| My Portfolio Guide, LLC | Seal Beach | $201M | — |
| Legion Partners Asset Management, LLC | Los Angeles | $200.9M | 5 |
| Emerald Bay Wealth Management LLC | Tahoe City | $200.4M | — |
| Mh & Associates Securities Management Corp | Carlsbad | $200.2M | — |
| Mork Capital Management, LLC | Healdsburg | $198.5M | 1 |
| Cedarstone Advisors | Thousand Oaks | $198.4M | — |
| Crown Advisors Management, Inc. | Larkspur | $197.8M | 1 |
| Bengal Asset Management, LLC | Santa Monica | $197.6M | 2 |
| Attentive Investments, LLC | Stockton | $197.5M | — |
| Aps Advisors | Jackson | $197.2M | — |
| L Capital, LLC | Windsor | $197.2M | 6 |
| Connor Capital Sb, LLC | Santa Barbara | $196.7M | 8 |
| Certified Planners, Inc. | San Ramon | $196.6M | — |
| Reyes Financial Architecture Inc. | San Diego | $196.2M | — |
| Golden Gate Personal Financial Planning | San Francisco | $195.9M | — |
| Plan Life & Wealth Management, Inc. | Fresno | $195.4M | — |
| Accord Equity Advisors LLC | San Francisco | $194.3M | 5 |
| Integrity Wealth Partners, LLC | Walnut Creek | $193.9M | — |
| D. M. Brenner, Inc. | Solana Beach | $193.6M | — |
| Xpv Management LLC | El Segundo | $193.6M | 8 |
| January Capital Advisors LLC | San Francisco | $193.2M | — |
| Willner & Heller LLC | Encino | $193.1M | — |
| Baybridge Capital Group, LLC | Livermore | $192.9M | — |
| Falcon Bridge Capital II, LLC | Oakland | $192.7M | 2 |
| Greenshields Capital LLC | El Segundo | $192.5M | — |
| K2 Financial Inc. | Glendora | $191.6M | — |
| Cosmos Wealth, LLC | La Jolla | $191.5M | — |
| Anchor Capital Management Group, Inc. | Aliso Viejo | $191.2M | — |
| M83 Investment Group, LLC | Calabasas | $191M | — |
| Drh Investments, Inc. | Thousand Oaks | $191M | — |
| Dynamic Wealth Strategies, LLC | Granite Bay | $190.7M | 1 |
| Clutinger Williams & Verhoye Inc | San Diego | $190.2M | — |
| Silicon Beach Wealth, LLC | Marina del Rey | $190.1M | — |
| Altruist Advisors LLC | Culver City | $190M | — |
| Keith Hamilton, Inc. | La Jolla | $188.9M | — |
| Wilshire Quinn Capital, Inc. | San Diego | $188.4M | 1 |
| Bristlecone Value Partners, LLC | Los Angeles | $188.4M | 1 |
| Frank Financial Services | Carlsbad | $188.2M | — |
| Arca Investment Management, LLC | Marina del Rey | $188.1M | 8 |
| Topturn Capital, LLC | Carmel | $187.4M | — |
| Ward & Associates | San Diego | $187.2M | — |
| Bancreek Capital Advisors, LLC | Santa Monica | $187.1M | — |
| Eliot Finkel Investment Counsel, LLC | Beverly Hills | $187M | — |
| Asl Financial, LLC | Los Gatos | $186.7M | — |
| Total Wealth Services, LLC | Westlake Village | $186.1M | — |
| The Kocen Financial Group, Inc. | Rancho Mirage | $185.9M | — |
| Gratia Capital, LLC | Los Angeles | $185.8M | 1 |
| Doheny Asset Management, L.L.C. | Los Angeles | $185.7M | — |
| Archer Pointe Wealth Management, LLC | Davis | $185.6M | — |
| Guild Investment Management, Inc. | Westlake Village | $185.2M | — |