| 1. Twelve Points Wealth Management CRD 171107 · Limited Liability Company | CONCORD, MA | $2.2B May 2026 | +$542.3M+31.9% | +$1.4B+169.2% | +$1.6B+256.1% | +$2.1B+2139.5% | +7 employees+38.9% over 3Y | +788 accounts+69.1% over 3Y |
| 2. Bay Colony Advisors CRD 152583 · Corporation | CONCORD, MA | $1.4B Mar 2026 | +$361.1M+33.6% | +$629.4M+78.1% | +$899.1M+167.8% | +$1.3B+1325.7% | +13 employees+56.5% over 3Y | +2,727 accounts+169.1% over 3Y |
| 3. Monument Group Wealth Advisors, LLC CRD 111908 · Limited Liability Company | CONCORD, MA | $678.9M May 2026 | +$100.1M+17.3% | +$249.5M+58.1% | +$301.2M+79.7% | +$493.5M+266.2% | +1 employees+16.7% over 3Y | +119 accounts+20.4% over 3Y |
| 4. Concordia Wealth Management, LLC CRD 164278 · Limited Liability Company | CONCORD, MA | $197.1M Mar 2026 | +$8.5M+4.5% | +$15.1M+8.3% | +$28.7M+17.0% | +$77.4M+64.7% | +1 employees+33.3% over 3Y | +2 accounts+1.8% over 3Y |
| 5. Cape Ann Capital, INC. CRD 128942 · Corporation | CONCORD, MA | $193.0M Mar 2026 | -$5.8M-2.9% | +$26.1M+15.7% | +$6.5M+3.5% | +$103.0M+114.4% | -1 employees-33.3% over 3Y | +4 accounts+0.7% over 3Y |
| 6. Covalent Partners LLC CRD 140494 · Limited Liability Company | CONCORD, MA | $117.3M Mar 2026 | -$3.7M-3.1% | +$23.6M+25.1% | -$14.7M-11.2% | -$337.7M-74.2% | 0 employees+0.0% over 3Y | -2 accounts-50.0% over 3Y |
| 7. USA Mutuals Advisors, INC. CRD 131750 · Corporation | CONCORD, MA | $73.7M Feb 2026 | -$13.7M-15.7% | -$11.0M-13.0% | -$111.3M-60.1% | -$39.4M-34.8% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |