| 1 | KERA CAPITAL PARTNERS, INC. | SAN JOSE | 312875 | $1.36B | 13 | 2026-06-30 | → |
| 2 | CONCENTRUM WEALTH MANAGEMENT, INC. | SAN JOSE | 167151 | $986.8M | 7 | 2026-03-31 | → |
| 3 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | SAN JOSE | 139237 | $1.40B | 18 | 2026-06-30 | → |
| 4 | SILICON VALLEY CAPITAL PARTNERS, L.P. | SAN JOSE | 125114 | $1.29B | 8 | 2026-03-31 | → |
| 5 | POTENTIA RIA, LLC | SAN JOSE | 329135 | $569.1M | 16 | 2026-03-31 | → |
| 6 | DWR WEALTH MANAGEMENT, LLC | SAN JOSE | 133743 | $221.2M | 4 | 2026-02-28 | → |
| 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 | HECKMAN FINANCIAL & INSURANCE SERVICES, INC. | SAN JOSE | 111549 | $116.4M | 5 | 2026-05-31 | → |
| 10 | RETIREMENT CAPITAL STRATEGIES, INC. | SAN JOSE | 139009 | $305.2M | 6 | 2026-04-30 | → |
| 11 | TTP INVESTMENTS, INC. | SAN JOSE | 284082 | $570.6M | 3 | 2026-03-31 | → |