| A84 | LORETTA NOLAN ASSOCIATES, LLC CRD 126468 | CT | $135.8M | 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→ |
| A73 | REUTEMANN FINANCIAL SOLUTIONS, INC. CRD 153247 | MD | $251.6M | 6 | 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→ |
| A72 | MOUNT VERNON ASSOCIATES INC CRD 107099 | MD | $232.5M | 1 | Charles Schwab→ |
| A72 | PETERSON ROGERS PRIVATE WEALTH, LLC CRD 324001 | UT | $177.1M | 3 | Charles Schwab→ |
| A70 | CONSTITUTION CAPITAL LLC CRD 310378 | CT | $241.3M | 3 | Fidelity→ |
| A70 | MONTGOMERY INVESTMENT MANAGEMENT INC CRD 105417 | MD | $490.0M | 2 | Charles Schwab→ |
| A70 | INTERVEST LTD CRD 104614 | MD | $247.0M | 2 | E*Trade→ |
| A70 | HEALTHVIEW ASSET MANAGEMENT, INC. CRD 141884 | PA | $104.4M | 4 | E*Trade→ |
| A70 | GLOBAL BROKERAGE SERVICES, INC. CRD 37505 | MD | $137.3M | 10 | 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→ |
| A68 | THE ELLERSON GROUP INC CRD 106658 | MD | $291.2M | 2 | E*Trade→ |
| 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→ |
| A66 | KOHLHEPP INVESTMENT ADVISORS, LTD. CRD 113989 | PA | $204.6M | 3 | Charles Schwab→ |
| A66 | HILLMAN CAPITAL MANAGEMENT INC CRD 110096 | MD | $195.9M | 2 | Charles Schwab→ |
| A66 | WEALTHKARE.COM, INC. CRD 115111 | PA | $125.7M | 8 | Charles Schwab→ |
| A66 | LONE PEAK ADVISERS, LLC CRD 296772 | UT | $125.4M | 8 | Charles Schwab→ |
| A66 | GRANITE ISLANDS PRIVATE WEALTH, LLC CRD 336263 | CT | $229.9M | 4 | E*Trade→ |
| A66 | SLAYTON LEWIS INC CRD 114596 | UT | $334.4M | 2 | E*Trade→ |
| 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→ |
| B65 | MALVERN CAPITAL MANAGEMENT, LLC CRD 292396 | PA | $258.1M | 4 | E*Trade→ |
| B65 | EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC CRD 145420 | MD | $220.9M | 5 | 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 | FOUNDATION CAPITAL MANAGEMENT, LLC CRD 142659 | PA | $243.8M | 2 | E*Trade→ |
| B64 | P.A.W. CAPITAL PARTNERS, LP CRD 161094 | CT | $166.8M | — | Goldman Sachs→ |
| B63 | FAIRFIELD, BUSH & CO. CRD 105970 | CT | $589.0M | 3 | Charles Schwab→ |
| B63 | LBB HOLDING COMPANY LLC CRD 282285 | CT | $199.5M | — | JPMorgan→ |
| B63 | BCK CAPITAL MANAGEMENT LP CRD 282798 | CT | $112.4M | — | Goldman Sachs→ |
| B63 | CRUISER CAPITAL ADVISORS, LLC CRD 168739 | CT | $104.4M | — | Pershing→ |
| B63 | HARTFORD FINANCIAL MANAGEMENT INC CRD 105039 | CT | $699.6M | 7 | Charles Schwab→ |
| B62 | CMG CAPITAL MANAGEMENT GROUP, INC. CRD 110750 | PA | $256.5M | 2 | E*Trade→ |
| B62 | SMEDLEY FINANCIAL SERVICES INC CRD 110870 | UT | $341.8M | 6 | E*Trade→ |
| B62 | LONGWALL INVESTMENT PARTNERS, LLC CRD 324336 | CT | $428.2M | 3 | E*Trade→ |
