| C46 | COTTONWOOD CAPITAL ADVISORS, LLC CRD 311272 | UT | $279.0M | 2 | Wells Fargo→ |
| C44 | GLADIUS CAPITAL MANAGEMENT LP CRD 152023 | UT | $2.88B | — | Wells Fargo→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C41 | DECATHLON CAPITAL MANAGEMENT II, LLC CRD 175030 | UT | $266.7M | — | Wells Fargo→ |
| C38 | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC CRD 114471 | NC | $487.1M | 5 | Wells Fargo→ |
| C34 | MITCHELL & PAHL PRIVATE WEALTH, LLC CRD 307625 | OK | $449.9M | 2 | Wells Fargo→ |
| C32 | TRADEWINDS, LLC CRD 316415 | NC | $659.4M | 10 | Wells Fargo→ |
| C28 | ARGONAUT PRIVATE CAPITAL, LP CRD 283878 | OK | $3.01B | — | Wells Fargo→ |
| C26 | CC MANAGEMENT GP, LLC CRD 168693 | NC | $1.39B | — | Wells Fargo→ |
| C23 | THE CYNOSURE GROUP CRD 281399 | UT | $9.85B | 15 | Wells Fargo→ |
| C23 | ABSHER WEALTH MANAGEMENT, LLC CRD 304642 | NC | $1.26B | 7 | 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 INVESTMENT INSTITUTE, INC. CRD 133204 | NC | $43.00B | 49 | Wells Fargo→ |
| C19 | KEYSTONE NATIONAL GROUP, LLC CRD 142885 | UT | $2.50B | — | Wells Fargo→ |
