| Acadia Legacy Group | Clive | $133.2 million | 0 |
| Accel Wealth Management | Waverly | $1.15 billion | 2 |
| Aegis Wealth Management, Inc. | Guthrie Center | $216.5 million | 0 |
| Aegon Asset Management US | Cedar Rapids | $88.80 billion | 4 |
| Aegon Real Assets US | Cedar Rapids | $394.5 million | 0 |
| Alphabit Investments, LLC | Forest City | $7.7 million | 0 |
| Altitude Capital Management LLC | Des Moines | $103.6 million | 0 |
| Ao Wealth Advisory | Urbandale | $213.2 million | 0 |
| Aot Invest LLC | Davenport | $102.6 million | 0 |
| Arnold and Mote Wealth Management | Hiawatha | $168.2 million | 0 |
| Ausdal Financial Partners, Inc. | Davenport | $3.73 billion | 5 |
| Avantax Planning Partners, Inc. | Dubuque | $7.57 billion | 1 |
| Ballast Capital Advisors, LLC | West Des Moines | $328.7 million | 0 |
| Basepoint Wealth, LLC | Cedar Rapids | $883.8 million | 0 |
| Beacon Capital, LLC | Cedar Rapids | $278.3 million | 7 |
| Berthel Fisher & Company Financial Services, Inc. | Cedar Rapids | $906.4 million | 8 |
| Bfc Planning, Inc. | Cedar Rapids | $3.84 billion | 1 |
| Boyle Capital | West Des Moines | $342.0 million | 0 |
| Bradford Financial Center | Clarion | $229.7 million | 0 |
| Bridgeway Wealth Management, LLC | Cedar Rapids | $164.6 million | 0 |
| Bsc Capital Partners, LLC | West Des Moines | $125.8 million | 0 |
| Btc Capital Management | Des Moines | $4.60 billion | 0 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | $138.69 billion | 15 |
| Cedar Point Capital Partners, LLC | Cedar Rapids | $248.1 million | 0 |
| Cedar Valley Wealth Advisors | Cedar Falls | $172.5 million | 0 |
| Clarity Asset Management, Inc. | Ames | $257.4 million | 0 |
| Compass Financial Services | West Des Moines | $407.4 million | 0 |
| Des Moines Investments, LLC | Des Moines | $246.0 million | 2 |
| Dmkc Advisory Services, LLC | Des Moines | $902.5 million | 0 |
| Dynamic Financial Group | Cedar Falls | $539.6 million | 0 |
| Fbl Wealth Management, LLC | West Des Moines | $9.2 million | 0 |
| Five Talents Financial Management Group LLC | West Des Moines | $256.0 million | 0 |
| Forrest Financial Services | Windsor Heights | $154.0 million | 0 |
| Foster Group, Inc. | West Des Moines | $4.78 billion | 0 |
| Friday Financial | Dubuque | $409.3 million | 0 |
| Fsb Premier Wealth Management, Inc. | Waterloo | $431.7 million | 0 |
| Gilbert & Cook, Inc. | West Des Moines | $1.70 billion | 0 |
| Independent Wealth Network, Inc. | Urbandale | $518.4 million | 0 |
| Integrity Alliance, LLC | Urbandale | $5.41 billion | 9 |
| Investment Consulting Group Inc | Davenport | $2.84 billion | 0 |
| Iowa Wealth Management, LLC | West Des Moines | $123.9 million | 0 |
| Kane Company Wealth Management, Inc. | Johnston | $284.7 million | 0 |
| Keystone Wealth Management | Waterloo | $137.4 million | 0 |
| Lane Family Wealth Management | North Liberty | $142.7 million | 0 |
| Legacy Bridge Private Family Offices | West Des Moines | $425.8 million | 0 |
| Legacy Financial Group | Des Moines | $1.01 billion | 0 |
| Lsb Wealth Management | Ankeny | $228.8 million | 0 |
| Matheson & Rock Wealth Management, LLC | Davenport | $530.0 million | 0 |
| Merkle Retirement Planning | Grimes | $568.8 million | 0 |
| Midwest Heritage Financial Advisors | West Des Moines | $398.7 million | 0 |
| Midwestern Financial Group | Iowa City | $172.8 million | 0 |
| Mokosak Advisory Group, LLC | Urbandale | $413.9 million | 0 |
| Nations Financial Group, Inc. | Cedar Rapids | $4.77 billion | 0 |
| Nikulski Financial, Inc. | Bettendorf | $449.0 million | 1 |
| Northwest Wealth Management, LLC | Spencer | $1.03 billion | 0 |
| Oasis Advisors | Forest City | $277.7 million | 0 |
| Paladin Wealth Partners | Clive | $279.8 million | 0 |
| Pecaut Wealth Management | Sioux City | $381.8 million | 0 |
| Peterson Financial Group, Inc. | Des Moines | $299.2 million | 0 |
| Plan2thrive Financial | Eldridge | $147.5 million | 0 |
| Principal Advised Services | Des Moines | $1.42 billion | 0 |
| Principal Asset Management | Des Moines | $427.71 billion | 2 |
| Principal Real Estate | Des Moines | $105.65 billion | 2 |
| Principal Securities, Inc. | Des Moines | $17.02 billion | 9 |
| Quad-cities Investment Group, LLC | Davenport | $425.5 million | 0 |
| Rda Financial Network | Akron | $675.2 million | 2 |
| Retireright Consulting Group | West Des Moines | $561.1 million | 0 |
| Ria Advisory Group, LLC | Des Moines | $568.4 million | 2 |
| Sammons Financial Group Asset Management, LLC | West Des Moines | $122.05 billion | 0 |
| Situsamc Real Estate Valuation Services, LLC | West Des Moines | $0 | 0 |
| Stackstone Wealth, LLC | Dubuque | $0 | 0 |
| Steele Capital Management, Inc. | Dubuque | $3.55 billion | 0 |
| Stonefield Investment Advisory, Inc. | Cedar Rapids | $120.2 million | 0 |
| Syverson Strege | West Des Moines | $910.8 million | 0 |
| Tfp Management, LLC | Bettendorf | $273.0 million | 0 |
| The Life Group Financial Services | Dubuque | $146.2 million | 0 |
| Transamerica Retirement Advisors, LLC | Cedar Rapids | $18.83 billion | 5 |
| Tuve Investment Management, Inc. | Waterloo | $147.7 million | 0 |
| Valiant Wealth, LLC | West Des Moines | $423.1 million | 0 |
| Van Diest Capital | Polk City | $144.1 million | 0 |
| Visionx Wealth Partners | Fort Dodge | $110.2 million | 0 |
| Vivid Wealth Management, LLC | West Des Moines | $290.9 million | 0 |
| Water Valley Investment Advisors, Inc. | Sioux Center | $157.2 million | 0 |
| Wealth Advisors Group, LLC | Coralville | $278.5 million | 0 |
| Wealth Advisors of Iowa, LLC | West Des Moines | $539.4 million | 0 |
| Wealthspan Partners, LLC | Davenport | $451.1 million | 0 |
| Weis Advisory | Clive | $225.6 million | 0 |
| Weitzel Financial Services, Inc. | Dubuque | $327.8 million | 0 |
| West Financial Advisors, L.L.C. | Des Moines | $674.2 million | 0 |
| Wilon Wealth Management | Urbandale | $264.1 million | 0 |