| A67 | SCHOLTZ & COMPANY, L.L.C. CRD 107363 | CT | $340.5M | 2 | Raymond James→ |
| C44 | KREITLER FINANCIAL LLC CRD 309056 | CT | $584.9M | 5 | Raymond James→ |
| C44 | RJA ASSET MANAGEMENT LLC CRD 153428 | CT | $588.9M | — | Northern Trust→ |
| C39 | SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC CRD 146270 | CT | $192.1M | 3 | Raymond James→ |
| C39 | GREENSLEDGE ASSET MANAGEMENT LLC CRD 307732 | CT | $592.8M | 1 | Raymond James→ |
| C37 | FINANCIAL INSIGHTS INC CRD 108797 | WA | $746.7M | 8 | Raymond James→ |
| C36 | INATAI INVESTMENT MANAGEMENT CO. LLC CRD 329696 | WA | $2.69B | — | Northern Trust→ |
| C33 | WHARTON MIDMARKET INVESTMENT ADVISORS INC. CRD 301186 | CT | $231.1M | 2 | Raymond James→ |
| C31 | COINBASE ASSET MANAGEMENT, LLC CRD 322174 | CT | $840.5M | — | Northern Trust→ |
| C28 | PORTFOLIO ADVISORS LLC CRD 105981 | CT | $47.84B | — | Raymond James→ |
| C27 | FLEURY FINANCIAL GROUP, INC. CRD 116786 | WA | — | — | Raymond James→ |
| C26 | AXIOM INVESTORS LLC CRD 109605 | CT | $28.06B | — | Northern Trust→ |
| C26 | GRAHAM CAPITAL MANAGEMENT, L.P. CRD 160925 | CT | $42.87B | — | Northern Trust→ |
| C25 | GALLATIN POINT CAPITAL LLC CRD 287716 | CT | $5.65B | — | Northern Trust→ |
| C24 | CF PRIVATE EQUITY, INC. CRD 110657 | CT | $15.78B | 1 | Raymond James→ |
| C24 | KLINE HILL PARTNERS LP CRD 283283 | CT | $11.71B | — | Raymond James→ |
| C24 | ALTRINSIC GLOBAL ADVISORS, LLC CRD 109678 | CT | $12.22B | — | Northern Trust→ |
| C22 | VERITION FUND MANAGEMENT LLC CRD 156610 | CT | $139.39B | 6 | Northern Trust→ |
| C20 | ARGA INVESTMENT MANAGEMENT, LP CRD 153665 | CT | $24.57B | 1 | Northern Trust→ |
| C9 | ONE RIVER ASSET MANAGEMENT, LLC CRD 167835 | CT | $2.39B | — | Northern Trust→ |
