| Eagleson Arndt Financial Advisors, LLC | Thousand Oaks | $106.6M | — |
| Fox, Roger Bennett | Encino | $106.4M | — |
| Changing Parameters, LLC | Los Altos | $105.4M | — |
| Clearview Investment Partners, LLC | Costa Mesa | $105.3M | — |
| Red Seven | Escondido | $104.4M | — |
| Wellacre Wealth Management, LLC | Santa Monica | $104.3M | — |
| Bright Lake Wealth Management, LLC | Roseville | $103.6M | — |
| Alamo Capital | Walnut Creek | $103.6M | — |
| Abundant Wealth Partners, LLC | Santa Barbara | $103.2M | — |
| Factory Capital LLC | Los Angeles | $102.5M | — |
| Wynn Capital Management, LLC | Santa Cruz | $102M | — |
| Secure Retirement Financial & Insurance Services Corp. | San Ramon | $102M | — |
| Sky Vision Wealth Management Corp. | Irvine | $101.4M | — |
| Sagent Wealth Management | Laguna Beach | $100.4M | — |
| Cardinal Point Capital LLC | San Francisco | $100M | 3 |
| Pacific Wealth Advisory Services LLC | Danville | $96.3M | — |
| Saxon Securities LLC | San Francisco | $94.6M | — |
| Cove Street Capital, LLC | Hermosa Beach | $93.8M | 1 |
| Peak Financial Planning, LLC | Canoga Park | $93M | — |
| Mundoval Capital Management, Inc. | La Jolla | $91.9M | — |
| Wave Digital Assets LLC | Los Angeles | $91.9M | 8 |
| Pruneyard Financial Group, Inc. | Cupertino | $90.9M | — |
| Novawave Capital LLC | Menlo Park | $90M | 1 |
| Pacific Global Investment Management Company | Glendale | $87.5M | — |
| Macro Quant Private Wealth, LLC | Torrance | $86.9M | — |
| Jacob Asset Management of New York LLC | Hermosa Beach | $84.1M | — |
| Marin Wealth Advisors LLC | San Rafael | $76.1M | — |
| Black Hill Capital Partners, LLC | San Francisco | $67.7M | — |
| Principly, Inc. | San Francisco | $62.9M | — |
| Rcm Robinson Capital Management LLC | Sacramento | $61.8M | — |
| Dipsea Capital, LLC | Mill Valley | $61.3M | 1 |
| Alsari Wealth Management Global Advisors, LLC | San Diego | $59.2M | — |
| Firsthand Capital Management, Inc. | San Jose | $58.6M | — |
| Transglobal Advisory, LLC | Monrovia | $58.3M | — |
| Kailai Advisers Ltd. | Los Angeles | $57.8M | 2 |
| Westpark Capital, Inc. | Los Angeles | $53.1M | — |
| C1 Advisors LLC | Palo Alto | $53.1M | — |
| Anchor Bay Private Wealth LLC | Carlsbad | $51.7M | — |
| Bancreek Capital Management, LP | Santa Monica | $49.3M | 1 |
| Just Futures Advisors, LLC | San Francisco | $46.7M | — |
| Maze Investments, LLC | Los Angeles | $46.1M | 2 |
| Insights Investments LLC | Palo Alto | $45.8M | — |
| Mw Investment Strategy | El Dorado Hills | $42.8M | — |
| Alternative Access Funds, LLC | El Segundo | $42.5M | — |
| Arimathea | Fort Bragg | $39.9M | — |
| Catton Capital Partners, LLC | San Francisco | $39.6M | — |
| Heron Advisory Inc. | San Francisco | $37.7M | — |
| Acquirers Funds, LLC | Rolling Hills | $33.1M | — |
| Arca Capital Management, LLC | Marina del Rey | $32.8M | 1 |
| Tvv Advisers, LLC | Pleasanton | $31.3M | 2 |