| A65 | BRIDGEWAY WEALTH MANAGEMENT, LLC CRD 326547 | IA | $164.6M | 2 | Raymond James→ |
| B50 | BEYOND FINANCIAL SERVICES CRD 286350 | CA | $176.7M | 1 | Raymond James→ |
| C47 | DIMENSIONS WEALTH MANAGEMENT, LLC CRD 298928 | CA | $152.1M | 2 | Raymond James→ |
| C46 | RICE HALL JAMES & ASSOCIATES LLC CRD 125410 | CA | $1.74B | 6 | State Street→ |
| C46 | ACME, LLC CRD 168736 | CA | $767.5M | — | Raymond James→ |
| C45 | CENTRAL VALLEY ADVISORS, LLC CRD 324974 | CA | $633.7M | 7 | Raymond James→ |
| C44 | R SQUARED BM LLC CRD 308920 | CA | $3.35B | 4 | State Street→ |
| C42 | METROPOLITAN WEST ASSET MANAGEMENT LLC CRD 104571 | CA | $78.52B | — | State Street→ |
| C42 | HONTE ADVISORS LLC CRD 308341 | CA | $417.7M | — | State Street→ |
| C41 | MEKETA FIDUCIARY MANAGEMENT, LLC CRD 323605 | CA | $20.14B | — | State Street→ |
| C40 | TENNENBAUM CAPITAL PARTNERS, LLC CRD 113203 | CA | $3.16B | — | State Street→ |
| C40 | PASSPORT CAPITAL, LLC CRD 134484 | CA | $532.4M | — | Raymond James→ |
| C40 | QUAD-CITIES INVESTMENT GROUP, LLC CRD 154113 | IA | $425.5M | 7 | Raymond James→ |
| C39 | STRATEGIC GLOBAL ADVISORS, LLC CRD 286019 | CA | $3.03B | — | State Street→ |
| C38 | KACHKOVSKY & FISHER, INC. CRD 117811 | CA | $305.1M | 3 | Raymond James→ |
| C37 | PRINCIPAL GLOBAL INVESTORS, LLC CRD 109002 | IA | $427.71B | 50 | State Street→ |
| C36 | CLARIVEST ASSET MANAGEMENT LLC CRD 139785 | CA | $3.05B | — | Raymond James→ |
| C35 | A16Z PERENNIAL MANAGEMENT, L.P. CRD 324429 | CA | $2.74B | — | Raymond James→ |
| C33 | HERCULES ADVISER LLC CRD 310662 | CA | $1.56B | — | State Street→ |
| C33 | SANCUS CAPITAL MANAGEMENT LP CRD 157121 | CA | $618.9M | — | Raymond James→ |
| C33 | C.M. CAPITAL ADVISORS, LLC CRD 157529 | CA | $1.96B | — | Raymond James→ |
| C32 | TCW ASSET MANAGEMENT COMPANY LLC CRD 105742 | CA | $81.18B | — | State Street→ |
| C32 | MCMORGAN & COMPANY LLC CRD 115060 | CA | $7.61B | 1 | State Street→ |
| C31 | AEGON USA INVESTMENT MANAGEMENT, LLC CRD 114537 | IA | $88.80B | 1 | State Street→ |
| C31 | LEADING EDGE INVESTMENT ADVISORS,LLC CRD 136476 | CA | $5.17B | — | State Street→ |
| C31 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC CRD 106054 | CA | $6.63B | — | State Street→ |
| C30 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. CRD 312837 | CA | $42.71B | 50 | State Street→ |
| C30 | METZLER-PAYDEN, LLC CRD 108870 | CA | $1.26B | — | State Street→ |
| C30 | IM GLOBAL PARTNER FUND MANAGEMENT LLC CRD 110005 | CA | $3.97B | 1 | State Street→ |
| C29 | AMITY VENTURES, LLC CRD 290313 | CA | $1.74B | — | Raymond James→ |
| C29 | PANTHEON VENTURES (US) LP CRD 153425 | CA | $87.69B | — | State Street→ |
| C28 | ARCHER CAPITAL GROUP MANAGEMENT, LLC CRD 317047 | CA | $659.6M | — | Raymond James→ |
| C26 | NEWVIEW CAPITAL MANAGEMENT, LLC CRD 298161 | CA | $3.86B | — | Raymond James→ |
| C26 | SMASH VENTURES MANAGEMENT COMPANY LP CRD 299799 | CA | $3.46B | — | Raymond James→ |
| C25 | FISHER LYNCH CAPITAL, LLC CRD 160694 | CA | $9.52B | — | State Street→ |
| C25 | AKKADIAN VENTURES, INC. CRD 171036 | CA | $841.2M | — | Raymond James→ |
| C24 | A16Z CAPITAL MANAGEMENT, L.L.C. CRD 160489 | CA | $106.48B | — | Raymond James→ |
| C22 | THE INFORMED MOMENTUM COMPANY LLC CRD 144908 | CA | $1.49B | 3 | State Street→ |
| C22 | ARES CAPITAL MANAGEMENT II LLC CRD 157292 | CA | $19.64B | — | Shareholders Service Group→ |
| C22 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC CRD 159050 | CA | $32.48B | — | Shareholders Service Group→ |
| C20 | RWWM, INC. CRD 148221 | CA | $1.54B | 5 | Raymond James→ |
| C20 | DODGE & COX CRD 104596 | CA | $466.56B | 1 | State Street→ |
| C20 | BEACH POINT CAPITAL MANAGEMENT LP CRD 148885 | CA | $29.77B | — | State Street→ |
| C20 | GGP MANAGEMENT, L.P. CRD 310340 | CA | $1.33B | — | Raymond James→ |
| C18 | SHASTA VENTURES CRD 162676 | CA | — | — | Raymond James→ |
| C17 | HORSLEY BRIDGE PARTNERS LLC CRD 110877 | CA | $23.61B | — | Raymond James→ |
| C15 | MANHATTAN WEST ASSET MANAGEMENT, LLC CRD 283630 | CA | $1.16B | 10 | Raymond James→ |
