| B50 | SUMMIT PARTNERS CREDIT ADVISORS, L.P. CRD 153195 | MA | $419.0M | — | Wells Fargo→ |
| C49 | ARCHWAY WEALTH MANAGEMENT, LLC CRD 326816 | MO | $345.7M | 3 | Wells Fargo→ |
| C45 | PROSPECT HILL GROWTH PARTNERS, L.P. CRD 171462 | MA | $310.6M | — | Wells Fargo→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C39 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CRD 316736 | MA | $532.9M | 5 | Wells Fargo→ |
| 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→ |
| C35 | TA REALTY LLC CRD 108586 | MA | $1.48B | — | Wells Fargo→ |
| C34 | MITCHELL & PAHL PRIVATE WEALTH, LLC CRD 307625 | OK | $449.9M | 2 | Wells Fargo→ |
| C30 | ROCKPOINT GROUP, L.L.C. CRD 156630 | MA | $13.04B | — | Wells Fargo→ |
| C28 | CONFLUENCE INVESTMENT MANAGEMENT LLC CRD 146019 | MO | $6.72B | 8 | Wells Fargo→ |
| C28 | ARGONAUT PRIVATE CAPITAL, LP CRD 283878 | OK | $3.01B | — | Wells Fargo→ |
| C23 | FOURTHSTONE LLC CRD 169067 | MO | $1.22B | — | 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→ |
| C23 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC CRD 11025 | MO | $252.25B | 50 | Wells Fargo→ |
| C17 | SUMMIT PARTNERS, L.P. CRD 135271 | MA | $42.01B | — | Wells Fargo→ |
