| Flaherty & Crumrine Incorporated | Pasadena | $4.15B | — |
| Steelpeak Wealth, LLC | Woodland Hills | $4.15B | 3 |
| North Reef Capital Management LP | Laguna Beach | $4.14B | 2 |
| Ipg Investment Advisors, LLC | San Diego | $4.14B | 1 |
| Gerber Kawasaki, Inc. | Santa Monica | $4.11B | — |
| Ffl Partners, LLC | San Francisco | $4.11B | 30 |
| Altamont Capital Management, L.P. | Palo Alto | $4.02B | 31 |
| Hanwha Asset Management (USA) Ltd. | San Francisco | $4B | 1 |
| Brentwood Private Equity, LLC | Los Angeles | $3.97B | 23 |
| Im Global Partner Fund Management LLC | El Segundo | $3.97B | — |
| Team Hewins, LLC | Foster City | $3.97B | — |
| Pantera Capital Partners LP | San Francisco | $3.96B | 18 |
| Vernal Point Advisors, LLC | San Francisco | $3.94B | 1 |
| Ocean Park Asset Management, LLC | Santa Monica | $3.94B | — |
| Crosslink Capital, Inc. | Menlo Park | $3.91B | 33 |
| Newview Capital Management, LLC | Burlingame | $3.86B | 27 |
| Rimrock Capital Management LLC | Irvine | $3.85B | 6 |
| Tree Line Capital Partners, LLC | San Francisco | $3.85B | 11 |
| Valiant Capital Management, L.P. | San Francisco | $3.83B | 9 |
| Luminate Capital Management, Inc. | San Francisco | $3.82B | 12 |
| Kingswood Wealth Advisors, LLC | San Diego | $3.8B | — |
| Neos Partners, LP | San Diego | $3.77B | 8 |
| Vector Capital Management, L.P. | San Francisco | $3.75B | 9 |
| Kingswood Capital Management, L.P. | Los Angeles | $3.75B | 15 |
| Avanath Capital Management, LLC | Irvine | $3.75B | 10 |
| Cft Capital Management, LLC | Los Angeles | $3.75B | 3 |
| Merk Investments LLC | Palo Alto | $3.71B | — |
| Resource Capital Investment Corporation | Carlsbad | $3.71B | 14 |
| Mozaic, LLC | Beverly Hills | $3.64B | — |
| Cambria Investment Management, L.P. | Manhattan Beach | $3.58B | — |
| Sigfig Wealth Management LLC | San Francisco | $3.58B | — |
| Abacus Wealth Partners, LLC | Santa Monica | $3.58B | 1 |
| Main Post Partners, L.P. | San Francisco | $3.47B | 7 |
| Morton Capital Management, LLC | Calabasas | $3.47B | 1 |
| Tribe Capital Management, LLC | San Mateo | $3.44B | 81 |
| Dragonfly Digital Management, LLC | San Francisco | $3.44B | 7 |
| Ecor1 Capital, LLC | San Francisco | $3.42B | 3 |
| Frank, Rimerman Advisors LLC | Palo Alto | $3.4B | — |
| Knox Lane LP | San Francisco | $3.4B | 22 |
| Upfront Ventures Management, LLC | Los Angeles | $3.38B | 25 |
| Seafarer Capital Partners, LLC | Larkspur | $3.38B | — |
| Sumeru Equity Partners L.P. | San Mateo | $3.37B | 9 |
| Diversis Capital Management, L.P. | Los Angeles | $3.37B | 15 |
| Five Arrows Managers North America LLC | Manhattan Beach | $3.37B | 11 |
| Banneker Partners LLC | San Francisco | $3.36B | 10 |
| Summitry, LLC | Foster City | $3.35B | — |
| R Squared Bm LLC | El Segundo | $3.35B | — |
| Smash Ventures Management Company LP | West Hollywood | $3.3B | 21 |
| Focused Investors LLC | Los Angeles | $3.29B | 1 |
| Darlington Partners Capital Management, LP | Greenbrae | $3.28B | 2 |