| 1. Ieq Capital, LLC CRD 301819 · Limited Liability Company | FOSTER CITY, CA | $56.8B Mar 2026 | +$33.2B+140.7% | +$38.2B+206.3% | +$45.2B+389.7% | — | +146 employees+121.7% over 3Y | +1,185 accounts+105.4% over 3Y |
| 2. Bailard, INC. CRD 110550 · Corporation | FOSTER CITY, CA | $7.6B May 2026 | +$1.5B+24.7% | +$2.1B+37.4% | +$4.1B+119.4% | +$5.7B+309.0% | +21 employees+33.9% over 3Y | +557 accounts+24.6% over 3Y |
| 3. Bertram Capital Management LLC CRD 156920 · Limited Liability Company | FOSTER CITY, CA | $4.4B Mar 2026 | +$412.8M+10.3% | +$2.5B+124.7% | +$3.3B+298.7% | +$3.3B+308.1% | +10 employees+27.8% over 3Y | +1 accounts+12.5% over 3Y |
| 4. Team Hewins, LLC CRD 291194 · Limited Liability Company | FOSTER CITY, CA | $4.0B Apr 2026 | +$532.9M+15.5% | +$1.8B+82.5% | +$1.7B+74.0% | — | +6 employees+26.1% over 3Y | +713 accounts+46.1% over 3Y |
| 5. Summitry, LLC CRD 128586 · Limited Liability Company | FOSTER CITY, CA | $3.4B Mar 2026 | +$899.8M+36.7% | +$968.2M+40.6% | +$1.6B+89.4% | +$2.6B+375.5% | +10 employees+27.8% over 3Y | +883 accounts+28.0% over 3Y |
| 6. Nipun Capital, L.p. CRD 159752 · Limited Partnership | FOSTER CITY, CA | $2.0B Mar 2026 | +$651.3M+47.3% | +$956.1M+89.3% | +$1.7B+577.3% | +$1.5B+302.9% | +2 employees+12.5% over 3Y | +6 accounts+85.7% over 3Y |
| 7. American Infrastructure CRD 299402 · Limited Liability Company | FOSTER CITY, CA | $1.7B Mar 2026 | $0+0.0% | +$1.1B+194.8% | +$1.5B+906.8% | — | +9 employees+90.0% over 3Y | +5 accounts+166.7% over 3Y |
| 8. Neumann Capital Management CRD 112182 · Limited Liability Company | FOSTER CITY, CA | $630.3M Mar 2026 | +$124.1M+24.5% | +$114.9M+22.3% | +$236.2M+59.9% | +$457.6M+265.1% | -2 employees-33.3% over 3Y | +66 accounts+12.2% over 3Y |
| 9. Knuff & Company LLC CRD 298203 · Limited Liability Company | FOSTER CITY, CA | $393.9M Mar 2026 | +$8.9M+2.3% | +$125.3M+46.6% | +$122.5M+45.2% | +$271.4M+221.5% | +1 employees+33.3% over 3Y | +3 accounts+12.0% over 3Y |