| Clarity Asset Management, Inc. | Ames | $222.4M | — |
| Tfp Management, LLC | Bettendorf | $217.7M | — |
| Binnacle Investments, Inc. | Urbandale | $217.4M | — |
| Wealth Advisors Group, LLC | Coralville | $215.9M | — |
| Paladin Advisory Group, LLC | Clive | $213.6M | — |
| Friday Financial, Inc. | Dubuque | $210.5M | — |
| Five Talents Financial Management Group LLC | West des Moines | $210.4M | — |
| Cedar Point Capital Partners, LLC | Cedar Rapids | $200.9M | — |
| Des Moines Investments, LLC | Des Moines | $190M | — |
| Weis Advisory, LLC | Clive | $187.9M | — |
| Aegis Wealth Management, Inc. | Guthrie Center | $176M | — |
| A.o. Wealth Advisory,llc | Urbandale | $174.2M | — |
| Lsb Capital Management, Inc. | Ankeny | $173M | — |
| Bridgeway Wealth Management, LLC | Cedar Rapids | $164.6M | — |
| The Heaton Hoppes Group, LLC | Cedar Falls | $155M | — |
| Stonefield Investment Advisory, Inc. | Cedar Rapids | $148M | — |
| Van Diest Capital, LLC | Polk City | $144.1M | — |
| Midwestern Financial, LLC | Iowa City | $139.3M | — |
| Tuve Investment Management, Inc. | Waterloo | $133.3M | — |
| Keystone Wealth Management Inc. | Waterloo | $130.2M | — |
| Arnold Financial Planning LLC | Hiawatha | $128.3M | — |
| Forrest Financial Services L.L.C. | Windsor Heights | $127M | — |
| Bsc Capital Partners, LLC | West des Moines | $125.8M | — |
| Guncheon Financial LLC | Dubuque | $125.7M | — |
| Plan2thrive Financial, LLC | Eldridge | $119.3M | — |
| Acadia Legacy Group, LLC | Clive | $116.6M | — |
| Iowa Wealth Management, LLC | West des Moines | $110.9M | — |
| Visionx Wealth Partners | Fort Dodge | $110.2M | — |
| Altitude Capital Management LLC | Des Moines | $49.4M | — |
| Aot Invest LLC | Davenport | $49.1M | — |
| Principal Global Investors, LLC | Des Moines | $36.4M | 8 |
| Sammons Financial Group Asset Management, LLC | West des Moines | $11M | — |
| Cambridge Investment Research Advisors, Inc. | Fairfield | $10.2M | — |
| Fbl Wealth Management, LLC | West des Moines | $8.7M | — |
| Oasis Advisors, LLC | Forest City | — | — |
| En Enterprises, LLC | North Liberty | — | — |
| Stackstone Wealth, LLC | Dubuque | — | — |
| Oasis Capital Partners, LLC | Forest City | — | — |
| Situsamc Real Estate Valuation Services, LLC | West des Moines | — | — |