| 1. Stonebridge Advisors LLC CRD 134017 · Limited Liability Company | WILTON, CT | $11.8B Mar 2026 | +$1.8B+17.8% | -$2.6B-17.9% | +$1.3B+12.2% | +$11.0B+1313.6% | -1 employees-6.3% over 3Y | -5,192 accounts-58.1% over 3Y |
| 2. Trivium Point Advisory, LLC CRD 292182 · Limited Liability Company | WILTON, CT | $1.6B Mar 2026 | +$911.0M+127.2% | +$830.4M+104.2% | +$1.0B+162.9% | — | +14 employees+58.3% over 3Y | +1,099 accounts+88.0% over 3Y |
| 3. Round Rock Advisors LLC CRD 286007 · Limited Liability Company | WILTON, CT | $906.7M Jun 2026 | +$92.1M+11.3% | +$421.8M+87.0% | +$645.6M+247.2% | — | +6 employees+37.5% over 3Y | +258 accounts+15.4% over 3Y |
| 4. Ais Capital Management L.p. CRD 107971 · Limited Partnership | WILTON, CT | $358.3M Feb 2026 | +$190.8M+113.9% | +$156.4M+77.5% | +$243.8M+212.9% | +$7.6M+2.2% | 0 employees+0.0% over 3Y | -12 accounts-21.4% over 3Y |
| 5. Altus Capital Partners, INC. CRD 159529 · Corporation | WILTON, CT | $169.3M Mar 2026 | -$9.3M-5.2% | -$68.1M-28.7% | -$24.5M-12.7% | -$28.7M-14.5% | 0 employees+0.0% over 3Y | +1 accounts+25.0% over 3Y |
| 6. Catum Advisory Group, LLC. CRD 277148 · Limited Liability Company | WILTON, CT | $128.6M Mar 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 7. Agilis Investment Management LLC CRD 336358 · Limited Liability Company | WILTON, CT | $123.8M May 2026 | — | — | — | — | +1 employees+33.3% over 1Y | — |