| 1 | EVERY SECURITIES LLC | SACRAMENTO | 333167 | $122.7M | 4 | 2026-03-31 | → |
| 2 | BOYD WEALTH MANAGEMENT, LLC | SACRAMENTO | 293990 | $409.8M | 6 | 2026-03-31 | → |
| 3 | TATE WEALTH MANAGEMENT | SACRAMENTO | 120938 | $293.4M | 4 | 2026-04-30 | → |
| 4 | RCM ROBINSON CAPITAL MANAGEMENT LLC | SACRAMENTO | 112814 | $61.8M | 1 | 2026-03-31 | → |
| 5 | LUCAS GROUP FINANCIAL PLANNERS, INC. | SACRAMENTO | 130163 | $456.5M | 6 | 2026-01-31 | → |
| 6 | AVISEN ADVISORS, LLC | SACRAMENTO | 113791 | $389.0M | 9 | 2026-03-31 | → |
| 7 | DECAMILLA CAPITAL MANAGEMENT LLC | SACRAMENTO | 108027 | $162.9M | 2 | 2026-03-31 | → |
| 8 | AF ADVISORS, INC. | SACRAMENTO | 149683 | $479.8M | 2 | 2026-03-31 | → |
| 9 | TOWERPOINT WEALTH, LLC | SACRAMENTO | 288593 | $561.3M | 9 | 2026-06-30 | → |