| Pacific Investment Management Company LLC | $3.67 trillion | 1,968 | 6 |
| Beacon Pointe Advisors, LLC | $54.87 billion | 780 | 0 |
| Canterbury Consulting Incorporated | $45.88 billion | 64 | 3 |
| Pacific Life Fund Advisors LLC | $42.81 billion | 20 | 2 |
| Creative Planning Institutional Advisors, LLC | $37.50 billion | 195 | 4 |
| Research Affiliates | $27.84 billion | 66 | 0 |
| Aristotle Pacific Capital, LLC | $26.76 billion | 46 | 0 |
| Aristotle Investment Services, LLC | $16.50 billion | 27 | 0 |
| Paamco Prisma, LLC | $14.45 billion | 37 | 0 |
| Pacific Private Fund Advisors LLC | $12.24 billion | 12 | 2 |
| Windjammer Capital Investors | $3.10 billion | 27 | 0 |
| Strategic Global Advisors, LLC | $3.03 billion | 19 | 0 |
| Hollencrest Capital Management | $2.87 billion | 19 | 3 |
| Kbs Realty Advisors, LLC | $2.72 billion | 75 | 0 |
| Row Asset Management, LLC | $2.55 billion | 20 | 1 |
| Jdl Advisers | $2.28 billion | 10 | 0 |
| Apc Asset Development I, LP | $2.25 billion | 46 | 0 |
| Apc Asset Development Ii, LP | $2.06 billion | 46 | 0 |
| L Squared Capital Partners | $2.04 billion | 18 | 0 |
| Whittier Advisors, LLC | $1.89 billion | 7 | 0 |
| Triguard Management LLC | $1.88 billion | 9 | 0 |
| Kbs Capital Advisors, LLC | $1.70 billion | 75 | 0 |
| Provenio Capital | $1.63 billion | 11 | 0 |
| Buchanan Street Partners, L.P. | $1.61 billion | 29 | 0 |
| Pence Capital Management, LLC | $1.54 billion | 14 | 0 |
| Caprock Partners Management, Inc. | $1.52 billion | 50 | 0 |
| Compak Asset Management | $1.52 billion | 20 | 0 |
| Shorecliff Asset Management Company LLC | $1.41 billion | 14 | 0 |
| Affinity Investment Advisors, LLC | $1.16 billion | 6 | 0 |
| Knightsbridge Wealth Management | $1.12 billion | 13 | 0 |
| Spinnaker Investment Group, LLC | $1.07 billion | 11 | 0 |
| Tarbox Family Office, Inc. | $953.7 million | 8 | 0 |
| Longtail Alpha, LLC | $822.4 million | 9 | 0 |
| Rs Crum Inc. | $720.7 million | 9 | 0 |
| Westshore Wealth | $662.4 million | 10 | 0 |
| Purus Wealth Management, LLC | $658.1 million | 12 | 0 |
| Spectrum Asset Management Inc | $657.3 million | 12 | 0 |
| Mig Capital, LLC | $589.5 million | 3 | 0 |
| Ducere Wealth Management | $503.8 million | 11 | 0 |
| Bell & Brown Wealth Advisors, LLC | $486.8 million | 3 | 0 |
| Rba Wealth Management, LLC | $452.1 million | 7 | 0 |
| Pavion Blue Capital, LLC | $443.7 million | 4 | 0 |
| Engaged Capital | $432.3 million | 11 | 3 |
| Flatrock Wealth Partners LLC | $417.6 million | 4 | 0 |
| Revitate Fund Advisor LLC | $398.6 million | 15 | 0 |
| Miramontes Capital, LLC | $396.9 million | 15 | 0 |
| Clearlight Partners Management, LLC | $390.3 million | 10 | 0 |
| Yosemite Capital Management | $369.0 million | 8 | 3 |
| Signature Resources Capital Management, LLC | $303.9 million | 15 | 0 |
| Pan Global Advisers, LLC | $270.5 million | 3 | 0 |
| Cws Capital Partners LLC | $268.4 million | 52 | 2 |
| Newport Wealth Advisors, Inc. | $262.6 million | 8 | 0 |
| Tidecrest Wealth Management, LLC | $249.7 million | 3 | 0 |
| Prattes Wealth Partners | $243.6 million | 5 | 0 |
| Noble Wealth Management, Inc. | $223.4 million | 6 | 0 |
| Medici Capital LLC | $215.8 million | 2 | 0 |
| Gsi Capital Advisors LLC | $182.4 million | 4 | 0 |
| Port Street Investments, LLC | $174.5 million | 3 | 0 |
| Catalyst Wealth Advisors LLC | $167.2 million | 2 | 0 |
| Boyer Financial Services, Inc. | $167.0 million | 7 | 0 |
| Fell Capital Management | $161.8 million | 1 | 0 |
| Sidoxia Capital Management, LLC | $149.0 million | 2 | 0 |
| Procore Advisors, LLC | $143.7 million | 3 | 0 |
| Crystal Cove Asset Management | $135.2 million | 2 | 2 |
| Banta Asset Management LP | $128.7 million | 4 | 0 |
| Pacific Specialty Investment Group, LLC | $123.2 million | 2 | 0 |
| Triad Investment Management, LLC | $119.5 million | 2 | 0 |
| Pariax Private Wealth Management | $115.4 million | 3 | 0 |
| Lockerman Financial Group, Inc | $110.1 million | 1 | 0 |
| Werlemann Wealth Management | $110.0 million | 1 | 0 |
| Wing | $127,775 | 2 | 0 |
| Aristotle Pacific Clo Adviser Iii, LLC | $0 | 46 | 0 |
| Deep Blue Capital | $0 | 1 | 0 |
| Ant Money Advisors | $0 | 12 | 0 |