Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
 
download Private Equity Firms
Sorted by industry and
acquisition criteria.
View Demo
 
Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
10 Star Asset Management Carlsbad CA US 26.8 
1080 Financial Group Sherman Oaks CA US 20.4 
11.2 Capital Belmont CA US 0.0 
137 Ventures Management, LLC San Francisco CA US 520.1 
1517 Fund San Francisco CA US 0.0 
20/20 Capital Management, Inc Costa Mesa CA US 509.4 
215 Advisors, LLC Escondido CA US 41.0 
21vc Fund Ii, LP Palo Alto CA US 0.0 
303 Advisors, LLC San Diego CA US 4.8 
360 Investment Advisors San Rafael CA US 0.0 
401k Alliance Fullerton CA US 0.0 
401k Masters, LLC Lafayette CA US 11.2 
5 Arch Asset Management, LLC Irvine CA US 0.0 
500 Startups Mountain View CA US 0.0 
55 Capital Partners, LLC Mill Valley CA USA 0.0 
5am Ventures San Francisco CA US 0.0 
5tq Capital, LLC Napa CA US 167.9 
7 Streets Financial, LLC San Diego CA US 61.0 
7piers Capital, LLC Burlingame CA US 6.0 
7summit Advisors, LLC Los Angeles CA US 15.4 
A&s Capital Management, LLC Chula Vista CA US 2.2 
A-grade Management LLC Los Angeles CA US 0.0 
A.capital Ventures Palo Alto CA US 0.0 
Abacus Capital Partners Los Angeles CA US 0.0 
Abacus Wealth Partners Santa Monica CA US 1441.6 
Abbas A. Heydari,cfp Torrance CA US 26.5 
Abbrea Capital, LLC Sausalito CA US 175.7 
Abd Retirement Service, Inc. San Francisco CA USA 0.0 
Aberdare Management Company, LLC San Francisco CA US 0.0 
Abingworth Management Inc. Menlo Park CA US 969.1 
Abridge Partners, LLC Diamond Bar CA USA 154.6 
Abunda Financial, LLC Larkspur CA US 45.0 
Ac One Asset Management, LLC Los Angeles CA US 11.1 
Ac3 Capital La Jolla CA US 54.0 
Acap Asset Management, Inc. Encino CA US 47.0 
Accel Management Co. Inc. Palo Alto CA US 0.0 
Accel-kkr Menlo Park CA US 3468.9 
Accelerate-it Ventures Management, LLC La Jolla CA US 0.0 
Accelerator Ventures San Francisco CA US 0.0 
Access Fund Management Company San Francisco CA US 0.0 
Acclaro Wealth Management Walnut Creek CA US 6.5 
Accrescent Capital Management LLC Oxnard CA US 7.0 
Accretive Wealth Management, LLC San Ramon CA US 66.9 
Accumulation Strategies Woodland Hills CA US 13.3 
Accuvest Global Advisors Walnut Creek CA US 378.7 
Acela Capital Management, LLC Cupertino CA US 24.7 
Acero Capital Menlo Park CA US 0.0 
Acore Capital, LP Larkspur CA USA 4672.0 
Acorn Pacific Ventures Santa Clara CA US 0.0 
Acorns Irvine CA US 257.0 
Act One Ventures Management, LLC. Los Angeles CA US 0.0 
Actuarial Management Company LLC Laguna Niguel CA US 25.1 
Acuta Capital Partners, LLC Belmont CA US 588.8 
Adams Ashby Financial Advisors Sacramento CA US 69.0 
Adams Financial Consulting Sacramento CA US 3.4 
Adelante Capital Management LLC Oakland CA US 2329.1 
Ades Investment Counsel, Inc. Los Angeles CA US 24.7 
Advanced Financial Management Woodland Hills CA US 22.2 
Advanced Financial Strategies Inc Irvine CA US 93.0 
Advanced Practice Advisors, LLC Del Mar CA US 147.7 
Advanced Research Investment Solutions, LLC Beverly Hills CA US 9131.7 
Advanced Retirement Strategies Inc. Palm Desert CA US 7.0 
Advanced Wealth And Retirement Planning Concepts, LLC Los Angeles CA US 0.0 
Advantage Capital Advisors, LLC Los Angeles CA US 70.0 
Advantage Wealth Advisors Alamo CA US 0.0 
Advent Capital LLC Roseville CA US 10.4 
Adviceperiod, LLC Los Angeles CA US 939.8 
Advise And Monitor Financial Sherman Oaks CA US 0.0 
Advisor Partners, LLC Walnut Creek CA US 415.0 
Advisory Consulting Group LLC Alameda CA US 18.6 
Advisory Group West Glendale CA US 0.0 
Aegis Asset Management Inc Anaheim CA US 9.9 
Aeonian Capital, LLC Cypress CA US 0.0 
Aequitas Wealth Management, LLC Los Angeles CA US 140.7 
Aeternium Capital Management, LLC. Menlo Park CA US 0.0 
Aetos Alternatives Management Menlo Park CA US 10611.1 
Affinity Capital Advisors LLC Berkeley CA US 140.6 
Affinity Investment Advisors, LLC Newport Beach CA USA 1250.1 
Afh Asset Management, Inc. Beverly Hills CA US 11.1 
Africa Capital Group LLC Coronado CA US 0.0 
AG Asset Advisory, LLC Los Angeles CA US 216.0 
Agg Asset Management, LLC Westlake Village CA US 40.0 
Agr Partners LLC Davis CA US 150.0 
Ai Financial, Inc. Simi Valley CA US 2.5 
Aikapa Corte Madera CA US 12.1 
Airgead Clann LLC Thousand Oaks CA US 22.9 
Ak Global Asset Management, LLC Oakland CA US 46.5 
Akahi Capital Management, LLC San Francisco CA US 97.6 
Akanthos Capital Management, LLC Woodland Hills CA US 97.2 
Akram M. Omari, Cpa San Francisco CA US 36.6 
Al Hewitt, Inc. Palmdale CA US 48.6 
Al Locy Financial Service Lodi CA US 18.9 
Aladino Financial Service, Inc. El Dorado Hills CA US 0.0 
Alamar Capital Management, LLC Santa Barbara CA US 47.6 
Alambic Investment Management, L.P. San Francisco CA US 256.7 
Alamo Capital Walnut Creek CA US 37.0 
Alan Biller And Associates Menlo Park CA US 39661.5 
Albano Investment Management Monterey CA US 31.5 
Albert Vinas, An Accountancy Corporation Brea CA US 0.0 
Albitz/miloe And Associates, Inc. Torrance CA US 261.6 
Albourne America LLC San Francisco CA US 0.0 
Albright Investment Management LLC San Mateo CA US 1.9 
Alcosta Capital Management, Inc. San Ramon CA US 51.7 
Alder Capital, LLC Del Mar CA US 0.0 
Alders Financial Solutions Novato Ca 0.0 
Aldridge & Co Laguna Hills CA US 43.0 
Alesia Asset Management LLC Calabasas CA US 0.0 
Alessandra Capital Management, LLC Rolling Hills Estates CA US 56.0 
Alethea Capital Management, LLC Rancho Santa Fe CA US 135.8 
Aletheia Research And Management Inc Santa Monica CA US 163.3 
Alexander Beard usa, LLC San Francisco CA US 0.5 
Algert Global LLC San Francisco CA US 1442.6 
Align Financial Coaching, LLC Los Angeles CA US 0.0 
Align Impact, LLC Santa Monica CA US 2.4 
Align Investment Advisors, LLC Westlake Village CA US 2.0 
Aligned Advisors La Jolla CA US 0.0 
Aligned Partners Menlo Park CA US 0.0 
Alii Consulting San Francisco CA US 15.0 
Alj Capital Management, LLC Los Angeles CA US 0.0 
Aljian Capital Management Santa Rosa CA US 126.7 
Alkanza Redwood City CA US 53.4 
All Seasons Investment Advisors, Inc San Marcos CA US 21.1 
All Weather Portfolio Management, Inc. Laguna Hills Ca 0.0 
Allegis Capital, LLC Palo Alto CA US 0.0 
Allegro Venture Partners Menlo Park CA US 0.0 
Alliance Advisory & Securities, Inc Westlake Village CA US 208.2 
Alloy Ventures Palo Alto CA US 0.0 
Allstreet Capital LLC Los Angeles CA US 105.0 
Alm Advisors, Inc. Pasadena CA US 19.8 
Almaz Capital Portola Valley CA US 0.0 
Almaz Capital Partners, Limited Portola Valley CA US 0.0 
Almitas Capital LLC Marina Del Rey CA US 189.3 
Aln Financial Planners San Francisco CA US 13.6 
Alpha & Omega La Mesa CA US 361.4 
Alpha Analytics Investment Group LLC Los Angeles CA US 72.9 
Alpha Centauri Wealth Management Inc. Anaheim CA US 0.0 
Alpha Cubed Investments, LLC Irvine CA USA 653.6 
Alpha Edison Management Company, LLC Santa Monica CA USA 0.0 
Alpha Global Investments San Diego CA US 25.0 
Alpha Private Wealth Advisors LLC San Francisco CA US 5.2 
Alpha Retirement Wealth, LLC Gold River CA US 0.0 
Alpha Rush, LLC San Mateo CA US 20.0 
Alpha Solutions Investment Advisors San Francisco CA US 13.5 
Alpha Strategies Investment Consulting Irvine CA US 0.0 
Alpha Wealth Management And Planning LLC Novato CA US 108.8 
Alpha Wealth Management, LLC Hemet CA US 30.2 
Alpha+ Capital Management Long Beach CA US 22.0 
Alphaclone, Inc. San Francisco CA US 9.1 
Alphacore Capital LLC La Jolla CA USA 204.1 
Alphapoint, Inc. Corona Del Mar CA US 0.0 
Alpine Investors San Francisco CA USA 1116.3 
Alpine Managers San Francisco CA US 0.0 
Alpine Peaks Consulting Tahoe City CA US 5.0 
Alpine Wealth Management LLC Palo Alto CA US 32.4 
Alsop Louie Partners San Francisco CA US 0.0 
Alta Financial Group San Jose CA US 0.2 
Alta Management I, LLC Los Angeles CA US 0.0 
Alta Pacific Wealth Management LLC Mission Viejo CA US 57.0 
Alta Partners Ii, Inc. San Francisco CA US 0.0 
Alta Partners Iii, Inc. San Francisco CA US 0.0 
Alta Partners Iv, Inc. San Francisco CA US 0.0 
Alta Partners Management Company, L.P. San Francisco CA USA 0.0 
Altair Capital Management, LLC Hillsborough CA US 0.0 
Altamont Capital Management, LLC Palo Alto CA US 1767.6 
Altamont Wealth Management, Inc. Livermore CA US 88.0 
Altegris Advisors, LLC La Jolla CA US 2249.0 
Alternative Strategy Partners, LLC Los Angeles CA US 0.0 
Alternity Investment Advisors Newport Beach CA US 5.1 
Alto Wealth Management Yorba Linda CA US 0.0 
Altos Financial Management, LLC San Jose CA US 48.4 
Altos Investments, Inc. Los Altos CA US 19.5 
Altos Ventures Management, Inc. Menlo Park CA US 0.0 
Altus Wealth Solutions San Luis Obispo CA US 3.5 
Alupka Asset Management Del Mar CA US 51.2 
Alvarado Management Company San Francisco CA US 5.0 
Americafirst Capital Management, LLC Roseville CA US 166.2 
American Asset Advisory, LLC Irvine CA US 0.5 
American Assets Capital Advisers, LLC San Diego CA US 154.3 
American Assets Investment Management, LLC San Diego CA US 2041.1 
American Business Capital Redondo Beach CA US 0.1 
American Eagle Wealth Advisors Inc. Gold River CA US 0.0 
American Financial Network Advisory Service, LLC Calabasas CA USA 336.0 
American Financial Service Group, Inc. Rocklin CA US 2.3 
American Funds Distributors, Inc. Los Angeles CA US 0.0 
American Infrastructure Funds, LLC Foster City CA USA 2300.8 
American Investors Co San Ramon CA US 340.6 
American Money Management, LLC Rancho Santa Fe CA US 205.9 
American Providers Insurance Service & Estate Planning Roseville Ca 0.0 
American Realty Advisors Glendale CA USA 1143.2 
American Secured Capital, LLC Newport Coast CA US 0.0 
American Strategic Capital Costa Mesa CA US 0.3 
Ameritrust Capital Management Limited Santa Ynez CA US 68.0 
Amerivet Securities, Inc. Moreno Valley CA US 0.0 
Ames Financial Service Anaheim CA US 6.1 
Ami Asset Management Corporation Los Angeles CA US 1671.3 
Amicus 2, LLC San Francisco CA USA 0.0 
Amino Capital Management Company, LLC Palo Alto CA US 0.0 
Amip Management Seal Beach CA US 225.8 
Amplify.la Partners, LLC. Venice CA US 0.0 
Ams Capital Management LLC San Mateo CA US 18.3 
An Elf Company Covina CA US 0.0 
Anacapa Capital Management LLC San Mateo CA US 0.0 
Analog Investment Edge, LLC San Francisco CA US 0.0 
Analytic Firepower LLC La Jolla CA US 9.0 
Analytic Investment Management LLC Cupertino CA US 11.0 
Analytic Investors, LLC Los Angeles CA US 12922.4 
Anchor Bay Capital, Inc. Carlsbad CA US 102.0 
Anchor Capital Aliso Viejo CA US 829.8 
Anchor Financial Group Santa Ana CA US 43.5 
Anders Wealth Management Petaluma CA US 2.9 
Anderson Financial Management Group Redlands CA US 62.0 
Andorra Investment Management Long Beach CA US 17.0 
Andreessen Horowitz Menlo Park CA US 0.0 
Andresen & Associates Inc Salinas CA US 48.5 
Andrew Arroyo Investments, LLC La Jolla CA US 1.2 
Andrew C. Karlinski Financial & Insurance Service, Inc. Irvine CA US 42.0 
Andrew C. Roth Glendale CA US 0.0 
Andrew Marshall Financial LLC Carlsbad CA US 0.0 
Andrew Nelson Financial Service, LLC Newport Beach CA US 24.9 
Andrews Capital Management Inc Coronado CA US 36.8 
Andrews, Lucia Wealth Management LLC Danville CA US 212.3 
Andron Capital Management Corporation Lafayette CA US 6.1 
Anfield Advisors, LLC Newport Beach CA USA 21.4 
Anfield Capital Management, LLC Newport Beach CA USA 350.4 
Angel Island Capital Management, LLC San Francisco CA US 1290.1 
Angel Island Partners, LLC San Francisco CA US 98.3 
Angeleno Group, LLC Los Angeles CA US 0.0 
Angeles Equity Partners, LLC Los Angeles CA US 0.0 
Angeles Investment Advisors Santa Monica CA US 2503.0 
Angeles Wealth Management, LLC Santa Monica CA US 172.3 
Angellist Advisors San Francisco CA US 0.0 
Annadel Capital San Rafael CA US 48.7 
Anodos Advisors, LLC Santa Barbara CA US 264.8 
Anthem Venture Management, LLC Santa Monica CA US 0.0 
Anthony J. Mancini, I.a. Palm Springs CA US 17.8 
Anthos Capital Santa Monica CA US 0.0 
Antone Asset Management, Inc Carlsbad CA US 6.8 
Antonio Andrade, Cfp Ukiah CA US 9.3 
Antonio Financial Group Irvine CA US 3.3 
Aof Management LLC Los Angeles CA US 0.0 
Aok Consulting, Inc. Glendale CA US 0.0 
Aperimus Capital, LLC Marina Del Rey CA US 447.1 
Aperio Group, LLC Sausalito CA US 13243.1 
Aphelion Capital, LLC Mill Valley CA US 0.0 
Apogee Advisors LLC Laguna Hills CA US 9.5 
Appian Way Financial Pasadena CA US 48.5 
Apple & Associates Grass Valley CA US 61.7 
Applied Advisor San Francisco CA US 0.0 
Applied Financial Planning, Inc. Irvine CA US 0.0 
Apriem Advisors Irvine CA USA 513.8 
APS Associates Jackson CA US 75.0 
APS Financial Service Corporation. Cathedral City CA US 3.1 
Aptos Capital LLC Menlo Park CA US 0.0 
Aqua Capital Advisors Los Angeles CA US 47.6 
Aqueduct Capital, LLC Newport Beach CA US 0.0 
Aquilo Capital Management, LLC San Francisco CA US 0.0 
Ar Asset Management, Inc. West Hollywood CA US 450.7 
Arbor Capital Management, LLC San Mateo CA US 14.5 
Arbor Family Wealth Advisors, Inc. Lodi CA US 0.0 
Arbor Wealth Management Walnut Creek CA US 35.0 
Arc Capital Management LLC Los Angeles CA US 16.4 
Archvest Wealth Advisors, Inc. Walnut Creek CA US 0.0 
Arcus Capital Partners LLC Newport Beach CA US 20.0 
Arena Capital Advisors Los Angeles CA US 631.3 
Arenda Capital Management, LLC Beverly Hills CA US 14.9 
Ares Capital Management Ii LLC Los Angeles CA US 1501.2 
Ares Capital Management Iii LLC Los Angeles CA US 165.0 
Ares Capital Management LLC Los Angeles CA US 17569.1 
Ares Clo Management LLC Los Angeles CA US 2007.0 
Ares Commercial Real Estate Management LLC Los Angeles CA US 1845.8 
Ares Eif Management, LLC Los Angeles CA US 5835.6 
Ares Financial Consulting LLC Sherman Oaks CA US 10.1 
Ares Management LLC Los Angeles CA USA 59338.8 
Ares Real Estate Management Holdings, LLC Los Angeles CA USA 5013.1 
Argent Wealth Advisors, LLC Lafayette CA US 23.5 
Argosy Wealth Management Los Angeles CA US 136.3 
Argyle Capital Partners, LLC Los Angeles CA US 44.1 
Ariadne Wealth Management, LLC Santa Barbara CA US 131.1 
Ariston Service Group, LLC San Diego CA US 229.0 
Aristotle Capital Management, LLC Los Angeles CA US 10586.3 
Aristotle Credit Partners, LLC Newport Beach CA US 388.6 
Arlington Financial Advisors, LLC Santa Barbara CA US 406.0 
Armory Capital Group, LLC Manhattan Beach CA US 214.8 
Arnold Capital Management Company LLC San Francisco CA US 0.0 
Aronson, Charles M Valley Village CA US 4.2 
Aros Asset Management Orange CA US 9.5 
Array Ventures, LP San Francisco CA US 0.0 
Arris Investments LLC Los Angeles CA US 0.0 
Arrowhead Wealth Management Corporation. Modesto CA US 14.5 
Arrowpath Venture Management, LLC Redwood City CA US 0.0 
Arroyo Investment Group, LLC Pasadena CA US 113.8 
Arsenio Capital Management LLC San Rafael CA US 3.0 
Artience Capital Management, LLC San Francisco CA US 67.9 
Artiman Ventures East Palo Alto CA US 0.0 
Artis Ventures Management, L.P. San Francisco CA US 410.2 
Arxstone Partners LLC Los Angeles CA US 0.6 
Asage Financial LLC Walnut Creek CA US 13.3 
Ascend Capital LLC Orinda CA US 5854.6 
Ascend Financial Advisers, Inc Irvine CA US 26.6 
Ascend Wealth Management Inc. Larkspur CA US 3.1 
Ascendant Capital Management Brea CA US 0.0 
Ascendant Capital Management, LLC Los Angeles CA US 47.9 
Ascension Capital Management San Mateo Ca 0.0 
Ascension Wealth Partners, LLC Pleasant Hill CA US 66.4 
Ashfield Capital Partners San Francisco CA US 2020.3 
Ashland Investment Advisers Torrance CA US 40.0 
Asia Alternatives Management LLC San Francisco CA US 8930.0 
Asia Global Asset Management, Inc City Of Industry CA US 0.0 
Asl Financial, LLC Los Gatos CA US 25.1 
Aspect Management, LLC San Francisco CA US 0.0 
Aspiration Fund Adviser, LLC Marina Del Rey CA US 7.0 
Aspire Advisory Service Lodi CA US 35.2 
Aspire Planning Associates, Inc. Walnut Creek CA US 81.0 
Aspiriant, LLC Los Angeles CA USA 10532.4 
Asset & Retirement Management Newhall CA US 11.5 
Asset Dedication, LLC San Francisco CA US 455.7 
Asset Management Ventures, LLC Palo Alto CA US 0.0 
Asset Planning, Inc Cypress CA US 201.3 
Assetmark, Inc. Concord CA US 20055.2 
Associated Financial Advisors, Limited. Fresno CA US 15.0 
Assured Retirement Advisors LLC San Diego CA US 0.8 
Astoria Capital Management, LLC Newport Beach CA US 0.0 
Asymmetry Capital Management, L.P. San Francisco CA US 105.2 
Ata Ventures Los Altos CA US 0.0 
Atash Ventures, LLC Beverly Hills CA USA 0.0 
Athena Investment Management Orinda CA US 141.0 
Athens Capital Management LLC Santa Barbara CA US 0.0 
Atip, Inc Huntington Beach CA US 0.6 
Atlantic Investments A Registered Investment Advisor, Inc Los Angeles CA US 0.0 
Atlas Capital Advisors LLC San Francisco CA US 419.0 
Atlas Capital Management Aliso Viejo CA US 23.6 
Atlas Financial Advisors, Inc. Oroville CA US 54.2 
Atlas Peak Capital San Francisco CA US 0.0 
Atlas Wealth Management Group, LLC Laguna Hills CA US 13.2 
Atomi Financial Advisors Irvine CA US 20.4 
Atomic Labs San Francisco CA US 0.0 
Atrium Capital Corporation Menlo Park CA US 0.0 
Attentive Investment Managers, Inc. Stockton CA US 85.2 
Attune Financial Planning Novato CA US 7.6 
Audion Management Company, LLC San Francisco CA USA 0.0 
August Capital Menlo Park CA US 0.0 
Aurora Management Partners LLC Los Angeles CA US 2297.7 
Authent Advisors, Inc. Corte Madera CA US 238.0 
Autodidactic I LLC San Francisco CA US 0.0 
Autotech Management, LLC. Palo Alto CA US 0.0 
Auxi Asset Management, LLC Alamo CA US 62.5 
Avalan, LLC Santa Barbara CA US 149.6 
Avalon Capital Management Port Of Redwood City CA US 193.1 
Avalon Financial Advisors Laguna Hills CA US 1.8 
Avalon Global Asset Management LLC San Francisco CA US 132.8 
Avalon Ventures Management, LLC La Jolla CA US 0.0 
Avanath Capital Management, LLC Irvine CA US 743.4 
Avante Mezzanine Partners Ii, Inc. Los Angeles CA US 0.0 
Avenue Advisors, LLC San Diego CA US 63.0 
Avivar Capital, LLC Los Angeles CA US 100.0 
Avondale Asset Management Santa Monica CA US 10.0 
Avondale Conquest, LLC Sausalito CA US 47.7 
Avp Advisors, LLC Sherman Oaks CA US 117.6 
Awm Global Advisors San Diego CA US 132.3 
Awr Investment Management, LLC San Rafael CA US 43.9 
Axa Rosenberg Investment Management LLC Orinda CA US 21594.5 
Axiom Advisory, LLC San Diego CA US 62.7 
Axxcess Wealth Management, LLC Carlsbad CA US 361.6 
Azure Capital Partners LP San Francisco CA US 0.0 
B+ Institutional Service, LLC Los Angeles CA US 0.0 
B. Riley Wealth Management Los Angeles CA USA 1173.4 
B.b. Graham & Company, Inc. Orange CA US 77.5 
B37 Partners, LLC San Francisco CA US 0.0 
Babylon Wealth Management LLC Walnut Creek CA US 4.3 
Bache Capital Management Pasadena CA US 37.1 
Bahr Financial Planning Network, Inc. Pleasanton CA US 15.5 
Bailard, Inc. Foster City CA US 2585.7 
Bailey Financial Management And Insurance Service Irvine CA US 1.2 
Bainbridge Investment Advisors LLC Los Angeles CA US 18.6 
Baker & Associates Irvine CA USA 145.2 
Baker Jensen Investment Advisors, LLC San Juan Capistrano CA US 33.4 
Baker Street Advisors, LLC San Francisco CA US 5910.0 
Baker Street Capital Management, LLC Los Angeles CA US 141.6 
Baker, Brose & Mitsutome Wealth Management, LLC Walnut Creek CA US 168.0 
Bakeravenue San Francisco CA US 1155.1 
Bakos Investment Management Los Altos Ca 0.0 
Balanced Plan Financial Investment Advisors, Inc. San Clemente CA US 6.4 
Balanced Wealth Management Lake Forest CA US 18.3 
Balboa Growth Partners, LLC Newport Beach CA US 0.0 
Balboa Wealth Partners, Inc. Newport Beach CA USA 367.0 
Balletto Management Company, LLC Los Gatos CA US 0.0 
Balmoral Management Ii L.P. Los Angeles CA US 309.1 
Balopole Investment Management Corporation San Mateo CA US 36.1 
Bam Ventures Playa Vista CA US 0.0 
Bamboo Wealth Strategies San Diego CA US 55.6 
Band Of Angels Acorn Fund, LLC Menlo Park CA US 0.0 
Bangerter Financial Service, Inc. Citrus Heights CA US 0.0 
Bankers Investment Counseling Company Santa Paula CA US 19.1 
Banta Asset Management LP Newport Beach CA US 90.7 
Banyan Tree Asset Management, LLC Los Angeles CA US 493.4 
Barca Capital, LLC San Francisco CA US 0.0 
Barnes & Company Investment Counsel, LLC Los Angeles CA US 14.6 
Barnes Capital Lafayette CA US 19.0 
Barnes Wealth Management Group Bakersfield CA US 78.9 
Barnett Financial Planning Tustin CA US 10.6 
Barth Financial Advisors, LLC CA US 85.7 
Bartlett, Lawrence E Arcadia CA US 0.6 
Basic Capital LLC San Francisco CA US 0.0 
Bay Area & Pacific Coast DEVE, Inc. Oakland CA US 0.0 
Bay Area Planners Cupertino CA US 0.0 
Bay City Capital Gf Xinde Investment Management Co San Francisco CA US 0.0 
Bay City Capital LLC San Francisco CA US 0.0 
Bay Hills Capital Management, LLC San Francisco CA US 750.0 
Bay Mutual Financial LLC Santa Monica CA US 22077.0 
Bay View Advisors, LLC San Francisco CA US 4.9 
Bayhill Advisors, Inc. Davis CA US 23.5 
Baylight Capital, LLC San Bruno CA US 15.0 
Bazzell Financial Lafayette CA US 16.0 
Bb Investco GP LLC Woodside CA USA 0.0 
Bci Capital Management Corte Madera CA US 75.8 
Bcn Financial, Inc. Alameda CA US 71.7 
Beach Cities Wealth Management, LLC Manhattan Beach CA US 69.8 
Beach Point Capital Management LP Santa Monica CA US 13032.5 
Beachwood Ventures Beverly Hills CA US 0.0 
Beacon Financial Partners Huntington Beach CA US 16.7 
Beacon Pointe Advisors, LLC Newport Beach CA US 6658.3 
Beacon Pointe Wealth Advisors, LLC Newport Beach CA US 1414.4 
Beck Investment Management, LLC Palo Alto CA US 22.1 
Becker Financial Group Walnut Creek CA US 0.0 
Bedell Frazier Investment Counselling, LLC. Walnut Creek CA US 454.0 
Bee Partners Management Company, LLC San Francisco CA US 0.0 
Bel Air Investment Advisors LLC Los Angeles CA US 6711.2 
Bel Air Management, LLC Los Angeles CA US 0.6 
Belay Investment Group, LLC Sherman Oaks CA US 200.0 
Bell & Brown Wealth Advisors, LLC Newport Beach CA US 190.0 
Bell Investment Advisors Inc Oakland CA US 490.2 
Bellatore Financial, Inc. San Jose CA US 319.4 
Bellwether Capital Management LLC San Ramon CA US 35.0 
Belmont Capital Group Los Angeles CA US 736.5 
Beltramo Financial Service Inc. Irvine CA US 15.0 
Belveron Real Estate Partners, LLC San Francisco CA US 219.2 
Belville Financial Advisors Monterey CA US 0.0 
Ben-david Financial Planning Redwood City CA US 38.0 
Benchmark Capital Holdings Woodside CA US 0.0 
Benchmark Wealth Advisors, LLC Temecula CA US 0.0 
Bender Robert & Associates Pasadena CA US 151.1 
Benedetti, Trent J Santa Maria CA US 6.0 
Beneficent Wealth Management, LLC Pasadena CA US 1.8 
Benefit Financial Service Group Irvine CA US 163.2 
Benefit Funding Retirement Service, LLC Anaheim Hills CA US 0.0 
Benefits Plus, LLC Napa CA US 0.0 
Benelopez San Francisco Ca 0.0 
Bengal Asset Management, LLC Burlingame CA US 0.0 
Benjamin Madison Wealth Advisors, LLC San Francisco CA US 0.0 
Bennett Financial Strategies Sacramento CA US 0.0 
Bennicas & Associates, Inc. Woodside CA US 164.9 
Benning Financial Group, LLC Fairfield CA US 39.7 
Benningfield Financial Advisors, LLC San Francisco CA US 138.3 
Berger Asset Management, Inc. Turlock CA US 42.1 
Bergquist Wang, LLC Santa Barbara CA US 122.2 
Berkeley Investment Advisors San Francisco CA US 11.7 
Berkeley Partners Management, LLC San Francisco CA US 319.6 
Berkson Asset Management, Inc. Woodland Hills CA US 141.7 
Berla Investment Consulting Walnut Creek CA US 0.0 
Bernard & Johnson, LLC Pasadena CA US 47.4 
Bernzott Capital Advisors Camarillo CA US 605.9 
Bersot Capital Management, LLC Larkspur CA US 78.7 
Bertram Capital Management LLC San Mateo CA USA 1052.3 
Best Financial Service Cardff By The Sea CA US 0.0 
Beta Wealth Group, Inc San Diego CA US 207.7 
Better Financial Education Roseville CA US 0.0 
Better Ventures Central LLC Oakland CA US 0.0 
Betterwealth LLC San Jose CA US 121.1 
Beverly Hills Capital Management LLC Beverly Hills CA US 16.7 
Beverly Hills Financial Planners, LLC Beverly Hills CA US 0.0 
Beverly Hills Wealth Management, LLC Beverly Hills CA US 289.4 
Beverly Investment Advisors LLC Beverly Hills CA US 144.0 
Bff Capital Management LLC San Mateo CA US 0.0 
Bgv Ii Partners, LLC Palo Alto CA US 0.0 
Bhatt Innovation Capital LLC Mill Valley CA US 0.0 
Bhutani-palmin Financial Planning LLC Oakland CA US 0.0 
Bhv Financial Service, LLC Sherman Oaks CA US 0.0 
Big Basin Management, LLC Cupertino CA US 0.0 
Big Sky Asset Management LLC San Ramon CA US 74.2 
Bill Oakes Ea, Cfp San Jose CA US 0.0 
Biltmore Wealth Management, LLC Santa Barbara CA US 10.0 
Binary Capital San Francisco CA US 0.0 
Birch Capital Inc. Riverside CA US 0.3 
Bird Rock Management, LLC Laguna Beach CA US 24.5 
Bislett Management LLC Palo Alto CA US 0.0 
Bison Capital Asset Management, LLC Santa Monica CA US 747.5 
Bivium Capital Partners, LLC San Francisco CA US 1479.7 
BK Chin Newport Beach CA US 0.0 
Black Hills Capital, LLC Los Angeles CA US 0.0 
Black-and-white Capital LP Century City CA US 359.7 
Blackrock Fund Advisors San Francisco CA US 941236.1 
Blacksky Investments San Diego CA US 0.2 
Blackvault Investments LP San Francisco CA US 0.0 
Blakely Financial Service Stockton CA US 59.5 
Blakeslee And Blakeslee Inc. San Luis Obispo CA US 0.0 
Blankinship & Foster, LLC Solana Beach CA US 414.0 
Blaylock Beal Van, LLC Oakland CA US 1.0 
Bleeck Financial Management, Inc. Carmel CA US 33.9 
Blockchain Capital, LLC San Francisco CA US 0.0 
Blom Levy & Co., LLC Santa Barbara CA US 3.7 
Blue Cub Capital Management, LLC Mill Valley CA US 0.0 
Blue Jay Capital Management, LLC Los Angeles CA US 274.7 
Blue Lawn Asset Management LLC San Francisco CA US 38.7 
Blue Marble Investments, LLC San Luis Obispo CA US 29.9 
Blue Oak Capital LLC Menlo Park CA US 396.8 
Blue Pine Partners, LLC Sausalito CA US 0.0 
Blue Sea Research Advisors, LLC Goleta CA US 0.0 
Blue Sky Financial Group Pleasant Hill CA US 14.0 
Blue Summit Wealth Management La Mesa CA US 0.0 
Blue Water Capital Management, LLC San Diego CA US 51.0 
Blueberry Ventures Management, LLC Tiburon CA US 0.0 
Bluepointe Capital Management, LLC San Mateo CA US 374.9 
Blueprint Investing LLC San Francisco CA US 65.3 
Blueprint Wealth Partners Valley Springs CA US 15.5 
Blum Capital Partners LP San Francisco CA US 412.4 
Blum Investment Partners, Inc. San Francisco CA US 0.0 
Blumberg Capital, LLC. San Francisco CA US 0.0 
Blume Capital Management, Inc. Berkeley CA US 322.3 
Blx Group LLC Los Angeles CA US 1198.8 
Blyth Capital Partners, LLC Los Altos Hills CA US 0.9 
Bma Advisors, LLC El Segundo CA US 0.8 
Bmb Advisers LLC Los Angeles CA US 310.1 
Bob Goldman Financial Planning Sausalito CA US 0.0 
Bocage Capital, LLC San Francisco CA US 698.9 
Bolar, Hirsch & Jennings Advisors LLC Irvine CA US 0.0 
Bold Management Partners, LLC Santa Monica CA US 0.0 
Bollinger Capital Mangement, Inc. Redondo Beach CA US 13.4 
Bolthouse Investment Management Service Bakersfield CA US 381.3 
Boltwood Capital Management Walnut Creek CA US 182.4 
Bonuccelli David L & Associates Inc Sacramento CA US 0.0 
Bordeaux Wealth Advisors Menlo Park CA USA 1871.0 
Borek Financial Management San Francisco CA US 29.9 
Borris Nii & Company, Inc. Beverly Hills CA US 117.5 
Boulevard Capital Management LLC Los Angeles CA US 0.0 
Bow Capital Management, LLC Palo Alto CA US 0.0 
Bowles Financial Group, Inc. Bakersfield CA US 0.0 
Bpm Advisors, Inc. Palo Alto CA US 1.6 
Bradley & Company, LLC San Francisco CA US 134.9 
Bradley Wealth Management, LLC San Diego CA US 45.7 
Brain Trust Management Burlingame CA US 0.0 
Brandes Investment Partners, LP San Diego CA US 25400.3 
Brandin & Associates Palo Alto Ca 0.0 
Branson Frank A Inc Palo Alto CA US 150.2 
Braziel & Associates Chico CA US 0.0 
Brc Investment Advisors, LLC Irvine CA US 0.0 
Breakaway Capital Los Angeles CA US 135.3 
Breakaway Management LLC Montecito CA US 0.0 
Breakout Management, LLC San Francisco CA US 0.0 
Breakwater Capital Management, LLC Los Altos CA US 11.2 
Breakwater Investment Management, LLC Los Angeles CA US 0.0 
Brent W. Barnes El Dorado Hills CA US 16.5 
Brentwood Advisory Group, LLC Los Angeles CA US 113.8 
Brentwood Private Equity, LLC Los Angeles CA US 1474.4 
Bretton Capital Management San Francisco CA US 24.6 
Brf Aspen, LLC Menlo Park CA US 0.0 
Brian Carruthers & Associates Laguna Beach CA US 74.6 
Bricks & Mortar Capital Los Angeles CA US 8.5 
Bridge Capital Consulting, LLC Irvine CA US 12.0 
Bridgebay Financial, Inc. San Ramon CA US 0.0 
Bridgecorp Investment Management Irvine CA US 5.3 
Bridgescale, LLC Menlo Park CA US 0.0 
Bridgeview Capital Advisors, Inc. El Dorado Hills CA US 35.2 
Brighton Advisory Group Encino CA US 0.0 
Brightpath Capital Management, LLC Oakland CA USA 0.0 
Brightpath Wealth Planning, LLC Camarillo CA US 100.0 
Brightplan LLC Los Gatos CA US 0.0 
Bristlecone Value Partners, LLC Los Angeles CA US 91.7 
Bristol Capital Advisors, LLC Los Angeles CA US 0.0 
Bristol Group Inc San Francisco CA US 1824.8 
Briteline Wealth Management Group Fullerton CA US 26.5 
Broad Reach Capital Management, Inc Montecito CA US 3.4 
Broadmark Asset Management LLC San Francisco CA US 825.2 
Broadwing Capital Advisors, Inc. Mill Valley CA US 58.8 
Broman & Greig Asset Management, LLC Santa Monica CA US 66.0 
Brouwer & Janachowski, LLC Mill Valley CA USA 1418.0 
Brown Investment Management Encino CA US 16.0 
Brown Robello Capital Management, LLC Sacramento CA US 186.5 
Brown-shoemaker Anaheim CA US 17.2 
Browning Capital Management LLC Mission Viejo CA US 89.7 
Brownson, Rehmus & Foxworth Menlo Park CA US 1920.9 
Brownstone Mortgage Capital Corporation Santa Ana CA US 0.0 
Broxton Capital Advisors LLC Los Angeles CA US 80.6 
Bruce A Breckner LLC Eureka CA US 12.0 
Bruce Bratton, Registered Investment Advisor Ventura CA US 10.5 
Bruce James Thomas Jr Westlake Village CA US 0.0 
Bruce Mc Indoe & Associates, Inc. San Diego CA US 0.0 
Brv Management Co, LLC. Menlo Park CA US 0.0 
Bryan R. Ellis, Cpa Huntington Beach Ca 0.0 
Btr Capital Management Inc San Francisco CA US 706.9 
Buchanan Street Partners, L.P. Newport Beach CA US 921.4 
Bucher Wealth Advisors San Mateo CA US 61.0 
Buena Vista Fund Management, LLC. San Francisco CA US 524.7 
Buffalo Capital Corporation Newport Beach CA US 101.7 
Build America Management Company Irvine CA US 0.0 
Bull Oak Capital, LLC San Diego CA US 18.0 
Bullpen Capital Menlo Park CA US 0.0 
Burge Financial Sacramento CA US 8.7 
Burgess Financial Planning San Francisco CA US 1.5 
Burke, Richard A. San Leandro CA US 6.0 
Burlingame Asset Management, LLC Burlingame CA US 0.0 
Burnham Gibson Wealth Advisors, Inc. Irvine CA US 283.9 
Burroughs Financial Service Santa Cruz CA US 0.0 
Burton Enright Welch Walnut Creek CA US 526.4 
Busine LLC La Jolla CA US 19.4 
Butler Financial Service, Limited. Westlake Village CA US 19.5 
Butorac Wealth Management Inc Sherman Village CA US 45.0 
Buttonwood Financial Inc. Walnut Creek CA US 0.5 
Buttonwood Tree Management, LLC Costa Mesa CA US 40.0 
BV Capital Management, LLC San Francisco CA US 0.0 
Bvf Partners L.P. San Francisco CA US 1123.7 
Bw & Associates, Inc. Orange CA US 168.1 
Bws Financial Woodland Hills CA US 0.0 
B|o|s San Francisco CA US 3181.2 
C & T Financial Service Group, Inc. Pacific Grove CA US 0.0 
C Financial And Tax Associates Riverside CA US 7.3 
C-j Advisory, Inc. San Jose CA US 147.0 
C.d. Allen Wealth Management, LLC Santa Barbara CA US 1.3 
C.g. Management Partners, L.P. Menlo Park CA US 61.0 
C.m. Capital Advisors, LLC Palo Alto CA US 1139.6 
Ca Family Wealth LLC Beverly Hills CA USA 0.0 
Caa Venture Management, LLC Los Angeles CA US 0.0 
Cabezon Investment Group, LLC San Francisco CA US 184.0 
Cadena Financial Planning & Tax Service San Diego CA US 17.3 
Caerus Investment Advisors, LLC San Francisco CA USA 106.7 
Cah Investments, LLC Los Angeles CA US 0.0 
Cairn Investor Service La Jolla CA US 5.3 
Caldwell Securities, Inc Sausalito CA US 165.0 
Cale Financial Management, Inc. Beverly Hills CA US 65.3 
Caleb Lawrence Registered Investment Adviser Inc. Scotts Valley CA US 17.6 
Calera Capital Advisors, LP San Francisco CA US 1291.2 
Califano Financial Group San Pedro CA US 40.0 
California Capital Management North Hollywood CA US 163.3 
California Financial Advisors San Ramon CA US 943.0 
California Financial Partners Glendale CA US 0.0 
Callahan & Callahan Asset Management, Inc. Woodland Hills CA US 0.0 
Callan Associates Inc. San Francisco CA US 21235.4 
Callan Capital, LLC La Jolla CA US 723.5 
Calmwater Capital Los Angeles CA US 715.0 
Caltius Capital Management, LP Los Angeles CA US 724.6 
Cambier Investment Management, LLC Danville CA US 75.5 
Cambria Investment Management, L.P. El Segundo CA US 307.9 
Cambrian Capital LP San Francisco CA US 203.3 
Cambridge Wealth Management Westlake Village CA US 35.2 
Camden Asset Management Los Angeles CA US 5075.2 
Camden Capital, LLC El Segundo CA US 1548.0 
Camelot Capital Partners LLC Laguna Beach CA US 0.0 
Camelotta Advisors San Francisco CA US 77.5 
Cameron Thornton Associates Burbank CA US 21.1 
Campbell Advisory Service, LLC Irvine CA US 14.5 
Campventures, LLC Los Altos CA US 0.0 
Cannon Beach Financial Advisors San Ramon CA US 92.2 
Canter Strategic Wealth Management, LLC La Jolla CA US 6.5 
Canterbury Consulting Inc Newport Beach CA US 16445.0 
Canvas Management Company, LLC. Portola Valley CA US 0.0 
Canyon Capital Advisors LLC Los Angeles CA USA 19148.6 
Canyon Clo Advisors LLC Los Angeles CA US 96.2 
Canyon Creek Capital Management, LLC Santa Monica CA US 0.0 
Canyon Partners Real Estate LLC Los Angeles CA US 1525.8 
Capital Advantage, Inc. Lafayette CA US 571.5 
Capital Bank And Trust Company Irvine CA US 30068.0 
Capital Creation Investments LP Los Angeles CA US 0.0 
Capital Financial Consultants Group, Inc. Poway CA US 60.0 
Capital Financial Management San Diego CA US 44.7 
Capital Group Private Markets, Inc. Los Angeles CA US 0.0 
Capital Growth Investment Management Service San Diego Ca 0.0 
Capital Guardian canada, Inc. Los Angeles CA US 0.0 
Capital Guardian Trust Company Los Angeles CA US 38971.5 
Capital Intelligence Advisors, Inc. Santa Monica CA US 0.0 
Capital International, Inc. Los Angeles CA US 10665.8 
Capital Planning Advisors LLC Roseville CA US 412.0 
Capital Planning Group, LLC Costa Mesa CA US 29.0 
Capital Region Financial Group, LLC Folsom CA US 132.6 
Capital Research & Consulting LLC Pasadena CA US 3292.7 
Capital Research And Management Company Los Angeles CA US 1458202.2 
Capital Research Company Los Angeles CA US 0.0 
Capital Reserve Advisors, Inc. Newport Beach Ca 0.0 
Capital Resources & Insurance, Inc. Huntington Beach CA US 22.3 
Capital Strategies & Investments, Inc. San Francisco CA US 71.6 
Capital Synergy Partners Newport Beach CA US 35.7 
Capital Wealth Strategies, LLC Santa Barbara CA US 0.0 
Capitect, Inc. Los Angeles CA US 0.0 
Capricorn Investment Group LLC Palo Alto CA US 4750.1 
Capstone Pacific Investment Strategies Covina CA US 28.3 
Capstone Wealth Management, Inc Anaheim CA US 10.0 
Carbahal Olsen Financial Service Group LLC Davis CA US 76.0 
Carbon Beach Asset Management, LLC Santa Monica CA US 7.0 
Carden Capital LLC Solana Beach CA US 4.1 
Cardiff Capital Management, LLC Danville CA US 0.0 
Cardiff Park Advisors Carlsbad CA US 1158.1 
Cardinal Point Capital LLC San Francisco CA US 262.8 
Cardinal Point Wealth Management, LLC Irvine CA US 116.3 
Cardinal Venture Capital Menlo Park CA US 0.0 
Carey Consulting Wealth Management, Inc. Alamo CA US 53.8 
Carion Doty Advisors LLC San Francisco CA US 0.0 
Carl W. Large, An Accountancy Corporation North Hollywood CA US 0.0 
Carlin & Shats, LLC Burbank CA US 0.0 
Carlsbad Wealth Advisory Group, Inc. Carlsbad CA US 115.0 
Carlson Financial Advisors Belmont CA US 34.2 
Carlson Financial Management Emeryville CA US 29.7 
Carmel Capital Management LLC. Carmel CA US 107.0 
Carmel Capital Partners, LLC San Diego CA US 186.8 
Carmel Partners San Francisco CA USA 4304.7 
Carmot Capital LLC Palo Alto CA US 0.0 
Carney Portfolio Management Inc. Costa Mesa CA US 90.0 
Carpenter Fund Management Company, LLC Irvine CA US 286.2 
Carrick Bend Advisors LLC San Mateo CA US 19.1 
Carrick Capital Partners San Francisco CA US 0.0 
Carter & Balsam Advisers Los Angeles CA US 15.1 
Carter Jacobs, LLC Sherman Oaks CA USA 100.9 
Casey Thomas Clark Newport Beach CA US 27.5 
Casico Asset Management, LLC Century City CA US 40.0 
Casilio Leitch Investments Walnut Creek CA USA 129.2 
Castle Creek Advisors Iv LLC Rancho Santa Fe CA US 789.8 
Castle Rock Wealth Management, LLC Walnut Creek CA US 94.0 
Castle Wealth Advisors LLC Los Angeles CA US 0.5 
Castle Wealth Planning Santa Barbara CA US 108.9 
Catalina Capital Group, LLC Torrance CA USA 125.6 
Catamount Strategic Advisors San Francisco CA US 2.4 
Catamount Ventures San Francisco CA US 0.0 
Catherine Hawley, Cfp Monterey CA US 0.0 
Causeway Capital Management LLC Los Angeles CA US 37429.1 
Causeway Media Partners San Mateo CA US 0.0 
Cavalry Management Group San Francisco CA US 0.0 
Caves & Associates Manhattan Beach CA US 143.6 
Cavu Wealth Advisors Walnut Creek CA US 53.0 
Cbdc Advisors, LLC Los Angeles CA US 274.9 
Cbre Global Investors, LLC Los Angeles CA US 1888.5 
Cbre Global Value Investors, LLC Los Angeles CA US 7124.3 
Cc Investments La Canada Flintridge CA US 45.0 
Cdfinancial Orange CA US 7.5 
Cedar Wealth Management Walnut Creek CA US 176.6 
Cedarstone Advisors Westlake Village CA US 64.0 
Celenian Capital, LLC San Francisco CA US 4.5 
Celvum Capital GP, LLC Windsor CA US 0.0 
Cendana Capital San Francisco CA US 216.9 
Centaurus Financial, Inc. Anaheim CA US 1043.6 
Center Electric, LLC San Francisco CA US 0.0 
Centerview Capital Tech Management, L.P. Menlo Park CA US 200.3 
Centricity Financial LLC Newport Beach CA US 22.5 
Centriplan, LLC Newport Beach CA US 20.6 
Centurion Counsel Inc Escondido CA US 56.6 
Century Park Capital Partners El Segundo CA USA 193.5 
Cep Investment Advisory Group, Inc. Santa Barbara CA US 1.3 
Cerda Munoz Advisors, Inc Downey CA US 51.8 
Cerebellum Capital San Francisco CA US 104.0 
Certified Planners, Inc. San Ramon CA US 136.8 
Certis Capital Management, Inc. Santa Barbara CA US 0.0 
Cervin Ventures Management, LLC Menlo Park CA USA 0.0 
Cetera Advisor Networks LLC El Segundo CA USA 15297.8 
Cetera Advisory Service LLC El Segundo CA USA 0.0 
Challberg Wealth Management San Rafael CA US 0.0 
Challenger Wealth Management, Inc Irvine CA US 0.0 
Chamberlain Consulting Group, LLC Irvine CA US 49.6 
Chamberlain Financial Planning & Wealth Management Santa Cruz CA US 118.2 
Chandler Asset Management Inc San Diego CA US 11746.6 
Chaney Financial Service, Inc. Glendale CA US 6.5 
Chansons Financial Group, Inc. San Marino CA US 0.0 
Chapman Investment Management, LLC Tiburon CA US 31.9 
Charles Edward Oconnor Torrance CA US 7.7 
Charles Fish Investments, Inc. Irvine CA US 594.7 
Charles Schwab & Co., Inc. San Francisco CA US 0.0 
Charles Schwab Investment Advisory, Inc San Francisco CA US 25500.0 
Charles Schwab Investment Management, Inc San Francisco CA US 280190.2 
Charlesworth & Rugg, Inc. Woodland Hills CA US 91.7 
Charter Asset Management GP LLC Palo Alto CA US 0.0 
Charter Venture Capital Mountain View CA US 0.0 
Chasing Value Asset Management, Inc. Santa Monica CA US 31.0 
Chatterton & Associates, The Wealth Management Team, Inc. Anaheim CA USA 587.4 
Checchi Capital Advisers, LLC Beverly Hills CA US 541.3 
Checchi Capital Fund Advisers, LLC Beverly Hills CA US 36.1 
Check Capital Management Inc Costa Mesa CA US 1007.1 
Chelsea Management Company Los Angeles CA US 823.5 
Chen Financial Group, LLC Belmont CA US 0.0 
Chequers Financial Management LLC San Francisco CA US 153.9 
Cherrytree Capital Management, LLC Cupertino CA US 0.0 
Cheviot Value Management, LLC Beverly Hills CA US 327.6 
Chinese Abraham Investment Advisors LLC Cupertino CA US 24.6 
Chris Yeh Palo Alto CA US 0.0 
Christopher B. Morgan Rocklin Ca 0.0 
Christopher Weil & Co Inc San Diego CA USA 568.8 
Chronicle Advisors LLC Santa Barbara CA US 100.1 
Chugg Wealth Strategies, LLC Mission Viejo CA US 19.9 
Churchill Management Group Los Angeles CA USA 4029.3 
Cim Investment Advisors, LLC Los Angeles CA USA 8535.4 
Circleup San Francisco CA US 0.0 
Citrine Capital San Francisco CA US 13.5 
City Hill Ventures, LLC San Diego CA US 0.0 
City National Securities, Inc. Beverly Hills CA US 734.3 
Cityview Management Service, LLC Los Angeles CA USA 1320.5 
Clairvue Capital Partners San Francisco CA US 0.0 
Claraphi Advisory Network, LLC Laguna Hills CA USA 349.7 
Claremont Creek Ventures Oakland CA US 0.0 
Claremont Financial Group,Inc. Claremont CA US 93.2 
Clarion Advisors Inc. Auburn CA US 18.9 
Clarity Capital Advisors, LLC Irvine CA US 7.0 
Clarity Wealth Advisors San Jose CA US 155.2 
Clarity Wealth Management, Inc. Irvine CA US 48.9 
Clarium Capital Management LLC San Francisco CA US 211.5 
Clarivest Asset Management LLC San Diego CA US 4188.1 
Clark Asset Management + Associates, Inc. Altadena CA US 22.6 
Classic Financial & Insurance Service, Inc. Thousand Oaks CA US 10.7 
Clay Northam Wealth Management Seal Beach CA US 109.1 
Claycomb Wealth Management Carmel CA US 26.5 
Clayton Partners LLC San Francisco CA US 105.0 
Clbi Investments Inc Walnut Creek CA US 48.1 
Clear Capital Advisors, LLC Sherman Oaks CA US 0.0 
Clear Creek Capital, LLC Los Angeles CA US 0.0 
Clear Venture Management, LLC Palo Alto CA US 0.0 
Clearlake Advisors, LLC. San Anselmo CA US 225.8 
Clearlake Capital Group, L.P. Santa Monica CA US 3513.1 
Clearlight Partners Management, LLC Newport Beach CA US 540.6 
Clearpath Capital Partners LLC San Francisco CA US 226.5 
Clearstone Venture Partners Santa Monica CA US 0.0 
Clearview 401k Consultants Inc. Huntington Beach CA US 0.0 
Clearview Financial Planning El Segundo CA US 0.0 
Clearview Financial, Inc. San Diego CA US 23.0 
Clearview Investment Partners, LLC Newport Beach CA US 170.6 
Clelland & Company Inc San Diego CA US 373.1 
Clements Investment Management Ventura CA US 1.9 
Clg LLC Gardena CA USA 2.7 
Clifford Swan Investment Counselors Pasadena CA US 2469.4 
Cliffwater LLC Marina Del Rey CA US 1208.1 
Cloud Apps Capital Partners San Francisco CA US 0.0 
Cloud, Minturn & Associates, LLC Torrance CA US 0.0 
Cluain-eraird Equity Investors, LLC Menlo Park CA US 18.8 
Clutinger Williams & Verhoye Inc San Diego CA US 121.0 
Cm First Capital Corporation. Huntington Beach CA US 8.9 
Cme Strategic Wealth Management Temecula CA US 0.0 
Cml Wealth Management, LLC Brea CA USA 99.0 
Cmr Capital Management, LLC Pasadena CA US 77.0 
Cni Ccef Advisors, LLC Los Angeles CA US 2.0 
Cni Recf Advisors, LLC Los Angeles CA US 2.4 
Cni Tcef Advisors, LLC Los Angeles CA US 0.0 
Co=creation=capital Menlo Park CA US 0.0 
Coast Asset Management, LLC Los Angele CA US 5718.0 
Coast Wealth Management, Inc. San Clemente CA US 34.9 
Coastedge Partners, LLC La Jolla CA US 420.8 
Coastland Capital LLC South San Francisco CA US 2481.7 
Coastlight Capital, LLC Palo Alto CA US 1.4 
Coastwise Capital Group, LLC La Jolla CA US 64.3 
Cobb Planning Group Santa Ana Ca 0.0 
Cobey Jacobson & Gordon Inc Pasadena CA USA 105.3 
Coburn Barrett, LLC San Francisco CA US 135.0 
Cogent Independent Advisors, Inc. Thousand Oaks CA US 16.3 
Cognizant Wealth Advisors Palo Alto CA US 18.8 
Cohen Capital Management Inc Corte Madera CA US 507.4 
Colchis Capital Management, L.P. San Francisco CA US 1899.3 
Collins/bay Island Securities, LLC Newport Beach CA US 0.0 
Colony Capital Investment Advisors, LLC Los Angeles CA US 19364.2 
Colton Wealth Management Arcadia CA US 58.8 
Columbus Capital Management, LLC San Francisco CA US 0.0 
Commerce Ventures San Francisco CA US 0.0 
Commonwealth Opportunity Capital GP, LLC Los Angeles CA US 5535.9 
Communitas Financial Planning Inc. San Francisco CA US 0.0 
Community First Credit Union Santa Rosa CA US 0.0 
Community Investment Management LLC San Francisco CA US 0.0 
Compak Asset Management Newport Beach CA US 417.4 
Compass Analytics, LLC San Francisco CA US 14747.6 
Compass Capital Management Group LLC Redwood City CA US 18.7 
Compass Equity Advisors LLC San Francisco CA US 0.0 
Compass Financial Planning, LLC San Luis Obispo CA US 0.0 
Compass Rose Advisors, Inc. San Francisco CA US 15.9 
Compass Rose Financial Planning & Investment Management Palm Springs CA US 0.0 
Compass Tech Group, Inc. Redwood City CA US 8.1 
Compass Wealth Advisors Petaluma CA US 5.1 
Compound Value Advisers, LLC Tustin CA US 19.0 
Comprehensive Financial Management LLC Los Gatos CA US 11295.0 
Cona Investment Advisors, LLC La Verne CA US 3.2 
Concentric Wealth Management LLC Lafayette CA US 191.8 
Concentrum Wealth Management San Jose CA US 152.5 
Concert Wealth Management San Jose CA USA 1105.5 
Concord Investment Counsel Irvine CA US 167.5 
Congruent Management, LLC Oakland CA USA 0.0 
Connective Capital Management, LLC Palo Alto CA USA 103.8 
Connor Capital Sb, LLC Santa Barbara CA US 0.0 
Consilium Wealth Management San Ramon CA US 321.6 
Content Partners LLC Los Angeles CA US 808.6 
Context Capital Management LLC La Jolla CA US 171.1 
Continental Investment Management Company Red Bluff Ca 0.0 
Contingent Macro Advisors LLC Lafayette CA US 1.0 
Continuum Advisory, LLC Pleasanton CA US 115.5 
Continuum Financial Partners, LLC El Dorado Hills CA US 14.7 
Conventus Asset Management LLC San Francisco CA US 0.0 
Conway Capital Management, Inc. Studio City CA US 49.5 
Cooke Wealth Management, LLC Newport Beach CA US 47.4 
Cooper Mcmanus Irvine CA USA 520.6 
Coordinated Wealth Management, LLC Glendale CA US 0.0 
Copernicus Capital Management LLC San Francisco CA US 134.8 
Copley Financial Group, Inc. San Diego CA US 0.0 
Copperplate Capital LLC Menlo Park CA US 0.0 
Coramerica Capital, LLC El Segundo CA US 1254.1 
Corbel Management, LLC Los Angeles CA US 0.0 
Cordillera Investment Partners, L.P. San Francisco CA US 0.0 
Core And Value Advisors, LLC San Francisco CA USA 4037.8 
Core Asset Management Company Sausalito CA US 0.0 
Core Asset Management Strategies Newport Beach CA US 24.0 
Core Capital Management, LLC Irvine CA US 15.8 
Core Financial Venice CA US 140.8 
Core Financial Advisors San Bernardino CA US 127.6 
Core Investment Management, LLC Pasadena CA US 4.2 
Core Venture Capital Los Angeles CA US 0.0 
Coretrust Investment Management, LLC Los Angeles CA US 200.0 
Corient Capital Partners, LLC Newport Beach CA US 1085.7 
Corley Investment Management Folsom CA US 0.0 
Cornerstone Acquisition & Management Company LLC Rancho Santa Fe CA USA 81.2 
Cornerstone Asset Management, Inc. Ventura CA US 0.0 
Cornerstone Capital Systems, Inc. Richmond CA US 0.0 
Cornerstone Capital, Inc. Palo Alto CA US 760.9 
Cornerstone Wealth & Tax Advisory Group Roseville CA US 0.0 
Cornerstone Wealth Advisors, Inc. Carlsbad CA US 72.0 
Cornerstone Wealth Management San Diego CA US 252.6 
Cornerstone Wealth Management, Inc. San Ramon CA US 0.0 
Coronado Investment Advisors, LLC Coronado CA US 35.0 
Correlation Management, LLC San Diego CA US 0.0 
Corridor Capital, LLC Los Angeles CA US 0.0 
Corson Capital Management San Diego CA US 0.0 
Costanoa Venture Capital Palo Alto CA US 0.0 
Cota Capital Management, LLC San Francisco CA US 0.0 
Cottingham Management Company, LLC Carlsbad CA US 7.0 
Counterpoint Asset Management LLC San Diego CA US 64.0 
Counterpoint Mutual Funds, LLC San Diego CA US 254.3 
Cove Street Capital, LLC El Segundo CA US 949.5 
Covey & Covey San Diego CA US 0.0 
Covington Capital Management Los Angeles CA US 2099.0 
Cpaplace Financial City Of Industry Ca 0.0 
Cpic International San Francisco CA US 113.0 
Crabel Capital Management, LLC Los Angeles CA US 30.0 
Craig V. Castanos Cpa San Diego CA US 0.0 
Crane Asset Management, LLC Beverly Hills CA US 83.3 
Crane Investments Inc Newport Beach CA US 8.0 
Crane Street Fw GP LLC Woodside CA USA 0.0 
Craton Capital Management, LLC Santa Monica CA US 45.0 
Craton Equity Partners Beverly Hills CA US 0.0 
Cratty & Swanson Advisors LLC. Seal Beach CA US 0.0 
Crawford Capital Management, Inc San Diego CA US 17.7 
Crcm L.P. San Francisco CA US 188.0 
Creative Capital Management Inc San Diego CA US 298.1 
Creative Capital Management Investments LLC San Diego CA US 0.0 
Crecera Finance Management Company, LLC San Francisco CA US 291.9 
Creekside Partners Financial Advisers LLC Lafayette CA US 399.3 
Creo Capital Los Angeles CA US 0.0 
Crescent Bay Advisors, Inc. Corona Del Mar CA US 0.0 
Crescent Capital Group LP Los Angeles CA US 17906.8 
Crescent Park Management, L.P. East Palo Alto CA US 662.2 
Crestmont Advisors, LLC. Mill Valley CA US 12.7 
Crew Wealth Management San Luis Obispo CA US 0.0 
Crimson Investment Managers, LLC Irvine CA US 2.0 
Crimson Ventures, Limited. San Francisco CA US 63.5 
Criterion Capital Management, LLC San Francisco CA USA 3374.4 
Criterion Wealth Management Valencia CA US 182.1 
Crone Wealth Management Pleasanton CA US 0.0 
Cross Culture Ventures Culver City CA US 0.0 
Crosscut Ventures Management, LLC Venice CA US 0.0 
Crosslink Capital, Inc. San Francisco CA US 1870.9 
Crossmarket Capital, LLC Ontario CA US 25.0 
Crossroads Capital Management, Inc. Carlsbad CA US 1.9 
Croudify Fremont CA US 0.0 
Crowdfunder Investment Network Santa Monica CA US 0.0 
Crown Advisors Management, Inc. Greenbrae CA US 133.7 
Crown Capital Securities, L.P. Orange CA US 562.2 
Croxall Capital Planning Aptos CA US 16.7 
Cruden Bay Investment Management, LLC Westlake Village CA US 428.5 
Crunch Fund Management, LLC. Burlingame CA US 0.0 
Crunch Fund Venture Management, LLC Burlingame CA US 0.0 
Cs Capital Management Inc El Segundo CA US 2286.1 
Csc Upshot Ventures Management, LLC Palo Alto CA US 0.0 
Csj Wealth Management, LLC Solana Beach CA US 33.4 
Csv Managers, LLC San Francisco CA US 0.0 
Ctc Mycfo, LLC Palo Alto CA USA 12406.7 
Cubetech Capital, LLC Newport Beach CA US 0.0 
Cullen Financial Advisors San Francisco CA US 3.5 
Cullen, Fortier Asset Management Westlake Village CA US 26.4 
Cullen, Patterson Capital Management, LLC Los Angeles CA US 130.0 
Cumulus Venture Partners San Francisco CA US 0.0 
Curator Advisory, LLC Santa Maria CA US 28.7 
Curran & Lewis Investment Management, Inc. Redwood City CA US 194.9 
Curtis Advisory Group, LLC Santa Barbara CA US 171.4 
Curtis Financial Planning Oakland CA US 52.0 
Curve Capital LLC Irvine CA US 10.1 
Cuso Financial Service, L.P. San Diego CA US 1811.6 
Cvf Capital Partners, Inc. Davis CA US 0.0 
Cw Does Business Under The Dba The Odonnell Group Chico CA US 126.2 
Cws Asset Management Visalia CA US 2.1 
Cws Capital Partners LLC Newport Beach CA US 141.6 
Cws Investments Newport Beach CA US 0.0 
Cypress Coast Investments Pacific Grove Ca 0.0 
Cypress Partners, LLC Ross CA US 80.9 
Cypress Point Capital Management, LLC San Francisco CA US 125.2 
Cypress Point Financial Advisors, LLC Lafayette CA US 24.2 
Cypress Wealth Advisors San Francisco CA US 1227.9 
Cyril Investments LLC Los Gatos CA US 0.0 
D & T Financial Advisors, Inc. Concord CA US 30.6 
D. M. Brenner, Inc. Solana Beach CA US 53.0 
D.a. Flowers & Company, LLC Berkeley CA US 17.8 
D.b. Wealth Management Group, LLC San Diego CA US 101.9 
D.r. Harris & Co. La Jolla CA US 0.0 
Dafna Capital Management, LLC Los Angeles CA US 146.0 
Dafully Inc. Saratoga CA US 0.0 
Dag Ventures Palo Alto CA US 0.0 
Dalton Investments LLC Santa Monica CA USA 3537.0 
Dalvi Investment Funds, LLC Alameda CA US 0.6 
Dan Goldie Financial Service LLC Palo Alto CA US 715.0 
Daniel Duree Investment Advisor Walnut Creek CA US 0.0 
Daniel F. Coxe, Investment Advisor Tustin CA US 0.0 
Daniel Investment Associates, LLC Santa Barbara CA US 130.0 
Daniel L Frattali An Accountancy Corporation Encino CA US 0.0 
Daniel Wealth Advisors Newport Beach CA US 424.3 
Darcy Capital Management, LLC San Diego CA US 94.7 
Darwin Ventures, LLC San Francisco CA US 297.2 
Dash Investments Beverly Hills CA US 84.1 
Data Collective Palo Alto CA US 0.0 
Davenport Advisors 14 LLC Newport Beach CA US 0.0 
Davenport Capital Management, LLC Mill Valley CA US 23.0 
Davenport Wealth Advisors Castro Valley CA US 0.0