| Yapstone Holdings, Inc. | $6,226,900 | $6,336,736 | 89 | $45.7M | AI Deep Dive |
| Alameda Mortgage Corporation | $3,250,000 | $3,291,760 | 150 | $77.1M | AI Deep Dive |
| Yapstone Holdings Inc. | $2,000,000 | $2,019,944 | 80 | $41.1M | AI Deep Dive |
| Destination Wealth Management | $1,353,898 | $1,365,731 | 91 | $46.8M | AI Deep Dive |
| Sellar Hazard & Lucia | $646,100 | $402,106 | 19 | $9.8M | AI Deep Dive |
| Sfbaia, Inc. | $558,300 | $562,935 | 45 | $23.1M | AI Deep Dive |
| Legacy Risk & Insurance Services LLC | $542,875 | $545,680 | 28 | $14.4M | AI Deep Dive |
| Alamo Capital | $505,022 | $510,563 | 18 | $9.2M | AI Deep Dive |
| R. C. Fischer & Co. | $484,053 | $486,957 | 30 | $15.4M | AI Deep Dive |
| Mortgage Solutions Fcs, Inc. | $375,500 | $379,553 | 63 | $32.4M | AI Deep Dive |
| Crist, Fritschi & Paterson, Insurance Agents/brokers Inc. | $346,835 | $348,561 | 18 | $9.2M | AI Deep Dive |
| Dorsey, Hazeltine, Morgan & Wynne, Inc. | $344,299 | $347,120 | 20 | $10.3M | AI Deep Dive |
| Sierra Investment Partners, INC | $323,872 | $327,483 | 8 | <$5M | AI Deep Dive |
| Massmutual Pacific, Inc. | $318,347 | $321,189 | 20 | $10.3M | AI Deep Dive |
| Mckinley Realty Partners, LLC | $277,955 | $281,115 | 13 | $6.7M | AI Deep Dive |
| Diablo Valley Insurance Agency, Inc. | $276,601 | $280,117 | 16 | $8.2M | AI Deep Dive |
| Pointcare, Llc. | $268,500 | $270,810 | 17 | $8.7M | AI Deep Dive |
| Prime Meridian Capital Management LLC | $261,655 | $263,017 | 12 | $6.2M | AI Deep Dive |
| Northstar Risk Management | $232,484 | $235,121 | 15 | $7.7M | AI Deep Dive |
| Prime Meridian Capital Management LLC | $230,070 | $232,213 | 12 | $6.2M | AI Deep Dive |
| Massie and Beck Insurance Brokers, Inc. | $209,866 | $212,186 | 11 | $5.7M | AI Deep Dive |
| Burton Enright Welch | $195,800 | $197,687 | 11 | $5.7M | AI Deep Dive |
| California Retirement Plans, Inc. | $193,360 | $195,482 | 7 | <$5M | AI Deep Dive |
| James & Gable Insurance Brokers INC | $192,800 | $193,962 | 10 | $5.1M | AI Deep Dive |
| Advisor Partners LLC | $187,500 | $188,522 | 11 | $5.7M | AI Deep Dive |