| 1. Epg Incorporated CRD 106821 · Corporation | FRAMINGHAM, MA | $3.2B Mar 2026 | -$273.5M-7.9% | -$567.6M-15.0% | +$614.3M+23.7% | +$198.8M+6.6% | -3 employees-21.4% over 3Y | -6 accounts-7.7% over 3Y |
| 2. Canby Financial Advisors CRD 338797 · Limited Liability Company | FRAMINGHAM, MA | $729.4M Mar 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 3. Tsw Wealth Management CRD 125209 · Corporation | FRAMINGHAM, MA | $279.3M Mar 2026 | +$30.7M+12.3% | +$75.9M+37.3% | +$75.3M+36.9% | +$143.8M+106.2% | 0 employees+0.0% over 3Y | +19 accounts+4.7% over 3Y |
| 4. Woodside Wealth Management CRD 175118 · Limited Liability Company | FRAMINGHAM, MA | $266.6M Mar 2026 | +$40.6M+18.0% | +$95.7M+56.0% | +$99.0M+59.1% | +$166.0M+165.0% | +2 employees+100.0% over 3Y | -11 accounts-2.7% over 3Y |
| 5. Polaris Investment Advisors, LLC CRD 324093 · Limited Liability Company | FRAMINGHAM, MA | $217.1M Jan 2026 | +$45.6M+26.6% | — | — | — | 0 employees+0.0% over 3Y | +2 accounts+0.7% over 1Y |
| 6. Ltg Capital LLC CRD 128216 · Limited Liability Company | FRAMINGHAM, MA | $142.2M Mar 2026 | +$20.7M+17.0% | +$18.8M+15.2% | +$97.6M+218.8% | +$98.6M+226.2% | +3 employees+150.0% over 3Y | +53 accounts+17.7% over 3Y |
| 7. Signal Ridge Capital Partners, LLC CRD 167576 · Limited Liability Company | FRAMINGHAM, MA | $113.6M Mar 2026 | — | — | — | +$2.9M+2.7% | 0 employees+0.0% over Total | +1 accounts+1.1% over Total |
| 8. Borabond, LLC CRD 336456 · Limited Liability Company | FRAMINGHAM, MA | $83.1K Jan 2026 | — | — | — | — | +2 employees+200.0% over Total | — |