| Orion Partners, LLC | San Francisco | — | — |
| Tide Rock Leverageco Manager, LLC | Solana Beach | — | 3 |
| Martin Advisors LLC | Valencia | — | — |
| Capital Client Group, Inc. | Los Angeles | — | — |
| Cetera Advisory Services LLC | El Segundo | — | — |
| Charles Schwab & Co., Inc. | San Francisco | — | — |
| React Investment Solutions, LLC | Los Gatos | — | — |
| Nectarine Financial, Inc. | San Diego | — | — |
| Newretirement Advisors, LLC | Mill Valley | — | — |
| Eden Financial Technologies Incorporated | Santa Clara | — | — |
| Techbloom Inc. | Mountain View | — | — |
| Rclco Fund Advisors, LLC | Los Angeles | — | 1 |
| Altruist LLC | Culver City | — | — |
| Step Advisers, LLC | San Mateo | — | — |
| Philip y Li | San Francisco | — | — |
| Albourne America LLC | San Francisco | — | — |
| Era Financial Advisors LLC | Covina | — | — |
| Enrich Finance LLC | San Francisco | — | — |
| Benchmark Advisory Services, LLC | San Diego | — | — |
| Stocktalk Inc. | Menlo Park | — | — |
| Schwab Wealth Advisory, Inc. | San Francisco | — | — |
| Clera, Inc | Bakersfield | — | — |
| Capital Research Company | Los Angeles | — | — |
| Scout Wealth Advisors LLC | Pasadena | — | — |
| Northstar Investment Advisory LLC | West Hollywood | — | — |
| Prelude Investment Services LLC | San Francisco | — | — |
| Tang Eric M P Inc | San Francisco | — | — |
| Advice Only, Pbc | San Diego | — | — |
| Florin Pensions LLC | San Francisco | — | — |
| Brightplan LLC | San Jose | — | — |
| Bridgebay Financial, Inc. | San Ramon | — | — |
| Secured Principal Advisors LLC | Santa Monica | — | — |
| William O'Neil + Co. Incorporated | Los Angeles | — | — |
| Libretto, LLC | Los Angeles | — | — |
| Planmember Asset Management Corporation | Carpinteria | — | — |
| Armory Capital Group, LLC | El Segundo | — | 3 |
| Crabel Capital Management, LLC | Los Angeles | — | — |
| Slated Analytics, LLC | Los Angeles | — | — |
| Zai Technologies LLC | Thousand Oaks | — | — |
| Vista Point Asset Management LLC | Irvine | — | — |
| Portfolio Point of View LLC | San Francisco | — | — |
| Appleseed Advisory, LLC | San Francisco | — | — |
| Claraphi Advisory Network, LLC | Aliso Viejo | — | — |
| Shima Capital Management LLC | Irvine | — | — |
| Atomic Vaults Advisors LLC | San Francisco | — | — |
| Finite Management, LLC | Santa Monica | — | — |
| Barlow, Linda, Ann | Santa Ana | — | — |
| 7 Streets Financial, LLC | San Diego | — | — |
| Tripacific Capital Advisors, LLC | Irvine | — | — |
| Finsie Finance, LLC | Belmont | — | — |