| 1. The Informed Momentum Company LLC CRD 144908 · Limited Liability Company | SOLANA BEACH, CA | $1.5B Mar 2026 | +$561.2M+60.2% | +$347.8M+30.3% | +$357.8M+31.5% | +$1.2B+363.7% | -1 employees-4.3% over 3Y | +2 accounts+18.2% over 3Y |
| 2. Focus Investment Advisors, INC CRD 109970 · Corporation | SOLANA BEACH, CA | $956.2M Mar 2026 | +$71.2M+8.0% | +$251.7M+35.7% | +$355.8M+59.3% | +$786.2M+462.5% | +2 employees+40.0% over 3Y | -139 accounts-80.3% over 3Y |
| 3. Blankinship & Foster, LLC CRD 104795 · Limited Liability Company | SOLANA BEACH, CA | $939.5M Mar 2026 | +$159.1M+20.4% | +$153.0M+19.5% | +$337.0M+55.9% | +$615.5M+190.0% | +1 employees+6.7% over 3Y | +16 accounts+1.6% over 3Y |
| 4. First Turn Management, LLC CRD 327421 · Limited Liability Company | SOLANA BEACH, CA | $900.1M Mar 2026 | +$188.5M+26.5% | — | — | +$281.3M+45.4% | +2 employees+100.0% over 1Y | +1 accounts+33.3% over 1Y |
| 5. Global IMC LLC CRD 170870 · Limited Liability Company | SOLANA BEACH, CA | $790.0M Mar 2026 | -$625.1M-44.2% | -$1.2B-61.2% | -$361.8M-31.4% | — | -1 employees-4.3% over 3Y | -2 accounts-18.2% over 3Y |
| 6. Karmel Capital Management LLC CRD 307701 · Limited Liability Company | SOLANA BEACH, CA | $636.1M May 2026 | +$465.8M+273.5% | +$481.1M+310.3% | — | +$481.1M+310.3% | +2 employees+33.3% over 3Y | +7 accounts+175.0% over 3Y |
| 7. Dlk Investment Management CRD 149096 · Limited Liability Company | SOLANA BEACH, CA | $524.0M Mar 2026 | +$89.0M+20.5% | +$232.0M+79.5% | +$258.0M+97.0% | +$417.7M+392.8% | -1 employees-16.7% over 3Y | +254 accounts+26.6% over 3Y |
| 8. D. M. Brenner, INC. CRD 134398 · Corporation | SOLANA BEACH, CA | $193.6M Mar 2026 | +$17.6M+10.0% | +$52.2M+36.9% | +$65.2M+50.8% | +$86.4M+80.5% | -1 employees-16.7% over 3Y | -13 accounts-3.4% over 3Y |