| B50 | SUMMIT PARTNERS CREDIT ADVISORS, L.P. CRD 153195 | MA | $419.0M | — | Wells Fargo→ |
| C45 | PROSPECT HILL GROWTH PARTNERS, L.P. CRD 171462 | MA | $310.6M | — | Wells Fargo→ |
| C43 | NATIONS FINANCIAL GROUP, INC. CRD 44181 | IA | $4.77B | 50 | Wells Fargo→ |
| C39 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CRD 316736 | MA | $532.9M | 5 | Wells Fargo→ |
| C35 | TA REALTY LLC CRD 108586 | MA | $1.48B | — | Wells Fargo→ |
| C34 | MITCHELL & PAHL PRIVATE WEALTH, LLC CRD 307625 | OK | $449.9M | 2 | Wells Fargo→ |
| C31 | MIRI CAPITAL MANAGEMENT LLC CRD 311308 | MA | $929.7M | — | Interactive Brokers→ |
| C30 | ROCKPOINT GROUP, L.L.C. CRD 156630 | MA | $13.04B | — | Wells Fargo→ |
| C29 | LITTLE HARBOR ADVISORS, LLC CRD 168700 | MA | $242.6M | 1 | Interactive Brokers→ |
| C28 | ARGONAUT PRIVATE CAPITAL, LP CRD 283878 | OK | $3.01B | — | Wells Fargo→ |
| C28 | VERDAD ADVISERS, L.P. CRD 171048 | MA | $1.18B | — | Interactive Brokers→ |
| C27 | QTRON INVESTMENTS LLC CRD 285608 | MA | $1.23B | 2 | Interactive Brokers→ |
| C26 | PSG EQUITY L.L.C. CRD 295103 | MA | $30.18B | — | Folio Institutional→ |
| C25 | ACORN GROWTH COMPANIES, LC CRD 164499 | OK | $893.2M | — | Folio Institutional→ |
| C23 | FOURPATH CAPITAL MANAGEMENT, LLC CRD 313573 | OK | $1.06B | 6 | Wells Fargo→ |
| C23 | PRINCIPAL REAL ESTATE INVESTORS, LLC CRD 109008 | IA | $105.65B | — | Wells Fargo→ |
| C21 | NCP GROUP, LP CRD 293803 | MA | $1.78B | — | Folio Institutional→ |
| C20 | HOWLAND CAPITAL MANAGEMENT LLC CRD 104726 | MA | $3.74B | 11 | Folio Institutional→ |
| C17 | SUMMIT PARTNERS, L.P. CRD 135271 | MA | $42.01B | — | Wells Fargo→ |
| C14 | PALO DURO PARTNERS, LLC CRD 305990 | OK | — | — | Interactive Brokers→ |
| C13 | VAUCLUSE PARTNERS CRD 282109 | MA | — | — | Interactive Brokers→ |
