| 1. Convergence Financial CRD 304146 · Limited Liability Company | COLUMBIA, MO | $904.0M Apr 2026 | +$200.5M+28.5% | +$605.9M+203.3% | +$688.3M+319.3% | +$800.2M+771.3% | -4 employees-18.2% over 3Y | +2,007 accounts+73.8% over 3Y |
| 2. Alexander Labrunerie & CO., INC. CRD 117153 · Corporation | COLUMBIA, MO | $618.9M Mar 2026 | +$93.8M+17.9% | +$237.7M+62.4% | +$296.0M+91.7% | +$500.1M+421.1% | -2 employees-25.0% over 3Y | +508 accounts+20.3% over 3Y |
| 3. Permanent Equity Management CRD 309530 · Limited Liability Company | COLUMBIA, MO | $508.8M Mar 2026 | +$44.1M+9.5% | +$131.4M+34.8% | +$157.3M+44.8% | +$186.5M+57.9% | -2 employees-11.8% over 3Y | 0 accounts+0.0% over 3Y |
| 4. Jjp Capital Management, INC. CRD 105374 · Corporation | COLUMBIA, MO | $389.9M Mar 2026 | +$41.2M+11.8% | +$95.1M+32.3% | +$157.8M+68.0% | +$273.5M+235.1% | +1 employees+50.0% over 3Y | -3 accounts-1.6% over 3Y |
| 5. Wilkerson Advisory Group LLC CRD 334668 · Limited Liability Company | COLUMBIA, MO | $326.9M Mar 2026 | — | — | — | — | +2 employees+25.0% over 1Y | — |
| 6. Eagle Bluffs Wealth Management LLC CRD 306311 · Limited Liability Company | COLUMBIA, MO | $294.2M Mar 2026 | +$63.3M+27.4% | +$120.7M+69.5% | +$191.0M+185.2% | — | 0 employees+0.0% over 3Y | +171 accounts+45.1% over 3Y |
| 7. Sundvold Financial CRD 108176 · Limited Liability Company | COLUMBIA, MO | $232.9M Mar 2026 | -$1.1M-0.5% | +$69.9M+42.9% | +$97.9M+72.5% | -$27.6M-10.6% | -3 employees-37.5% over 3Y | +45 accounts+10.3% over 3Y |
| 8. Truman Wealth Advisors CRD 334752 · Limited Liability Company | COLUMBIA, MO | $106.0M Mar 2026 | — | — | — | — | +2 employees+200.0% over 1Y | — |