| A80 | TRIDENT ADVISORS INC CRD 108920 | PA | $116.9M | 1 | Wells Fargo→ |
| C49 | ARCHWAY WEALTH MANAGEMENT, LLC CRD 326816 | MO | $345.7M | 3 | 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 | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC CRD 114471 | NC | $487.1M | 5 | Wells Fargo→ |
| C38 | RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC. CRD 323846 | PA | $167.2M | 3 | 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→ |
| C32 | TRADEWINDS, LLC CRD 316415 | NC | $659.4M | 10 | Wells Fargo→ |
| C28 | CONFLUENCE INVESTMENT MANAGEMENT LLC CRD 146019 | MO | $6.72B | 8 | Wells Fargo→ |
| C26 | CC MANAGEMENT GP, LLC CRD 168693 | NC | $1.39B | — | 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 | FOURTHSTONE LLC CRD 169067 | MO | $1.22B | — | Wells Fargo→ |
| C23 | ABSHER WEALTH MANAGEMENT, LLC CRD 304642 | NC | $1.26B | 7 | Wells Fargo→ |
| C23 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC CRD 11025 | MO | $252.25B | 50 | Wells Fargo→ |
| C23 | WELLS FARGO INVESTMENT INSTITUTE, INC. CRD 133204 | NC | $43.00B | 49 | Wells Fargo→ |
| C13 | PETREDIS INVESTMENT ADVISORS LLC CRD 322371 | PA | $1.69B | 7 | Wells Fargo→ |
