| A68 | LANX MANAGEMENT, LLC CRD 138305 | NY | $187.7M | — | Interactive Brokers→ |
| A68 | R & R FINANCIAL PLANNERS, INC. CRD 113291 | NY | $60.1M | 5 | Interactive Brokers→ |
| B63 | DRYDEN CAPITAL, LLC CRD 172648 | NY | $76.6M | — | Interactive Brokers→ |
| B56 | WILLIAM B. WALKUP & ASSOCIATES, INC. CRD 135533 | SC | $178.3M | 3 | Interactive Brokers→ |
| B53 | FEENIX VENTURE PARTNERS, LLC CRD 304152 | NY | $175.5M | — | Interactive Brokers→ |
| B53 | EQUILIBRIUM VENTURES, LLC CRD 309164 | NY | $134.2M | 3 | Interactive Brokers→ |
| B51 | PRINCETON VALUE PARTNERS LLC CRD 313153 | NY | $57.4M | 2 | Interactive Brokers→ |
| C49 | GILEAD CAPITAL LP CRD 282023 | NY | $39.1M | — | Interactive Brokers→ |
| C44 | STASH WEALTH, LLC CRD 167072 | NY | $51.7M | 2 | Apex Clearing→ |
| C42 | SPRING MOUNTAIN CAPITAL, LP CRD 119126 | NY | $310.9M | — | Interactive Brokers→ |
| C38 | GREENWOOD INVESTORS LLC CRD 155088 | NY | $179.8M | 1 | Interactive Brokers→ |
| C38 | ELKWATER CAPITAL MANAGEMENT, LLC CRD 333963 | NY | $44.8M | — | Interactive Brokers→ |
| C34 | CELLO CAPITAL MANAGEMENT, LP CRD 160398 | NY | $577.2M | — | Interactive Brokers→ |
| C34 | JUNIPER INVESTMENT COMPANY, LLC CRD 170814 | NY | $451.1M | — | Interactive Brokers→ |
| C34 | HORIKO CAPITAL MANAGEMENT LLC CRD 126343 | NY | $475.1M | — | Interactive Brokers→ |
| C30 | LAKE HILL CAPITAL MANAGEMENT, LLC CRD 166526 | NY | $1.58B | — | Interactive Brokers→ |
| C23 | INFRASTRUCTURE CAPITAL ADVISORS, LLC CRD 166459 | NY | $3.64B | — | Interactive Brokers→ |
| C23 | FLATIRON PARTNERS, LLC CRD 168060 | NY | — | — | Interactive Brokers→ |
| C19 | ODEON CAPITAL ADVISORS LLC CRD 307619 | NY | $967.5M | 7 | Interactive Brokers→ |
| C14 | INTERNATIONAL MANAGEMENT, LLC CRD 169767 | NY | — | — | Interactive Brokers→ |