| A85 | STAN EVANS FINANCIAL PLANNING, LLC CRD 164320 | OH | $122.0M | — | 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→ |
| A78 | ALAN B. LANCZ & ASSOCIATES, INC. CRD 105363 | OH | $175.4M | 1 | Charles Schwab→ |
| A75 | LIVELSBERGER, LYNN LOUIS CRD 117665 | OH | $176.4M | 1 | Charles Schwab→ |
| A75 | THE WEALTH ADVANTAGE GROUP, INC. CRD 122231 | OH | $146.4M | 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→ |
| A75 | V. M. MANNING & CO., INC. CRD 2655 | SC | $133.3M | 2 | Charles Schwab→ |
| A74 | GARLIKOV ADVISORS INC CRD 112352 | OH | $207.6M | 3 | E*Trade→ |
| A74 | RABE INVESTMENT CONSULTING GROUP CRD 316029 | OH | $129.9M | 2 | E*Trade→ |
| A73 | SUMMIT FINANCIAL ADVISORS, INC. CRD 145007 | OH | $199.4M | 5 | Charles Schwab→ |
| A72 | JRP CAPITAL CORP CRD 106285 | OH | $108.5M | — | E*Trade→ |
| A72 | DEWITT INVESTMENT RESEARCH & MANAGEMENT INC CRD 108232 | PA | $123.2M | 3 | Charles Schwab→ |
| A72 | APPALACHIAN CAPITAL MANAGEMENT LTD CRD 120038 | OH | $175.3M | 2 | Charles Schwab→ |
| A72 | ACT CAPITAL MANAGEMENT, LLC CRD 307272 | PA | $163.9M | — | Fidelity→ |
| A72 | JCT INVESTMENT COUNSEL, INC. CRD 112571 | OH | $129.1M | 1 | Charles Schwab→ |
| A72 | ODA AND COMPANY, INC. CRD 119952 | OH | $125.6M | 2 | —→ |
| A72 | M3 WEALTH MANAGEMENT, LLC CRD 335612 | OH | $160.2M | 2 | Charles Schwab→ |
| A70 | NYE WEALTH MANAGEMENT LLC CRD 170415 | OH | $107.7M | — | Charles Schwab→ |
| A70 | LESJAK PLANNING, LLC CRD 110090 | OH | $396.0M | 5 | Charles Schwab→ |
| A70 | HMS FINANCIAL SERVICES, LLC CRD 131569 | SC | $118.5M | 1 | E*Trade→ |
| 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 | CHAPMAN & CHAPMAN ADVISORS LLC CRD 122655 | OH | $145.6M | 2 | Charles Schwab→ |
| A69 | GIBRALTAR WEALTH MANAGEMENT, LLC CRD 124128 | PA | $212.7M | 5 | Charles Schwab→ |
| A69 | ALLISON INVESTMENT MANAGEMENT, LLC CRD 124645 | SC | $170.4M | 2 | Charles Schwab→ |
| A68 | DAVINCI FINANCIAL DESIGNS LLC CRD 163362 | SC | $222.8M | 5 | LPL Financial→ |
| 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→ |
| A67 | ATLANTIS WEALTH ADVISORS LLC CRD 169956 | OH | $150.2M | 4 | E*Trade→ |
| A66 | YON DRAKE & ASSOCIATES INC CRD 111491 | SC | $304.7M | 2 | E*Trade→ |
| A66 | KOHLHEPP INVESTMENT ADVISORS, LTD. CRD 113989 | PA | $204.6M | 3 | Charles Schwab→ |
| 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 | NEWPORT INVESTMENT ADVISORS INC CRD 113175 | OH | $198.0M | 2 | Fidelity→ |
| A65 | BLUE GRANITE CAPITAL, LLC CRD 125607 | SC | $108.8M | 3 | Pershing→ |
| A65 | VAN DER NOORD FINANCIAL ADVISORS, INC. CRD 135556 | SC | $152.0M | 2 | Charles Schwab→ |
| A65 | SCHMITT WEALTH ADVISERS, CORP. CRD 174958 | OH | $135.0M | 2 | Charles Schwab→ |
| A65 | POLARIS FINANCIAL PARTNERS, LLC CRD 299258 | OH | $226.0M | 2 | 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 | TAVERIK CAPITAL, LLC CRD 156594 | SC | $97.5M | 2 | Charles Schwab→ |
| B64 | WARREN CAPITAL MANAGEMENT, INC. CRD 137449 | SC | $131.0M | 3 | Charles Schwab→ |
| B64 | PROFESSIONAL FINANCIAL ADVISORS INC CRD 107289 | PA | $426.0M | 6 | Raymond James→ |
| B64 | VAWTER FINANCIAL LTD CRD 108830 | OH | $394.4M | 4 | Charles Schwab→ |
| B64 | HANOVER ADVISORS, INC CRD 119655 | SC | $354.9M | 3 | Pershing→ |
| B64 | NICHOLSON WEALTH MANAGEMENT GROUP, LLC CRD 327001 | SC | $322.0M | 2 | Charles Schwab→ |
