| 1. Aperio Group, LLC CRD 111616 · Limited Liability Company | SAUSALITO, CA | $152.1B Apr 2026 | +$40.7B+36.5% | +$97.6B+178.9% | +$110.6B+266.4% | +$150.1B+7266.0% | +58 employees+38.7% over 3Y | +21,584 accounts+175.2% over 3Y |
| 2. Revelation Capital Management, LLC CRD 171114 · Limited Liability Company | SAUSALITO, CA | $2.3B May 2026 | +$728.1M+45.8% | +$1.3B+123.9% | +$1.6B+239.3% | +$2.1B+1139.5% | +9 employees+100.0% over 3Y | +3 accounts+75.0% over 3Y |
| 3. Caldwell Sutter Capital, INC. CRD 10489 · Corporation | SAUSALITO, CA | $605.7M Apr 2026 | +$34.6M+6.1% | +$305.9M+102.1% | +$370.4M+157.5% | +$507.6M+517.6% | -2 employees-10.5% over 3Y | +690 accounts+123.4% over 3Y |
| 4. Vert Asset Management LLC CRD 288445 · Limited Liability Company | SAUSALITO, CA | $464.4M Jan 2026 | +$115.8M+33.2% | +$288.7M+164.3% | +$423.1M+1025.0% | — | 0 employees+0.0% over 3Y | +1 accounts+100.0% over 3Y |
| 5. Westend Capital Management, LLC. CRD 120545 · Limited Liability Company | SAUSALITO, CA | $436.2M Mar 2026 | +$88.1M+25.3% | +$241.8M+124.3% | +$336.6M+338.1% | +$202.8M+86.9% | 0 employees+0.0% over 3Y | +204 accounts+76.7% over 3Y |
| 6. Delta Accumulation, LLC CRD 286434 · Limited Liability Company | SAUSALITO, CA | $332.1M Mar 2026 | +$105.3M+46.4% | — | — | +$105.3M+46.4% | 0 employees+0.0% over 1Y | -2 accounts-22.2% over 1Y |
| 7. Prospect Capital Advisors, LLC CRD 119531 · Limited Liability Company | SAUSALITO, CA | $309.4M Mar 2026 | +$21.3M+7.4% | -$81.5M-20.8% | -$154.3M-33.3% | +$18.9M+6.5% | +1 employees+33.3% over 3Y | -1 accounts-25.0% over 3Y |
| 8. Verity Wealth Advisors, LLC CRD 126742 · Limited Liability Company | SAUSALITO, CA | $278.5M Jan 2026 | +$60.7M+27.9% | +$76.6M+37.9% | +$76.7M+38.0% | +$156.7M+128.7% | 0 employees+0.0% over 3Y | -92 accounts-63.9% over 3Y |