OAKMONT INVESTMENT ADVISORS, INC. CRD 111095 | PA | $192.2M | 3 | Fidelity→ |
| A65 | NEW ENGLAND SCHOONER, INC. CRD 129552 | MA | $165.2M | 4 | Pershing→ |
| A65 | MOORE FINANCIAL ADVISORS, LTD. CRD 130421 | MA | $127.2M | 5 | Fidelity→ |
| A65 | FAMILY PARTNERS CAPITAL, LLC CRD 304176 | MA | $92.3M | 2 | Charles Schwab→ |
| A65 | BUTTERWORTH FINANCIAL LLC CRD 325026 | MA | $103.3M | 1 | LPL Financial→ |
| 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 | PROFESSIONAL FINANCIAL ADVISORS INC CRD 107289 | PA | $426.0M | 6 | Raymond James→ |
| B64 | IRONWOOD INVESTMENT MANAGEMENT, LLC CRD 108467 | MA | $278.2M | 2 | Charles Schwab→ |
| B64 | ASSET MANAGEMENT STRATEGIES, INC. CRD 135173 | IN | $220.2M | 8 | E*Trade→ |
| B64 | FAIRFIELD FINANCIAL ADVISORS LTD CRD 106408 | MA | $333.2M | 2 | Charles Schwab→ |
| 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 | EPILOG PARTNERS, LP. CRD 325368 | MA | $181.6M | — | E*Trade→ |
