| Quillu Inc | San Francisco | $30M | — |
| Seneca Private Wealth, LLC | Los Angeles | $29.9M | — |
| Smartadvisor LLC | San Francisco | $29.2M | — |
| Gordian Capital Management, LLC | Mill Valley | $28.4M | 3 |
| Cleveralpha Asset Management, LLC | Hawthorne | $28.3M | — |
| Pantheon Infra Advisors, LLC | San Francisco | $26.6M | — |
| Albert Investments, LLC | Santa Barbara | $22.7M | — |
| Bloom Investment Advisors, LLC | San Francisco | $17.7M | — |
| Svof/Mm, LLC | Santa Monica | $16.4M | 2 |
| Argos Global Advisors, LLC | Santa Barbara | $13M | 1 |
| Buena Capital Advisors LLC | San Francisco | $12.6M | — |
| Value Trend Capital Management LP | El Cajon | $11.9M | — |
| Balance Cash Management Inc. | San Francisco | $11.6M | — |
| Bancreek Capital Strategies, LLC | Santa Monica | $11.2M | — |
| Highline Asset Management, LLC | Sherman Oaks | $10.7M | 7 |
| Volt Equity LLC | San Francisco | $10.3M | — |
| Unity Wealth Partners LLC | Newport Beach | $7.1M | — |
| Caltier Advisors, LLC | Poway | $6.9M | — |
| Distribution Cognizant, LLC | Palo Alto | $5.3M | — |
| Berilium Technologies, Inc. | Lake Forest | $4.5M | — |
| Get Moving Inc | San Francisco | $4.1M | — |
| Breakaway Independent Advisors, LLC | San Diego | $3.3M | — |
| Onward Advisors LLC | Pasadena | $2.5M | — |
| Penserra Wealth Management LLC | Orinda | $2.5M | — |
| Ai Funds, Inc. | Sausalito | $2.1M | 1 |
| Insight Advisors, LLC | Los Angeles | $1.7M | 1 |
| Sidepocket Inc | San Francisco | $915K | — |
| Lloyd Tevis Investments, LLC | Lafayette | $435K | — |
| Elite Tamp LLC | Carmel by the Sea | $322K | — |
| Mostt Inc. | Sherman Oaks | $254K | — |
| Munifi, LLC | Hermosa Beach | $198K | — |
| Wing Financial Inc. | Newport Beach | $128K | — |
| Socialtrader.ai Inc. | San Diego | $73K | — |
| Accelar, Inc. | San Jose | $300 | — |
| Endowe Advisory LLC | San Jose | $300 | — |
| Ant Money Advisors, LLC | Newport Beach | $269 | — |
| Aft US Capital LLC | San Francisco | $214 | — |
| Pantheon Ventures Inc. | San Francisco | $11 | — |
| Penserra Global Investors LLC | Orinda | $2 | — |
| Bark Securities, LLC | San Francisco | — | — |
| Deep Blue Capital, LLC | Newport Beach | — | — |
| Dreams Investment Solutions | Folsom | — | — |
| Bluum Invest LLC | Los Angeles | — | — |
| Aristotle Pacific CLO Adviser III, LLC | Newport Beach | — | — |
| Change Forces LLC | Portola Valley | — | 1 |
| Rcf Asset Management Group 4, LLC | Studio City | — | — |
| Terra Firma Asset Management LLC | San Francisco | — | — |
| Rsc Industrial Asset Management Group 2, LLC | Studio City | — | — |
| Rcf Asset Management Group 3, LLC | Studio City | — | — |
| Yoshi Advisory LLC | San Francisco | — | — |