| 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→ |
| 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→ |
| C31 | MIRI CAPITAL MANAGEMENT LLC CRD 311308 | MA | $929.7M | — | Interactive Brokers→ |
| C31 | FOREST INVESTMENT ASSOCIATES L.P. CRD 110163 | GA | $5.24B | — | Wells Fargo→ |
| 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 | VERDAD ADVISERS, L.P. CRD 171048 | MA | $1.18B | — | Interactive Brokers→ |
| C27 | EQUITY INVESTMENT CORPORATION CRD 283930 | GA | $3.51B | 16 | Wells Fargo→ |
| C27 | QTRON INVESTMENTS LLC CRD 285608 | MA | $1.23B | 2 | Interactive Brokers→ |
| C24 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC CRD 113106 | GA | $1.07B | 16 | Wells Fargo→ |
| C21 | BLUEARC CAPITAL MANAGEMENT, LLC CRD 167233 | GA | $2.44B | — | Interactive Brokers→ |
| C17 | SUMMIT PARTNERS, L.P. CRD 135271 | MA | $42.01B | — | Wells Fargo→ |
| C13 | VAUCLUSE PARTNERS CRD 282109 | MA | — | — | Interactive Brokers→ |
| C10 | NAVIGATION CAPITAL PARTNERS, INC. CRD 156906 | GA | — | — | Wells Fargo→ |