| Wilshire | $149.10 billion | 307 | 4 |
| Clearlake Capital Group, L.P. | $83.56 billion | 250 | 0 |
| Beach Point Capital Management LP | $29.77 billion | 173 | 0 |
| Main Street Advisors | $9.65 billion | 34 | 0 |
| Quid Capital Group Holdings, LLC | $7.76 billion | 9 | 0 |
| Angeles Investment Advisors | $7.27 billion | 28 | 0 |
| Glendon Capital Management L.P. | $5.24 billion | 19 | 0 |
| Gerber Kawasaki Wealth & Investment Management | $4.11 billion | 59 | 0 |
| Ocean Park Asset Management, LLC | $3.94 billion | 58 | 0 |
| Abacus Wealth Partners | $3.58 billion | 65 | 1 |
| Tennenbaum Capital Partners, LLC | $3.16 billion | 10 | 10 |
| Emerald Lake Capital Management, L.P. | $3.06 billion | 15 | 0 |
| Anthos Capital | $3.04 billion | 30 | 0 |
| Angeles Wealth Management, LLC | $2.81 billion | 17 | 0 |
| Clocktower Group, L.P. | $2.28 billion | 28 | 0 |
| Lane42 | $2.01 billion | 26 | 0 |
| Ocean Avenue Capital Partners, L.P. | $1.96 billion | 15 | 0 |
| Quantum Financial Advisors, LLC | $1.48 billion | 16 | 0 |
| Serenus Wealth Advisors, LLC | $1.47 billion | 6 | 0 |
| Enhanced Healthcare Management Company | $1.38 billion | 18 | 0 |
| Ggp Management, L.P. | $1.33 billion | 23 | 0 |
| Almitas Capital LLC | $1.07 billion | 12 | 0 |
| Bison Capital Asset Management, LLC | $962.5 million | 12 | 0 |
| Westside Investment Management, LLC | $888.8 million | 14 | 0 |
| Redwood Wealth Management, LLC | $837.0 million | 3 | 3 |
| Saybrook Fund Advisors, LLC | $461.2 million | 11 | 0 |
| Drc Investment Advisors, LLC | $446.0 million | 4 | 0 |
| Autilus Partners LLC | $413.8 million | 4 | 0 |
| Guggenheim Wealth Solutions, LLC | $371.3 million | 10 | 0 |
| Sierra Investment Management, LLC | $360.9 million | 34 | 0 |
| Gotham Green Partners, LLC | $334.8 million | 10 | 0 |
| Hw Capital LLC | $321.0 million | 2 | 0 |
| Victus Capital Wealth | $280.1 million | 4 | 0 |
| Bengal Asset Management, LLC | $197.6 million | 7 | 0 |
| Bancreek Capital Advisors, LLC | $187.1 million | 3 | 0 |
| Angeles Family Office | $182.0 million | 5 | 0 |
| Counter Global, L.P. | $172.7 million | 3 | 0 |
| Light Capital LLC | $135.3 million | 2 | 0 |
| Matrix Planning Inc | $121.4 million | 4 | 0 |
| Muse Capital Management LLC | $107.0 million | 2 | 0 |
| Wellacre Global Wealth Advisors | $104.3 million | 2 | 0 |
| Bancreek Capital Management, LP | $49.3 million | 3 | 0 |
| Svof/mm, LLC | $16.4 million | 4 | 10 |
| Bancreek Capital Strategies, LLC | $11.2 million | 3 | 0 |
| Finite Management, LLC | $3.0 million | 5 | 0 |
| Clearlake Capital Ric Management, LLC | $0 | 5 | 0 |