| 1. Summit Financial Wealth Advisors CRD 171278 · Limited Liability Company | LAFAYETTE, LA | $1.8B Jul 2026 | +$378.0M+26.6% | +$556.3M+44.8% | +$800.0M+80.1% | +$1.4B+399.7% | +3 employees+15.8% over 3Y | +721 accounts+31.5% over 3Y |
| 2. Cullen Investment Group CRD 18266 · Corporation | LAFAYETTE, LA | $910.0M Mar 2026 | +$114.5M+14.4% | +$357.6M+64.7% | +$367.3M+67.7% | +$747.3M+459.4% | +6 employees+120.0% over 3Y | +370 accounts+32.8% over 3Y |
| 3. Bcm Advisors, LLC CRD 107946 · Limited Liability Company | LAFAYETTE, LA | $775.7M Feb 2026 | +$109.5M+16.4% | +$181.0M+30.4% | +$290.6M+59.9% | +$552.2M+247.1% | +1 employees+12.5% over 3Y | -24 accounts-4.7% over 3Y |
| 4. Apex Capital Management, L.l.c. CRD 117059 · Limited Liability Company | LAFAYETTE, LA | $225.2M Mar 2026 | +$8.6M+4.0% | +$67.9M+43.2% | +$165.3M+275.8% | +$165.3M+275.8% | -4 employees-36.4% over 3Y | +224 accounts+57.9% over 3Y |
| 5. Avant Capital, LLC CRD 167961 · Limited Liability Company | LAFAYETTE, LA | $176.2M Apr 2026 | +$21.3M+13.7% | +$66.7M+60.9% | — | +$63.6M+56.4% | +1 employees+25.0% over 3Y | +555 accounts+185.0% over 3Y |
| 6. Stone Wealth Partners LLC CRD 308429 · Limited Liability Company | LAFAYETTE, LA | $142.9M Mar 2026 | +$40.8M+39.9% | — | — | +$40.8M+39.9% | +1 employees+20.0% over 1Y | +98 accounts+15.0% over 1Y |