| B59 | SURIENCE PRIVATE WEALTH LLC CRD 313055 | WA | $124.0M | 2 | Wells Fargo→ |
| C50 | RICHARDS, MERRILL & PETERSON, INC. CRD 713 | WA | $643.6M | 12 | Wells Fargo→ |
| 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→ |
| C34 | MITCHELL & PAHL PRIVATE WEALTH, LLC CRD 307625 | OK | $449.9M | 2 | Wells Fargo→ |
| C28 | ARGONAUT PRIVATE CAPITAL, LP CRD 283878 | OK | $3.01B | — | Wells Fargo→ |
| C25 | FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC CRD 170918 | WA | $256.0M | 4 | Wells Fargo→ |
| C23 | THE CYNOSURE GROUP CRD 281399 | UT | $9.85B | 15 | 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→ |
| C19 | KEYSTONE NATIONAL GROUP, LLC CRD 142885 | UT | $2.50B | — | Wells Fargo→ |
