| 1. Ascensus Investment Advisors, LLC CRD 120632 · Limited Liability Company | NEWTON, MA | $13.0B Jul 2026 | +$1.3B+11.4% | +$4.5B+53.0% | -$63.9B-83.1% | -$11.9B-47.9% | +2 employees+4.3% over 3Y | -17 accounts-63.0% over 3Y |
| 2. Grovestreet CRD 111497 · Limited Liability Company | NEWTON, MA | $7.1B May 2026 | +$370.0M+5.5% | +$191.0M+2.7% | +$21.6M+0.3% | +$2.3B+48.8% | -2 employees-5.4% over 3Y | +1 accounts+2.3% over 3Y |
| 3. Proficio Capital Partners LLC CRD 269931 · Limited Liability Company | NEWTON, MA | $5.3B Apr 2026 | +$1.7B+46.0% | +$2.1B+66.8% | +$2.9B+123.6% | +$5.0B+1709.6% | +7 employees+43.8% over 3Y | +514 accounts+56.3% over 3Y |
| 4. Tremont Realty Capital LLC CRD 283569 · Limited Liability Company | NEWTON, MA | $763.3M Dec 2025 | +$13.3M+1.8% | +$307.0M+67.3% | +$543.8M+247.8% | +$570.9M+296.7% | -1 employees-4.3% over 3Y | 0 accounts+0.0% over 3Y |
| 5. Castanea Partners INC. CRD 160229 · Corporation | NEWTON, MA | $239.0M Mar 2026 | -$7.0M-2.8% | -$476.0M-66.6% | -$710.0M-74.8% | -$314.0M-56.8% | -2 employees-25.0% over 3Y | -1 accounts-16.7% over 3Y |
| 6. Renaissance Wealth Advisors, LLC CRD 300007 · Limited Liability Company | NEWTON, MA | $109.9M Apr 2026 | +$105.5M+2373.5% | +$105.5M+2373.5% | +$105.5M+2373.5% | — | 0 employees+0.0% over 3Y | +433 accounts+1665.4% over 3Y |