| C46 | CAPITALWORKS, LLC CRD 160408 | OH | $283.9M | — | Folio Institutional→ |
| C40 | VALTERRA PARTNERS LLC CRD 316443 | TX | $237.0M | 2 | Folio Institutional→ |
| C40 | ESSEX WOODLANDS MANAGEMENT, INC. CRD 158263 | TX | $2.06B | — | Folio Institutional→ |
| C40 | BAYOU CITY ENERGY MANAGEMENT LLC CRD 283269 | TX | $1.05B | 2 | Folio Institutional→ |
| C37 | MAVERICK CAPITAL LTD CRD 108262 | TX | $15.85B | — | Folio Institutional→ |
| C33 | THE CAPSTREET GROUP, LLC CRD 159690 | TX | $1.16B | — | Folio Institutional→ |
| C27 | CITATION CAPITAL MANAGEMENT, LLC CRD 326828 | TX | $1.36B | — | Folio Institutional→ |
| C27 | AETHON ENERGY MANAGEMENT LLC CRD 173136 | TX | $700.1M | — | Folio Institutional→ |
| C26 | ARCTOS PARTNERS, LP CRD 307116 | TX | $18.22B | — | Folio Institutional→ |
| C24 | EDGEWATER CAPITAL MANAGEMENT, LLC CRD 162735 | OH | $466.8M | — | Folio Institutional→ |
| C22 | ROCKBRIDGE CAPITAL, LLC CRD 161078 | OH | $5.01B | — | Folio Institutional→ |
| C22 | GAUGE CAPITAL LLC CRD 169890 | TX | $3.39B | — | Folio Institutional→ |
| C22 | PACELINE EQUITY PARTNERS, LLC CRD 307683 | TX | $2.43B | — | Folio Institutional→ |
| C20 | GBM WEALTH MANAGEMENT, INC. CRD 145049 | TX | $346.4M | 9 | Folio Institutional→ |
| C20 | THE STERLING GROUP, L.P. CRD 157406 | TX | $9.01B | — | Folio Institutional→ |
| C19 | TRITIUM PARTNERS LLC CRD 173132 | TX | $1.86B | — | Folio Institutional→ |
