| 1 | PEGASUS TECH VENTURES, INC. | SAN JOSE | 164588 | $2.58B | 46 | 2026-03-31 | → |
| 2 | SILICON VALLEY RETIREMENT SERVICES, LLC | SAN JOSE | 154756 | $1.40B | 2 | 2026-02-28 | → |
| 3 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | SAN JOSE | 139237 | $1.40B | 18 | 2026-06-30 | → |
| 4 | KERA CAPITAL PARTNERS, INC. | SAN JOSE | 312875 | $1.36B | 13 | 2026-06-30 | → |
| 5 | SILICON VALLEY CAPITAL PARTNERS, L.P. | SAN JOSE | 125114 | $1.29B | 8 | 2026-03-31 | → |
| 6 | CONCENTRUM WEALTH MANAGEMENT, INC. | SAN JOSE | 167151 | $986.8M | 7 | 2026-03-31 | → |
| 7 | CLARITY WEALTH ADVISORS, LLC | SAN JOSE | 157913 | $732.9M | 5 | 2026-03-31 | → |
| 8 | BETTERWEALTH LLC | SAN JOSE | 226661 | $659.9M | 6 | 2026-04-30 | → |
| 9 | TTP INVESTMENTS, INC. | SAN JOSE | 284082 | $570.6M | 3 | 2026-03-31 | → |
| 10 | POTENTIA RIA, LLC | SAN JOSE | 329135 | $569.1M | 16 | 2026-03-31 | → |
| 11 | RETIREMENT CAPITAL STRATEGIES, INC. | SAN JOSE | 139009 | $305.2M | 6 | 2026-04-30 | → |
| 12 | DWR WEALTH MANAGEMENT, LLC | SAN JOSE | 133743 | $221.2M | 4 | 2026-02-28 | → |
| 13 | LEGACY WEALTH ADVISORS, LLC | SAN JOSE | 127758 | $178.3M | 6 | 2026-03-31 | → |
| 14 | CORINTHIAN WEALTH MANAGEMENT, INC. | SAN JOSE | 312196 | $131.7M | 3 | 2026-06-30 | → |
| 15 | NIM WEALTH SOLUTIONS INC. | SAN JOSE | 334754 | $116.8M | 6 | 2026-05-31 | → |
| 16 | ALIGN WEALTH MANAGEMENT, LLC | SAN JOSE | 323615 | $116.7M | 2 | 2026-02-28 | → |
| 17 | HECKMAN FINANCIAL & INSURANCE SERVICES, INC. | SAN JOSE | 111549 | $116.4M | 5 | 2026-05-31 | → |
| 18 | FIRSTHAND CAPITAL MANAGEMENT, INC. | SAN JOSE | 150647 | $58.6M | 5 | 2026-03-31 | → |
| 19 | ENDOWE ADVISORY LLC | SAN JOSE | 338697 | $300 | 1 | 2026-04-30 | → |
| 20 | ACCELAR, INC. | SAN JOSE | 314872 | $300 | 0 | 2025-06-30 | → |