| Liberty Wealth Management, LLC | Oakland | $1.73B | 1 |
| Housatonic Management Company, Inc. | San Francisco | $1.71B | 13 |
| American Infrastructure Partners, LLC | Foster City | $1.7B | 4 |
| Kbs Capital Advisors, LLC | Newport Beach | $1.7B | — |
| Transom Capital Group, LLC | El Segundo | $1.68B | 11 |
| Weatherly Asset Management LP | Del Mar | $1.68B | — |
| Founders Circle Capital, LLC | Campbell | $1.67B | 23 |
| Philosophy Capital Management LLC | Alamo | $1.66B | 4 |
| Dorchester Capital Advisors, LLC | Los Angeles | $1.65B | 12 |
| Park Presidio Capital LLC | San Francisco | $1.65B | 2 |
| Lyell Wealth Management LP | Menlo Park | $1.65B | — |
| Era Partners LLC | San Francisco | $1.65B | 13 |
| Cordillera Investment Partners, L.P. | San Francisco | $1.64B | 27 |
| Provenio Capital Management LLC | Newport Beach | $1.63B | — |
| Telos Capital Management, Inc. | San Diego | $1.63B | — |
| Pasadena Private Wealth, LLC | Pasadena | $1.62B | 6 |
| Unison Investment Management, LLC | San Francisco | $1.61B | 3 |
| Buchanan Street Partners, L.P. | Newport Beach | $1.61B | 1 |
| Lone View Capital Management, L.P. | Los Angeles | $1.59B | 8 |
| Sentinel Dome Partners, LLC | Burlingame | $1.59B | 22 |
| Sunstone Partners Management, LLC | San Mateo | $1.59B | 8 |
| Homestead Capital USA, LLC | San Francisco | $1.58B | 6 |
| Sweetwater Investment Management LLC | Encinitas | $1.58B | 11 |
| Vercap Management LLC | Los Angeles | $1.58B | 2 |
| Light Street Capital Management, LLC | Palo Alto | $1.57B | 23 |
| Intellectus Partners, LLC | San Francisco | $1.57B | 7 |
| Goodfinch Management, LLC | San Francisco | $1.56B | 15 |
| Hercules Adviser LLC | San Mateo | $1.56B | 5 |
| Burton Enright Welch | Walnut Creek | $1.55B | — |
| Regatta Capital Group, LLC | El Segundo | $1.55B | 4 |
| Defilade Capital Management, L.P. | Emeryville | $1.55B | 1 |
| Camelot Capital Partners LLC | Laguna Beach | $1.54B | 2 |
| Rwwm, Inc. | Rocklin | $1.54B | 1 |
| Pence Capital Management, LLC | Newport Beach | $1.54B | — |
| Bfsg, LLC | Irvine | $1.54B | — |
| Tamar Securities, LLC | Woodland Hills | $1.52B | — |
| Robinhood Asset Management, LLC | Menlo Park | $1.52B | — |
| Glynn Capital Management, LLC | Menlo Park | $1.52B | 11 |
| Caprock Partners Management, Inc. | Newport Beach | $1.52B | 13 |
| Compak Asset Management | Newport Beach | $1.52B | — |
| RBC Securities, Inc. | Los Angeles | $1.52B | — |
| Levine Leichtman Strategic Capital, LLC | Beverly Hills | $1.5B | — |
| Salem Partners Wealth Management, LLC | Los Angeles | $1.5B | — |
| The Informed Momentum Company LLC | Solana Beach | $1.49B | — |
| Yucaipa Master Manager, LLC | Los Angeles | $1.49B | 8 |
| Adelante Capital Management LLC | Alameda | $1.49B | 2 |
| Apriem Advisors | Irvine | $1.49B | — |
| Quantum Financial Advisors, LLC | Santa Monica | $1.48B | — |
| H. Barton Asset Management, LLC | San Francisco | $1.48B | 15 |
| Eclectic Associates, Inc. | Fullerton | $1.47B | — |