| 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 | SUMNICHT & ASSOCIATES, LLC CRD 111421 | WI | $107.9M | 2 | Fidelity→ |
| A74 | OPTIMAL CAPITAL ADVISORS, LLC CRD 144719 | MI | $119.9M | 2 | Fidelity→ |
| A73 | WHALEN CAPITAL, INC. CRD 130016 | WI | $75.1M | 8 | 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→ |
| A70 | HEALTHVIEW ASSET MANAGEMENT, INC. CRD 141884 | PA | $104.4M | 4 | E*Trade→ |
| A70 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CRD 106288 | WI | $252.3M | 3 | Charles Schwab→ |
| 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 | 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 | CAPITAL WEALTH ADVISORS, LTD. CRD 155263 | WI | $126.1M | 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→ |
| A67 | FINANCIAL SERVICE GROUP INC CRD 107893 | WI | $215.0M | 3 | Charles Schwab→ |
| A66 | BRADFORD FINANCIAL CENTER CRD 110953 | IA | $229.7M | 8 | Charles Schwab→ |
| 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→ |
| 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→ |
| A65 | MCKINLEY MONEY, LLC CRD 145571 | WI | $163.7M | 2 | 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→ |
| 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→ |
| B63 | AMERICAN INVESTMENT ADVISORS INC CRD 104579 | WI | $137.9M | — | Charles Schwab→ |
| B63 | TUVE INVESTMENT MANAGEMENT, INC. CRD 226702 | IA | $147.7M | 2 | Charles Schwab→ |
| B62 | CMG CAPITAL MANAGEMENT GROUP, INC. CRD 110750 | PA | $256.5M | 2 | E*Trade→ |
| B62 | CENTRAL WEALTH MANAGEMENT LLC CRD 293172 | WI | $136.8M | 1 | Charles Schwab→ |
| B62 | LASALLE INVESTMENT ADVISORS, INC. CRD 109303 | WI | $133.6M | 5 | —→ |
| B62 | SULLIVAN INVESTMENT MANAGEMENT LLC CRD 289217 | WI | $111.8M | 1 | —→ |
| B62 | VALLEY BROOK CAPITAL GROUP, INC. CRD 122460 | PA | $223.3M | 6 | Charles Schwab→ |
