| Monograph Wealth Advisors, LLC | Manhattan Beach | $3.25B | — |
| Counterpoint Mutual Funds, LLC | San Diego | $3.24B | — |
| Foresite Capital Management, LLC | West Hollywood | $3.24B | 9 |
| American Realty Advisors, LLC | Los Angeles | $3.24B | 2 |
| Nassau Coramerica LLC | El Segundo | $3.22B | 4 |
| Vance Street Management LLC | Los Angeles | $3.22B | 10 |
| Trilogy Capital, Inc. | Irvine | $3.21B | — |
| Vmg Partners II, LLC | San Francisco | $3.17B | 28 |
| Tennenbaum Capital Partners, LLC | Santa Monica | $3.16B | 36 |
| Earned Wealth Advisors, LLC | Walnut Creek | $3.11B | — |
| Windjammer Management Partners, L.P. | Newport Beach | $3.1B | 6 |
| Calera Capital Advisors, LP | San Francisco | $3.09B | 15 |
| Emerald Lake Capital Management, L.P. | Santa Monica | $3.06B | 15 |
| Berkeley Partners Management, LLC | Oakland | $3.06B | — |
| Clarivest Asset Management LLC | San Diego | $3.05B | — |
| Anthos Management, L.P. | Santa Monica | $3.04B | 9 |
| Strategic Global Advisors, LLC | Newport Beach | $3.03B | — |
| Allocate Management Company, LLC | Palo Alto | $3B | 98 |
| Pacific Avenue Capital Partners Management Company LLC | Manhattan Beach | $2.98B | 15 |
| Asset Dedication, LLC | San Francisco | $2.93B | — |
| Northgate Capital, L.P. | Danville | $2.93B | 67 |
| Pinegrove Adviser LLC | San Francisco | $2.93B | 4 |
| Raub Brock Capital Management, LP | Larkspur | $2.93B | — |
| Flexpath Strategies LLC | Aliso Viejo | $2.91B | — |
| Point Olema Capital Partners, L.P. | San Francisco | $2.91B | 6 |
| Farther Asset Management, LLC | San Francisco | $2.91B | 2 |
| Polychain Capital LP | San Francisco | $2.9B | 14 |
| Sylebra Capital LLC | Palo Alto | $2.9B | 3 |
| Fort Point Capital Partners LLC | San Francisco | $2.89B | 10 |
| Rrg Capital Management LLC | Los Angeles | $2.89B | 12 |
| Electric Capital Partners, LLC | Palo Alto | $2.88B | 29 |
| Lm Advisors LLC | San Diego | $2.88B | 1 |
| Hollencrest Capital Management, LLC | Newport Beach | $2.87B | 3 |
| Park West Asset Management LLC | San Francisco | $2.86B | 3 |
| Blockchain Capital, LLC | San Francisco | $2.86B | 12 |
| Veris Wealth Partners, LLC | Oakland | $2.86B | 1 |
| Cooper Financial Group | Irvine | $2.85B | — |
| Main Management ETF Advisors, LLC | San Francisco | $2.82B | — |
| Angeles Wealth Management, LLC | Santa Monica | $2.81B | — |
| Ohana Advisors Management, LLC | San Rafael | $2.78B | 1 |
| A16z Perennial Management, L.P. | Menlo Park | $2.75B | 7 |
| Decheng Capital LLC | Menlo Park | $2.73B | 8 |
| Kbs Realty Advisors, LLC | Newport Beach | $2.72B | — |
| 1sharpe Capital LLC | San Francisco | $2.7B | 4 |
| TCW Pt Management Company LLC | Los Angeles | $2.7B | 2 |
| Breakthrough Services, L.L.C. | Los Angeles | $2.69B | 12 |
| Gobi Capital LLC | Beverly Hills | $2.69B | 3 |
| Cim Capital, LLC | Los Angeles | $2.68B | 7 |
| Osborne Partners Capital Management LLC | San Francisco | $2.65B | 1 |
| Tcg Capital Management, LP | Playa Vista | $2.65B | 13 |