| Thrive Wealth Management, LLC | Audubon | $1.58B | — |
| Inverness Graham Investments, Inc. | Wayne | $1.57B | 29 |
| Brandywine Oak Private Wealth LLC | Kennett Square | $1.57B | — |
| Abundance Wealth Counselors, LLC | State College | $1.56B | 2 |
| Roble, Belko and Company, Inc. | Sewickley | $1.55B | — |
| Alden Capital Management Inc. | Wayne | $1.52B | 1 |
| Kintra Wealth, LLC | Williamsport | $1.5B | — |
| Tower Bridge Advisors, Inc. | West Conshohocken | $1.49B | 2 |
| River Wealth Advisors LLC | Camp Hill | $1.47B | — |
| Electra Capital Advisors, LLC | Conshohocken | $1.45B | — |
| Northeast Financial Group, Inc. | Allentown | $1.44B | 4 |
| Trustmont Advisory Group, Inc. | Greensburg | $1.4B | — |
| Ironview Capital Management, LLC | Conshohocken | $1.39B | 1 |
| Morgan Properties Special Situations II LLC | Conshohocken | $1.37B | — |
| Meridian Wealth Partners, LLC | East Norriton | $1.37B | — |
| Miravast Asset Management, LLC | Newtown | $1.36B | 3 |
| 1315 Capital, LLC | Philadelphia | $1.35B | 11 |
| Stillwater Capital Advisors, LLC | Devon | $1.34B | — |
| Hunter Associates Investment Management LLC | Pittsburgh | $1.34B | — |
| Chadds Ford Wealth Partners, LLC | Chadds Ford | $1.33B | — |
| Coury Firm Asset Management LLC | Pittsburgh | $1.32B | 1 |
| Valley National Advisers Inc | Bethlehem | $1.31B | — |
| Mount Lucas Management LP | Newtown | $1.3B | 1 |
| Baldwin Investment Management, LLC | West Conshohocken | $1.3B | — |
| Biondo Investment Advisors LLC | Milford | $1.29B | — |
| Connors Investor Services Inc | Wyomissing | $1.28B | 9 |
| Cim Investment Management Inc | Pittsburgh | $1.28B | — |
| O'Hagan Group, Inc. | Bethlehem | $1.25B | — |
| Henry H. Armstrong Associates, Inc. | Pittsburgh | $1.23B | — |
| Prudent Management Associates | Philadelphia | $1.23B | — |
| Guardian Capital Partners Investment Management, L.P. | Wayne | $1.19B | 6 |
| Dinuzzo Private Wealth, Inc. | Beaver | $1.18B | — |
| Sevenoneseven Capital Management, Ltd | Lancaster | $1.18B | — |
| Psc Manager LLC | Yardley | $1.14B | 43 |
| Patriot Financial Manager, L.P. | Radnor | $1.13B | 5 |
| Addison Capital, LLC | Conshohocken | $1.12B | — |
| Blue Bell Private Wealth Management, LLC | Blue Bell | $1.12B | — |
| Ameriserv Wealth Advisors Inc | Johnstown | $1.11B | — |
| Arden Fund Management, LLC | Philadelphia | $1.11B | 9 |
| Trebuchet Consulting, LLC | Pittsburgh | $1.08B | — |
| Strid Group, LLC | Newtown Square | $1.08B | — |
| Sterling Investment Advisors Ltd. | Berwyn | $1.08B | — |
| Ategenos Capital, LLC | Berwyn | $1.07B | — |
| Clearview Financial Partners, LLC | Radnor | $1.06B | — |
| Faithward Advisors, LLC | Lancaster | $1.05B | — |
| Rodgers Brothers, Inc. | Harmony | $1.04B | — |
| Stanley-Laman Group Ltd. | Berwyn | $1.02B | 1 |
| Hudock, Inc. | Williamsport | $1B | — |
| Ellis Investment Partners, LLC | Berwyn | $986.8M | — |
| Barton Investment Management, LLC | W. Conshohocken | $984.7M | — |