| B64 | TAVERIK CAPITAL, LLC CRD 156594 | SC | $97.5M | 2 | Charles Schwab→ |
| B62 | CAPITAL MANAGEMENT ADVISORS INC CRD 110447 | GA | $52.0M | — | E*Trade→ |
| B55 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B53 | KDHB V CAPITAL MANAGEMENT, LLC CRD 307182 | GA | $54.8M | — | E*Trade→ |
| B51 | INFINITY CREDIT ADVISORY, LLC CRD 331652 | GA | $53.5M | — | E*Trade→ |
| C50 | 9 STREAM CAPITAL PARTNERS LLC CRD 340394 | KS | $73.9M | — | Goldman Sachs→ |
| C49 | M3SIXTY CAPITAL, LLC CRD 323764 | KS | $28.7M | 3 | E*Trade→ |
| C48 | CONCOURSE CAPITAL ADVISORS, LLC CRD 336424 | GA | $36.1M | — | E*Trade→ |
| C46 | MCKINNEY CAPITAL, LLC CRD 315545 | AL | $91.0M | — | E*Trade→ |
| C45 | PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC CRD 324817 | KS | $77.2M | — | U.S. Bank→ |
| C44 | CENTRALIS CAPITAL LLC CRD 305897 | KS | $60.3M | — | E*Trade→ |
| C39 | ONEASCENT CAPITAL LLC CRD 323220 | AL | $55.6M | 2 | E*Trade→ |
| C38 | MODERN CAPITAL MANAGEMENT, CO. CRD 306631 | SC | $90.7M | 5 | Charles Schwab→ |
| C35 | ALLOS INVESTMENT ADVISORS, LLC CRD 155541 | KS | $73.6M | 10 | Charles Schwab→ |
| C34 | GLOBAL INVESTMENT ADVISORY LLC CRD 310305 | GA | $71.8M | 9 | Charles Schwab→ |
| C16 | COLLECTIVE WEALTH PARTNERS, LLC CRD 317519 | GA | $59.9M | 4 | Charles Schwab→ |
