| B59 | SURIENCE PRIVATE WEALTH LLC CRD 313055 | WA | $124.0M | 2 | Wells Fargo→ |
| B50 | CAPRIA VENTURES LLC CRD 284129 | WA | $161.0M | — | JPMorgan→ |
| C50 | RICHARDS, MERRILL & PETERSON, INC. CRD 713 | WA | $643.6M | 12 | Wells Fargo→ |
| C45 | PINNACLE PARTNER MANAGEMENT LLC CRD 324639 | WA | $264.6M | 2 | JPMorgan→ |
| C37 | LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | SC | $1.14B | — | JPMorgan→ |
| C36 | TSP ADVISORS, LLC CRD 281758 | WA | $317.3M | — | JPMorgan→ |
| C29 | STEELHEAD PARTNERS,LLC CRD 116569 | WA | $2.51B | — | JPMorgan→ |
| C28 | GOLDFINCH PARTNERS LP CRD 300919 | WA | $2.09B | — | JPMorgan→ |
| C26 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP CRD 111470 | WA | $24.07B | — | JPMorgan→ |
| C25 | FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC CRD 170918 | WA | $256.0M | 4 | Wells Fargo→ |
| C25 | BRIDGE33 INVESTMENT MANAGEMENT LLC CRD 305580 | WA | $1.08B | — | JPMorgan→ |
| C25 | CERCANO MANAGEMENT LLC CRD 315897 | WA | $10.63B | 1 | JPMorgan→ |
| C23 | EVERGREEN CAPITAL MANAGEMENT LLC CRD 104931 | WA | $7.19B | 27 | JPMorgan→ |
| C22 | GREYSTAR INVESTMENT GROUP, LLC CRD 160665 | SC | $36.50B | — | JPMorgan→ |
| C17 | FRAZIER MANAGEMENT, L.L.C. CRD 157324 | WA | $7.72B | — | JPMorgan→ |
