| B61 | CGI WEALTH ADVISORS, INC. CRD 311273 | PA | $129.4M | 2 | Altruist→ |
| B60 | ORVIETO PARTNERS, L.P. CRD 313475 | MA | $179.6M | — | Morgan Stanley→ |
| B53 | BROADHURST FINANCIAL ADVISORS, INC. CRD 132332 | PA | $128.4M | 1 | Altruist→ |
| C47 | ODYSSEY GROUP LLC CRD 336636 | PA | $420.9M | 4 | Altruist→ |
| C46 | GAME CREEK CAPITAL, LP CRD 158973 | MA | $329.0M | — | Morgan Stanley→ |
| C46 | EAST BRIDGE CAPITAL MANAGEMENT LP CRD 167207 | MA | $442.3M | — | Morgan Stanley→ |
| C39 | EATON VANCE MANAGEMENT CRD 104859 | MA | $97.02B | 50 | Morgan Stanley→ |
| C38 | CIM INVESTMENT MANAGEMENT INC CRD 106292 | PA | $1.28B | — | Morgan Stanley→ |
| C36 | SQUARE CIRCLE IA LP CRD 312718 | MA | $448.9M | — | Morgan Stanley→ |
| C35 | RED SPRUCE CAPITAL, LLC CRD 158720 | PA | $256.9M | 4 | Altruist→ |
| C31 | THORNTREE CAPITAL PARTNERS LP CRD 283643 | MA | $955.3M | — | Morgan Stanley→ |
| C30 | CHRISTENSEN GROUP FINANCIAL, LLC CRD 318144 | MN | $24.8M | 5 | Altruist→ |
| C30 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CRD 146990 | MA | $24.40B | 1 | Morgan Stanley→ |
| C28 | HILL CITY CAPITAL LP CRD 306709 | MA | $4.86B | — | Morgan Stanley→ |
| C26 | WHALE ROCK CAPITAL MANAGEMENT LLC CRD 140746 | MA | $12.97B | — | Morgan Stanley→ |
| C26 | BERKSHIRE PARTNERS LLC CRD 160675 | MA | $29.00B | — | Morgan Stanley→ |
| C26 | PATRIOT FINANCIAL MANAGER, L.P. CRD 159818 | PA | $1.13B | — | Morgan Stanley→ |
| C25 | POLARIS GROWTH MANAGEMENT, LLC CRD 297431 | MA | $4.22B | — | Morgan Stanley→ |
| C25 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CRD 175100 | MA | $4.62B | — | Morgan Stanley→ |
| C25 | ATREIDES MANAGEMENT, LP CRD 301152 | MA | $8.94B | — | Morgan Stanley→ |
| C24 | RICE PARK CAPITAL MANAGEMENT LP CRD 304990 | MN | $1.37B | — | Morgan Stanley→ |
| C24 | BOSTON MANAGEMENT AND RESEARCH CRD 104853 | MA | $154.73B | — | Morgan Stanley→ |
| C23 | TENSOR EDGE CAPITAL, LLC CRD 335633 | MA | $584.8M | — | Morgan Stanley→ |
| C22 | MORGAN STANLEY AIP GP LP CRD 117050 | PA | $40.85B | — | Morgan Stanley→ |
| C22 | HIGHVISTA STRATEGIES LLC CRD 155759 | MA | $9.10B | — | Morgan Stanley→ |
| C22 | ARGOSY CAPITAL GROUP, LLC CRD 160212 | PA | $3.74B | — | Morgan Stanley→ |
| C22 | GHISALLO CAPITAL MANAGEMENT LLC CRD 309856 | MA | $4.89B | — | Morgan Stanley→ |
| C19 | CALLODINE CAPITAL MANAGEMENT, LP CRD 297115 | MA | $2.03B | — | Morgan Stanley→ |
| C19 | EVENTIDE ASSET MANAGEMENT, LLC CRD 147110 | MA | $7.38B | 1 | Morgan Stanley→ |
| C16 | MOTTA WEALTH MANAGEMENT LLC CRD 329970 | MA | — | 1 | Altruist→ |
| C14 | FLYBRIDGE CAPITAL PARTNERS CRD 161961 | MA | — | — | Morgan Stanley→ |
| C13 | FLOWPOINT CAPITAL PARTNERS, LP CRD 281965 | MA | — | — | Morgan Stanley→ |
