| 1. Aether Investment Partners, LLC CRD 149742 · Limited Liability Company | LITTLETON, CO | $1.1B Mar 2026 | -$134.5M-10.5% | -$432.3M-27.4% | -$229.7M-16.7% | +$874.8M+323.7% | -9 employees-75.0% over 3Y | -1 accounts-11.1% over 3Y |
| 2. Sprinkle Financial Consultants LLC CRD 112227 · Limited Liability Company | LITTLETON, CO | $926.1M Mar 2026 | +$128.3M+16.1% | +$98.3M+11.9% | +$308.5M+50.0% | +$598.8M+182.9% | -2 employees-20.0% over 3Y | +20 accounts+1.9% over 3Y |
| 3. Tucker Asset Management LLC CRD 174844 · Limited Liability Company | LITTLETON, CO | $603.6M Apr 2026 | -$37.2M-5.8% | +$234.1M+63.4% | +$397.7M+193.2% | +$601.1M+24327.5% | +5 employees+6.7% over 3Y | -462 accounts-12.6% over 3Y |
| 4. Whipplewood Advisors, LLC CRD 282860 · Limited Liability Company | LITTLETON, CO | $324.5M May 2026 | +$36.5M+12.7% | +$116.4M+55.9% | +$157.7M+94.5% | +$220.6M+212.4% | 0 employees+0.0% over 3Y | +48 accounts+14.7% over 3Y |
| 5. Capital Financial Group, INC. CRD 111709 · Corporation | LITTLETON, CO | $237.4M Apr 2026 | +$32.6M+15.9% | +$66.5M+38.9% | +$39.2M+19.8% | +$202.7M+583.9% | -1 employees-16.7% over 3Y | +60 accounts+9.9% over 3Y |
| 6. Summitpoint Capital Management CRD 336856 · Limited Liability Company | LITTLETON, CO | $132.5M Apr 2026 | — | — | — | — | +1 employees+50.0% over Total | — |
| 7. Branzan Investment Advisors, INC. CRD 120783 · Corporation | LITTLETON, CO | $114.8M May 2026 | +$10.8M+10.4% | +$14.6M+14.6% | +$6.0M+5.5% | +$18.4M+19.1% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 8. Cdp Financial Group, LLC CRD 155725 · Limited Liability Company | LITTLETON, CO | $100.5M Mar 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 9. Bz Wealth Advisors, LLC CRD 335978 · Limited Liability Company | LITTLETON, CO | $26.0M Mar 2026 | — | — | — | $0+0.0% | +4 employees+133.3% over Total | 0 accounts+0.0% over Total |