| B53 | COMPASS CAPITAL MANAGEMENT, LLC CRD 150170 | OK | $119.0M | 3 | Pershing→ |
| C46 | COTTONWOOD CAPITAL ADVISORS, LLC CRD 311272 | UT | $279.0M | 2 | Wells Fargo→ |
| C45 | OLISTICO WEALTH, LLC CRD 315028 | OK | $371.5M | 4 | Pershing→ |
| C44 | GLADIUS CAPITAL MANAGEMENT LP CRD 152023 | UT | $2.88B | — | Wells Fargo→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C41 | DECATHLON CAPITAL MANAGEMENT II, LLC CRD 175030 | UT | $266.7M | — | Wells Fargo→ |
| C40 | BOK FINANCIAL SECURITIES, INC. CRD 17530 | OK | $1.06B | 50 | Pershing→ |
| C34 | MITCHELL & PAHL PRIVATE WEALTH, LLC CRD 307625 | OK | $449.9M | 2 | Wells Fargo→ |
| C31 | TRANSAMERICA RETIREMENT ADVISORS, LLC CRD 107319 | IA | $18.83B | 39 | Pershing→ |
| C28 | ARGONAUT PRIVATE CAPITAL, LP CRD 283878 | OK | $3.01B | — | Wells Fargo→ |
| C23 | THE CYNOSURE GROUP CRD 281399 | UT | $9.85B | 15 | Wells Fargo→ |
| C23 | FOURPATH CAPITAL MANAGEMENT, LLC CRD 313573 | OK | $1.06B | 6 | Wells Fargo→ |
| C23 | PRINCIPAL REAL ESTATE INVESTORS, LLC CRD 109008 | IA | $105.65B | — | Wells Fargo→ |
| C21 | BASEPOINT WEALTH, LLC CRD 289538 | IA | $883.8M | 13 | Pershing→ |
| C19 | SOLIDARITY WEALTH, LLC CRD 315843 | UT | $704.2M | 9 | Pershing→ |
| C19 | KEYSTONE NATIONAL GROUP, LLC CRD 142885 | UT | $2.50B | — | Wells Fargo→ |
