| A81 | EHB FINANCIAL RESOURCES MANAGEMENT, INC. CRD 116186 | PA | $164.0M | 1 | Charles Schwab→ |
| A80 | COMPREHENSIVE FINANCIAL PLANNING INC CRD 109822 | OK | $176.0M | 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→ |
| A78 | NEWGROUND SOCIAL INVESTMENT, SPC CRD 117060 | WA | $161.1M | 1 | Charles Schwab→ |
| A76 | PRIVATE ASSET MANAGEMENT INC CRD 108815 | WA | $109.5M | 2 | 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 | LESA SROUFE & COMPANY, INC. CRD 130232 | WA | $207.3M | 4 | E*Trade→ |
| A74 | PORTFOLIO STRATEGIES INC CRD 104685 | WA | $50.2M | 3 | 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 | PETERSON ROGERS PRIVATE WEALTH, LLC CRD 324001 | UT | $177.1M | 3 | Charles Schwab→ |
| A70 | LAKESIDE ADVISORS INC CRD 104540 | WA | $412.2M | 3 | Pershing→ |
| 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→ |
| 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→ |
| A66 | KOHLHEPP INVESTMENT ADVISORS, LTD. CRD 113989 | PA | $204.6M | 3 | Charles Schwab→ |
| A66 | THE PLANNER'S EDGE LLC CRD 114616 | WA | $178.7M | 3 | 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 | RARE WOLF CAPITAL LLC CRD 334465 | WA | $179.6M | 1 | 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 | RUNDE & CO. LLC CRD 106383 | WA | $209.5M | 2 | Charles Schwab→ |
| A65 | OAKMONT INVESTMENT ADVISORS, INC. CRD 111095 | PA | $192.2M | 3 | Fidelity→ |
| A65 | HALLETT INVESTMENTS, LLC CRD 306187 | WA | $157.9M | 5 | 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 | SANDER CAPITAL ADVISORS, INC. CRD 112499 | WA | $210.0M | 2 | E*Trade→ |
| B64 | FOUNDATION CAPITAL MANAGEMENT, LLC CRD 142659 | PA | $243.8M | 2 | E*Trade→ |
| B64 | VORPAHL WING SECURITIES, INC. CRD 47548 | WA | $124.4M | 4 | 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 | JMK & ASSOCIATES, LLC CRD 312760 | WA | $268.4M | 1 | LPL Financial→ |
| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | LPL Financial→ |
| B62 | ADAPTATION FINANCIAL ADVISORS INC. CRD 309192 | OK | $233.6M | 4 | Charles Schwab→ |
| B61 | LIBERTY ASSET MANAGEMENT, LLC CRD 142094 | PA | $141.0M | 5 | E*Trade→ |
| B61 | CONTINENTAL INVESTORS SERVICES, INC. CRD 29775 | WA | $196.8M | 19 | E*Trade→ |
| B61 | KEELER THOMAS MANAGEMENT LLC CRD 109522 | UT | $305.5M | 5 | Charles Schwab→ |
| B61 | ADARE ASSET MANAGEMENT, LLC CRD 152471 | PA | $159.3M | 1 | Fidelity→ |
| B61 | LANDMARK WEALTH ADVISORS, LLC CRD 166989 | UT | $135.9M | 2 | Charles Schwab→ |
| B61 | SECTOR ANALYSTS LLC CRD 169789 | PA | $238.2M | 2 | Charles Schwab→ |
| B61 | WHARTON WEALTH MANAGEMENT, LLC CRD 281348 | PA | $209.2M | 2 | Pershing→ |
| B61 | PATHMONT, LLC CRD 299217 | WA | $169.7M | 1 | Charles Schwab→ |
| B61 | CGI WEALTH ADVISORS, INC. CRD 311273 | PA | $129.4M | 2 | Altruist→ |
