| B56 | BISCHOFF WEALTH MANAGEMENT GROUP, LLC CRD 171652 | IN | $222.0M | 1 | Wells Fargo→ |
| B56 | KALAMATA ASSET MANAGEMENT LLC CRD 284328 | MD | $106.8M | 1 | Wells Fargo→ |
| C49 | ARCHWAY WEALTH MANAGEMENT, LLC CRD 326816 | MO | $345.7M | 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→ |
| C44 | LITTLEJOHN FINANCIAL SERVICES, INC CRD 155113 | OR | $171.3M | 4 | Wells Fargo→ |
| C37 | WELLS FARGO CLEARING SERVICES, LLC CRD 19616 | MO | $671.42B | 50 | Wells Fargo→ |
| C36 | DVSM, LP CRD 160800 | OR | $1.89B | — | 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→ |
| C30 | LOMBARD ADVISERS INCORPORATED CRD 108231 | MD | $669.8M | 32 | Wells Fargo→ |
| C28 | AXIOM FINANCIAL STRATEGIES GROUP, LLC CRD 306618 | IN | $404.1M | 6 | Wells Fargo→ |
| C28 | CONFLUENCE INVESTMENT MANAGEMENT LLC CRD 146019 | MO | $6.72B | 8 | Wells Fargo→ |
| C25 | ENLIGHTENMENT CAPITAL, LLC CRD 166422 | MD | $2.12B | — | Wells Fargo→ |
| C23 | FOURTHSTONE LLC CRD 169067 | MO | $1.22B | — | Wells Fargo→ |
| C23 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC CRD 11025 | MO | $252.25B | 50 | Wells Fargo→ |
| C8 | ROTUNDA CAPITAL PARTNERS, LLC CRD 290282 | MD | $1.61B | — | Wells Fargo→ |
