| Elm Capital Management LLC | Pittsburgh | $133.4M | — |
| Nest Investments LLC | Conshohocken | $131.7M | — |
| Walsky Investment Management Inc | Wyomissing | $130.2M | — |
| Cgi Wealth Advisors, Inc. | Frazer | $129.4M | — |
| Attleboro Wealth Management LLC | Yardley | $129.3M | — |
| Diccianni Financial Group, Inc. | East Norriton | $128.8M | — |
| Guardian Capital, LLC | Wexford | $128.1M | — |
| Chartered Advisory Group, Inc. | Chadds Ford | $127.7M | — |
| Dakota Investments, LLC | Bryn Mawr | $124.8M | — |
| Watkinson Capital Advisors LLC | Berwyn | $124.2M | — |
| Schuylkill Financial, LLC | Wyomissing | $123.6M | — |
| Dewitt Investment Research & Management Inc | Collegeville | $123.2M | — |
| V3limited LLC | Radnor | $122.4M | — |
| Chestnut Street Investment Counsel, LLC | Lancaster | $119.5M | — |
| Fournorth Capital LLC | West Conshohocken | $117.7M | — |
| McKinley Financial Advisors Inc | Brookville | $117.2M | — |
| Trident Advisors Inc | Doylestown | $116.9M | — |
| Asset Strategy Retirement Plan Consultants, LLC | Camp Hill | $116.4M | — |
| Palladiem LLC | Bryn Mawr | $114.5M | — |
| Arx Private Wealth | Lancaster | $113.6M | — |
| Setarcos Wealth Advisors LLC | Philadelphia | $111.7M | — |
| Success Wealth Management LLC | Wexford | $110.5M | — |
| Mainline Investment Advisers, LLC | Wynnewood | $109.9M | 9 |
| Park Shore Partners LLC | Erie | $109.9M | 1 |
| A Better Way Financial, LLC | Allentown | $109M | — |
| Srn Advisors, LLC | Huntingdon Valley | $108M | — |
| Skm Wealth Advisors LLC | Erie | $107.5M | — |
| Healthview Asset Management, Inc. | Pittsburgh | $104.4M | — |
| Moralis Technologies, LLC | Pittsburgh | $103M | — |
| Retire Ready Wealth Management, LLC | Radnor | $100.1M | — |
| Merion Realty Advisers, LLC | Wynnewood | $99.3M | 3 |
| Berkshire Advisors, Inc. | Wyomissing | $97.1M | — |
| Compass Investments LLC | Pittsburgh | $93.2M | — |
| Xponance Alts Solutions, LLC | Philadelphia | $92.3M | 1 |
| Wealthfd LLC | Conshohocken | $87.8M | — |
| Philadelphia Partners Capital Management, LLC | Bala Cynwyd | $61.2M | — |
| Nordwand Investments, LLC | Radnor | $44.7M | 2 |
| Gkfo, LLC | W. Conshohocken | $33.6M | — |
| Emstone Advisers, LLC | Leola | $29.3M | — |
| Global Beta Advisors LLC | West Chester | $28.8M | — |
| Emerald Separate Account Management LLC | Leola | $21.3M | 1 |
| Precidian Funds LLC | Newtown | $17M | — |
| Hunter Private Capital Advisors, LLC | Pittsburgh | $16.4M | 2 |
| Bryan Advisory Services, LLC | Canonsburg | $2.4M | — |
| Wealthn LLC | Newtown Square | $1.5M | — |
| Wealth More Enterprise, Inc. | Philadelphia | $100K | — |
| Stock Snips, Inc. | Pittsburgh | — | — |
| Isq Capital LLC | King of Prussia | — | 1 |
| Fidem Credit Advisors, LLC | Philadelphia | — | 1 |
| Im Wealth Partners Investment Advisors LLC | Blue Bell | — | — |