| B59 | PACIFIC WEALTH ADVISORY SERVICES LLC CRD 330888 | CA | $96.3M | 1 | Altruist→ |
| B55 | THE GORES GROUP, LLC CRD 160598 | CA | $287.2M | — | U.S. Bank→ |
| B50 | SAGENT WEALTH MANAGEMENT CRD 147890 | CA | $100.4M | 1 | Altruist→ |
| C45 | SVOF/MM, LLC CRD 132205 | CA | $16.4M | — | U.S. Bank→ |
| C45 | TAYLOR WEALTH MANAGEMENT, LLC CRD 132955 | CA | $170.5M | 1 | Altruist→ |
| C43 | CANTERBURY CONSULTING INCORPORATED CRD 22875 | CA | $45.88B | 25 | Northern Trust→ |
| C41 | FALCON BRIDGE CAPITAL II, LLC CRD 156661 | CA | $192.7M | 3 | U.S. Bank→ |
| C41 | NATURAL BRIDGES FINANCIAL ADVISORS LLC CRD 148056 | CA | $155.8M | 3 | Altruist→ |
| C39 | FACTORIAL FUNDS MANAGEMENT LLC CRD 319107 | CA | $967.0M | — | Northern Trust→ |
| C38 | GLOBAL IMC LLC CRD 170870 | CA | $790.0M | — | Northern Trust→ |
| C38 | POST ADVISORY GROUP, LLC CRD 108860 | CA | $13.07B | — | U.S. Bank→ |
| C38 | LONGTAIL ALPHA, LLC CRD 282615 | CA | $822.4M | 1 | Northern Trust→ |
| C37 | BRANDES INVESTMENT PARTNERS, LP CRD 105404 | CA | $40.65B | 25 | Northern Trust→ |
| C36 | YUCAIPA MASTER MANAGER, LLC CRD 158216 | CA | $1.49B | — | U.S. Bank→ |
| C35 | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC CRD 324173 | CA | $342.8M | 4 | Altruist→ |
| C35 | CAUSEWAY CAPITAL MANAGEMENT LLC CRD 113308 | CA | $62.24B | — | Northern Trust→ |
| C33 | RIMROCK CAPITAL MANAGEMENT LLC CRD 120410 | CA | $3.85B | 8 | Northern Trust→ |
| C33 | GENERATION INVESTMENT MANAGEMENT US LLP CRD 132728 | CA | $10.54B | — | Northern Trust→ |
| C30 | ALTITUDE CAPITAL MANAGEMENT LLC CRD 329366 | IA | $103.6M | 28 | Altruist→ |
| C30 | GLOBEFLEX CAPITAL LP CRD 106417 | CA | $4.60B | 1 | Northern Trust→ |
| C29 | DALTON INVESTMENTS, INC. CRD 308609 | CA | $5.72B | — | Northern Trust→ |
| C28 | SENTINEL DOME PARTNERS, LLC CRD 172019 | CA | $1.59B | — | Northern Trust→ |
| C28 | HALSEYPOINT ASSET MANAGEMENT, LLC CRD 305194 | CA | $4.51B | — | U.S. Bank→ |
| C26 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC CRD 114649 | CA | $36.93B | 2 | U.S. Bank→ |
| C26 | WILSHIRE ADVISORS LLC CRD 6210 | CA | $149.10B | 1 | U.S. Bank→ |
| C26 | CASTLE CREEK ADVISORS IV LLC CRD 158079 | CA | $1.14B | — | Northern Trust→ |
| C25 | CALTIUS CAPITAL MANAGEMENT, LP CRD 157007 | CA | $1.06B | — | U.S. Bank→ |
| C25 | BRASA CAPITAL MANAGEMENT, LP CRD 316265 | CA | $1.37B | — | Northern Trust→ |
| C25 | PERMIRA CREDIT LLC CRD 330996 | CA | $1.34B | — | U.S. Bank→ |
| C24 | NEXUS CAPITAL MANAGEMENT LP CRD 168618 | CA | $5.13B | — | Northern Trust→ |
| C24 | UNISON INVESTMENT MANAGEMENT, LLC CRD 150893 | CA | $1.61B | — | U.S. Bank→ |
| C23 | METIS GLOBAL PARTNERS, LLC CRD 167276 | CA | $5.67B | — | Northern Trust→ |
| C22 | CARBON COLLECTIVE INVESTING, LLC CRD 310129 | CA | $348.4M | 4 | Altruist→ |
| C21 | TCW PT MANAGEMENT COMPANY LLC CRD 333068 | CA | $2.70B | — | U.S. Bank→ |
| C21 | FIVE ARROWS MANAGERS NORTH AMERICA LLC CRD 136191 | CA | $3.37B | — | U.S. Bank→ |
| C21 | ANGELES INVESTMENT ADVISORS, LLC. CRD 110213 | CA | $7.27B | — | Northern Trust→ |
| C20 | ALTRUIST LLC CRD 299398 | CA | $0 | — | Altruist→ |
| C19 | SEIDLER KUTSENDA MANAGEMENT COMPANY, LLC CRD 156909 | CA | $5.94B | — | U.S. Bank→ |
| C19 | COTA CAPITAL MANAGEMENT, LLC CRD 226750 | CA | $1.17B | — | Northern Trust→ |
| C17 | MENLO EQUITIES V LLC CRD 162139 | CA | $4.69B | — | Northern Trust→ |
| C16 | FLIGHTPATH FINANCIAL PLANNING CRD 318701 | CA | — | 1 | Altruist→ |
| C14 | PALLAS INVESTMENT PARTNERS, L.P. CRD 109592 | CA | — | — | Northern Trust→ |
