| Zanbato Advisors LLC | Mountain View | $2.08B | 58 |
| True Wind Capital Management, L.P. | San Francisco | $2.08B | 12 |
| Apc Asset Development II, LP | Newport Beach | $2.06B | 6 |
| Sofi Wealth LLC | San Francisco | $2.05B | — |
| L Squared Capital Management LP | Newport Beach | $2.04B | 23 |
| Bristol Group Inc | San Francisco | $2.04B | 4 |
| Resmark Equity Partners, LLC | Los Angeles | $2.03B | 18 |
| Fairview Capital Investment Management, LLC | Greenbrae | $2.03B | — |
| Nipun Capital, L.P. | Foster City | $2.03B | 4 |
| Madison Avenue Securities, LLC | San Diego | $2.02B | — |
| Westech Investment Advisors LLC | Portola Valley | $2.02B | 9 |
| Spyglass Capital Management, LLC | Greenbrae | $2.02B | 1 |
| Lane42 Investment Partners, LLC | Santa Monica | $2.01B | 3 |
| Jsf Financial, LLC | Los Angeles | $1.97B | — |
| Ocean Avenue Capital Partners, L.P. | Santa Monica | $1.96B | 18 |
| C.m. Capital Advisors, LLC | Palo Alto | $1.96B | 2 |
| Hcr Wealth Advisors | Los Angeles | $1.96B | 1 |
| Ascendant Capital Partners LP | Los Angeles | $1.95B | 22 |
| Soma Equity Partners, LP | San Francisco | $1.95B | 2 |
| Rvw Wealth LLC | Los Angeles | $1.94B | — |
| Rebalance LLC | Palo Alto | $1.93B | — |
| Ami Asset Management Corp | Los Angeles | $1.93B | — |
| Private Wealth Partners, LLC | Mill Valley | $1.92B | — |
| Falcon Wealth Planning, Inc. | Ontario | $1.92B | — |
| Legalist, Inc. | San Francisco | $1.92B | 13 |
| Resolute Advisors LLC | San Francisco | $1.91B | 1 |
| Main Management, LLC | San Francisco | $1.9B | 3 |
| Arc70 Advisers LP | Burlingame | $1.9B | 8 |
| Numerai GP LLC | San Francisco | $1.9B | 3 |
| Sp Asset Management LLC | Cupertino | $1.9B | 1 |
| Whittier Advisors, LLC | Newport Beach | $1.89B | — |
| True Link Financial Advisors, LLC | San Francisco | $1.89B | — |
| Triguard Management LLC | Newport Beach | $1.88B | 7 |
| Sovran Advisors, LLC | San Diego | $1.87B | — |
| Windward Capital Management Co | Los Angeles | $1.86B | — |
| Varsity Management Company, LP | Los Angeles | $1.86B | 11 |
| McDonald Capital Investors Inc | Orinda | $1.86B | — |
| Igp Industries, LLC | San Francisco | $1.85B | 4 |
| Granite Investment Partners, LLC | El Segundo | $1.84B | 1 |
| Lightbay Management LLC | Los Angeles | $1.84B | 6 |
| Crescent Cap Advisors, LLC | Los Angeles | $1.81B | — |
| Select Money Management, Inc. | Los Angeles | $1.8B | — |
| Tensile Capital Management LP | Larkspur | $1.8B | 4 |
| Monogram Capital Management, L.P. | Beverly Hills | $1.79B | 27 |
| Alta Park Capital, LP | San Francisco | $1.78B | 6 |
| Regent Properties, LLC | Los Angeles | $1.77B | — |
| Curated Wealth Partners, LLC | El Segundo | $1.76B | 5 |
| Hbw Advisory Services LLC | Simi Valley | $1.75B | — |
| Rice Hall James & Associates LLC | San Diego | $1.74B | — |
| Amity Ventures, LLC | San Francisco | $1.74B | 27 |