| C46 | RICE HALL JAMES & ASSOCIATES LLC CRD 125410 | CA | $1.74B | 6 | State Street→ |
| C46 | WINTHROP CAPITAL MANAGEMENT, LLC CRD 145216 | IN | $3.97B | 3 | State Street→ |
| 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→ |
| C39 | STRATEGIC GLOBAL ADVISORS, LLC CRD 286019 | CA | $3.03B | — | State Street→ |
| C36 | WAVE DIGITAL ASSETS LLC CRD 305726 | CA | $91.9M | 6 | Axos Advisor Services→ |
| C33 | HERCULES ADVISER LLC CRD 310662 | CA | $1.56B | — | State Street→ |
| 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 | 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 | PANTHEON VENTURES (US) LP CRD 153425 | CA | $87.69B | — | State Street→ |
| C25 | FISHER LYNCH CAPITAL, LLC CRD 160694 | CA | $9.52B | — | State Street→ |
| C22 | THE INFORMED MOMENTUM COMPANY LLC CRD 144908 | CA | $1.49B | 3 | State Street→ |
| C20 | DODGE & COX CRD 104596 | CA | $466.56B | 1 | State Street→ |
| C20 | BEACH POINT CAPITAL MANAGEMENT LP CRD 148885 | CA | $29.77B | — | State Street→ |