| A80 | TRIDENT ADVISORS INC CRD 108920 | PA | $116.9M | 1 | Wells Fargo→ |
| B56 | BISCHOFF WEALTH MANAGEMENT GROUP, LLC CRD 171652 | IN | $222.0M | 1 | Wells Fargo→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C42 | CORDATUS WEALTH MANAGEMENT LLC CRD 282871 | PA | $630.4M | 6 | Wells Fargo→ |
| C40 | RUBENSTEIN PARTNERS, L.P. CRD 156988 | PA | $378.9M | — | Wells Fargo→ |
| C40 | GLOBAL BETA ADVISORS LLC CRD 298176 | PA | $28.8M | 1 | Wells Fargo→ |
| C38 | RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC. CRD 323846 | PA | $167.2M | 3 | Wells Fargo→ |
| C34 | MITCHELL & PAHL PRIVATE WEALTH, LLC CRD 307625 | OK | $449.9M | 2 | 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→ |
| C26 | CORTEN REAL ESTATE MANAGEMENT LLC CRD 321897 | PA | $457.4M | — | Wells Fargo→ |
| C25 | LBC CREDIT MANAGEMENT, L.P. CRD 157628 | PA | $3.24B | — | Wells Fargo→ |
| C25 | ARDEN FUND MANAGEMENT, LLC CRD 164662 | PA | $1.11B | — | 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→ |
| C13 | PETREDIS INVESTMENT ADVISORS LLC CRD 322371 | PA | $1.69B | 7 | Wells Fargo→ |
