| "Tate Asset Management" and "Dco Wealth Management" | Rancho Santa Fe | $393.4 million | 0 |
| 137 Ventures Management, LLC | San Francisco | $11.81 billion | 0 |
| 15 Equity | Santa Barbara | $135.9 million | 0 |
| 1sharpe Capital LLC | San Francisco | $2.70 billion | 0 |
| 21 West Wealth Management LLC | Tustin | $137.1 million | 0 |
| 3(38) Investment Fiduciaries | Simi Valley | $1.04 billion | 0 |
| 3l Capital Management, LLC | Los Angeles | $932.3 million | 0 |
| 3spoke Management, LLC | Irvine | $254.3 million | 0 |
| 4d Advisors, LLC | Redondo Beach | $315.6 million | 0 |
| 5am Ventures | San Francisco | $1.08 billion | 0 |
| 5t Wealth, LLC | Napa | $331.4 million | 0 |
| 7 Streets Financial, LLC | San Diego | $88.4 million | 0 |
| A16z Perennial Management, L.P. | Menlo Park | $2.75 billion | 0 |
| Abacus Wealth Partners | Santa Monica | $3.58 billion | 1 |
| Abound Financial | Granite Bay | $428.0 million | 0 |
| Abra Capital Management, LP | San Francisco | $334.7 million | 6 |
| Abundant Wealth Partners, LLC | Santa Barbara | $103.2 million | 0 |
| Acap Asset Management, Inc. | Studio City | $255.0 million | 0 |
| Accel Management Co. L.l.c | Palo Alto | $38.03 billion | 0 |
| Accel-kkr | Menlo Park | $23.81 billion | 0 |
| Accelerate Retirement | Aliso Viejo | $315.4 million | 0 |
| Accord Equity Advisors LLC | San Francisco | $194.3 million | 0 |
| Accretive Wealth Management, LLC | San Ramon | $290.7 million | 0 |
| Acme | San Francisco | $767.5 million | 0 |
| Acorns | Irvine | $13.39 billion | 1 |
| Acquirers Funds, LLC | Rolling Hills | $33.1 million | 0 |
| Adams Ashby Financial Advisors | Sacramento | $479.8 million | 0 |
| Adelante Capital Management LLC | Alameda | $1.49 billion | 0 |
| Advanced Financial Strategies Inc | Irvine | $251.7 million | 0 |
| Advanced Portfolio Strategies | Torrance | $217.4 million | 0 |
| Adviceonly | San Diego | $0 | 0 |
| Aecom Capital Real Estate, LLC | Los Angeles | $559.5 million | 0 |
| Aequim Alternative Investments LP | Mill Valley | $8.25 billion | 0 |
| Affinity Capital Advisors LLC | Berkeley | $851.3 million | 0 |
| Affinity Investment Advisors, LLC | Newport Beach | $1.16 billion | 0 |
| Aft US Capital LLC | San Francisco | $214 | 0 |
| Ag Asset Advisory, LLC | Los Angeles | $440.5 million | 0 |
| Agriglobe Land Advisors, LLC | Fresno | $602.2 million | 0 |
| Ahoy Capital | Palo Alto | $540.3 million | 0 |
| Ai Funds | Sausalito | $2.1 million | 0 |
| Aii Capital Management, LLC | Moorpark | $108.6 million | 0 |
| Aire Advisors, LLC | Beverly Hills | $1.01 billion | 0 |
| Ajax Health Management Company, LLC | Menlo Park | $214.5 million | 0 |
| Ak Global Asset Management, LLC | Oakland | $117.8 million | 0 |
| Akkadian Ventures, Inc. | San Francisco | $841.2 million | 0 |
| Alamar Capital Management, LLC | Santa Barbara | $260.3 million | 0 |
| Alamo Capital | Walnut Creek | $103.6 million | 1 |
| Alan Biller and Associates | Menlo Park | $65.07 billion | 0 |
| Albert Investments, LLC | Santa Barbara | $22.7 million | 0 |
| Albitz/miloe and Associates, Inc. | Torrance | $820.6 million | 0 |
| Albourne America LLC | San Francisco | $0 | 0 |
| Alcosta Capital Management, Inc. | San Ramon | $210.2 million | 0 |
| Alder Capital | San Diego | $0 | 0 |
| Alessandra Capital Management, LLC | Torrance | $153.5 million | 0 |
| Algert Global LLC | San Francisco | $10.20 billion | 0 |
| Align Wealth Management, LLC | San Jose | $116.7 million | 0 |
| Aligne Wealth Advisors Investment Management (Awaim) | Los Angeles | $224.4 million | 0 |
| Alliance Advisory & Securities, LLC | Westlake Village | $687.4 million | 0 |
| Allocate Management Company, LLC | Palo Alto | $3.00 billion | 0 |
| Allpoint Financial Group | Petaluma | $116.8 million | 0 |
| Allstreet Capital LLC | Los Angeles | $218.0 million | 0 |
| Allworth Financial, L.P. | Folsom | $33.55 billion | 0 |
| Almitas Capital LLC | Santa Monica | $1.07 billion | 0 |
| Alpha Analytics Investment Group LLC | Los Angeles | $253.4 million | 0 |
| Alpha Solutions Investment Advisors | South San Francisco | $466.3 million | 0 |
| Alpha Wealth Management and Planning LLC | Novato | $319.6 million | 0 |
| Alphacore Capital LLC | La Jolla | $12.96 billion | 0 |
| Alphapoint, Inc. | Corona Del Mar | $5.56 billion | 0 |
| Alpine Investors | San Francisco | $18.91 billion | 0 |
| Alta Park Capital, LP | San Francisco | $1.78 billion | 0 |
| Altamont Capital Partners | Palo Alto | $4.02 billion | 0 |
| Altamont Wealth Management, Inc. | Livermore | $182.9 million | 0 |
| Alteri Wealth | Westlake Village | $566.1 million | 0 |
| Alternative Access Funds, LLC | El Segundo | $42.5 million | 0 |
| Altimeter Capital Management, LP | Menlo Park | $18.75 billion | 0 |
| Altos Ventures Management, Inc. | Burlingame | $5.45 billion | 0 |
| Altruist Advisors LLC | Culver City | $0 | 0 |
| Altruist LLC | Culver City | $0 | 0 |
| Altum Wealth Advisors | Chico | $135.0 million | 0 |
| Altura Wealth Advisors Inc. | Santa Clara | $250.1 million | 0 |
| Amara Financial, LLC | San Francisco | $250.5 million | 0 |
| American Assets Investment Management, LLC | San Diego | $5.87 billion | 0 |
| American Discovery Investment Advisors, LLC | Los Angeles | $279.3 million | 0 |
| American Fundstars | Irvine | $332.7 million | 0 |
| American Infrastructure | Foster City | $1.70 billion | 0 |
| American Investors Co | San Ramon | $630.7 million | 0 |
| American Money Management, LLC | Rancho Santa Fe | $844.0 million | 0 |
| American Pacific Group | Larkspur | $1.34 billion | 0 |
| American Realty Advisors | Los Angeles | $3.24 billion | 0 |
| Ami Asset Management Corp | Los Angeles | $1.93 billion | 0 |
| Amip Management | Seal Beach | $1.46 billion | 0 |
| Amity Ventures | San Francisco | $1.74 billion | 0 |
| Ampersand Capital Group, L.P. | Burlingame | $235.1 million | 0 |
| Anchor Bay Capital, Inc. | Carlsbad | $247.1 million | 0 |
| Anchor Bay Private Wealth LLC | Carlsbad | $51.7 million | 0 |
| Anchor Capital | Aliso Viejo | $191.2 million | 0 |
| Anchor Point Financial | Bakersfield | $173.6 million | 0 |
| Andra Capital LLC | San Francisco | $476.5 million | 0 |
| Andreessen Horowitz | Menlo Park | $106.48 billion | 0 |
| Andrews, Lucia Wealth Management LLC | Danville | $543.5 million | 0 |
| Angeleno Group, LLC | Beverly Hills | $576.5 million | 0 |
| Angeles Equity Partners, LLC | Los Angeles | $1.20 billion | 0 |
| Angeles Family Office | Santa Monica | $182.0 million | 0 |
| Angeles Investment Advisors | Santa Monica | $7.27 billion | 0 |
| Angeles Wealth Management, LLC | Santa Monica | $2.81 billion | 0 |
| Ant Money Advisors | Newport Beach | $0 | 0 |
| Anthos Capital | Santa Monica | $3.04 billion | 0 |
| Aof Management LLC | Los Angeles | $461.5 million | 0 |
| Apc Asset Development I, LP | Newport Beach | $2.25 billion | 0 |
| Apc Asset Development Ii, LP | Newport Beach | $2.06 billion | 0 |
| Aperio Group, LLC | Sausalito | $152.13 billion | 8 |
| Aphias Capital, L.P. | San Francisco | $675.8 million | 0 |
| Appian Way Financial | Pasadena | $142.9 million | 0 |
| Apple & Associates | Grass Valley | $137.7 million | 0 |
| Appleseed Advisory, LLC | San Francisco | $0 | 0 |
| Apriem Advisors | Irvine | $1.48 billion | 0 |
| Aps Investment Management Group | Jackson | $197.2 million | 0 |
| Aqua Capital Advisors | Los Angeles | $143.8 million | 0 |
| Ar Asset Management, Inc. | West Hollywood | $602.6 million | 0 |
| Arc Advisory LLC | San Francisco | $708.3 million | 0 |
| Arc70 Advisers LP | Burlingame | $2.00 billion | 1 |
| Arca Capital Management | Marina Del Rey | $32.8 million | 0 |
| Arca Investment Management, LLC | Marina Del Rey | $188.1 million | 0 |
| Archer Capital Group Management, LLC | Los Angeles | $659.6 million | 0 |
| Archer Pointe Wealth Management, LLC | Davis | $185.6 million | 0 |
| Architect Capital Corp. | San Francisco | $1.23 billion | 0 |
| Architect Equity | El Segundo | $383.9 million | 0 |
| Archvest Wealth Advisors, Inc. | Concord | $387.0 million | 0 |
| Arena Capital Advisors | Los Angeles | $5.33 billion | 0 |
| Ares Capital Management Ii LLC | Los Angeles | $19.64 billion | 3 |
| Ares Capital Management LLC | Los Angeles | $97.62 billion | 3 |
| Ares Commercial Real Estate Management LLC | Los Angeles | $32.48 billion | 3 |
| Ares Financial Consulting LLC | Calabasas | $243.9 million | 0 |
| Ares Management LLC | Los Angeles | $458.82 billion | 3 |
| Argos Global Advisors, LLC | Santa Barbara | $13.0 million | 0 |
| Argyle Capital Partners, LLC | Los Angeles | $213.6 million | 0 |
| Aria Wealth Management | Saratoga | $130.0 million | 0 |
| Ariadne Wealth Management, LP | Santa Barbara | $627.3 million | 0 |
| Ariam Global Inc. | San Diego | $0 | 0 |
| Arimathea | Fort Bragg | $39.9 million | 0 |
| Ariston Services Group, LLC | San Diego | $527.0 million | 0 |
| Aristotle Capital Management, LLC | Los Angeles | $43.54 billion | 0 |
| Aristotle Investment Services, LLC | Newport Beach | $16.50 billion | 0 |
| Aristotle Pacific Capital, LLC | Newport Beach | $26.76 billion | 0 |
| Aristotle Pacific Clo Adviser Iii, LLC | Newport Beach | $0 | 0 |
| Arixa Management, LLC | Los Angeles | $647.9 million | 0 |
| Ark Wealth Advisors, LLC | Yorba Linda | $118.0 million | 0 |
| Arlington Financial Advisors, LLC | Santa Barbara | $1.24 billion | 0 |
| Armory Capital Group, LLC | El Segundo | $0 | 0 |
| Arrowroot Capital Management, LLC | Marina Del Rey | $465.5 million | 0 |
| Arrowroot Family Office, LLC | Marina Del Rey | $430.7 million | 3 |
| Arroyo Investment Group, LLC | Pasadena | $319.5 million | 0 |
| Arta Finance | Mountain View | $153.4 million | 0 |
| Arx Management, LLC | El Segundo | $586.5 million | 0 |
| Ascendant Capital Partners LP | Los Angeles | $1.95 billion | 0 |
| Ascension Wealth Partners, LLC | Pleasant Hill | $136.9 million | 0 |
| Asia Alternatives Management LLC | San Francisco | $13.24 billion | 0 |
| Asl Financial, LLC | Los Gatos | $186.7 million | 0 |
| Aspirean Wealth, LLC | Mill Valley | $233.2 million | 0 |
| Aspiriant, LLC | Los Angeles | $18.05 billion | 0 |
| Assembly Wealth | Mill Valley | $336.7 million | 0 |
| Asset Dedication, LLC | San Francisco | $2.93 billion | 0 |
| Asset Planning, Inc | Los Alamitos | $553.5 million | 0 |
| Assetmark, Inc. | Concord | $91.76 billion | 4 |
| Astravia Family Wealth Office LLC | El Segundo | $0 | 0 |
| Atala Financial Inc | Calabasas | $370.7 million | 0 |
| Atlas Capital Advisors Inc. | San Francisco | $1.15 billion | 0 |
| Atlas Legacy Advisors LLC | Los Angeles | $715.0 million | 0 |
| Atomic Vaults Advisors LLC | San Francisco | $0 | 0 |
| Ats Wealth Management | San Diego | $383.6 million | 3 |
| Attentive Investments, LLC | Stockton | $197.5 million | 0 |
| Atwater Capital, LLC | Los Angeles | $491.5 million | 0 |
| Audent Global Asset Management, LLC | West Hollywood | $452.3 million | 0 |
| Aurora Capital Partners Management Vi L.P. | Los Angeles | $6.20 billion | 0 |
| Auspicious Financial Planning, LLC | San Ramon | $278.0 million | 0 |
| Authentic Ventures Investment Manager, LLC | Oakland | $201.2 million | 0 |
| Autilus Partners LLC | Santa Monica | $413.8 million | 0 |
| Avalan, LLC | Santa Barbara | $621.8 million | 0 |
| Avalon Capital Management | Menlo Park | $582.2 million | 0 |
| Avalon Global Asset Management LLC | San Francisco | $553.8 million | 0 |
| Avanath Capital Management, LLC | Irvine | $3.75 billion | 0 |
| Avila Real Estate Capital | Corte Madera | $341.2 million | 0 |
| Avise Financial | Los Angeles | $169.4 million | 0 |
| Avisen Advisors, LLC | Sacramento | $389.0 million | 0 |
| Awm Global Advisors | San Diego | $59.2 million | 0 |
| Awr Investment Management, LLC | San Rafael | $131.6 million | 0 |
| Axxcess Wealth Management, LLC | Carlsbad | $8.88 billion | 0 |
| B.B. Graham & Company, Inc. | Orange | $321.7 million | 2 |
| Backer | San Francisco | $62.9 million | 0 |
| Bailard, Inc. | Foster City | $7.56 billion | 0 |
| Baker Street Advisors, LLC | San Francisco | $20.77 billion | 0 |
| Bakeravenue | San Francisco | $5.09 billion | 0 |
| Balance Cash Management Inc. | San Francisco | $11.6 million | 0 |
| Balmoral Management Ii L.P. | Los Angeles | $974.4 million | 0 |
| Bamboo Wealth Strategies | San Diego | $235.7 million | 0 |
| Bancreek Capital Advisors, LLC | Santa Monica | $187.1 million | 0 |
| Bancreek Capital Management, LP | Santa Monica | $49.3 million | 0 |
| Bancreek Capital Strategies, LLC | Santa Monica | $11.2 million | 0 |
| Banneker Partners LLC | San Francisco | $3.36 billion | 0 |
| Banta Asset Management LP | Newport Beach | $128.7 million | 0 |
| Banyan Alpha Investment L.P. | South San Francisco | $751.9 million | 0 |
| Banyan Tree Asset Management, LLC | Torrance | $1.03 billion | 0 |
| Bark Securities, LLC | San Francisco | $0 | 0 |
| Barnes Wealth Management Group | Bakersfield | $477.2 million | 0 |
| Barrier Capital Management, LLC | San Francisco | $136.0 million | 0 |
| Bay Hills Capital Management, LLC | San Francisco | $569.8 million | 1 |
| Baybridge Capital Group, LLC | Livermore | $192.9 million | 0 |
| Bayhunt Capital LLC | Mill Valley | $362.1 million | 0 |
| Beach Point Capital Management LP | Santa Monica | $29.77 billion | 0 |
| Beacon Coast Partners, LLC | San Francisco | $0 | 0 |
| Beacon Pointe Advisors, LLC | Newport Beach | $54.87 billion | 0 |
| Belay Investment Group, LLC | Sherman Oaks | $427.5 million | 0 |
| Bell & Brown Wealth Advisors, LLC | Newport Beach | $486.8 million | 0 |
| Bell Investment Advisors Inc | Orinda | $787.6 million | 0 |
| Belveron Real Estate Partners, LLC | San Francisco | $1.27 billion | 0 |
| Benchmark Advisory Services, LLC | San Diego | $0 | 0 |
| Benefit Financial Services Group | Irvine | $1.54 billion | 0 |
| Bengal Asset Management, LLC | Santa Monica | $197.6 million | 0 |
| Benningfield Financial Advisors, LLC | San Francisco | $284.3 million | 0 |
| Berilium | Lake Forest | $4.5 million | 0 |
| Berkeley Partners Management, LLC | Oakland | $3.06 billion | 0 |
| Bernard & Johnson Family Wealth Management | Pasadena | $113.1 million | 0 |
| Bernzott Capital Advisors | Camarillo | $265.4 million | 0 |
| Bertram Capital Management LLC | Foster City | $4.43 billion | 0 |
| Beryl Capital Management, LLC | Redondo Beach | $1.03 billion | 2 |
| Beta Wealth Group, Inc | San Diego | $460.3 million | 2 |
| Betterwealth LLC | San Jose | $659.9 million | 0 |
| Beverly Hills Private Wealth, LLC | Beverly Hills | $912.2 million | 0 |
| Beyond Financial Services | Fremont | $176.7 million | 0 |
| Bgv Vc Management LLC | Menlo Park | $433.0 million | 0 |
| Bingham Private Wealth, LLC | San Francisco | $232.4 million | 0 |
| Bison Capital Asset Management, LLC | Santa Monica | $962.5 million | 0 |
| Bitwise Investment Manager, LLC | San Francisco | $721.8 million | 0 |
| Bivium Capital Partners, LLC | San Francisco | $6.73 billion | 0 |
| Black Hill Capital Partners, LLC | San Francisco | $67.7 million | 4 |
| Black Impact Group, LLC | Los Angeles | $232.1 million | 0 |
| Blackrock Fund Advisors | San Francisco | $4.28 trillion | 9 |
| Blakeslee & Blakeslee Financial Advisers Inc. | San Luis Obispo | $423.0 million | 0 |
| Blankinship & Foster, LLC | Solana Beach | $939.5 million | 0 |
| Blockchain Capital, LLC | San Francisco | $2.86 billion | 0 |
| Blom & Howell Financial Planning, Inc. | Modesto | $161.5 million | 0 |
| Bloom Investment Advisors, LLC | San Francisco | $17.7 million | 0 |
| Blue Marble Investments | Santa Barbara | $205.1 million | 0 |
| Blue Sky Capital Consultants Group, Inc. | Poway | $306.3 million | 0 |
| Blue Summit Wealth Management | San Diego | $211.4 million | 0 |
| Blue Zone Wealth Advisors, LLC | Los Angeles | $770.0 million | 0 |
| Blueline Capital | San Francisco | $240.4 million | 0 |
| Blueprint Investing LLC | San Francisco | $436.3 million | 0 |
| Blume Capital Management, Inc. | Berkeley | $856.6 million | 0 |
| Bluum Invest LLC | Los Angeles | $0 | 0 |
| Bmb Advisers LLC | Los Angeles | $655.8 million | 0 |
| Boldin Advisors | Mill Valley | $0 | 0 |
| Bolthouse Investment Management Services | Bakersfield | $631.2 million | 0 |
| Boltwood Capital Management | Walnut Creek | $502.5 million | 0 |
| Bondbloxx | Larkspur | $7.24 billion | 0 |
| Bosman Wealth Management, LLC | Redlands | $140.1 million | 0 |
| Bourke Wealth Management | Santa Barbara | $141.4 million | 0 |
| Boxer Capital Management, LLC | San Diego | $578.2 million | 0 |
| Boyd Wealth Management, LLC | Sacramento | $409.8 million | 0 |
| Boyer Financial Services, Inc. | Newport Beach | $167.0 million | 0 |
| Bpm Wealth Advisors, LLC | San Francisco | $268.3 million | 0 |
| Bracket Capital | West Hollywood | $2.57 billion | 0 |
| Braeswood Carbon Management, LLC | San Francisco | $387.3 million | 0 |
| Brandes Investment Partners, LP | La Jolla | $40.65 billion | 0 |
| Branson Frank a Inc | Palo Alto | $223.2 million | 0 |
| Brasa Capital Management | Los Angeles | $1.37 billion | 0 |
| Breakaway Independent Advisors, LLC | San Diego | $3.3 million | 0 |
| Breakthrough Properties | Los Angeles | $2.69 billion | 0 |
| Breen Wealth Management, LLC | Petaluma | $318.8 million | 0 |
| Brentwood Private Equity, LLC | Los Angeles | $3.97 billion | 0 |
| Bretton Capital Management | San Francisco | $122.8 million | 0 |
| Brian D. Lowder, Inc. | San Diego | $388.1 million | 0 |
| Brickley Wealth Management | San Mateo | $950.1 million | 0 |
| Bridgebay Financial, Inc. | San Ramon | $0 | 0 |
| Bridgeview Capital Advisors, Inc. | El Dorado Hills | $114.1 million | 0 |
| Bridgewealth Advisory Group, LLC | Fresno | $868.9 million | 0 |
| Bright Lake Wealth Management, LLC | Redding | $103.6 million | 0 |
| Brightpath Wealth Planning, LLC | Camarillo | $205.8 million | 0 |
| Brightplan LLC | San Jose | $0 | 0 |
| Brio Financial Group | San Francisco | $1.06 billion | 0 |
| Bristlecone Value Partners, LLC | Los Angeles | $188.4 million | 0 |
| Bristol Group Inc | San Francisco | $2.04 billion | 2 |
| Broadshore Capital Partners, LLC | Los Angeles | $981.6 million | 0 |
| Broadside Wealth | San Francisco | $0 | 0 |
| Broadwing Capital Advisors, Inc. | Larkspur | $148.0 million | 0 |
| Brooker Wealth Management | Oakland | $136.4 million | 0 |
| Browning West LP | Los Angeles | $2.24 billion | 0 |
| Buchanan Street Partners, L.P. | Newport Beach | $1.61 billion | 0 |
| Bucher Wealth Advisors | San Mateo | $146.9 million | 0 |
| Bull Oak Capital, LLC | Rancho Santa Fe | $261.6 million | 0 |
| Bulman Wealth Group | Roseville | $283.0 million | 0 |
| Bunker | San Francisco | $29.2 million | 0 |
| Burton Enright Welch | Walnut Creek | $1.55 billion | 0 |
| Butler Hall Capital LLC | Los Angeles | $218.3 million | 0 |
| Butterfly Equity LP | Beverly Hills | $7.08 billion | 0 |
| Bvf Partners L.P. | San Francisco | $6.11 billion | 1 |
| Bw & Associates, Inc. | Orange | $692.8 million | 0 |
| C.M. Capital Advisors, LLC | Palo Alto | $1.96 billion | 0 |
| C1 Advisors LLC | Palo Alto | $53.1 million | 0 |
| Cable Car Capital, LP | San Francisco | $548.3 million | 0 |
| Cache Advisors LLC | San Francisco | $962.1 million | 0 |
| Cai Manager LP | Mill Valley | $2.18 billion | 0 |
| Calabasas Advisory Group, LLC | Westlake Village | $249.5 million | 0 |
| Caldwell Sutter Capital, Inc. | Sausalito | $605.7 million | 1 |
| Calera Capital Advisors, LP | San Francisco | $3.09 billion | 0 |
| California Capital Management | Burbank | $358.4 million | 0 |
| California Financial Advisors | San Ramon | $2.26 billion | 0 |
| Callan | San Francisco | $41.94 billion | 0 |
| Calmwater Capital | El Segundo | $792.5 million | 0 |
| Caltier Advisors, LLC | Poway | $6.9 million | 0 |
| Caltius Capital Management, LP | Los Angeles | $1.06 billion | 0 |
| Cambria Investment Management, L.P. | Manhattan Beach | $3.58 billion | 0 |
| Cambrian Asset Management, Inc. | Mill Valley | $121.8 million | 0 |
| Camden Asset Management | Los Angeles | $11.17 billion | 0 |
| Camelot Capital Partners LLC | Laguna Beach | $1.54 billion | 0 |
| Camelotta Advisors | San Francisco | $234.9 million | 0 |
| Candide Group | Oakland | $123.6 million | 1 |
| Cannon Beach Financial Advisors | San Ramon | $209.2 million | 0 |
| Canter Wealth | La Jolla | $386.5 million | 0 |
| Canterbury Consulting Incorporated | Newport Beach | $45.88 billion | 3 |
| Capital Advantage, Inc. | Walnut Creek | $1.28 billion | 0 |
| Capital Bank and Trust Company | Irvine | $139.29 billion | 1 |
| Capital Client Group, Inc. | Los Angeles | $0 | 1 |
| Capital Cs Group, LLC | Irvine | $227.3 million | 0 |
| Capital Group Private Client Services, Inc. | Los Angeles | $42.71 billion | 1 |
| Capital International, Inc. | Los Angeles | $51.92 billion | 2 |
| Capital Management Advisor Group, LLC | Walnut Creek | $234.1 million | 0 |
| Capital Research & Consulting LLC | Pasadena | $5.99 billion | 0 |
| Capital Research and Management Company | Los Angeles | $3.75 trillion | 2 |
| Capital Research Company | Los Angeles | $0 | 1 |
| Capital Trust Advisors | San Rafael | $402.6 million | 0 |
| Caprock Partners Management, Inc. | Newport Beach | $1.52 billion | 0 |
| Carbahal Olsen Financial Services Group LLC | Davis | $257.6 million | 0 |
| Carbon Collective Investing, LLC | Oakland | $348.4 million | 0 |
| Cardinal Point Capital LLC | San Francisco | $100.0 million | 0 |
| Caregen Wealth Management | San Mateo | $109.9 million | 0 |
| Carey Wealth Management | San Ramon | $222.8 million | 0 |
| Carlsbad Wealth Advisory Group, Inc. | Carlsbad | $237.6 million | 0 |
| Carmandalian Financial Group, LLC | Westlake Village | $150.8 million | 0 |
| Carmel Capital Management L.L.C. | Carmel | $392.0 million | 4 |
| Carmel Capital Partners, LLC | San Diego | $434.3 million | 0 |
| Carmel Partners | San Francisco | $7.98 billion | 0 |
| Carrick Capital Partners | San Francisco | $2.08 billion | 0 |
| Carter Financial, LLC | La Jolla | $282.3 million | 0 |
| Cascade Financial Partners, LLC | San Diego | $1.38 billion | 0 |
| Casilio Leitch Investments | Walnut Creek | $256.0 million | 0 |
| Castle Coast Wealth, LLC | La Jolla | $423.7 million | 0 |
| Castle Creek Capital | San Diego | $1.14 billion | 0 |
| Castle Rock Wealth Management, LLC | Walnut Creek | $587.1 million | 0 |
| Castle Wealth Planning | Santa Barbara | $236.4 million | 3 |
| Catalyst Private Wealth, LLC | San Mateo | $370.4 million | 0 |
| Catalyst Wealth Advisors LLC | Newport Beach | $167.2 million | 0 |
| Causeway Capital Management LLC | Los Angeles | $62.24 billion | 0 |
| Cavu Wealth Advisors, LLC | Walnut Creek | $171.6 million | 0 |
| Cavu Wealth Management | Lakeside | $208.8 million | 0 |
| Cedarstone Advisors | Thousand Oaks | $198.4 million | 0 |
| Cendana Capital | San Francisco | $2.37 billion | 0 |
| Centaurus Financial, Inc. | Anaheim | $9.74 billion | 6 |
| Center Capital Partners LLC | Beverly Hills | $415.0 million | 0 |
| Centricus Investment Advisors (US) LLC | Beverly Hills | $1.02 billion | 0 |
| Centura Wealth Advisory | San Diego | $1.20 billion | 0 |
| Century Park Capital Partners | El Segundo | $352.2 million | 0 |
| Cerda Munoz Advisors, Inc | Whittier | $265.7 million | 0 |
| Cerro Pacific Wealth Advisors, LLC | San Luis Obispo | $531.6 million | 0 |
| Certified Planners, Inc. | San Ramon | $196.6 million | 0 |
| Certis Capital Management, Inc. | Santa Barbara | $255.9 million | 0 |
| Cetera Advisory Services LLC | El Segundo | $0 | 0 |
| Cft Capital Management, LLC | Los Angeles | $3.75 billion | 0 |
| Challenger Wealth Management | Aliso Viejo | $275.5 million | 2 |
| Chandler Asset Management Inc | San Diego | $45.31 billion | 0 |
| Changing Parameters, LLC | Los Altos | $105.4 million | 0 |
| Channel Wealth, LLC | Santa Barbara | $850.9 million | 0 |
| Charger Investment Partners LP | El Segundo | $865.3 million | 0 |
| Charles Fish Investments, Inc. | Irvine | $331.3 million | 0 |
| Charles Schwab & Co., Inc. | San Francisco | $0 | 12 |
| Charles Schwab Investment Management, Inc | San Francisco | $1.72 trillion | 1 |
| Chatterton & Associates | Anaheim | $1.33 billion | 0 |
| Checchi Capital Advisers, LLC | Beverly Hills | $2.59 billion | 0 |
| Check Capital Management Inc | Costa Mesa | $2.37 billion | 0 |
| Checkpoint Capital L.P. | San Francisco | $333.8 million | 0 |
| Chelsea Management Company | Woodland Hills | $517.0 million | 0 |
| Chequers Financial Management LLC | San Francisco | $1.31 billion | 0 |
| Cheviot Value Management, LLC | Beverly Hills | $1.17 billion | 0 |
| Chokshi & Queen Wealth Advisors | San Diego | $263.3 million | 0 |
| Christopher Weil & Co Inc | San Diego | $896.2 million | 0 |
| Chrome Advisors | San Francisco | $152.0 million | 0 |
| Ci Global Investments Inc. | Oakland | $14.74 billion | 1 |
| Cim Capital Ic Management, LLC | Los Angeles | $1.08 billion | 0 |
| Cim Capital Sa Management, LLC | Los Angeles | $134.2 million | 0 |
| Cim Capital, LLC | Los Angeles | $2.68 billion | 0 |
| Citrine Capital | San Francisco | $346.7 million | 0 |
| Cityview Management Services, LLC | Los Angeles | $1.15 billion | 0 |
| Clairmont Capital Group, LLC | Los Angeles | $160.3 million | 0 |
| Claraphi Advisory Network, LLC | Aliso Viejo | $382.5 million | 2 |
| Claremont Financial Group,inc. | Claremont | $140.0 million | 0 |
| Clarion Advisors Inc. | Auburn | $134.4 million | 0 |
| Clarity Wealth Advisors | San Jose | $732.9 million | 0 |
| Clarivest Asset Management LLC | San Diego | $3.05 billion | 6 |
| Classic Financial | Westlake Village | $151.6 million | 0 |
| Clay Northam Wealth Management | Huntington Beach | $354.9 million | 0 |
| Clayton Partners LLC | Berkeley | $172.0 million | 0 |
| Clear Retirement Advice LLC | San Mateo | $153.4 million | 0 |
| Clearlake Capital Group, L.P. | Santa Monica | $83.56 billion | 0 |
| Clearlake Capital Ric Management, LLC | Santa Monica | $0 | 0 |
| Clearlight Partners Management, LLC | Newport Beach | $390.3 million | 0 |
| Clearpath Capital Partners LLC | Menlo Park | $161.3 million | 0 |
| Clearview Investment Partners, LLC | Costa Mesa | $105.3 million | 0 |
| Clearview Wealth Management | Irvine | $178.5 million | 0 |
| Clearwave Capital | Upland | $359.2 million | 0 |
| Clelland & Company Inc | San Diego | $465.7 million | 0 |
| Clera | Bakersfield | $0 | 0 |
| Cleveralpha | Hawthorne | $28.3 million | 0 |
| Clg LLC | Long Beach | $1.12 billion | 0 |
| Clifford Swan Investment Counselors | Pasadena | $4.48 billion | 0 |
| Cliffwater LLC | Marina Del Rey | $48.51 billion | 0 |
| Clocktower Group, L.P. | Santa Monica | $2.28 billion | 0 |
| Clutinger Williams & Verhoye Inc | San Diego | $163.1 million | 2 |
| Cmr Capital Management, LLC | Pasadena | $275.1 million | 0 |
| Coastedge Partners, LLC | San Diego | $2.14 billion | 0 |
| Coastlands Capital LP | San Francisco | $785.0 million | 0 |
| Coastwise Capital Group, LLC | La Jolla | $212.2 million | 0 |
| Coburn Barrett, LLC | San Francisco | $112.7 million | 0 |
| Cogenuity Partners, LLC | San Francisco | $693.8 million | 0 |
| Cohen Capital Management Inc | Corte Madera | $1.00 billion | 0 |
| Colton Wealth Management | Arcadia | $135.1 million | 0 |
| Community Investment Management LLC | San Francisco | $1.47 billion | 0 |
| Compak Asset Management | Newport Beach | $1.52 billion | 0 |
| Composition Capital LP | Los Angeles | $1.23 billion | 0 |
| Composition Wealth, LLC | Los Angeles | $9.47 billion | 0 |
| Comprehensive Financial Management LLC | Los Gatos | $18.52 billion | 0 |
| Concentric | Walnut Creek | $13.91 billion | 0 |
| Concentrum Wealth Management | San Jose | $986.8 million | 0 |
| Concord Investment Counsel | Irvine | $397.9 million | 0 |
| Confidence Wealth Management, Inc. | Los Angeles | $454.1 million | 0 |
| Congruence Capital, LLC | Los Angeles | $333.5 million | 0 |
| Connective Capital Management, LLC | Palo Alto | $230.1 million | 0 |
| Connor Capital Sb, LLC | Santa Barbara | $196.7 million | 0 |
| Conquis Financial LLC | Millbrae | $280.0 million | 0 |
| Contango Wealth Management LLC | Oakland | $122.8 million | 0 |
| Conway Capital Management, Inc. | Burbank | $231.9 million | 0 |
| Cooke Wealth Management, LLC | Irvine | $136.9 million | 0 |
| Cooper Capital Group | Encinitas | $282.9 million | 0 |
| Cooper Mcmanus | Irvine | $2.85 billion | 0 |
| Copley Financial Group, Inc. | San Diego | $331.2 million | 2 |
| Copperplate Capital LLC | Menlo Park | $293.7 million | 0 |
| Coral Tree Management, LP | Los Angeles | $560.1 million | 0 |
| Corbel Capital Partners | Los Angeles | $1.24 billion | 0 |
| Cordillera Investment Partners, L.P. | San Francisco | $1.64 billion | 0 |
| Core and Value Advisors, LLC | San Francisco | $21.18 billion | 0 |
| Core Financial | El Segundo | $301.7 million | 0 |
| Core Financial Advisors | San Bernardino | $178.5 million | 0 |
| Core Wealth Partners LLC | Santa Rosa | $393.2 million | 0 |
| Corinthian Wealth Management | San Jose | $131.7 million | 0 |
| Cornerstone Capital, Inc. | Palo Alto | $1.36 billion | 0 |
| Cornerstone Wealth Advisors, Inc. | Carlsbad | $145.6 million | 0 |
| Corridor Capital, LLC | Los Angeles | $276.0 million | 0 |
| Corvus Wealth Advisors LLC | Templeton | $1.08 billion | 0 |
| Cosmos Wealth, LLC | La Jolla | $0 | 0 |
| Cota Capital Management, LLC | San Francisco | $1.17 billion | 0 |
| Counter Global, L.P. | Santa Monica | $172.7 million | 0 |
| Counterpoint Funds | San Diego | $3.24 billion | 0 |
| Cove | Santa Clara | $0 | 0 |
| Cove Street Capital, LLC | Hermosa Beach | $93.8 million | 0 |
| Crabel Capital Management, LLC | Los Angeles | $0 | 0 |
| Crane & Associates Wealth Management | Fullerton | $934.6 million | 0 |
| Crawford Financial Planning & Consulting | Modesto | $171.6 million | 0 |
| Crcm L.P. | San Francisco | $746.7 million | 0 |
| Creative Capital Management Investments LLC | San Diego | $780.4 million | 0 |
| Creative Planning Institutional Advisors, LLC | Newport Beach | $37.50 billion | 4 |
| Creekside Partners | Petaluma | $553.4 million | 0 |
| Crescent Cap Advisors, LLC | Los Angeles | $1.81 billion | 0 |
| Crescent Cap Nt Advisors, LLC | Los Angeles | $1.11 billion | 0 |
| Crescent Capital Group LP | Los Angeles | $49.71 billion | 0 |
| Crescent Cove Advisors, LP | San Francisco | $1.11 billion | 0 |
| Crosslink Capital, Inc. | Menlo Park | $3.91 billion | 0 |
| Crosspoint Capital Partners, LP | Menlo Park | $8.70 billion | 0 |
| Crosspoint Financial, LLC | Tustin | $157.1 million | 0 |
| Crown Advisors Management, Inc. | Larkspur | $197.8 million | 0 |
| Cruden Bay Investment Management, LLC | Westlake Village | $663.1 million | 0 |
| Crux Wealth Advisors | Long Beach | $547.7 million | 1 |
| Crystal Cove Asset Management | Newport Beach | $135.2 million | 2 |
| Cs Capital Management Inc | El Segundo | $1.09 billion | 0 |
| Csc Upshot Ventures Management, LLC | Palo Alto | $218.5 million | 3 |
| Cta Wealth Advisors, Inc. | Burbank | $175.2 million | 0 |
| Cuadrilla Capital, LLC | Santa Barbara | $586.6 million | 0 |
| Curated Wealth Partners, LLC | El Segundo | $1.76 billion | 0 |
| Curewell Capital Management, LLC | Los Angeles | $744.3 million | 0 |
| Curtis Advisory Group, LLC | Santa Barbara | $573.7 million | 0 |
| Cw Investment Advisers, LLC | Los Angeles | $1.08 billion | 0 |
| Cws Capital Partners LLC | Newport Beach | $268.4 million | 2 |
| Cypress Point Investment Management LP | Mill Valley | $512.4 million | 0 |
| Cypress Wealth Services, LLC | Palm Desert | $1.34 billion | 0 |
| D'arcy Capital Management, LLC | San Diego | $225.6 million | 0 |
| D. M. Brenner, Inc. | Solana Beach | $193.6 million | 0 |
| Dachtler Wealth Advisors, LLC | Folsom | $120.4 million | 0 |
| Dafna Capital Management, LLC | Los Angeles | $645.2 million | 0 |
| Dai Advisors | Menlo Park | $329.6 million | 0 |
| Daiwa Capital Management Silicon Valley Inc. | Palo Alto | $376.4 million | 0 |
| Dalton Investments, Inc. | El Segundo | $5.72 billion | 1 |
| Daniel Investment Associates, LLC | Santa Barbara | $225.3 million | 4 |
| Darlington Partners Capital Management, LP | Greenbrae | $3.28 billion | 0 |
| Dash Investments | Woodland Hills | $681.6 million | 0 |
| Davidson Kahn Capital Management, LLC | Sherman Oaks | $415.5 million | 0 |
| Davies Financial Advisors, Inc. | Murrieta | $123.1 million | 0 |
| Dc Global Ventures | Menlo Park | $2.73 billion | 0 |
| Dca Family Office, LLC | Roseville | $119.9 million | 0 |
| De Groote Financial Group, LLC | Thousand Oaks | $1.22 billion | 0 |
| Dean Roland Russell, LLC | San Diego | $351.2 million | 0 |
| Decamilla Capital Management LLC | Sacramento | $162.9 million | 0 |
| Decision Investments, Inc. | San Diego | $154.9 million | 0 |
| Dedicated Capital Advisors, LLC | San Francisco | $162.5 million | 0 |
| Dedora Capital, Inc. | Napa | $550.7 million | 0 |
| Deep Blue Capital | Newport Beach | $0 | 0 |
| Defilade Capital Management, L.P. | Emeryville | $1.55 billion | 0 |
| Define Financial, LLC | San Diego | $314.6 million | 0 |
| Del Mar Wealth Management Inc | Del Mar | $169.9 million | 0 |
| Delarme Wealth Management, Inc. | Palos Verdes Estates | $256.5 million | 0 |
| Delta Accumulation, LLC | Sausalito | $332.1 million | 0 |
| Delta Investment Management, LLC | San Francisco | $856.7 million | 2 |
| Denali Advisors, LLC | San Diego | $1.39 billion | 0 |
| Derive Wealth | Pasadena | $141.3 million | 0 |
| Destination Wealth Management | Walnut Creek | $4.95 billion | 0 |
| Dew Point Capital | Los Angeles | $513.2 million | 2 |
| Diligent Investors, LLC | Redlands | $663.1 million | 0 |
| Dimensions Wealth Management, LLC | Roseville | $152.1 million | 0 |
| Dishmi Capital, LLC | Pasadena | $215.1 million | 0 |
| Distribution Cognizant, LLC | Palo Alto | $5.3 million | 0 |
| Divco West Real Estate Services, LLC | San Francisco | $16.30 billion | 0 |
| Diversifi Capital Inc | Los Altos | $671.4 million | 0 |
| Diversis Capital Management, L.P. | Los Angeles | $3.37 billion | 0 |
| Divisar Capital Management, LLC | San Francisco | $812.8 million | 0 |
| Dkm Wealth Management, Inc. | Stockton | $316.8 million | 0 |
| Dlk Investment Management | Solana Beach | $524.0 million | 1 |
| Dobson Asset Management | Petaluma | $217.8 million | 0 |
| Dodge & Cox | San Francisco | $466.56 billion | 0 |
| Doheny Asset Management, L.L.C. | Los Angeles | $185.7 million | 0 |
| Dorchester Capital Advisors, LLC | Los Angeles | $1.65 billion | 0 |
| Dorsal Capital Management, LP | Redwood City | $6.19 billion | 0 |
| Double Bay Management & Planning | San Francisco | $127.0 million | 0 |
| Dove Investment Research and Management, Inc. | Irvine | $107.4 million | 0 |
| Dragoneer Investment Group, LLC | San Francisco | $37.04 billion | 0 |
| Dragonfly Digital Management, LLC | San Francisco | $3.44 billion | 0 |
| Drc Investment Advisors, LLC | Santa Monica | $446.0 million | 0 |
| Dreamers Management LLC | El Segundo | $135.2 million | 0 |
| Dreams Investment Solutions | Folsom | $0 | 0 |
| Drh Investments, Inc. | Thousand Oaks | $191.0 million | 0 |
| Dst Wealth Management LLC | Indian Wells | $532.1 million | 0 |
| Ducenta Squared Asset Management | El Segundo | $3.35 billion | 0 |
| Ducere Wealth Management | Newport Beach | $503.8 million | 0 |
| Dunham | San Diego | $5.63 billion | 0 |
| Dwr Wealth Management, LLC | San Jose | $221.2 million | 0 |
| Dynamic Wealth Strategies, LLC | Granite Bay | $190.7 million | 0 |
| Eagle Wealth Management Group Inc. | Valencia | $417.5 million | 0 |
| Earned Wealth Advisors, LLC | Walnut Creek | $3.11 billion | 0 |
| East Beach Asset Management, LLC | Los Angeles | $125.0 million | 0 |
| East West Wealth Advisors LLC | Pasadena | $0 | 0 |
| Ebert Capital Management Inc. | Eureka | $116.3 million | 0 |
| Echo45 Advisors LLC | Walnut Creek | $227.4 million | 0 |
| Eclectic Associates, Inc. | Fullerton | $1.47 billion | 0 |
| Ecor1 Capital, LLC | San Francisco | $3.42 billion | 2 |
| Edelman Financial Engines | Santa Clara | $326.29 billion | 0 |
| Ef Portfolio | Sacramento | $0 | 0 |
| Ehrlich Financial Group | Laguna Niguel | $250.1 million | 0 |
| Eiger Wealth Management, LLC | San Diego | $338.7 million | 0 |
| Eldridge Acre Partners, LP | Los Angeles | $1.16 billion | 0 |
| Electric Capital Partners, LLC | Palo Alto | $2.88 billion | 0 |
| Elevation Wealth Partners, LLC | Walnut Creek | $670.7 million | 0 |
| Eli Circle Capital, LP | Los Angeles | $209.0 million | 0 |
| Eliot Finkel Investment Counsel, LLC | Beverly Hills | $187.0 million | 0 |
| Elite Portfolios | Carmel By the Sea | $322,063 | 0 |
| Ella Financial Advising | Oakland | $106.9 million | 0 |
| Elmwood Wealth Management | Berkeley | $477.9 million | 0 |
| Elyxium Wealth LLC | Beverly Hills | $1.39 billion | 0 |
| Embarcadero Financial Group | San Francisco | $169.8 million | 0 |
| Emerald Bay Wealth Management LLC | Tahoe City | $200.4 million | 0 |
| Emerald Lake Capital Management, L.P. | Santa Monica | $3.06 billion | 0 |
| Emerson Equity LLC | San Mateo | $321.7 million | 2 |
| Empros Capital LLC | San Francisco | $2.34 billion | 0 |
| Empyrean Capital Partners, LP | Los Angeles | $4.97 billion | 0 |
| Encompass More Asset Management LLC | Danville | $984.9 million | 0 |
| Encore Consumer Capital, LP | San Francisco | $786.2 million | 0 |
| Endowe Advisory LLC | San Jose | $300 | 0 |
| Endure Capital, LLC | Lake Forest | $106.9 million | 0 |
| Enduring Wealth Advisors | Temecula | $122.8 million | 0 |
| Engaged Capital | Newport Beach | $432.3 million | 3 |
| Enhanced Healthcare Management Company | Santa Monica | $1.38 billion | 0 |
| Enrich Finance LLC | San Francisco | $0 | 0 |
| Enspire Wealth Management, LLC | Santa Rosa | $119.3 million | 0 |
| Entruity Wealth, LLC | Bakersfield | $171.3 million | 0 |
| Entrust Investment Services, Inc | Campbell | $141.1 million | 0 |
| Ep Wealth Advisors | Torrance | $45.15 billion | 0 |
| Epic Funds | Hermosa Beach | $166.5 million | 0 |
| Epsilon Financial Group, Inc. | Fairfield | $626.1 million | 0 |
| Equanimity Financial Partners | Pasadena | $234.3 million | 3 |
| Era Financial Advisors | Covina | $0 | 0 |
| Era Partners LLC | San Francisco | $1.65 billion | 0 |
| Eso Management Services LLC | San Mateo | $410.6 million | 0 |
| Essential Partners LLC | Rancho Santa Fe | $401.1 million | 0 |
| Evart, Young & Hobbs Investment Management | Redwood City | $269.9 million | 0 |
| Everest Private Wealth | Cupertino | $410.8 million | 0 |
| Everett Harris & Co | Los Angeles | $11.53 billion | 0 |
| Evermont Wealth | Claremont | $333.9 million | 0 |
| Every Securities LLC | Sacramento | $122.7 million | 0 |
| Evoke Advisors | Los Angeles | $17.29 billion | 0 |
| Evolve Private Wealth, LLC | Los Angeles | $2.15 billion | 0 |
| Excolere Equity Partners, LLC | Los Angeles | $212.2 million | 0 |
| Extract Advisors | Calabasas | $914.4 million | 0 |
| Factorial Funds Management LLC | San Francisco | $967.0 million | 0 |
| Factory Capital LLC | Los Angeles | $102.5 million | 0 |
| Fairbanks Capital Management, Inc. | Rancho Santa Fe | $210.6 million | 0 |
| Fairchild Financial Advisors, Inc. | Folsom | $127.3 million | 0 |
| Fairfield Realty Advisors LLC | San Diego | $6.20 billion | 0 |
| Fairlight Advisors | San Francisco | $135.7 million | 0 |
| Fairview Capital | Greenbrae | $2.03 billion | 0 |
| Falcon Bridge Capital | Oakland | $192.7 million | 0 |
| Falcon Wealth Planning, Inc. | Ontario | $1.96 billion | 0 |
| Fall Line Capital, LLC | San Mateo | $332.4 million | 0 |
| Family Financial | Manhattan Beach | $280.3 million | 0 |
| Farallon Capital Management, L.L.C. | San Francisco | $52.08 billion | 1 |
| Farther | San Francisco | $16.01 billion | 2 |
| Farther Asset Management, LLC | San Francisco | $2.91 billion | 0 |
| Fathom Point Capital LLC | San Francisco | $280.0 million | 0 |
| Fc360 Wealth Management, Inc. | Roseville | $158.2 million | 0 |
| Felicitas Global Partners, LLC | Pasadena | $804.4 million | 0 |
| Fell Capital Management | Newport Beach | $161.8 million | 0 |
| Fermata Advisors | Sonoma | $1.01 billion | 0 |
| Fernbridge Capital Management LP | Los Angeles | $2.13 billion | 0 |
| Ffl | San Francisco | $4.11 billion | 3 |
| Fiduciary Financial Group, LLC | San Rafael | $1.12 billion | 0 |
| Figure Investment Advisors, LLC | San Francisco | $442.2 million | 0 |
| Filigree Wealth Advisors, LLC | Irvine | $209.1 million | 0 |
| Fin Capital | San Francisco | $1.35 billion | 0 |
| Finances for Real Life | Lompoc | $108.6 million | 0 |
| Financial Advisors Network, Inc. | Tustin | $1.11 billion | 0 |
| Financial Alternatives, Inc. | La Jolla | $614.8 million | 0 |
| Financial Avengers, Inc. | Oakland | $488.4 million | 0 |
| Financial Designs Corporation | Claremont | $507.9 million | 0 |
| Financial Focus LLC | Carlsbad | $800.0 million | 0 |
| Financial Management Network Inc | Mission Viejo | $2.14 billion | 0 |
| Financial Sense Advisors, Inc. | San Diego | $835.6 million | 0 |
| Financial Zen | San Francisco | $167.6 million | 0 |
| Findec Wealth Services, Inc. | Stockton | $627.9 million | 0 |
| Finec Asset Management | San Diego | $157.0 million | 0 |
| Finite Management, LLC | Santa Monica | $3.0 million | 0 |
| Finn | San Francisco | $4.1 million | 0 |
| Fire Capital Management, LLC | San Francisco | $635.5 million | 2 |
| First Foundation Advisors | Irvine | $5.06 billion | 0 |
| First Light Retirement, LLC | Del Mar | $843.7 million | 0 |
| First Pacific Advisors, LP | El Segundo | $32.00 billion | 1 |
| First Turn Management, LLC | Solana Beach | $900.1 million | 0 |
| First Wilshire Securities Management, Inc. | Pasadena | $415.5 million | 0 |
| Firsthand Capital Management, Inc. | San Jose | $58.6 million | 0 |
| Fischer Investment Strategies, LLC | Westlake Village | $251.9 million | 0 |
| Fisher & Wiens Wealth Management, LLC | Danville | $250.3 million | 0 |
| Fisher Lynch Capital, LLC | Burlingame | $9.52 billion | 0 |
| Five Arrows Managers North America LLC | Manhattan Beach | $3.37 billion | 1 |
| Fivespan Partners, LP | San Francisco | $1.00 billion | 0 |
| Flaherty & Crumrine Incorporated | Pasadena | $4.15 billion | 0 |
| Flatrock Wealth Partners LLC | Newport Beach | $417.6 million | 0 |
| Flc Capital Advisors | Palm Desert | $822.2 million | 0 |
| Flexpath Strategies | Aliso Viejo | $2.91 billion | 0 |
| Flight Deck Capital, LP | San Francisco | $358.7 million | 0 |
| Florin Pensions LLC | San Francisco | $0 | 0 |
| Flywheel Private Wealth LLC | Los Altos | $415.0 million | 0 |
| Fmb Retirement Services | Westlake Village | $146.2 million | 0 |
| Fmb Wealth Management | Westlake Village | $615.7 million | 0 |
| Focus Investment Advisors, Inc | Solana Beach | $956.2 million | 0 |
| Focused Investors LLC | Los Angeles | $3.29 billion | 0 |
| Fog City Advisors, LLC | Albany | $143.6 million | 0 |
| Fonte Financial Advisors | Carlsbad | $158.1 million | 0 |
| Foresite Capital | West Hollywood | $3.24 billion | 0 |
| Forest Road Asset Management LLC | Los Angeles | $1.16 billion | 0 |
| Foreword Capital, LP | San Francisco | $431.5 million | 0 |
| Forge Global Advisors LLC | San Francisco | $2.46 billion | 12 |
| Foronjy Financial | Santa Barbara | $278.0 million | 0 |
| Fort Baker Capital Management LP | Larkspur | $1.07 billion | 0 |
| Fort Point Capital Partners LLC | San Francisco | $2.89 billion | 0 |
| Fortem Financial Group, LLC | Palm Desert | $631.9 million | 0 |
| Founders Circle Capital, LLC | Campbell | $1.67 billion | 0 |
| Foundry Financial LLC | Pasadena | $232.6 million | 0 |
| Fpa Real Estate Advisers Group, LLC | Irvine | $7.97 billion | 3 |
| Fpc Investment Advisory, Inc. | Petaluma | $364.6 million | 0 |
| Framework Ventures | San Francisco | $1.28 billion | 0 |
| Francisco Partners | San Francisco | $47.05 billion | 0 |
| Frank Financial Advisors | Carlsbad | $188.2 million | 0 |
| Frank, Rimerman Advisors LLC | Palo Alto | $3.40 billion | 0 |
| Franklin Advisers, Inc. | San Mateo | $509.45 billion | 3 |
| Frazier Life Sciences Management, LP | Palo Alto | $6.97 billion | 0 |
| Frec | San Francisco | $567.2 million | 0 |
| Freeman Spogli | Los Angeles | $6.16 billion | 0 |
| Freestone Grove Partners LP | San Francisco | $16.48 billion | 0 |
| Friends & Family Capital Management, LLC | Menlo Park | $793.8 million | 0 |
| Frontier Global Partners LLC | La Jolla | $713.1 million | 0 |
| Ftv Capital | San Francisco | $11.86 billion | 0 |
| Fuller & Thaler Asset Management Inc | San Mateo | $30.25 billion | 0 |
| Fuller Investment Management Company | Pasadena | $264.5 million | 0 |
| Fullerton Advisors, LLC | Danville | $120.4 million | 0 |
| Fusion Capital | Los Angeles | $461.4 million | 0 |
| G.W. Sherwold Associates, Inc. | Lake Forest | $572.4 million | 0 |
| Gallagher Wealth Management | Danville | $123.5 million | 0 |
| Gallant Capital Partners LLC | Los Angeles | $1.35 billion | 0 |
| Galliott Capital Advisors, LLC | Beverly Hills | $249.0 million | 3 |
| Galvanize Climate Solutions LLC | San Francisco | $6.98 billion | 0 |
| Garhwal, Chan & Williams Inc. | San Francisco | $133.6 million | 0 |
| Garner Financial Management | Lafayette | $152.6 million | 0 |
| Garrison Point Capital, LLC | San Francisco | $315.5 million | 4 |
| Gasber Financial Advisors, Inc | Folsom | $177.7 million | 0 |
| Gates Pass Advisors, LLC | Los Altos | $207.6 million | 0 |
| Gavilan Investment Partners LLC | Burlingame | $514.7 million | 0 |
| Gebhardt Group, Inc | Lafayette | $346.4 million | 0 |
| Gemmer Asset Management LLC | Walnut Creek | $2.36 billion | 0 |
| Gencap Portfolio Management | Tiburon | $420.4 million | 0 |
| Generate Capital Advisors, Pb LLC | San Francisco | $737.2 million | 0 |
| Generation Investment Management US LLP | San Francisco | $10.54 billion | 0 |
| Genstar Capital | San Francisco | $51.26 billion | 0 |
| Genter Advisors LLC | Los Angeles | $182.8 million | 0 |
| Genter Capital Management | Los Angeles | $5.10 billion | 0 |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | $4.11 billion | 0 |
| Ggp Management, L.P. | Santa Monica | $1.33 billion | 0 |
| Gideon Capital, LLC | Los Angeles | $229.0 million | 0 |
| Gifford Fong Associates | Lafayette | $517.0 million | 0 |
| Giving Tree Wealth Advisors | San Ramon | $138.0 million | 0 |
| Gkv Capital Management Co Inc | Walnut Creek | $357.2 million | 0 |
| Glendon Capital Management L.P. | Santa Monica | $5.24 billion | 0 |
| Global Financial Advisory Services, Inc. | Valencia | $259.3 million | 0 |
| Global Imc LLC | Solana Beach | $790.0 million | 0 |
| Global Retirement Partners LLC | San Rafael | $169.58 billion | 0 |
| Globeflex Capital LP | San Diego | $4.60 billion | 0 |
| Glynn Capital Management, LLC | Menlo Park | $1.52 billion | 0 |
| Gobi Capital LLC | Beverly Hills | $2.69 billion | 0 |
| Goldberg Financial Advisors, LLC | El Segundo | $120.3 million | 0 |
| Golden Gate Capital | San Francisco | $11.16 billion | 0 |
| Golden Gate Personal Financial Planning | San Francisco | $195.9 million | 0 |
| Golden K Plans and Wealth Management a Dba of Golden K Wealth Mg | Woodland Hills | $179.4 million | 0 |
| Goldenstone Wealth Management | El Dorado Hills | $238.3 million | 0 |
| Goldman Lancaster, Inc. | Long Beach | $360.5 million | 0 |
| Goldman Wealth Management | San Diego | $120.0 million | 0 |
| Goodfinch Management, LLC | San Francisco | $1.56 billion | 0 |
| Goodstein Wealth Management LLC | Encino | $114.2 million | 0 |
| Gordian Capital Management, LLC | Mill Valley | $28.4 million | 0 |
| Gordian Wealth Advisors, LLC | Mill Valley | $488.7 million | 0 |
| Gordonmd Global Investments LP | Beverly Hills | $322.3 million | 0 |
| Gotham Green Partners, LLC | Santa Monica | $334.8 million | 0 |
| Gould Asset Management LLC | Claremont | $1.03 billion | 0 |
| Graceada Partners | Modesto | $273.5 million | 0 |
| Gradient Capital Advisors, LLC | San Diego | $742.2 million | 0 |
| Granite Capital | Oakland | $314.6 million | 0 |
| Granite Investment Partners, LLC | El Segundo | $1.84 billion | 0 |
| Grant Private Wealth Management | Pleasanton | $255.0 million | 0 |
| Grant Tani Barash & Altman, LLC | Beverly Hills | $2.28 billion | 7 |
| Gratia Capital, LLC | Los Angeles | $185.8 million | 0 |
| Grattan Financial Strategies, Inc. | San Gabriel | $352.8 million | 0 |
| Great Gable Wealth Management, LLC | Beverly Hills | $220.5 million | 1 |
| Greenlake Asset Management LLC | South Pasadena | $1.08 billion | 0 |
| Greenoaks | San Francisco | $18.27 billion | 0 |
| Greenshields Capital LLC | El Segundo | $192.5 million | 0 |
| Greenstone Partners, LLC | Larkspur | $499.3 million | 0 |
| Greykasell Wealth Strategies, Inc. | Danville | $443.2 million | 0 |
| Griffin Black, LLC | Redwood City | $355.5 million | 0 |
| Griffin Global Asset Management | Los Angeles | $363.5 million | 0 |
| Grounded Capital, LLC | Mill Valley | $520.0 million | 0 |
| Groundforce Capital Management, LLC | Mill Valley | $439.2 million | 0 |
| Gryphon Advisors, LLC | San Francisco | $9.32 billion | 0 |
| Gsi Capital Advisors LLC | Newport Beach | $182.4 million | 0 |
| Gt Investment Partners, LP | Irvine | $853.5 million | 0 |
| Guardian Financial Partners, LLC | Orange | $911.9 million | 0 |
| Guardian Investment Management | Tiburon | $310.3 million | 0 |
| Guggenheim Wealth Solutions, LLC | Santa Monica | $371.3 million | 0 |
| Guild Investment Management, Inc. | Westlake Village | $185.2 million | 0 |
| Guinness Atkinson Asset Management, Inc. | Pasadena | $344.4 million | 0 |
| Gusto Investment Services, LLC | San Francisco | $12.70 billion | 0 |
| H&h International Investment, LLC | Palo Alto | $25.50 billion | 0 |
| H. Barton Asset Management, LLC | San Francisco | $1.48 billion | 0 |
| Hack Vc Management, LLC | Palo Alto | $822.8 million | 0 |
| Hackman Capital Partners, LLC | Culver City | $1.19 billion | 0 |
| Hahn Capital Management, LLC | Walnut Creek | $390.0 million | 0 |
| Halbert Hargrove | Long Beach | $4.20 billion | 0 |
| Hall Capital, LLC | Pasadena | $180.0 million | 0 |
| Halseypoint Asset Management | El Segundo | $4.51 billion | 0 |
| Hamilton Manor & Associates | La Jolla | $188.9 million | 0 |
| Hamilton Wealth, LLC | Los Angeles | $697.8 million | 0 |
| Hanke & Apolonio Wealth Advisors LLC | San Francisco | $167.3 million | 0 |
| Hansen & Associates Financial Group Inc. | Roseville | $202.4 million | 1 |
| Hanwha Asset Management (USA) Ltd. | San Francisco | $4.00 billion | 0 |
| Harbor Hills Financial Advisors | Montecito | $128.0 million | 0 |
| Hardworking Capital Advisors, LLC | Palm Desert | $206.0 million | 0 |
| Harmony Point Wealth Advisors, Inc. | Irvine | $263.2 million | 0 |
| Harold Davidson & Associates, Inc | Los Angeles | $390.5 million | 3 |
| Harrington Investments, Inc. | Napa | $355.2 million | 0 |
| Haun Ventures Management LP | Menlo Park | $2.49 billion | 0 |
| Haven Capital Group | Westlake Village | $143.9 million | 0 |
| Hawk Ridge Capital Management LP | Los Angeles | $4.53 billion | 0 |
| Hbw Advisory Services LLC | Simi Valley | $1.75 billion | 0 |
| Hcm Wealth | San Rafael | $941.7 million | 1 |
| Hcr Wealth Advisors | Los Angeles | $1.96 billion | 3 |
| Healthpointcapital Management, LLC | San Diego | $271.3 million | 0 |
| Heckman Financial & Insurance Services, Inc. | San Jose | $116.4 million | 0 |
| Heights LLC | Los Angeles | $239.2 million | 0 |
| Hellman & Friedman LLC | San Francisco | $110.42 billion | 0 |
| Hennessy Advisors, Inc. | Novato | $4.25 billion | 0 |
| Hercules Adviser LLC | San Mateo | $1.56 billion | 0 |
| Heritage Wealth Management, Inc. | San Diego | $643.4 million | 0 |
| Heron Finance | San Francisco | $37.7 million | 0 |
| Hesen & Haslam | Woodland Hills | $283.7 million | 0 |
| Hggc, LLC | Palo Alto | $10.84 billion | 0 |
| Hh Capital Management, Inc. | Hermosa Beach | $851.4 million | 0 |
| Highbar Partners | Menlo Park | $114.6 million | 0 |
| Highline Asset Management, LLC | Sherman Oaks | $10.7 million | 0 |
| Highline Wealth Partners | Sherman Oaks | $867.9 million | 0 |
| Hillcrest Financial Group | Thousand Oaks | $567.8 million | 0 |
| Hippocratic Financial Advisors | Westlake Village | $229.0 million | 0 |
| Hmi Capital Management, L.P. | San Francisco | $2.15 billion | 0 |
| Hoainvest LLC | Irvine | $0 | 0 |
| Hoertkorn Richard Charles | Kentfield | $282.5 million | 0 |
| Hofer & Associates Wealth Management | Thousand Oaks | $216.4 million | 0 |
| Holbrook Global Strategies | Palo Alto | $147.0 million | 0 |
| Hollencrest Capital Management | Newport Beach | $2.87 billion | 3 |
| Homestead Capital USA, LLC | San Francisco | $1.58 billion | 0 |
| Honte Advisors LLC | Berkeley | $417.7 million | 0 |
| Horsley Bridge Partners LLC | San Francisco | $23.61 billion | 0 |
| Hotchkis and Wiley Capital Management, LLC | Los Angeles | $36.93 billion | 0 |
| Housatonic Partners | San Francisco | $1.71 billion | 0 |
| Howard Capital Management Group, LLC | Los Angeles | $2.56 billion | 0 |
| Huber Capital Management LLC | El Segundo | $729.2 million | 0 |
| Human Capital | San Francisco | $4.38 billion | 0 |
| Human Interest Advisors LLC | San Francisco | $8.10 billion | 0 |
| Hunt Wealth Management | Concord | $110.0 million | 0 |
| Hutchinson & Ziegler Financial Advisors, Inc. | San Rafael | $235.4 million | 0 |
| Hw Capital LLC | Santa Monica | $321.0 million | 0 |
| Hyphen Wealth Management | Lafayette | $125.6 million | 0 |
| Ibn Asset Management, LLC | Thousand Oaks | $508.2 million | 0 |
| Icg Advisors, LLC | Los Angeles | $7.92 billion | 0 |
| Iconiq Capital, LLC | San Francisco | $117.53 billion | 0 |
| Ieq Capital, LLC | Foster City | $56.77 billion | 2 |
| Ifc | Auburn | $173.5 million | 0 |
| Ifc Advisors LLC | Los Angeles | $2.34 billion | 0 |
| Ig Better Future Management, LLC | Menlo Park | $128.3 million | 0 |
| Ignite Planners LLC | San Clemente | $1.14 billion | 0 |
| Igp Industries, LLC | San Francisco | $1.85 billion | 0 |
| Igw Advisory Investment Management LLC | Los Angeles | $170.5 million | 0 |
| Illumen Capital Management, LLC | Oakland | $294.9 million | 0 |
| Illumination Wealth Management | San Diego | $471.1 million | 0 |
| Im Global Partner Fund Management LLC | El Segundo | $3.97 billion | 0 |
| Impact Fiduciary LLC | Pasadena | $155.0 million | 0 |
| Impact Investment Adviser LLC | San Francisco | $558.5 million | 0 |
| Inceptiv | Culver City | $255.5 million | 0 |
| Incision Capital Management LP | San Francisco | $220.3 million | 0 |
| Inclusive Capital Partners, L.P. | San Francisco | $591.1 million | 0 |
| Independent Financial Group, LLC | San Diego | $12.93 billion | 7 |
| Index Fund Advisors, Inc. | Irvine | $5.93 billion | 0 |
| Industry Ventures | San Francisco | $9.06 billion | 7 |
| Infanger Investment Technology, LLC | Mountain View | $494.9 million | 0 |
| Infinity 8 Investments, LLC | Cupertino | $123.9 million | 0 |
| Infinity Financial Services Advisory | Oakland | $174.0 million | 8 |
| Inflection Capital Management, LLC | San Francisco | $365.6 million | 0 |
| Innovius Capital Management, LLC | San Francisco | $366.1 million | 0 |
| Inri | Mountain View | $0 | 0 |
| Insight Advisors, LLC | Los Angeles | $1.7 million | 0 |
| Insight Capital Management | Concord | $330.5 million | 0 |
| Insight Investment Counsel | El Segundo | $245.7 million | 0 |
| Insight Wealth Strategies, LLC | San Ramon | $1.06 billion | 0 |
| Insights Investments | Palo Alto | $45.8 million | 0 |
| Insignia Capital Group, L.P. | Walnut Creek | $1.25 billion | 0 |
| Integral Wealth Management | Turlock | $673.9 million | 0 |
| Integris Wealth Management, LLC | Monterey | $812.0 million | 0 |
| Integrity Growth Partners, L.P. | Los Angeles | $872.6 million | 0 |
| Integrity Wealth Advisors, Inc. | Ventura | $285.5 million | 0 |
| Integrity Wealth Partners, LLC | Walnut Creek | $193.9 million | 0 |
| Intellectus Partners, LLC | San Francisco | $1.57 billion | 0 |
| Intelligence Driven Advisers, LLC | Carlsbad | $881.9 million | 0 |
| Interlock Equity LP | Los Angeles | $486.4 million | 0 |
| Intermede Global Partners Inc | San Francisco | $2.14 billion | 0 |
| International Asset Management | San Mateo | $173.1 million | 0 |
| International Private Wealth Advisors LLC | San Diego | $255.3 million | 0 |
| Investlinc Wealth Services | Brea | $115.6 million | 0 |
| Investment Managers Group, LLC | Temecula | $116.8 million | 2 |
| Invictus Growth Partners | San Mateo | $1.26 billion | 0 |
| Ion Pacific, Inc. | Venice | $554.9 million | 0 |
| Ipg Investment Advisors, LLC | San Diego | $4.14 billion | 3 |
| Ironwood Capital Management Corp | San Francisco | $8.23 billion | 0 |
| Ishara Investments LP | Los Angeles | $259.1 million | 0 |
| Ivanoff Wealth Management Inc. | Cypress | $174.0 million | 4 |
| Ivy Invest Corporation | San Francisco | $12.6 million | 0 |
| J K R & Company, Inc. | Van Nuys | $136.3 million | 1 |
| J.P. King Advisors, Inc. | Walnut Creek | $889.7 million | 0 |
| Jackson Square Capital, LLC | San Francisco | $564.3 million | 0 |
| Jacob Asset Management of New York LLC | Hermosa Beach | $84.1 million | 0 |
| Jacobs & Company, LLC | San Francisco | $1.16 billion | 0 |
| Jaffe Asset Management LLC | Beverly Hills | $116.2 million | 0 |
| January Capital Advisors LLC | San Francisco | $193.2 million | 0 |
| Jcsd Capital, LLC | Walnut Creek | $214.6 million | 0 |
| Jdh Wealth Management, LLC | Santa Rosa | $494.9 million | 0 |
| Jdl Advisers | Newport Beach | $2.28 billion | 0 |
| Jeppson Wealth Management, LLC | Manhattan Beach | $763.2 million | 0 |
| Jericho Capital Asset Management L.P. | Los Angeles | $10.11 billion | 0 |
| Jet Wealth Advisors | La Jolla | $546.5 million | 0 |
| Jocelyn Investment Management, LLC | San Rafael | $1.01 billion | 0 |
| Joel R. Mogy Investment Counsel Inc. | Beverly Hills | $2.18 billion | 0 |
| Johnson Lyman Wealth Advisors | Los Altos | $202.1 million | 0 |
| Jordan Park Group LLC | San Francisco | $23.26 billion | 0 |
| Jpc Wealth Management, Inc. | Petaluma | $312.7 million | 0 |
| Jsf Financial, LLC | Los Angeles | $1.97 billion | 0 |
| Just Futures | San Francisco | $46.7 million | 0 |
| K Fund Capital Management, LLC | Los Angeles | $539.3 million | 0 |
| K1 Investment Management LLC | Manhattan Beach | $23.60 billion | 0 |
| K2 Financial Inc. | Glendora | $191.6 million | 0 |
| Kachkovsky & Fisher, Inc. | San Diego | $305.1 million | 0 |
| Kahn Asset Management | Los Angeles | $0 | 0 |
| Kailai Advisers Ltd. | Los Angeles | $57.8 million | 0 |
| Kairos | Irvine | $897.2 million | 0 |
| Kaiyo Wealth LLC | San Diego | $240.1 million | 0 |
| Kaizen Financial Strategies, LLC | Pleasanton | $287.1 million | 0 |
| Kanani Advisory Group Inc. | Irvine | $288.2 million | 0 |
| Kane Investment Management, Inc. | Los Gatos | $240.5 million | 0 |
| Karl Kapital | San Francisco | $268.4 million | 0 |
| Karmel Capital Management LLC | Solana Beach | $636.1 million | 2 |
| Kayne Anderson Rudnick Investment Management, LLC | Los Angeles | $39.36 billion | 1 |
| Kb Financial Advisors LLC | San Francisco | $115.5 million | 0 |
| Kbs Capital Advisors, LLC | Newport Beach | $1.70 billion | 0 |
| Kbs Realty Advisors, LLC | Newport Beach | $2.72 billion | 0 |
| Kcm Investment Advisors | Greenbrae | $6.02 billion | 0 |
| Keenan Capital, LLC | Burlingame | $687.6 million | 0 |
| Kelsey Financial, LLC | Moorpark | $176.2 million | 0 |
| Kensington Investment Counsel | Long Beach | $310.2 million | 0 |
| Kera Capital Partners | San Jose | $1.36 billion | 0 |
| Kestrel Investment Management Corp | San Mateo | $180.0 million | 0 |
| Ketron Financial LLC | Novato | $384.0 million | 0 |
| Keystone Private Wealth | Palm Desert | $860.7 million | 0 |
| Kinetic Investment Management, Inc. | Los Angeles | $450.9 million | 0 |
| Kingsford Capital Management, LLC | Point Richmond | $127.0 million | 0 |
| Kingswood Capital Management, L.P. | Los Angeles | $3.75 billion | 0 |
| Kingswood Wealth Advisors, LLC | San Diego | $3.80 billion | 0 |
| Kittyhawk Ventures, LLC | Los Angeles | $184.0 million | 0 |
| Kkr Credit Advisors (US) LLC | San Francisco | $270.85 billion | 7 |
| Klein Pavlis & Peasley Financial, Inc. | Irvine | $232.7 million | 5 |
| Kmt Wealth Management, LLC | Hermosa Beach | $222.4 million | 0 |
| Knightsbridge Wealth Management | Newport Beach | $1.12 billion | 0 |
| Knox Lane LP | San Francisco | $3.40 billion | 0 |
| Knuff & Company LLC | Foster City | $393.9 million | 0 |
| Kondo Wealth Advisors, Inc | Pasadena | $365.1 million | 0 |
| Krane Financial Solutions | Calabasas | $295.0 million | 0 |
| Ktf Investments, LLC | Seal Beach | $700.2 million | 0 |
| Kukui Tree Capital Management LLC | Palo Alto | $105.2 million | 0 |
| Kurv Investment Management LLC | San Francisco | $279.2 million | 0 |
| Kwb Wealth | Redlands | $1.23 billion | 0 |
| L & S Advisors, Inc | Los Angeles | $1.16 billion | 0 |
| L Capital, LLC | Windsor | $197.2 million | 0 |
| L Squared Capital Partners | Newport Beach | $2.04 billion | 0 |
| L2 Point Management LLC | San Francisco | $622.5 million | 0 |
| Lake Avenue Financial LLC | Pasadena | $154.7 million | 0 |
| Lane42 | Santa Monica | $2.01 billion | 0 |
| Larsen Wealth Management | El Dorado Hills | $172.2 million | 0 |
| Lateral Investment Management, LLC | Burlingame | $1.00 billion | 1 |
| Lavelle Capital | San Francisco | $410.1 million | 0 |
| Lazari Capital Management, Inc. | Burbank | $691.1 million | 0 |
| Leading Edge Investment Advisors,llc | San Francisco | $5.17 billion | 0 |
| Lederer & Associates Investment Counsel | Long Beach | $244.3 million | 0 |
| Legacy Capital Group California, Inc. | Los Gatos | $535.7 million | 0 |
| Legacy Partners, LLC | Los Angeles | $777.9 million | 0 |
| Legacy Pcg, LLC | Newport | $139.8 million | 0 |
| Legacy Wealth Advisors, LLC | San Jose | $178.3 million | 0 |
| Legalist | San Francisco | $1.92 billion | 0 |
| Legato Capital Management, LLC | San Francisco | $1.26 billion | 0 |
| Legion Partners Asset Management, LLC | Los Angeles | $200.9 million | 0 |
| Leisure Capital Management, Inc. | Costa Mesa | $874.0 million | 0 |
| Lendistry Capital Partners, LLC | Los Angeles | $213.4 million | 0 |
| Leonard Green & Partners, L.P. | Los Angeles | $85.60 billion | 0 |
| Leonid Capital Partners, LLC | Huntington Beach | $363.0 million | 0 |
| Levine Leichtman Capital Partners, LLC | Beverly Hills | $11.88 billion | 0 |
| Levine Leichtman Strategic Capital, LLC | Beverly Hills | $1.50 billion | 0 |
| Lewis Asset Management | Lafayette | $387.1 million | 0 |
| Lewis Capital Management | Beverly Hills | $180.2 million | 0 |
| Lewis Financial, LLC | San Luis Obispo | $133.9 million | 0 |
| Li Enterprises | San Francisco | $0 | 0 |
| Liberty Wealth Management, LLC | Oakland | $1.73 billion | 0 |
| Libra Wealth LLC | Los Gatos | $639.8 million | 0 |
| Libretto | Los Angeles | $0 | 0 |
| Lido | Los Angeles | $42.50 billion | 0 |
| Life Line Wealth Management LLC | Beverly Hills | $557.6 million | 0 |
| Life Strategies, Inc. | Cardiff | $121.2 million | 0 |
| Lifesteps Financial | Claremont | $442.7 million | 0 |
| Light Capital LLC | Santa Monica | $135.3 million | 0 |
| Light Street Capital Management, LLC | Palo Alto | $1.57 billion | 0 |
| Lightbay Capital | Los Angeles | $1.84 billion | 0 |
| Lighthouse Financial Services Inc | Brea | $472.5 million | 0 |
| Lightspeed Faction | Palo Alto | $432.6 million | 0 |
| Lightspeed Venture Partners | Menlo Park | $50.01 billion | 0 |
| Linda a. Barlow, Cfp | Santa Ana | $239.6 million | 0 |
| Linepoint Partners & Co. | Los Angeles | $572.1 million | 0 |
| Liquid Capital Management LLC | Los Angeles | $287.6 million | 0 |
| Litfund | Mill Valley | $289.7 million | 0 |
| Lk&a Investment Counsel | Pasadena | $540.1 million | 0 |
| Lloyd Tevis Investments, LLC | Lafayette | $435,000 | 0 |
| Lm Advisors LLC | San Diego | $2.88 billion | 0 |
| Lm Capital Group, LLC | San Diego | $6.10 billion | 0 |
| Lockerman Financial Group, Inc | Newport Beach | $110.1 million | 0 |
| Lodestar Private Asset Management LLC | Alamo | $1.34 billion | 0 |
| Logic Wealth Management, LLC | Pasadena | $184.7 million | 0 |
| Logica Capital Advisers, LLC | Los Angeles | $304.6 million | 0 |
| Logos Global Management, L.P. | San Francisco | $2.25 billion | 0 |
| Lone View Capital | Los Angeles | $1.59 billion | 0 |
| Longevity Capital Management | Thousand Oaks | $184.2 million | 0 |
| Longitude Capital Management Co., LLC | Menlo Park | $2.44 billion | 0 |
| Longtail Alpha, LLC | Newport Beach | $822.4 million | 0 |
| Los Angeles Capital Management LLC | Los Angeles | $40.58 billion | 0 |
| Luminate Capital Partners | San Francisco | $3.82 billion | 0 |
| Luna Capital Management, LLC | Burlingame | $116.4 million | 0 |
| Lyell Wealth Management LP | Menlo Park | $1.65 billion | 0 |
| Lyle & Forsyth Investment Managers | San Rafael | $221.2 million | 0 |
| Lynch Financial Advisors | Roseville | $112.9 million | 0 |
| M Premier Partners | Indian Wells | $251.0 million | 0 |
| M Wealth Management, LLC | San Diego | $177.6 million | 0 |
| M2 Capital Advisors | Valencia | $158.0 million | 2 |
| M37 Management LP | Menlo Park | $656.4 million | 0 |
| M83 Investment Group, LLC | Calabasas | $191.0 million | 0 |
| Ma Private Wealth, LLC | San Carlos | $686.0 million | 0 |
| Maclean Capital Advisors, LLC | Indian Wells | $222.1 million | 0 |
| Madison Avenue Securities, LLC | San Diego | $2.02 billion | 9 |
| Madrid Retirement Advisors | Manhattan Beach | $184.2 million | 0 |
| Madrone Investment Advisory, LLC | San Rafael | $254.3 million | 0 |
| Madson Wealth Advisors Inc. | Santa Rosa | $208.7 million | 0 |
| Main Management ETF Advisors, LLC | San Francisco | $2.82 billion | 0 |
| Main Management Fund Advisors, LLC | San Francisco | $1.01 billion | 0 |
| Main Management, LLC | San Francisco | $1.90 billion | 0 |
| Main Post Partners | San Francisco | $3.47 billion | 0 |
| Main Street Advisors | Santa Monica | $9.65 billion | 0 |
| Mainstream Capital Management | Los Angeles | $224.0 million | 0 |
| Makena Capital Management, LLC | Menlo Park | $24.28 billion | 0 |
| Malaga Cove Capital, LLC | Palos Verdes Estates | $310.9 million | 0 |
| Manchester Financial Inc | Westlake Village | $1.05 billion | 0 |
| Manhattan West Asset Management, LLC | Los Angeles | $1.16 billion | 0 |
| Mar Vista Investment Partners, LLC | Los Angeles | $1.12 billion | 0 |
| Marathon Management Partners LLC | Beverly Hills | $340.0 million | 0 |
| Marest Capital, LLC | Encino | $239.8 million | 0 |
| Marin Bay Wealth Advisors, LLC | San Anselmo | $375.6 million | 0 |
| Marin Wealth Advisors LLC | San Rafael | $76.1 million | 0 |
| Mark Gillam Enterprises | Fair Oaks | $210.3 million | 0 |
| Marlin Equity Partners | Hermosa Beach | $9.02 billion | 0 |
| Marrick Wealth | Irvine | $215.6 million | 0 |
| Martin & Company | Valencia | $0 | 0 |
| Mason & Associates, Inc. | Los Angeles | $828.7 million | 0 |
| Matrix Planning Inc | Santa Monica | $121.4 million | 0 |
| Matthews International Capital Management, LLC | San Francisco | $6.63 billion | 0 |
| Maven Equity Partners, LLC | Larkspur | $250.3 million | 0 |
| Maya Advisors, Inc. | Palo Alto | $138.2 million | 0 |
| Mayfield Advisors, Inc. | Palo Alto | $143.5 million | 0 |
| Maze Investments, LLC | Los Angeles | $46.1 million | 0 |
| Mccarthy Asset Management, Inc. | Redwood Shores | $422.4 million | 0 |
| Mcdonald Capital Investors Inc | Orinda | $1.86 billion | 0 |
| Mcm Advisers, LP | Orinda | $118.4 million | 0 |
| Mcm Wealth | Novato | $170.8 million | 0 |
| Mcmorgan & Company LLC | San Francisco | $7.61 billion | 0 |
| Mcnaughton Wealth Management, LLC | San Diego | $291.6 million | 0 |
| Mct Entertainment Advisors LLC | West Hollywood | $154.0 million | 0 |
| Meaningful Partners LLC | El Segundo | $615.2 million | 0 |
| Measured Risk Portfolios | San Diego | $597.2 million | 0 |
| Medici Capital LLC | Newport Beach | $215.8 million | 0 |
| Medina Value Partners, LLC | Los Angeles | $717.2 million | 0 |
| Medley Partners Management LLC | San Francisco | $6.96 billion | 0 |
| Meketa Fiduciary Management, LLC | Carlsbad | $20.14 billion | 0 |
| Menlo Advisors LLC | Menlo Park | $369.7 million | 0 |
| Menlo Equities | Menlo Park | $4.69 billion | 0 |
| Mercury Advisory, LLC | San Francisco | $17.94 billion | 0 |
| Meritage Group LP | San Francisco | $14.09 billion | 0 |
| Meritas Wealth Management, LLC | San Rafael | $618.9 million | 0 |
| Merk Investments LLC | Palo Alto | $2.54 billion | 0 |
| Merrithew & Thorsten, Inc. | San Diego | $155.0 million | 0 |
| Merritt Point Partners LLC | Oakland | $636.1 million | 0 |
| Mesa West Capital | Los Angeles | $8.70 billion | 3 |
| Meson Quantitative Management LLC | San Francisco | $1.09 billion | 0 |
| Mestmaker & Petrey Wealth Advisors | Bakersfield | $140.8 million | 0 |
| Metis Global Partners, LLC | San Diego | $5.67 billion | 0 |
| Metropolitan West Asset Management LLC | Los Angeles | $78.52 billion | 0 |
| Metzler-payden, LLC | Los Angeles | $1.26 billion | 0 |
| Mezzi | Menlo Park | $0 | 0 |
| Mfa Wealth Services | Thousand Oaks | $310.0 million | 0 |
| Mh & Associates Securities Management Corporation | Carlsbad | $200.2 million | 0 |
| Mig Capital, LLC | Newport Beach | $589.5 million | 0 |
| Mile Wealth Management | Irvine | $120.1 million | 0 |
| Millennium Investment Services | Van Nuys | $153.9 million | 0 |
| Miller Avenue Advisors LLC | Mill Valley | $281.2 million | 0 |
| Miller Financial Services, Inc. | San Juan Capistrano | $127.0 million | 0 |
| Mine & Arao Wealth Creation and Management, LLC | Campbell | $338.1 million | 0 |
| Mirador Capital Partners | Pleasanton | $1.01 billion | 0 |
| Miramontes Capital, LLC | Newport Beach | $396.9 million | 0 |
| Mission Creek Capital Partners, Inc. | San Francisco | $741.6 million | 0 |
| Mission Hills Financial Advisory LLC | San Diego | $274.1 million | 1 |
| Mission Wealth Management, LP | Santa Barbara | $17.00 billion | 0 |
| Mkt Advisors LLC | Carlsbad | $463.7 million | 0 |
| Moment Partners, LLC | San Francisco | $1.19 billion | 0 |
| Monarch Plan Advisors | Simi Valley | $792.6 million | 0 |
| Monarch Wealth Strategies | Santa Barbara | $463.5 million | 0 |
| Monogram Capital Management, L.P. | Beverly Hills | $1.79 billion | 0 |
| Monograph Wealth Advisors, LLC | Manhattan Beach | $3.25 billion | 0 |
| Montcalm Tcr LLC | San Francisco | $237.5 million | 0 |
| Mork Capital Management | Healdsburg | $198.5 million | 0 |
| Morling Financial Advisors, LLC | Fremont | $1.05 billion | 0 |
| Morton Wealth | Calabasas | $3.47 billion | 0 |
| Mosley Wealth Management, Inc. | Anaheim | $279.5 million | 0 |
| Mostt Inc. | Sherman Oaks | $254,054 | 0 |
| Mozaic, LLC | Beverly Hills | $3.64 billion | 0 |
| Mq Private Wealth | Torrance | $0 | 0 |
| Mraz and Associates | Modesto | $917.5 million | 0 |
| Mundoval Capital Management, Inc. | La Jolla | $91.9 million | 0 |
| Munifi, LLC | Hermosa Beach | $197,892 | 0 |
| Murray Financial Services, Inc | Chico | $134.0 million | 0 |
| Muse Capital Management LLC | Santa Monica | $107.0 million | 0 |
| Mw Investment Strategy | El Dorado Hills | $42.8 million | 0 |
| My Advisors US LLC | Tustin | $0 | 0 |
| My Portfolio Guide, LLC | Seal Beach | $201.0 million | 0 |
| Nassau Coramerica LLC | El Segundo | $3.22 billion | 0 |
| Natural Bridges Financial Advisors | Santa Cruz | $155.8 million | 0 |
| Nautilus Advisors LLC | La Jolla | $304.3 million | 0 |
| Navalign, LLC | Encino | $731.9 million | 0 |
| Navigation Group LLC | Redwood Shores | $1.01 billion | 0 |
| Navigoe, LLC | Redondo Beach | $407.8 million | 0 |
| Nectarine | San Diego | $0 | 3 |
| Nelson Capital Management, LLC | Menlo Park | $810.8 million | 0 |
| Neos Partners, LP | San Diego | $3.77 billion | 0 |
| Nerad + Deppe Wealth Management | La Jolla | $176.3 million | 0 |
| Nestyield Etfs | Downey | $517.3 million | 0 |
| Neumann Capital Management | Foster City | $630.3 million | 0 |
| Neumeier Poma Investment Counsel LLC | Carmel | $1.37 billion | 0 |
| New Enterprise Associates | Menlo Park | $35.58 billion | 0 |
| New Forests Inc. | San Francisco | $981.9 million | 0 |
| New Insight Wealth Advisors | San Ramon | $396.9 million | 0 |
| Newbury Capital Management, LLC | South Pasadena | $154.1 million | 0 |
| Newfront Retirement Services, Inc. | San Mateo | $1.04 billion | 0 |
| Newport Asia LLC | San Francisco | $120.1 million | 0 |
| Newport Wealth Advisors, Inc. | Newport Beach | $262.6 million | 0 |
| Newview Capital Management, LLC | Burlingame | $3.86 billion | 0 |
| Nexa Equity LLC | San Francisco | $1.10 billion | 0 |
| Next Horizon Capital | San Francisco | $505.8 million | 0 |
| Next Legacy Management, LLC | Portola Valley | $4.41 billion | 0 |
| Nexus Capital Management LP | Los Angeles | $5.13 billion | 0 |
| Nexxus Holdings Advisors LLC | Santa Barbara | $246.2 million | 0 |
| Nicholas Investment Partners, L.P. | San Diego | $1.45 billion | 0 |
| Nim Wealth Solutions | San Jose | $116.8 million | 0 |
| Ninepointtwo Capital LLC | Los Angeles | $314.8 million | 0 |
| Nipun Capital, L.P. | Foster City | $2.03 billion | 0 |
| No Street Gp LP | San Francisco | $2.51 billion | 0 |
| Noble Wealth Management, Inc. | Newport Beach | $223.4 million | 0 |
| Nolan Management LLC | Hermosa Beach | $450.4 million | 0 |
| North Bay Wealth Management | Petaluma | $107.3 million | 0 |
| North Berkeley Wealth Management, LLC | Berkeley | $829.8 million | 0 |
| North Pier Fiduciary Management, LLC | Marina Del Rey | $1.28 billion | 0 |
| North Reef Capital Management LP | Laguna Beach | $4.14 billion | 0 |
| Northgate Capital, L.P. | Danville | $2.93 billion | 0 |
| Northstar Investment Advisory LLC | West Hollywood | $0 | 0 |
| Novawave Capital | Menlo Park | $90.0 million | 0 |
| Nri Wealth Management, LLC | Santa Clara | $309.8 million | 0 |
| Numerai | San Francisco | $1.90 billion | 0 |
| Nwf Advisory Services Inc | Los Angeles | $6.43 billion | 0 |
| Nwk Group | San Francisco | $485.3 million | 0 |
| Nwm Advisors, LLC | San Luis Obispo | $329.1 million | 0 |
| O'boyle Wealth Management, Inc. | Beverly Hills | $443.9 million | 0 |
| O'brien Investment Management, LLC | Torrance | $254.3 million | 0 |
| O'connor Wealth Management, Inc. | Monrovia | $179.1 million | 0 |
| O'donnell Financial Services, LLC | San Rafael | $427.1 million | 0 |
| O'neil Global Advisors, Inc. | Los Angeles | $401.9 million | 0 |
| Oak Asset Management, LLC | Westlake Village | $413.8 million | 0 |
| Oakhurst Advisors | Los Angeles | $1.25 billion | 0 |
| Oakmont Corporation | Los Angeles | $2.22 billion | 0 |
| Oaktree Capital Management, L.P. | Los Angeles | $183.29 billion | 3 |
| Oaktree Fund Advisors, LLC | Los Angeles | $14.10 billion | 3 |
| Occidental Asset Management, LLC | Burlingame | $1.07 billion | 0 |
| Ocean Avenue Capital Partners, L.P. | Santa Monica | $1.96 billion | 0 |
| Ocean Park Asset Management, LLC | Santa Monica | $3.94 billion | 0 |
| Ocean Path Advisors, LLC | Manhattan Beach | $559.5 million | 0 |
| Oceaniq Capital, LLC | Palo Alto | $334.2 million | 2 |
| Octahedron Capital Management, L.P. | Burlingame | $594.2 million | 0 |
| Octavewealth | San Francisco | $30.0 million | 0 |
| Oder Investment Management, LLC | Woodland Hills | $366.7 million | 0 |
| Ogborne Capital Management, LLC. | San Francisco | $410.0 million | 0 |
| Ohana Advisors | San Rafael | $2.78 billion | 0 |
| Old West Investment Management, LLC | Los Angeles | $915.7 million | 0 |
| Olive Street Capital Partners LLC | Los Angeles | $165.3 million | 0 |
| Olive Technology Ventures Management, LLC | Palo Alto | $1.10 billion | 0 |
| Oliveira Wealth | Modesto | $332.4 million | 0 |
| Omega Financial Group, LLC | Santa Barbara | $552.4 million | 0 |
| Omnicap Group LLC | El Segundo | $6.51 billion | 0 |
| One Capital Management, LLC | Westlake Village | $8.53 billion | 0 |
| One Degree Advisors, Inc. | San Diego | $489.0 million | 0 |
| One Fin Capital Management LP | San Francisco | $830.6 million | 0 |
| One Wealth Advisors, LLC | San Francisco | $1.25 billion | 0 |
| Oneprime Capital | Palo Alto | $892.3 million | 0 |
| Onesource Wealth Management | Granite Bay | $149.8 million | 0 |
| Onward Advisors LLC | Pasadena | $0 | 0 |
| Open Door Investment Management Ltd. | San Francisco | $183.4 million | 0 |
| Opes Wealth Management, LLC | Menlo Park | $822.3 million | 0 |
| Optimize Financial Inc. | Irvine | $221.7 million | 0 |
| Optivest, Inc. | San Juan Capistrano | $319.4 million | 0 |
| Opus Private Wealth Group, LLC | Orange | $128.0 million | 0 |
| Orbis Investment Management (U.s.), L.P. | San Francisco | $405.4 million | 0 |
| Orchard City Wealth Management, LLC | Los Gatos | $116.1 million | 0 |
| Orion Capital Management LLC | Coronado | $370.9 million | 0 |
| Orrell Capital Management | Livermore | $238.9 million | 0 |
| Orso Partners, LP | South San Francisco | $387.5 million | 0 |
| Osborne Partners | San Francisco | $2.65 billion | 0 |
| Osterweis Capital Management | San Francisco | $439.4 million | 0 |
| Osterweis Capital Management | San Francisco | $7.50 billion | 0 |
| Ostrofe Financial Consultants Inc | Grass Valley | $386.4 million | 0 |
| Owl Ventures | San Francisco | $2.50 billion | 0 |
| Paamco Prisma, LLC | Newport Beach | $14.45 billion | 0 |
| Pacific Avenue Capital Partners Management Company LLC | Manhattan Beach | $2.98 billion | 0 |
| Pacific Capital | Corona | $668.6 million | 0 |
| Pacific Capital Associates | San Diego | $258.8 million | 0 |
| Pacific Excel Wealth Advisors, Inc. | Walnut Creek | $110.8 million | 0 |
| Pacific Financial Strategies, Inc | Thousand Oaks | $201.2 million | 0 |
| Pacific Global Investment Management Company | Glendale | $87.5 million | 0 |
| Pacific Heights Asset Management, LLC | San Francisco | $7.27 billion | 0 |
| Pacific Income Advisers Inc | El Segundo | $2.25 billion | 0 |
| Pacific Investment Management Company LLC | Newport Beach | $3.67 trillion | 6 |
| Pacific Life Fund Advisors LLC | Newport Beach | $42.81 billion | 2 |
| Pacific Park Financial, Inc. | Laguna Hills | $221.6 million | 0 |
| Pacific Point Advisors, LLC | San Diego | $389.6 million | 0 |
| Pacific Private Fund Advisors LLC | Newport Beach | $12.24 billion | 2 |
| Pacific Specialty Investment Group, LLC | Newport Beach | $123.2 million | 0 |
| Pacific Sun Financial Corp | Los Angeles | $290.0 million | 0 |
| Pacific Wealth Advisory Services LLC | Danville | $96.3 million | 2 |
| Pacific Wealth Management | San Diego | $371.9 million | 0 |
| Pacific Wealth Strategies Group, Inc. | Santa Barbara | $253.2 million | 0 |
| Painted Porch Advisors LLC | Santa Barbara | $571.9 million | 0 |
| Palisades Investment Partners, LLC | El Segundo | $271.0 million | 0 |
| Palo Alto Investors LP | Palo Alto | $696.0 million | 0 |
| Pan Global Advisers, LLC | Newport Beach | $270.5 million | 0 |
| Panoramic Capital, LLC | Larkspur | $299.6 million | 0 |
| Pantera Capital | San Francisco | $3.96 billion | 0 |
| Pantheon | San Francisco | $11 | 0 |
| Pantheon | San Francisco | $87.69 billion | 0 |
| Pantheon Infra Advisors, LLC | San Francisco | $26.6 million | 0 |
| Paradigm Operations LP | San Francisco | $11.87 billion | 0 |
| Paragon Asset Management Inc. | Orinda | $115.9 million | 0 |
| Paragon Financial Partners | Woodland Hills | $329.6 million | 0 |
| Parallax Volatility Advisers, L.P. | San Francisco | $5.98 billion | 1 |
| Parallaxes Capital | Los Angeles | $620.8 million | 0 |
| Parallel Advisors, LLC | San Francisco | $10.31 billion | 0 |
| Pariax Private Wealth Management | Newport Beach | $115.4 million | 0 |
| Park Presidio Capital LLC | San Francisco | $1.65 billion | 0 |
| Park West Asset Management LLC | San Francisco | $2.86 billion | 0 |
| Park, Miller, LLC | Walnut Creek | $339.8 million | 0 |
| Parkshore Wealth Management | Granite Bay | $517.9 million | 0 |
| Parnassus Investments, LLC | San Francisco | $41.09 billion | 0 |
| Parthenon Capital Partners | San Francisco | $13.35 billion | 0 |
| Partners for Growth | Tiburon | $962.2 million | 0 |
| Partnership Capital Growth Investors Management, LLC | Los Gatos | $141.5 million | 0 |
| Pasadena Private Wealth, LLC | Pasadena | $1.62 billion | 0 |
| Passport Capital, LLC | San Francisco | $532.4 million | 0 |
| Pathview Wealth Advisors | San Diego | $583.0 million | 0 |
| Pathway Capital Management, LP | Irvine | $97.82 billion | 0 |
| Pathways Advisory Group, Inc. | Fresno | $388.5 million | 0 |
| Pathwise | Walnut Creek | $255.0 million | 0 |
| Patient Square Capital, LP | Menlo Park | $17.51 billion | 0 |
| Paul Capital | San Francisco | $520.9 million | 0 |
| Pavion Blue Capital, LLC | Newport Beach | $443.7 million | 0 |
| Payden & Rygel | Los Angeles | $158.23 billion | 0 |
| Pccp, LLC | Los Angeles | $20.10 billion | 1 |
| Peak Financial Planning | Canoga Park | $93.0 million | 0 |
| Peakview Capital | Menlo Park | $646.4 million | 0 |
| Pegasus Tech Ventures, Inc. | San Jose | $2.58 billion | 0 |
| Pelorus Capital Management, LLC | Irvine | $0 | 0 |
| Pence Capital Management, LLC | Newport Beach | $1.54 billion | 0 |
| Penserra Capital Management LLC | Orinda | $17.50 billion | 0 |
| Penserra Global Investors LLC | Orinda | $2 | 0 |
| Penserra Wealth Management | Orinda | $2.5 million | 0 |
| Percheron Capital | San Francisco | $5.06 billion | 0 |
| Perennial Financial Services | Los Angeles | $2.50 billion | 0 |
| Perigon Wealth Management, LLC | San Francisco | $11.29 billion | 0 |
| Permira Credit LLC | San Francisco | $1.34 billion | 0 |
| Petix & Botte Financial | La Mesa | $411.9 million | 0 |
| Pfm Health Sciences, LP | San Francisco | $1.27 billion | 0 |
| Philadelphia Financial | San Francisco | $730.0 million | 0 |
| Phillip B. White Co., Inc | San Luis Obispo | $318.7 million | 0 |
| Philosophy Capital Management LLC | Alamo | $1.66 billion | 0 |
| Phocas Financial Corporation | Alameda | $682.7 million | 0 |
| Pier 88 Investment Partners, LLC | San Francisco | $568.0 million | 0 |
| Pinegrove Opportunity Partners, LLC | San Francisco | $2.93 billion | 2 |
| Pinegrove Venture Partners, LLC | Menlo Park | $13.72 billion | 4 |
| Pinnacle Wealth Management, LLC | Roseville | $211.1 million | 0 |
| Plan Financial | Fresno | $195.4 million | 0 |
| Planmember Asset Management Corporation | Carpinteria | $0 | 4 |
| Planmember Securities Corporation | Carpinteria | $10.12 billion | 4 |
| Planned Solutions, Inc. | Folsom | $671.0 million | 0 |
| Platinum Equity Advisors, LLC | Beverly Hills | $47.72 billion | 8 |
| Platt Wealth Management | San Diego | $390.6 million | 0 |
| Plus Capital | Venice | $294.2 million | 0 |
| Pmb Advisors | Larkspur | $117.2 million | 2 |
| Pnmac Capital Management, LLC | Westlake Village | $21.35 billion | 0 |
| Point Olema Capital Partners, L.P. | San Francisco | $2.95 billion | 0 |
| Pointone Family Office | Manhattan Beach | $327.1 million | 0 |
| Polychain Capital LP | San Francisco | $2.90 billion | 0 |
| Poplar Point Capital Management LLC | Burlingame | $110.1 million | 0 |
| Port Street Investments, LLC | Newport Beach | $174.5 million | 0 |
| Portfolio Advisors, Inc. | Fresno | $261.2 million | 0 |
| Portfolio Design Labs, LLC | Encino | $624.9 million | 0 |
| Portfolio Management Technology | San Francisco | $0 | 0 |
| Post Advisory Group, LLC | Los Angeles | $13.03 billion | 0 |
| Potentia Wealth | San Jose | $569.1 million | 0 |
| Potrero Capital Research, LLC | San Francisco | $419.6 million | 0 |
| Power Asset Management LLC | Los Angeles | $175.0 million | 0 |
| Powerlaw Fund Adviser, LLC | San Francisco | $496.3 million | 0 |
| Practicecfo Investments | San Diego | $401.6 million | 0 |
| Praetorian Guard, a Division of Praetorian Wealth Management,inc | Carmel | $598.7 million | 0 |
| Prattes Wealth Partners | Newport Beach | $243.6 million | 0 |
| Prelude Investment Services | San Francisco | $0 | 0 |
| Premier Financial Group Inc | Eureka | $819.9 million | 0 |
| Premier Wealth Advisors, LLC | San Diego | $694.9 million | 0 |
| Preservation Equity Fund Advisors, LLC | Irvine | $502.9 million | 0 |
| Presidio Capital Management, LLC | San Diego | $498.9 million | 0 |
| Preston Capital | Aliso Viejo | $1.05 billion | 0 |
| Prime Finance Advisor, L.P. | San Francisco | $22.22 billion | 0 |
| Prime Meridian Capital Management, LLC | Walnut Creek | $176.7 million | 0 |
| Primecap Management Co | Pasadena | $139.34 billion | 0 |
| Primestor Investment Management, LLC | Culver City | $234.2 million | 0 |
| Pring Turner | Alamo | $262.1 million | 0 |
| Prism Advisors, Inc. | Studio City | $515.1 million | 0 |
| Private Financial Counseling | Los Angeles | $262.5 million | 0 |
| Private Management Group Inc | Irvine | $4.90 billion | 0 |
| Private Portfolios, Inc. | San Mateo | $293.5 million | 0 |
| Private Wealth Advisors | Fresno | $451.2 million | 0 |
| Private Wealth Partners, LLC | Mill Valley | $1.92 billion | 0 |
| Private Wealth Solutions, LLC | Calabasas | $500.0 million | 0 |
| Procore Advisors, LLC | Newport Beach | $143.7 million | 0 |
| Propel Bio Management, LLC | Los Angeles | $247.5 million | 0 |
| Propel Venture Partners Management Co. | San Carlos | $703.6 million | 0 |
| Prospect Capital Advisors, LLC | Sausalito | $309.4 million | 0 |
| Prosperitas Financial, LLC | Valencia | $812.5 million | 0 |
| Prosperity Financial Group, Inc. | San Ramon | $503.0 million | 0 |
| Prosperity Road, LLC | Santa Ana | $172.3 million | 0 |
| Prosperity Wealth Planning LLC | Irvine | $269.2 million | 0 |
| Prospettiva Financial | San Francisco | $128.7 million | 0 |
| Prosser Creek Asset Management LLC | Corte Madera | $266.7 million | 0 |
| Prossimo Advisors LLC | San Luis Obispo | $238.5 million | 0 |
| Provenance Management Co., LP | Beverly Hills | $454.1 million | 0 |
| Provenio Capital | Newport Beach | $1.63 billion | 0 |
| Providence Financial and Insurances, Inc. | Woodland Hills | $215.0 million | 0 |
| Prudent Investor Advisors, LLC | Folsom | $1.30 billion | 0 |
| Prudent Investors | Lake Forest | $515.8 million | 0 |
| Pruneyard Financial Group, Inc. | Cupertino | $90.9 million | 0 |
| Pure Financial Advisors, LLC | San Diego | $11.05 billion | 0 |
| Purus Wealth Management, LLC | Newport Beach | $658.1 million | 0 |
| Qca Capital Management Inc | Los Angeles | $252.2 million | 0 |
| Quantum Financial Advisors, LLC | Santa Monica | $1.48 billion | 0 |
| Quid Capital Group Holdings, LLC | Santa Monica | $7.76 billion | 0 |
| Quiet Capital Management, LLC | San Francisco | $5.39 billion | 0 |
| Qvr Advisors | San Francisco | $1.13 billion | 2 |
| R.H. Dinel Investment Counsel,inc. | Los Angeles | $153.5 million | 0 |
| R.I.T. Wealth Advisors | San Luis Obispo | $0 | 0 |
| Rai Wealth Management | Placentia | $159.7 million | 0 |
| Raub Brock Capital Management, LP | Larkspur | $2.93 billion | 0 |
| Rayliant Investment Research | Walnut | $203.5 million | 0 |
| Rba Wealth Management, LLC | Newport Beach | $452.1 million | 0 |
| Rbc Securities, Inc. | Los Angeles | $1.52 billion | 12 |
| Rbo & Co, LLC | St. Helena | $654.8 million | 0 |
| Rcf Asset Management Group 3, LLC | Studio City | $0 | 0 |
| Rcf Asset Management Group 4, LLC | Studio City | $0 | 0 |
| Rclco Fund Advisors, LLC | Los Angeles | $0 | 0 |
| Rcm Robinson Capital Management LLC | Sacramento | $61.8 million | 0 |
| React Investment Solutions, LLC | Los Gatos | $0 | 0 |
| Rebalance LLC | Palo Alto | $1.93 billion | 0 |
| Red Crane Wealth Management, LLC | Palo Alto | $151.6 million | 0 |
| Red Iron Group Management, LLC | Menlo Park | $461.6 million | 0 |
| Red Seven | Escondido | $104.4 million | 0 |
| Redmile Group | Larkspur | $4.70 billion | 2 |
| Redwood Coast Financial Partners | Eureka | $151.8 million | 0 |
| Redwood Grove Wealth Management | San Rafael | $151.3 million | 0 |
| Redwood Investment Group, Inc | Fort Bragg | $230.3 million | 0 |
| Redwood Park Advisors | Redwood City | $170.3 million | 0 |
| Redwood Wealth Management, LLC | Santa Monica | $837.0 million | 3 |
| Reflow Services, LLC | San Francisco | $521.4 million | 0 |
| Regatta Capital Group, LLC | El Segundo | $1.55 billion | 0 |
| Regent Properties | Los Angeles | $1.77 billion | 0 |
| Regis Metro Associates, Inc. | San Francisco | $617.8 million | 0 |
| Relevant Wealth Advisors, LLC | Mill Valley | $799.0 million | 0 |
| Remy Investors & Consultants, LLC | Los Angeles | $887.6 million | 0 |
| Research Affiliates | Newport Beach | $27.84 billion | 0 |
| Resmark Equity Partners, LLC | Los Angeles | $2.03 billion | 0 |
| Resolute Partners Group | San Francisco | $1.91 billion | 0 |
| Resource Capital Investment Corporation | Carlsbad | $3.71 billion | 1 |
| Retirement Capital Strategies, Inc. | San Jose | $305.2 million | 3 |
| Retirement Wellness Group | Pasadena | $526.6 million | 0 |
| Retirementadvice | Jka | Anaheim | $267.3 million | 0 |
| Revelation Capital Management, LLC | Sausalito | $2.32 billion | 0 |
| Revitate Fund Advisor LLC | Newport Beach | $398.6 million | 0 |
| Reyes Financial Architecture Inc. | San Diego | $196.2 million | 0 |
| Rhs Financial, LLC | San Francisco | $219.8 million | 0 |
| Ribbit Capital | Palo Alto | $20.78 billion | 0 |
| Rice Financial Consulting, Inc. | Los Gatos | $287.2 million | 2 |
| Rice Hall James & Associates LLC | San Diego | $1.74 billion | 0 |
| Ridgecrest Wealth Partners, LLC | San Rafael | $705.1 million | 0 |
| Right Side Capital Management, LLC | San Francisco | $346.7 million | 2 |
| Riley Friedman Asset Management | Los Altos | $584.8 million | 0 |
| Rimrock Capital Management LLC | Irvine | $3.85 billion | 0 |
| Ring Mountain Capital, LLC | Tiburon | $222.1 million | 0 |
| Riot Ventures Management, LLC | Venice | $1.09 billion | 0 |
| Rittmann Capital Management Co | Moraga | $142.4 million | 0 |
| Riverwood Capital Management L.P. | Menlo Park | $6.17 billion | 0 |
| Rj Patterson Group | San Diego | $142.4 million | 0 |
| Rlh Equity Partners | Los Angeles | $1.22 billion | 0 |
| Rmr Capital Management LLC | Tustin | $170.8 million | 0 |
| Robert L. Bender, Inc. Dba Robert Bender & Associates | Pasadena | $510.9 million | 0 |
| Roberts Wealth Advisors, LLC | Menlo Park | $446.0 million | 0 |
| Robertson Stephens | San Francisco | $8.76 billion | 0 |
| Robinhood Asset Management | Menlo Park | $1.52 billion | 0 |
| Robinhood Ventures | Menlo Park | $717.4 million | 0 |
| Roof Eidam Maycock Peralta LLC | San Francisco | $804.9 million | 0 |
| Roseman Wagner Wealth Management | Rocklin | $1.54 billion | 0 |
| Rosenblum Silverman Sutton Sf Inc | San Francisco | $486.6 million | 0 |
| Rosenwald Capital Management, Inc. | Redondo Beach | $248.1 million | 0 |
| Round Hill Asset Management Inc | Pasadena | $271.3 million | 0 |
| Route One Investment Company, L.P. | San Francisco | $4.68 billion | 0 |
| Row Asset Management, LLC | Newport Beach | $2.55 billion | 1 |
| Rpa Financial, LLC | San Rafael | $10.88 billion | 0 |
| Rpg Investment Advisory, LLC | Pleasanton | $1.04 billion | 0 |
| Rrg Capital Management LLC | Los Angeles | $2.89 billion | 0 |
| Rs Crum Inc. | Newport Beach | $720.7 million | 0 |
| Rsc Asset Management Group, LLC | Studio City | $129.2 million | 0 |
| Rsc Industrial Asset Management Group 2, LLC | Studio City | $0 | 0 |
| Rubicon Advisors | Redding | $420.7 million | 0 |
| Rudney Associates | Alamo | $940.2 million | 3 |
| Rvw Wealth LLC | Los Angeles | $1.94 billion | 0 |
| S&f Investment Advisors | Encino | $106.4 million | 0 |
| Sabal Investment Advisors, LLC | Irvine | $5.83 billion | 0 |
| Sackett Wealth Advisors, Inc. | Brea | $212.3 million | 0 |
| Safeguard Investment Advisory Group, LLC | Corona | $702.3 million | 0 |
| Sage Rhino Capital LLC | Menlo Park | $883.7 million | 1 |
| Sage Stone Wealth Management LLC | La Jolla | $261.4 million | 0 |
| Sagent Wealth Management | Laguna Beach | $100.4 million | 2 |
| Salem Partners Wealth Management, LLC | Los Angeles | $1.50 billion | 0 |
| Salient Wealth Planning | Encinitas | $239.4 million | 0 |
| San Luis Wealth Advisors | San Luis Obispo | $760.0 million | 0 |
| Sancus Capital Management LP | Los Angeles | $618.9 million | 0 |
| Sand Hill Global Advisors, LLC | Palo Alto | $4.39 billion | 0 |
| Sandbridge Investment Management, LLC | Los Angeles | $281.6 million | 0 |
| Saratoga Research & Investment Management | Saratoga | $2.51 billion | 0 |
| Sas Financial Advisors, LLC. | San Francisco | $167.0 million | 0 |
| Sasser Investment Management, Inc. | Berkeley | $120.1 million | 0 |
| Savant Partners, LLC | San Mateo | $309.5 million | 0 |
| Saxon Securities LLC | San Francisco | $94.6 million | 0 |
| Saybrook Fund Advisors, LLC | Santa Monica | $461.2 million | 0 |
| Sb Investment Advisers (US) Inc. | Menlo Park | $53.47 billion | 0 |
| Sbj Capital | Walnut Creek | $749.4 million | 0 |
| Scenic Management LLC | San Francisco | $144.6 million | 0 |
| Scharf Investments, LLC | Los Gatos | $4.21 billion | 0 |
| Schauer Investment Management, Inc. | Northridge | $119.7 million | 0 |
| Schmitz Capital Partners, LLC | Mill Valley | $132.0 million | 0 |
| Schnieders Capital Management, LLC. | Pasadena | $1.06 billion | 0 |
| Schwab Wealth Advisory, Inc. | San Francisco | $0 | 4 |
| Sci Capital Partners LP | Los Angeles | $4.37 billion | 0 |
| Scsc Advisors, LLC | Rancho Santa Fe | $0 | 0 |
| Sds Real Estate Advisors | Los Angeles | $473.8 million | 0 |
| Sea Cliff Partners Management, LP | San Francisco | $239.4 million | 0 |
| Seabird Investment Partners | San Diego | $419.1 million | 0 |
| Seafarer Capital Partners, LLC | Larkspur | $3.38 billion | 0 |
| Seagull Lane Asset Management LLC | Huntington Beach | $207.9 million | 0 |
| Seaside Equity Partners | San Diego | $1.37 billion | 0 |
| Seaside Wealth Management, Inc. | Carlsbad | $459.3 million | 0 |
| Second 50 Financial | Manhattan Beach | $341.6 million | 0 |
| Section Partners Management, LLC | Palo Alto | $590.0 million | 0 |
| Secura Financial | Orange | $319.9 million | 0 |
| Secure Retirement Financial & Insurance Services Corp. | San Ramon | $102.0 million | 2 |
| Seek First Inc. | Campbell | $251.0 million | 0 |
| Seia | Los Angeles | $22.54 billion | 0 |
| Seidler Equity Partners | Marina Del Rey | $5.94 billion | 0 |
| Selby Wealth Management | Emeryville | $544.8 million | 0 |
| Seldon Capital LP | San Francisco | $517.8 million | 0 |
| Select Money Management, Inc. | Los Angeles | $1.80 billion | 4 |
| Seneca Private Wealth, LLC | Los Angeles | $29.9 million | 0 |
| Sentinel Dome Partners, LLC | Burlingame | $1.59 billion | 0 |
| Sentinel Global | San Francisco | $210.3 million | 0 |
| Sentry Advisors, LLC | San Francisco | $2.41 billion | 0 |
| Sepulveda Management LLC | Los Angeles | $355.1 million | 0 |
| Sequoia Capital Operations, LLC | Menlo Park | $82.17 billion | 0 |
| Sequoia Global Equities | Menlo Park | $10.40 billion | 0 |
| Ser Capital Partners Management, LP | Redwood City | $685.8 million | 0 |
| Serent Capital Management Company, L.L.C. | San Francisco | $5.11 billion | 0 |
| Serenus Wealth Advisors, LLC | Santa Monica | $1.47 billion | 0 |
| Sestante Family Office | Coronado | $433.9 million | 0 |
| Seven Post Investment Office LP | San Francisco | $9.61 billion | 0 |
| Sf Equity Partners Management, LLC | San Francisco | $556.0 million | 0 |
| Sfe Investment Counsel Inc. | Los Angeles | $748.4 million | 0 |
| Shah Wealth Advisors | Chino Hills | $606.2 million | 0 |
| Shamrock Capital Advisors, LLC | Los Angeles | $6.73 billion | 0 |
| Sharper & Granite LLC | El Segundo | $366.4 million | 0 |
| Shepherd Street Advisors | Larkspur | $126.2 million | 0 |
| Sherman Asset Management, Inc. | Ventura | $140.8 million | 0 |
| Sherwood Financial Partners, LLC | Westlake Village | $293.8 million | 0 |
| Shima Capital Management LLC | Irvine | $164.6 million | 0 |
| Shira Ridge Wealth Management | San Rafael | $366.4 million | 0 |
| Shorecliff Asset Management Company LLC | Newport Beach | $1.41 billion | 0 |
| Shorenstein Investment Advisers LLC | San Francisco | $787.5 million | 0 |
| Shrier Wealth Management, LLC | Los Angeles | $390.6 million | 0 |
| Shum Financial Group, Inc. | Alameda | $322.0 million | 0 |
| Shuster Advisory Group, LLC | Pasadena | $10.32 billion | 0 |
| Sidepocket Incorporated | San Francisco | $914,547 | 0 |
| Sidoxia Capital Management, LLC | Newport Beach | $149.0 million | 0 |
| Sierra Asset Management | Oakhurst | $462.3 million | 0 |
| Sierra Investment Management, LLC | Santa Monica | $360.9 million | 0 |
| Sierra Investment Partners, Inc. | Walnut Creek | $5.50 billion | 0 |
| Sierra Ocean, LLC | Ripon | $544.6 million | 0 |
| Sierra Pacific Private Wealth, LLC | Pleasanton | $245.9 million | 0 |
| Sigfig Wealth Management LLC | San Francisco | $3.58 billion | 0 |
| Signalfire | San Francisco | $4.52 billion | 0 |
| Signature Investment Advisors, LLC | Los Angeles | $6.76 billion | 0 |
| Signature Resources Capital Management, LLC | Newport Beach | $303.9 million | 0 |
| Sikorski Wealth Management, LLC | San Diego | $139.6 million | 0 |
| Silicon Beach Wealth, LLC | Marina Del Rey | $190.1 million | 0 |
| Silicon Valley Capital Partners, L.P. | San Jose | $1.29 billion | 0 |
| Silicon Valley Retirement Services, LLC | San Jose | $1.40 billion | 0 |
| Silver Lake Technology Management, LLC | Menlo Park | $117.70 billion | 0 |
| Silver Oak Wealth Advisors Services, LLC | Los Angeles | $300.0 million | 0 |
| Silver Rock Financial LP | Los Angeles | $5.38 billion | 0 |
| Silvia Mccoll Wealth Management, LLC | San Diego | $283.4 million | 0 |
| Simplifi, Inc. | San Diego | $276.1 million | 0 |
| Sitrin Capital Management, LLC | Century City | $351.1 million | 0 |
| Situational Awareness LP | San Francisco | $9.28 billion | 0 |
| Sivia Capital Partners, LLC | Mill Valley | $1.24 billion | 0 |
| Skba Capital Management, LLC | San Francisco | $732.0 million | 0 |
| Sky Vision Wealth Management Corp. | Irvine | $52.8 million | 0 |
| Skyknight Capital, L.P. | Burlingame | $4.43 billion | 0 |
| Skylar Wealth Management, LLC | Pasadena | $0 | 0 |
| Slated Analytics, LLC | Los Angeles | $0 | 0 |
| Slo Money Managers | Atascadero | $164.7 million | 0 |
| Slow Capital, Inc. | Greenbrae | $953.3 million | 0 |
| Slw Management Company | San Francisco | $1.43 billion | 0 |
| Smash Ventures Management Company LP | West Hollywood | $3.30 billion | 0 |
| Snyder Capital Management LP | San Francisco | $6.09 billion | 0 |
| Socialtrader | San Diego | $73,145 | 0 |
| Socotra Management, Inc. | Sacramento | $388.5 million | 0 |
| Sofi Wealth LLC | San Francisco | $2.05 billion | 4 |
| Sofinnova Investments, Inc. | Menlo Park | $5.37 billion | 0 |
| Solace Capital Partners, L.P. | El Segundo | $508.1 million | 0 |
| Solano Wealth Advisors | Fairfield | $331.9 million | 0 |
| Solstein Capital, LLC | Menlo Park | $801.8 million | 0 |
| Soma Equity Partners, LP | San Francisco | $1.95 billion | 0 |
| Sonen Capital LLC | San Francisco | $1.14 billion | 0 |
| Sonoma Allocations | Santa Rosa | $350.0 million | 0 |
| Sonoma Brands Capital | Sonoma | $382.0 million | 0 |
| Sonoma Private Wealth LLC | Novato | $158.5 million | 0 |
| South Bay Financial Partners | Torrance | $114.8 million | 0 |
| Sovran Advisors, LLC | San Diego | $1.87 billion | 0 |
| Sp Asset Management LLC | Cupertino | $1.90 billion | 0 |
| Spectrum Asset Management Inc | Newport Beach | $657.3 million | 0 |
| Spectrum Financial Management | San Rafael | $278.1 million | 0 |
| Spectrum Wealth Advisory Group, LLC | Granite Bay | $445.4 million | 0 |
| Spiegelman Wealth Management, Inc. | Walnut Creek | $443.0 million | 0 |
| Spinnaker Investment Group, LLC | Newport Beach | $1.07 billion | 0 |
| Spyglass Capital Management, LLC | Greenbrae | $2.02 billion | 0 |
| Square Nine Capital, LP | Los Angeles | $180.9 million | 0 |
| Sr One Capital Management, LP | Redwood City | $2.44 billion | 0 |
| Ssi Investment Management LLC | Los Angeles | $2.55 billion | 0 |
| Sst Benefits Consulting | Aliso Viejo | $524.1 million | 0 |
| St. Clair Financial | Roseville | $141.3 million | 0 |
| Staines Financial, LLC | Roseville | $168.7 million | 0 |
| Stamos Capital Partners, L.P. | Menlo Park | $7.64 billion | 0 |
| Statheros Financial Solutions, Inc. | El Dorado Hills | $926.2 million | 0 |
| Steadview Capital Management LLC | San Francisco | $2.64 billion | 0 |
| Steelpeak Wealth, LLC | Los Angeles | $4.15 billion | 0 |
| Step Advisers, LLC | San Mateo | $0 | 0 |
| Stephenson and Company, Inc. | San Clemente | $447.0 million | 0 |
| Stepstone Group LP | La Jolla | $107.82 billion | 0 |
| Stepstone Group Private Debt LLC | La Jolla | $5.79 billion | 0 |
| Stepstone Group Real Assets LP | La Jolla | $41.48 billion | 0 |
| Stepstone Group Real Estate LP | La Jolla | $17.21 billion | 0 |
| Sterling Retirement Group of Sacramento | Roseville | $253.0 million | 0 |
| Stewardship Wealth Management Solutions | Huntington Beach | $153.1 million | 0 |
| Stewart Wealth Management, Inc. | San Rafael | $581.5 million | 0 |
| Stg Partners, LLC | Menlo Park | $13.43 billion | 0 |
| Stillwater Capital Management | Carmel By the Sea | $102.5 million | 0 |
| Stirling Financial Group | San Diego | $179.7 million | 0 |
| Stites Financial Consulting | Wilton | $132.3 million | 0 |
| Stock Farm Partners LLC | Palo Alto | $137.7 million | 0 |
| Stockbridge Capital Group, LLC | San Francisco | $21.55 billion | 0 |
| Stoic Point Capital Management LLC | Palo Alto | $119.5 million | 0 |
| Stolper & Co., Inc. | San Diego | $615.7 million | 0 |
| Stone Steps Financial, LLC | Encinitas | $146.6 million | 0 |
| Stonebridge Capital Management Inc | Los Angeles | $268.7 million | 0 |
| Stonebridge Financial Group | San Rafael | $896.0 million | 0 |
| Stonemark Wealth Management | Pasadena | $609.8 million | 0 |
| Strategic Global Advisors, LLC | Newport Beach | $3.03 billion | 0 |
| Strategic Retirement Advisors, LLC | Elk Grove | $216.9 million | 1 |
| Strategic Wealth Capital | San Francisco | $238.4 million | 0 |
| Strategy Asset Managers L.L.C. | Pasadena | $930.1 million | 2 |
| Strategy Capital LLC | Los Altos | $1.34 billion | 0 |
| Strattam Capital Management, LLC | San Francisco | $938.7 million | 0 |
| Structural Capital Management Company Ii, LP | Menlo Park | $495.8 million | 0 |
| Sumeru Equity Partners | San Mateo | $3.37 billion | 0 |
| Summit Wealth Management Group, Inc. | Camarillo | $249.5 million | 0 |
| Summitry, LLC | Foster City | $3.35 billion | 0 |
| Sun Group Wealth Partners LLC | Irvine | $224.5 million | 0 |
| Sunstone Advisors, LLC | Irvine | $122.8 million | 0 |
| Sunstone Partners | San Mateo | $1.59 billion | 0 |
| Superbloom Partners | Venice | $278.7 million | 0 |
| Superior Planning Wealth Management & Family Office | San Diego | $349.6 million | 0 |
| Svb Asset Management | San Francisco | $32.32 billion | 0 |
| Svof/mm, LLC | Santa Monica | $16.4 million | 10 |
| Swad Wealth Management LLC | Santa Rosa | $111.1 million | 0 |
| Sweeney & Michel, LLC | Chico | $752.6 million | 0 |
| Sweetwater Private Equity | Encinitas | $1.58 billion | 1 |
| Sylebra Capital LLC | Palo Alto | $2.90 billion | 0 |
| Symbiotic Capital | Los Angeles | $1.13 billion | 0 |
| Symphony Technology Group, LLC | Menlo Park | $307.3 million | 0 |
| Syndicated Capital, Inc. | Diamond Bar | $142.0 million | 5 |
| Syntheticfi LLC | San Francisco | $992.9 million | 0 |
| Syon Capital LLC | San Francisco | $4.38 billion | 0 |
| Syrios Wealth Management Group | La Jolla | $424.6 million | 0 |
| Tabr Capital Management, LLC | Orange | $241.2 million | 0 |
| Tamalpais Asset Management | Larkspur | $262.5 million | 0 |
| Tamar Securities, LLC | Woodland Hills | $1.52 billion | 0 |
| Tano Capital, LLC | San Mateo | $138.0 million | 0 |
| Tarbox Family Office, Inc. | Newport Beach | $953.7 million | 0 |
| Tate Private Wealth Advisers | Sacramento | $293.4 million | 0 |
| Tax Efficient Asset Management Solution, Inc. | Costa Mesa | $148.3 million | 0 |
| Taylor Wealth Management, LLC | Torrance | $170.5 million | 0 |
| Tcfg Investment Advisors, LLC | Laguna Niguel | $639.4 million | 7 |
| Tcg Capital Management | Playa Vista | $2.65 billion | 0 |
| Tcg Crossover Management, LLC | Palo Alto | $5.06 billion | 0 |
| Tcv | Menlo Park | $22.51 billion | 0 |
| Tcw Asset Backed Finance Management Company LLC | Los Angeles | $425.0 million | 0 |
| Tcw Asset Management Company LLC | Los Angeles | $81.18 billion | 0 |
| Tcw Investment Management Company LLC | Los Angeles | $38.82 billion | 0 |
| Tcw Pt Management Company LLC | Los Angeles | $2.70 billion | 0 |
| Tda Investment Group | San Mateo | $969.3 million | 0 |
| Team Hewins, LLC | Foster City | $3.97 billion | 0 |
| Team Wealth & Tax Advisors | Temecula | $251.1 million | 0 |
| Ted Buchan & Company | San Diego | $413.2 million | 0 |
| Telescope Partners LLC | San Francisco | $934.0 million | 0 |
| Telos Capital Management, Inc. | San Diego | $1.63 billion | 0 |
| Tempus Wealth Planning, LLC | Irvine | $699.4 million | 0 |
| Tennenbaum Capital Partners, LLC | Santa Monica | $3.16 billion | 10 |
| Tensile Capital Management LP | Larkspur | $1.80 billion | 0 |
| Tenzing Global | San Francisco | $228.1 million | 0 |
| Terra Firma Asset Management | San Francisco | $0 | 0 |
| Terrafirma Wealth Partners | Walnut Creek | $118.5 million | 0 |
| Tessara Wealth | Burlingame | $162.4 million | 2 |
| The Advisory Group of San Francisco, LLC | San Francisco | $809.9 million | 0 |
| The Chartist | Long Beach | $169.7 million | 0 |
| The Clark Group Asset Management | Dana Point | $343.9 million | 0 |
| The Cypress Funds LLC | Los Angeles | $723.2 million | 0 |
| The Foundation Investment Group | Lafayette | $286.5 million | 0 |
| The Gores Group, LLC | Beverly Hills | $287.2 million | 0 |
| The Informed Momentum Company LLC | Solana Beach | $1.49 billion | 0 |
| The Investment House LLC | Redondo Beach | $2.20 billion | 0 |
| The Kocen Financial Group, Inc. | Rancho Mirage | $185.9 million | 2 |
| The Pacific Center for Financial Services | Danville | $960.6 million | 0 |
| The Putney Financial Group LLC | San Rafael | $205.4 million | 4 |
| The Roxborough Group | San Francisco | $636.0 million | 0 |
| The Salvetti Group | Sacramento | $633.7 million | 0 |
| The Sterling Group | Pasadena | $471.3 million | 0 |
| The Wealth Collaborative, Inc. | Corona Del Mar | $791.6 million | 0 |
| The Wealthgarden F.S. LLC | El Segundo | $227.6 million | 0 |
| Thepartners Wealth Management | Carmel By the Sea | $1.18 billion | 2 |
| Thielen Capital Corporation | Ladera Ranch | $126.0 million | 0 |
| Think Investments | San Francisco | $4.30 billion | 0 |
| Thorofare, LLC | El Segundo | $1.40 billion | 0 |
| Three Arch Wealth Management LLC | Irvine | $662.4 million | 0 |
| Three Bridge Wealth Advisors | Los Altos | $1.05 billion | 4 |
| Three Oaks Wealth | Gold River | $100.0 million | 0 |
| Thryve Wealth Management | Santa Barbara | $304.0 million | 0 |
| Ticino Wealth | Mission Viejo | $400.2 million | 0 |
| Tide Rock Leverageco Manager, LLC | Solana Beach | $0 | 0 |
| Tidecrest Wealth Management, LLC | Newport Beach | $249.7 million | 0 |
| Tidemark Management Company LP | Menlo Park | $699.6 million | 0 |
| Tidemark, LLC | San Diego | $462.5 million | 0 |
| Tidwell Wealth Management LLC | Rocklin | $116.7 million | 0 |
| Tiemann Investment Advisors, LLC | Menlo Park | $341.1 million | 0 |
| Tiller Partners, LLC | Beverly Hills | $261.5 million | 0 |
| Top Tier Capital Partners, LLC | San Francisco | $7.27 billion | 0 |
| Topel & Distasi Wealth Management, LLC | Berkeley | $312.1 million | 0 |
| Topturn Capital, LLC | Carmel | $187.4 million | 0 |
| Toronado Partners LLC | San Francisco | $253.7 million | 0 |
| Torren Management, LLC | San Diego | $373.5 million | 0 |
| Torrey Growth & Income Advisors, LLC | Del Mar | $328.4 million | 0 |
| Torrey Wealth, LLC | San Diego | $176.7 million | 0 |
| Torrey-payne Wealth Management | Pasadena | $184.8 million | 0 |
| Torreyana Capital | La Jolla | $837.4 million | 0 |
| Tortuga Advisers LLC | Simi Valley | $563.5 million | 0 |
| Tortuga Wealth Management | Torrance | $222.9 million | 0 |
| Total Wealth Services, LLC | Westlake Village | $186.1 million | 0 |
| Total Wealth Solutions | Los Altos | $148.0 million | 0 |
| Towerpoint Wealth, LLC | Sacramento | $561.3 million | 2 |
| Towneley Capital Management, Inc. | Laguna Hills | $1.09 billion | 0 |
| Tran Capital Management, L.P. | San Rafael | $890.3 million | 0 |
| Transglobal Advisory, LLC | Monrovia | $58.3 million | 0 |
| Transom Capital Group | El Segundo | $1.68 billion | 0 |
| Traveka Wealth, LLC | Los Altos | $730.8 million | 0 |
| Tree Line Capital Partners, LLC | San Francisco | $3.85 billion | 0 |
| Treehouse Wealth Advisors | Walnut Creek | $597.1 million | 0 |
| Trellis Wealth Advisors, LLC | San Luis Obispo | $479.8 million | 0 |
| Trend Trade Pro, LLC | Pasadena | $298.3 million | 0 |
| Tri-ad Capital Management I, LLC | Escondido | $619.0 million | 0 |
| Triad Investment Management, LLC | Newport Beach | $119.5 million | 0 |
| Triagen Wealth Management LLC | Calabasas | $535.2 million | 0 |
| Triangle Peak Partners, LP | Palo Alto | $271.9 million | 0 |
| Triatomic Capital | Palo Alto | $346.3 million | 0 |
| Triavera Capital LLC | Larkspur | $220.6 million | 0 |
| Tribe Capital | San Mateo | $3.44 billion | 0 |
| Tricord Advisors, Inc. | Riverside | $431.5 million | 0 |
| Triguard Management LLC | Newport Beach | $1.88 billion | 0 |
| Trilinc Advisors, LLC | Manhattan Beach | $282.8 million | 0 |
| Trilinc Global Advisors, LLC | Manhattan Beach | $181.7 million | 0 |
| Trillium Investments | Emeryville | $122.6 million | 0 |
| Trilogy Capital, Inc. | Irvine | $3.21 billion | 0 |
| Trimer Capital Management LP | San Francisco | $901.5 million | 0 |
| Trinity Alps Capital | San Francisco | $1.07 billion | 0 |
| Trinity Capital Management, LLC | Santa Barbara | $556.8 million | 0 |
| Tripacific Capital Advisors, LLC | Irvine | $12.3 million | 0 |
| Triplepoint Advisers LLC | Menlo Park | $1.31 billion | 0 |
| Triton Pacific Healthcare Partners, LLC | San Juan Capistrano | $379.6 million | 0 |
| Trivant Custom Portfolio Group LLC | San Diego | $239.4 million | 0 |
| True Link Financial Advisors | San Francisco | $1.89 billion | 3 |
| True Wave Financial Planners | Sacramento | $456.5 million | 0 |
| True Wind Capital Management, L.P. | San Francisco | $2.08 billion | 0 |
| Truelink Capital Management, LLC | Los Angeles | $4.20 billion | 0 |
| Tryperion Manager LLC | Beverly Hills | $184.0 million | 0 |
| Tsg Consumer Partners LP | Larkspur | $14.26 billion | 0 |
| Ttp Investments, Inc. | San Jose | $570.6 million | 0 |
| Turn/river Management, L.P. | San Francisco | $6.59 billion | 0 |
| Tvv Advisers, LLC | Pleasanton | $31.3 million | 0 |
| Tweet Management Services, Inc. | La Mesa | $120.5 million | 0 |
| Twin Lakes Capital | Redwood Shores | $314.7 million | 0 |
| Twin Rivers Wealth Management | Sacramento | $121.5 million | 0 |
| Ultra Advisory Group | Irvine | $142.6 million | 0 |
| Ultra Capital Management LLC | San Francisco | $0 | 0 |
| Union Square Global Wealth Management | San Francisco | $361.2 million | 0 |
| Unison Investment Management, LLC | San Francisco | $1.61 billion | 0 |
| Upfront Ventures | Los Angeles | $3.38 billion | 0 |
| Urban Investment Advisors | Mill Valley | $2.45 billion | 0 |
| Ursa Fund Management LLC | Danville | $1.20 billion | 1 |
| Uscf Advisers | Walnut Creek | $714.9 million | 1 |
| Valeas Capital Partners | San Francisco | $2.43 billion | 0 |
| Valiant Capital Management, L.P. | San Francisco | $3.83 billion | 1 |
| Validex Global Investing | Irvine | $352.9 million | 0 |
| Validus Capital LLC | El Segundo | $2.54 billion | 0 |
| Valley Wealth Strategies, LLC | Lodi | $1.45 billion | 0 |
| Value Trend Capital Management LP | El Cajon | $11.9 million | 0 |
| Valueact Capital Management, L.P. | San Francisco | $11.28 billion | 1 |
| Van Hulzen Financial Advisors | El Dorado Hills | $2.14 billion | 0 |
| Van Strum & Towne Inc | San Francisco | $483.0 million | 0 |
| Vance Street Capital LLC | Los Angeles | $3.22 billion | 0 |
| Vance Wealth | Santa Clarita | $893.6 million | 0 |
| Vanguard Personalized Indexing Management | Oakland | $11.35 billion | 7 |
| Vantage Financial Group | Auburn | $118.6 million | 0 |
| Vantage Wealth Management, LLC | San Mateo | $1.12 billion | 0 |
| Variant Equity Advisors, LLC | Los Angeles | $338.4 million | 0 |
| Varsity Healthcare Partners | Los Angeles | $1.86 billion | 0 |
| Vector Capital Management, L.P. | San Francisco | $3.75 billion | 0 |
| Vector3 Wealth Management | San Diego | $0 | 0 |
| Veraz Advisors | San Ramon | $109.6 million | 0 |
| Vercap Management LLC | Los Angeles | $1.58 billion | 0 |
| Veris Wealth Partners, LLC | Oakland | $2.86 billion | 0 |
| Verita Strategic Wealth Partners, LLC | San Francisco | $1.01 billion | 0 |
| Verity Wealth Advisors, LLC | Sausalito | $278.5 million | 0 |
| Vernal Point Advisors, LLC | San Francisco | $3.94 billion | 0 |
| Verso Partners | San Francisco | $521.6 million | 0 |
| Vert Asset Management LLC | Sausalito | $464.4 million | 0 |
| Victus Capital Wealth | Santa Monica | $280.1 million | 0 |
| Vida Wealth Partners, Inc. | Santa Barbara | $129.6 million | 0 |
| Vienna Asset Management LLC | Saratoga | $256.5 million | 0 |
| Vila, LLC | San Francisco | $286.5 million | 0 |
| Village Global Management, L.L.C. | Covina | $978.7 million | 0 |
| Village Wealth Advisors | Westlake Village | $257.9 million | 0 |
| Vincimus Capital, LLC | Malibu | $183.7 million | 0 |
| Violich Capital Management | Mill Valley | $1.04 billion | 0 |
| Virgo Investment Group LLC | Burlingame | $857.4 million | 0 |
| Vista Advisor Group, LLC | Walnut Creek | $314.6 million | 0 |
| Vista Equity Partners Management, LLC | San Francisco | $106.02 billion | 0 |
| Vista Point Asset Management LLC | Irvine | $0 | 4 |
| Vistica Wealth Advisors, LLC | Carlsbad | $260.1 million | 0 |
| Vivo Capital, LLC | Palo Alto | $6.10 billion | 0 |
| Vmg Partners Ii, LLC | San Francisco | $3.17 billion | 0 |
| Voleon Capital Management LP | Berkeley | $29.38 billion | 1 |
| Volt Equity LLC | San Francisco | $10.3 million | 0 |
| Voyager Management, LLC | Los Angeles | $208.6 million | 0 |
| Wagner Loftin Investment Services LLC | Pleasant Hill | $396.4 million | 0 |
| Walk-on Capital, LLC | Los Angeles | $155.1 million | 0 |
| Walker Financial Advisors Inc | Mission Viejo | $233.3 million | 0 |
| Wallace Advisory Group, LLC | Lafayette | $269.5 million | 0 |
| Wallender, Timothy Joseph | Manhattan Beach | $137.3 million | 0 |
| Ward & Associates | San Diego | $187.2 million | 0 |
| Warm Springs Advisors Inc. | Larkspur | $131.3 million | 0 |
| Warren Street Wealth Advisors, LLC | Irvine | $656.1 million | 0 |
| Wave Digital Assets LLC | Los Angeles | $91.9 million | 0 |
| Waverley Wealth Management LLC | Mountain View | $201.2 million | 0 |
| Wcm Investment Management | Laguna Beach | $96.77 billion | 0 |
| We Alliance Wealth Advisors, Inc. | Roseville | $233.1 million | 0 |
| We Financial Group | San Francisco | $127.4 million | 0 |
| Wealth Analytics Partners, LLC | San Diego | $316.0 million | 0 |
| Wealth Architects, LLC | Mountain View | $2.42 billion | 0 |
| Wealth Compass Financial, Inc. | Carlsbad | $115.4 million | 0 |
| Wealth Script Advisors | San Francisco | $121.4 million | 0 |
| Wealth Teams Alliance | Irvine | $223.9 million | 0 |
| Wealthfront Advisers LLC | Palo Alto | $47.73 billion | 3 |
| Wealthfront Strategies LLC | Palo Alto | $111.6 million | 0 |
| Wealthguard Advisors, Inc. | Placerville | $172.4 million | 0 |
| Wealthrise Financial Planning, LLC | Carlsbad | $136.0 million | 0 |
| Wealthspire Retirement Advisory | Aliso Viejo | $38.61 billion | 0 |
| Wealthspring | Long Beach | $370.2 million | 0 |
| Wealthvalues, LLC | Redwood City | $466.5 million | 0 |
| Weatherly Asset Management | Del Mar | $1.68 billion | 0 |
| Weaver Consulting Group, LLC | Huntington Beach | $1.05 billion | 0 |
| Wedbush Fund Advisers, LLC | Pasadena | $1.02 billion | 0 |
| Wedbush Securities Inc. | Pasadena | $5.68 billion | 8 |
| Wedgewood Asset Management, LLC | Redondo Beach | $174.5 million | 0 |
| Weinberger Asset Management, Inc | Los Angeles | $503.6 million | 0 |
| Wellacre Global Wealth Advisors | Santa Monica | $104.3 million | 0 |
| Welton Investment Partners LLC | Carmel | $330.0 million | 0 |
| Werba Rubin Papier Wealth Management, LLC | San Jose | $1.40 billion | 0 |
| Werlemann Wealth Management | Newport Beach | $110.0 million | 0 |
| Wescap Group | Glendale | $1.09 billion | 0 |
| Wespac Advisors, LLC | Orinda | $1.21 billion | 0 |
| West Wealth Group, LLC | Irvine | $616.7 million | 0 |
| Westbound Equity Management, LLC | Palo Alto | $146.2 million | 0 |
| Westbridge Capital US Advisors, LP | San Mateo | $7.86 billion | 3 |
| Westcap Management, LLC | San Francisco | $7.44 billion | 0 |
| Westend Capital Management, LLC. | Sausalito | $436.2 million | 6 |
| Westerly Capital Management LLC | San Francisco | $488.9 million | 0 |
| Western Asset Management Company | Pasadena | $184.99 billion | 3 |
| Western Financial Corporation | San Diego | $309.2 million | 0 |
| Western Standard, LLC | Los Angeles | $574.9 million | 0 |
| Western Technology Investment (Wti) | Portola Valley | $2.02 billion | 0 |
| Westhill Financial Advisors, Inc. | San Rafael | $789.4 million | 0 |
| Westmount Partners, LLC | Los Angeles | $5.94 billion | 0 |
| Westpark Capital, Inc. | Los Angeles | $53.1 million | 2 |
| Westshore Wealth | Newport Beach | $662.4 million | 0 |
| Westside Investment Management, LLC | Santa Monica | $888.8 million | 0 |
| Westwood Wealth Management | Los Angeles | $300.4 million | 0 |
| Wfa of San Diego | San Diego | $206.9 million | 0 |
| Whelan Financial | Fresno | $781.8 million | 0 |
| White Oak Global Advisors, LLC | San Francisco | $5.11 billion | 0 |
| Whitman/peterson, LLC | Westlake Village | $2.37 billion | 0 |
| Whittier Advisors, LLC | Newport Beach | $1.89 billion | 0 |
| Wil, LLC | Palo Alto | $2.30 billion | 0 |
| William O'neil + Company | Los Angeles | $0 | 0 |
| Williams & Novak Wealth Management, LLC | Westlake Village | $342.8 million | 0 |
| Willner & Heller LLC | Encino | $193.1 million | 0 |
| Willow Creek Financial | San Diego | $528.8 million | 0 |
| Willow Creek Wealth Management, Inc. | Sebastopol | $2.30 billion | 0 |
| Willow Grove Advisors, LLC | Berkeley | $369.8 million | 0 |
| Wilsey Asset Management Incorporated | San Diego | $768.5 million | 0 |
| Wilshire | Santa Monica | $149.10 billion | 4 |
| Wilshire Quinn Capital, Inc. | San Diego | $188.4 million | 0 |
| Wimmer Associates LLC | Pasadena | $475.9 million | 0 |
| Windjammer Capital Investors | Newport Beach | $3.10 billion | 0 |
| Windward Capital Management Co | Los Angeles | $1.86 billion | 0 |
| Wing | Newport Beach | $127,775 | 0 |
| Winters Financial Group, Inc. | Westlake Village | $252.3 million | 0 |
| Wndrco Capital Management LLC | San Francisco | $1.05 billion | 0 |
| Wolfgang Capital | Temecula | $128.9 million | 0 |
| Womack Wealth Management, Inc. | Manhattan Beach | $406.9 million | 0 |
| Woodline Partners LP | San Francisco | $36.66 billion | 0 |
| Woodward Diversified Capital, LLC | Bakersfield | $609.8 million | 0 |
| Wright Wealth Strategies, LLC | San Luis Obispo | $127.2 million | 0 |
| Wulff, Hansen & Co. | San Rafael | $144.8 million | 4 |
| Wwm Advisory Inc. | Culver City | $280.1 million | 0 |
| Wwm Financial | Carslbad | $381.8 million | 0 |
| Wynn Capital Management, LLC | Santa Cruz | $102.0 million | 0 |
| X Advisors, LLC | Santa Maria | $228.6 million | 0 |
| Xoomfi Advisors | San Jose | $300 | 0 |
| Xpv Management LLC | El Segundo | $193.6 million | 0 |
| Yiheng Capital Management, L.P. | San Francisco | $675.8 million | 0 |
| Yoder Wealth Management | Walnut Creek | $331.2 million | 0 |
| Yosemite Capital Management | Newport Beach | $369.0 million | 3 |
| Yosemite Management, LLC | San Francisco | $1.14 billion | 0 |
| Yoshi Advisory | San Francisco | $0 | 0 |
| Yucaipa Master Manager, LLC | Los Angeles | $1.49 billion | 3 |
| Zai Technologies LLC | Thousand Oaks | $0 | 0 |
| Zanbato Advisors LLC | Mountain View | $2.08 billion | 0 |
| Zephyr Wealth Management | Westlake Village | $242.8 million | 0 |
| Zermatt Wealth Partners | San Diego | $158.4 million | 0 |
| Zuckerman Capital Management, LLC | Los Angeles | $123.5 million | 0 |