| A90 | CONFIDENTIAL MANAGEMENT ADVISORS, INC. CRD 125936 | MI | $161.9M | 1 | Charles Schwab→ |
| A84 | STEWARD CAPITAL MANAGEMENT, INC. CRD 104936 | MI | $95.1M | 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→ |
| A79 | KRS CAPITAL MANAGEMENT, LLC CRD 142928 | MI | $188.9M | 1 | Charles Schwab→ |
| A77 | GREYSTONE FINANCIAL GROUP, LLC CRD 306595 | MI | $494.9M | 4 | 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→ |
| A74 | OPTIMAL CAPITAL ADVISORS, LLC CRD 144719 | MI | $119.9M | 2 | Fidelity→ |
| 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 | PETERSON ROGERS PRIVATE WEALTH, LLC CRD 324001 | UT | $177.1M | 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 | SPECTRUM FINANCIAL RESOURCES, LLC CRD 127453 | MI | $235.3M | 5 | 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 | JOHN A. WOLFE & ASSOCIATES, INC. CRD 110799 | MI | $560.7M | 1 | Charles Schwab→ |
| A69 | JACK V. BUTTERFIELD INVESTMENT COMPANY CRD 3998 | MI | $157.6M | 8 | E*Trade→ |
| A68 | NORTH FORTY TWO & CO. CRD 148417 | OR | $167.9M | 1 | 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 | GLASS RETIREMENT STRATEGIES, INC. CRD 172610 | MI | $20.1M | 1 | E*Trade→ |
| A68 | RETIREMENT RESOURCES, LLC CRD 151889 | MI | $166.1M | 4 | E*Trade→ |
| A66 | REITZ CAPITAL ADVISORS LLC CRD 167088 | MI | $103.4M | 1 | Charles Schwab→ |
| A66 | KOHLHEPP INVESTMENT ADVISORS, LTD. CRD 113989 | PA | $204.6M | 3 | Charles Schwab→ |
| A66 | JFR FINANCIAL SERVICES, INC. CRD 124456 | MI | $276.6M | 2 | Fidelity→ |
| 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 | 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 | OAKMONT INVESTMENT ADVISORS, INC. CRD 111095 | PA | $192.2M | 3 | Fidelity→ |
| A65 | OLD OAK FINANCIAL PLANNING, INC. CRD 122500 | MI | $160.3M | 4 | Charles Schwab→ |
| 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 | MILLER CAPITAL PARTNERS, INC. CRD 124489 | MI | $311.6M | 2 | Charles Schwab→ |
| B64 | FOUNDATION CAPITAL MANAGEMENT, LLC CRD 142659 | PA | $243.8M | 2 | E*Trade→ |
| 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 | VALLEY BROOK CAPITAL GROUP, INC. CRD 122460 | PA | $223.3M | 6 | Charles Schwab→ |
| B62 | GREAT LAKES WEALTH, LLC CRD 282362 | MI | $166.3M | 1 | Charles Schwab→ |
| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | LPL Financial→ |
| B62 | EXECUTIVE FINANCIAL SERVICES INC CRD 110180 | MI | $199.4M | 3 | Charles Schwab→ |
| B61 | LIBERTY ASSET MANAGEMENT, LLC CRD 142094 | PA | $141.0M | 5 | E*Trade→ |
| B61 | KEELER THOMAS MANAGEMENT LLC CRD 109522 | UT | $305.5M | 5 | Charles Schwab→ |
| B61 | WELLSPRING ADVISORS, INC. CRD 147861 | OR | $152.2M | 2 | E*Trade→ |
| B61 | DUET ADVISORY SERVICES LLC CRD 283584 | MI | $316.5M | 3 | Charles Schwab→ |
