| B56 | KALAMATA ASSET MANAGEMENT LLC CRD 284328 | MD | $106.8M | 1 | Wells Fargo→ |
| C49 | TONKA CAPITAL PARTNERS, LLC CRD 298336 | MN | $139.8M | 3 | Wells Fargo→ |
| C48 | CHAPIN DAVIS, INC CRD 28116 | MD | $642.8M | 25 | Wells Fargo→ |
| C47 | GEF MANAGEMENT CORPORATION CRD 107208 | MD | $116.0M | — | Wells Fargo→ |
| C38 | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC CRD 114471 | NC | $487.1M | 5 | Wells Fargo→ |
| C32 | TRADEWINDS, LLC CRD 316415 | NC | $659.4M | 10 | Wells Fargo→ |
| C31 | NORWEST CAPITAL ADVISORS, LLC CRD 323642 | MN | $3.84B | — | Wells Fargo→ |
| C30 | LOMBARD ADVISERS INCORPORATED CRD 108231 | MD | $669.8M | 32 | Wells Fargo→ |
| C28 | PETROS FAMILY WEALTH, LLC CRD 324059 | MN | $341.6M | 8 | Wells Fargo→ |
| C26 | CC MANAGEMENT GP, LLC CRD 168693 | NC | $1.39B | — | Wells Fargo→ |
| C25 | ENLIGHTENMENT CAPITAL, LLC CRD 166422 | MD | $2.12B | — | Wells Fargo→ |
| C23 | ABSHER WEALTH MANAGEMENT, LLC CRD 304642 | NC | $1.26B | 7 | Wells Fargo→ |
| C23 | WELLS FARGO INVESTMENT INSTITUTE, INC. CRD 133204 | NC | $43.00B | 49 | Wells Fargo→ |
| C8 | ROTUNDA CAPITAL PARTNERS, LLC CRD 290282 | MD | $1.61B | — | Wells Fargo→ |
