| Scenic Management LLC | $144,587,687 | 6 | San Francisco |
| Orchard City Wealth Management, LLC | $116,119,975 | 254 | Los Gatos |
| Mork Capital Management | $198,515,718 | 1 | Healdsburg |
| Cosmos Wealth, LLC | $191,452,317 | 135 | La Jolla |
| Altruist Advisors LLC | $190,000,000 | 245 | Culver City |
| J K R & Company, INC. | $152,415,717 | 229 | Van Nuys |
| Vantage Financial Group | $118,600,000 | 808 | Auburn |
| Goldman Wealth Management | $119,967,372 | 168 | San Diego |
| Tidwell Wealth Management LLC | $116,655,745 | 184 | Rocklin |
| Ebert Capital Management INC. | $116,304,266 | 465 | Eureka |
| Medici Capital LLC | $215,842,119 | 2 | Newport Beach |
| Mile Wealth Management | $120,121,620 | 211 | Irvine |
| Ig Better Future Management, LLC | $128,285,698 | 19 | Menlo Park |
| R.I.T. Wealth Advisors | $235,361,000 | 530 | San Luis Obispo |
| Stoic Point Capital Management LLC | $119,496,738 | 10 | Palo Alto |
| Triad Investment Management, LLC | $119,542,078 | 98 | Newport Beach |
| Total Wealth Solutions | $148,000,000 | 155 | Los Altos |
| Wynn Capital Management, LLC | $102,011,468 | 273 | Santa Cruz |
| Goldberg Financial Advisors, LLC | $120,324,284 | 236 | El Segundo |
| Crystal Cove Asset Management | $135,190,931 | 280 | Newport Beach |
| Hunt Wealth Management | $110,000,000 | 276 | Concord |
| Tweet Management Services, INC. | $120,500,000 | 665 | La Mesa |
| Kittyhawk Ventures, LLC | $184,015,855 | 27 | Los Angeles |
| Ark Wealth Advisors, LLC | $117,960,866 | 221 | Yorba Linda |
| Factory Capital LLC | $102,526,166 | 26 | Los Angeles |
| Bright Lake Wealth Management, LLC | $103,644,423 | 919 | Redding |
| Alamo Capital | $103,590,000 | 19 | Walnut Creek |
| Ajax Health Management Company, LLC | $214,502,129 | 2 | Menlo Park |
| Kaiyo Wealth LLC | $240,126,229 | 294 | San Diego |
| Align Wealth Management, LLC | $116,708,805 | 153 | San Jose |
| Nim Wealth Solutions | $116,755,871 | 302 | San Jose |
| Zuckerman Capital Management, LLC | $123,492,879 | 386 | Los Angeles |
| Andra Capital LLC | $476,538,169 | 1 | San Francisco |
| Certis Capital Management, INC. | $255,928,370 | 31 | Santa Barbara |
| Cavu Wealth Advisors, LLC | $171,550,000 | 81 | Walnut Creek |
| Wellacre Global Wealth Advisors | $104,340,000 | 245 | Santa Monica |
| Dove Investment Research And Management, INC. | $107,371,381 | 577 | Irvine |
| M2 Capital Advisors | $157,995,972 | 57 | Valencia |
| Westbound Equity Management, LLC | $146,180,175 | 5 | Palo Alto |
| Apple & Associates | $137,703,665 | 525 | Grass Valley |
| Kb Financial Advisors LLC | $115,482,021 | 386 | San Francisco |
| Madson Wealth Advisors INC. | $208,732,967 | 520 | Santa Rosa |
| Wealth Compass Financial, INC. | $115,401,312 | 568 | Carlsbad |
| Abundant Wealth Partners, LLC | $103,183,113 | 156 | Santa Barbara |
| Rittmann Capital Management Co | $142,436,898 | 228 | Moraga |
| Bgv Vc Management LLC | $432,997,312 | 12 | Menlo Park |
| Fathom Point Capital LLC | $280,000,000 | 3 | San Francisco |
| Igw Advisory Investment Management LLC | $170,515,836 | 29 | Los Angeles |
| Wealthrise Financial Planning, LLC | $136,033,057 | 341 | Carlsbad |
| Impact Fiduciary LLC | $155,000,000 | 705 | Pasadena |
| Miller Financial Services, INC. | $127,000,000 | 360 | San Juan Capistrano |
| Muse Capital Management LLC | $106,983,502 | 109 | Santa Monica |
| Ultra Advisory Group | $142,609,950 | 302 | Irvine |
| Investment Managers Group, LLC | $116,757,023 | 528 | Temecula |
| Garhwal, Chan & Williams INC. | $133,595,574 | 75 | San Francisco |
| Terrafirma Wealth Partners | $118,465,077 | 95 | Walnut Creek |
| Ak Global Asset Management, LLC | $117,775,139 | 104 | Oakland |
| Pointone Family Office | $327,091,481 | 227 | Manhattan Beach |
| Graceada Partners | $273,456,874 | 41 | Modesto |
| Sikorski Wealth Management, LLC | $139,584,563 | 644 | San Diego |
| Fullerton Advisors, LLC | $120,394,113 | 258 | Danville |
| Lafayette Square Financial Advisors, INC. | | | Walnut Creek |
| Hoainvest LLC | | | Irvine |
| Scsc Advisors, LLC | | | Rancho Santa Fe |
| Alder Capital | | | San Diego |
| Ultra Capital Management LLC | | | San Francisco |
| Butler Hall Capital LLC | $218,293,112 | 1 | Los Angeles |
| Astravia Family Wealth Office LLC | | | El Segundo |
| My Advisors Us LLC | | | Tustin |
| Schauer Investment Management, INC. | $119,744,010 | 37 | Northridge |
| Pelorus Capital Management, LLC | | | Irvine |
| Skylar Wealth Management, LLC | | | Pasadena |
| Vector3 Wealth Management | | | San Diego |
| Appleseed Advisory, LLC | | | San Francisco |
| Martin & Company | | | Valencia |
| Tide Rock Leverageco Manager, LLC | | | Solana Beach |
| Gideon Capital, LLC | $229,042,279 | 17 | Los Angeles |
| S&F Investment Advisors | $106,368,400 | 263 | Encino |
| Zai Technologies LLC | | | Thousand Oaks |
| Jaffe Asset Management LLC | $116,219,162 | 149 | Beverly Hills |
| Breakaway Independent Advisors, LLC | $3,296,154 | 14 | San Diego |
| Dreams Investment Solutions | | | Folsom |
| Angeles Family Office | $181,973,559 | 226 | Santa Monica |
| Prelude Investment Services | | | San Francisco |
| Warm Springs Advisors INC. | $131,346,508 | 47 | Larkspur |
| East West Wealth Advisors LLC | | | Pasadena |
| Vista Point Asset Management LLC | | | Irvine |
| Deep Blue Capital | | | Newport Beach |
| Clearlake Capital Ric Management, LLC | | | Santa Monica |
| Ariam Global INC. | | | San Diego |
| Bluum Invest LLC | | | Los Angeles |
| Adviceonly | | | San Diego |
| Clera | | | Bakersfield |
| Endowe Advisory LLC | $300 | 2 | San Jose |
| Mezzi | | | Menlo Park |
| Kahn Asset Management | | | Los Angeles |
| Bancreek Capital Strategies, LLC | $11,199,528 | 1 | Santa Monica |
| Aristotle Pacific Clo Adviser III, LLC | | | Newport Beach |