| B56 | BISCHOFF WEALTH MANAGEMENT GROUP, LLC CRD 171652 | IN | $222.0M | 1 | Wells Fargo→ |
| C49 | SOUND MARK PARTNERS, LLC CRD 169037 | CT | $272.0M | — | Wells Fargo→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C41 | COOPERATIVE FUNERAL FUND INC CRD 107631 | CT | $727.8M | 1 | Wells Fargo→ |
| C40 | GAMCO ASSET MANAGEMENT INC. CRD 104950 | CT | $11.69B | 10 | Wells Fargo→ |
| C36 | HIGHLAND PEAK CAPITAL, LLC CRD 306304 | CT | $333.2M | — | Wells Fargo→ |
| C35 | LOTUS INFRASTRUCTURE PARTNERS, LP CRD 324015 | CT | $6.16B | — | Wells Fargo→ |
| C34 | MITCHELL & PAHL PRIVATE WEALTH, LLC CRD 307625 | OK | $449.9M | 2 | Wells Fargo→ |
| C31 | PINEY LAKE CAPITAL MANAGEMENT LP CRD 290404 | CT | $744.9M | — | Wells Fargo→ |
| C28 | AXIOM FINANCIAL STRATEGIES GROUP, LLC CRD 306618 | IN | $404.1M | 6 | Wells Fargo→ |
| C28 | ARGONAUT PRIVATE CAPITAL, LP CRD 283878 | OK | $3.01B | — | 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→ |
