| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C36 | FOUNDRY GROUP, LLC CRD 159541 | CO | $3.50B | — | Wells Fargo→ |
| C34 | MITCHELL & PAHL PRIVATE WEALTH, LLC CRD 307625 | OK | $449.9M | 2 | Wells Fargo→ |
| C31 | FOREST INVESTMENT ASSOCIATES L.P. CRD 110163 | GA | $5.24B | — | Wells Fargo→ |
| C28 | ARGONAUT PRIVATE CAPITAL, LP CRD 283878 | OK | $3.01B | — | Wells Fargo→ |
| C28 | WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP CRD 143980 | CO | $1.98B | — | Wells Fargo→ |
| C27 | EQUITY INVESTMENT CORPORATION CRD 283930 | GA | $3.51B | 16 | Wells Fargo→ |
| C24 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC CRD 113106 | GA | $1.07B | 16 | 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 | DELTA-V CAPITAL, LLC CRD 161800 | CO | $1.57B | 2 | Wells Fargo→ |
| C19 | WALKER & DUNLOP INVESTMENT PARTNERS, INC. CRD 165022 | CO | $2.70B | — | Wells Fargo→ |
| C10 | NAVIGATION CAPITAL PARTNERS, INC. CRD 156906 | GA | — | — | Wells Fargo→ |
