| 1. Canopy Capital Group CRD 326730 · Corporation | WOBURN, MA | $1.3B Mar 2026 | — | — | — | +$833.8M+172.6% | +7 employees+175.0% over 1Y | +186 accounts+187.9% over Total |
| 2. 93 Financial Group, LLC CRD 144235 · Limited Liability Company | WOBURN, MA | $899.7M Mar 2026 | +$119.3M+15.3% | +$336.0M+59.6% | +$368.1M+69.3% | +$796.0M+767.9% | 0 employees+0.0% over 3Y | +69 accounts+2.9% over 3Y |
| 3. Alta Wealth Advisors LLC CRD 293675 · Limited Liability Company | WOBURN, MA | $664.6M Mar 2026 | +$169.2M+34.1% | +$355.9M+115.3% | +$432.6M+186.5% | — | +10 employees+200.0% over 3Y | +711 accounts+74.5% over 3Y |
| 4. Flagship Private Wealth CRD 175277 · Limited Liability Company | WOBURN, MA | $447.2M Jan 2026 | +$133.4M+42.5% | +$194.9M+77.3% | +$261.3M+140.5% | +$347.1M+346.6% | 0 employees+0.0% over 3Y | +140 accounts+15.4% over 3Y |
| 5. Auour Investments LLC CRD 173392 · Limited Liability Company | WOBURN, MA | $378.0M Mar 2026 | +$37.1M+10.9% | +$86.2M+29.5% | +$122.6M+48.0% | +$344.3M+1021.7% | +2 employees+40.0% over 3Y | +175 accounts+26.6% over 3Y |
| 6. Integrity Financial Advisors, LLC CRD 313369 · Limited Liability Company | WOBURN, MA | $134.9M Mar 2026 | +$10.5M+8.5% | +$59.3M+78.5% | — | — | +4 employees+80.0% over 3Y | +168 accounts+51.4% over 3Y |
| 7. Garrett Nagle & CO., INC. CRD 7071 · Corporation | WOBURN, MA | $98.4M Mar 2026 | +$10.2M+11.5% | -$17.7M-15.2% | -$10.1M-9.3% | -$3.1M-3.1% | -2 employees-33.3% over 3Y | -18 accounts-11.1% over 3Y |