| C49 | VINE INVESTMENT ADVISORS, LP CRD 157341 | FL | $583.5M | — | U.S. Bank→ |
| C49 | ARCHWAY WEALTH MANAGEMENT, LLC CRD 326816 | MO | $345.7M | 3 | Wells Fargo→ |
| C45 | YELLOWSTONE CAPITAL PARTNERS US, LLC CRD 324681 | FL | $288.6M | — | U.S. Bank→ |
| C44 | HARBOUR GROUP INDUSTRIES, INC. CRD 160634 | MO | $448.3M | — | U.S. Bank→ |
| C41 | MELODEON CAPITAL PARTNERS, LP CRD 300896 | FL | $340.6M | — | Wells Fargo→ |
| C41 | THOMAS J. HERZFELD ADVISORS, INC. CRD 108369 | FL | $890.4M | 3 | U.S. Bank→ |
| C37 | WELLS FARGO CLEARING SERVICES, LLC CRD 19616 | MO | $671.42B | 50 | Wells Fargo→ |
| C36 | BRADY FAMILY WEALTH, LLC CRD 315635 | MO | $312.7M | 3 | Wells Fargo→ |
| C36 | TRUENORTH WEALTH & IMPACT, LLC CRD 321238 | MO | $456.2M | 3 | Wells Fargo→ |
| C36 | COMVEST CREDIT MANAGERS, LLC CRD 322342 | FL | $956.8M | — | U.S. Bank→ |
| C35 | ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC CRD 159393 | FL | $679.5M | — | Wells Fargo→ |
| C35 | CANNON GLOBAL INVESTMENT MANAGEMENT, LLC CRD 301911 | FL | $92.9M | — | U.S. Bank→ |
| C34 | CORRY CAPITAL ADVISORS, LLC CRD 165403 | FL | $2.01B | — | Wells Fargo→ |
| C32 | SUN CAPITAL ADVISORS, L.P. CRD 155109 | FL | $5.84B | — | Wells Fargo→ |
| C30 | BBVA GLOBAL WEALTH ADVISORS, INC. CRD 327326 | FL | $1.36B | 46 | U.S. Bank→ |
| C30 | DUBIN CLARK & COMPANY, INC CRD 282733 | FL | $425.2M | — | Wells Fargo→ |
| C28 | CONFLUENCE INVESTMENT MANAGEMENT LLC CRD 146019 | MO | $6.72B | 8 | Wells Fargo→ |
| C28 | AMUNI FINANCIAL, INC. CRD 8365 | FL | $194.6M | 21 | Wells Fargo→ |
| C28 | CANAL ROAD CAPITAL, LLC CRD 327488 | FL | $1.26B | — | U.S. Bank→ |
| C26 | BAYVIEW ASSET MANAGEMENT, LLC CRD 157053 | FL | $64.21B | — | Wells Fargo→ |
| C25 | ELION PARTNERS, LLC CRD 170483 | FL | $1.41B | — | Wells Fargo→ |
| C25 | 3650 REIT INVESTMENT MANAGEMENT LLC CRD 286013 | FL | $2.43B | — | Wells Fargo→ |
| C24 | HOLDCO ASSET MANAGEMENT, LP CRD 167054 | FL | $2.76B | — | U.S. Bank→ |
| C23 | FOURTHSTONE LLC CRD 169067 | MO | $1.22B | — | Wells Fargo→ |
| C23 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC CRD 11025 | MO | $252.25B | 50 | Wells Fargo→ |
| C22 | THOMPSON STREET CAPITAL MANAGER LLC CRD 156679 | MO | $4.57B | — | U.S. Bank→ |
| C22 | WARREN EQUITY PARTNERS MANAGER, L.P. CRD 295903 | FL | $6.09B | — | Wells Fargo→ |
| C22 | COMVEST CREDIT ADVISORS, LLC CRD 311663 | FL | $9.25B | — | U.S. Bank→ |
| C22 | SANDERS CAPITAL, LLC CRD 151480 | FL | $122.18B | 1 | Wells Fargo→ |
| C17 | HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. CRD 285401 | FL | $2.24B | — | Wells Fargo→ |
| C14 | NCW ADVISORS, LLC CRD 172431 | FL | — | — | U.S. Bank→ |
