| B56 | KALAMATA ASSET MANAGEMENT LLC CRD 284328 | MD | $106.8M | 1 | Wells Fargo→ |
| B50 | SUMMIT PARTNERS CREDIT ADVISORS, L.P. CRD 153195 | MA | $419.0M | — | Wells Fargo→ |
| C48 | CHAPIN DAVIS, INC CRD 28116 | MD | $642.8M | 25 | Wells Fargo→ |
| C48 | ARK ADVISORS LLC CRD 167456 | IL | $195.6M | 2 | Wells Fargo→ |
| C47 | GEF MANAGEMENT CORPORATION CRD 107208 | MD | $116.0M | — | Wells Fargo→ |
| C45 | TRIGRAN INVESTMENTS, INC. CRD 155200 | IL | $533.2M | — | 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→ |
| C39 | ROMANO BROTHERS AND COMPANY CRD 3215 | IL | $1.54B | 13 | 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→ |
| C33 | SG CAPITAL MANAGEMENT LLC CRD 134471 | IL | $1.38B | 1 | Wells Fargo→ |
| C32 | ALTERNATIVE INVESTMENT RESOURCE, LLC CRD 288165 | IL | $754.2M | — | Wells Fargo→ |
| C30 | LOMBARD ADVISERS INCORPORATED CRD 108231 | MD | $669.8M | 32 | Wells Fargo→ |
| C30 | ROCKPOINT GROUP, L.L.C. CRD 156630 | MA | $13.04B | — | Wells Fargo→ |
| C28 | ARGONAUT PRIVATE CAPITAL, LP CRD 283878 | OK | $3.01B | — | Wells Fargo→ |
| C25 | ENLIGHTENMENT CAPITAL, LLC CRD 166422 | MD | $2.12B | — | Wells Fargo→ |
| 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→ |
| C22 | WIND POINT ADVISORS LLC CRD 156485 | IL | $8.58B | — | Wells Fargo→ |
| C17 | SUMMIT PARTNERS, L.P. CRD 135271 | MA | $42.01B | — | Wells Fargo→ |
| C8 | ROTUNDA CAPITAL PARTNERS, LLC CRD 290282 | MD | $1.61B | — | Wells Fargo→ |
