| 1. Digital Alpha Advisors, LLC CRD 286351 · Limited Liability Company | HENDERSON, NV | $2.4B Apr 2026 | +$8.4M+0.4% | +$974.7M+68.9% | +$1.1B+91.4% | +$2.1B+690.2% | -4 employees-23.5% over 3Y | +5 accounts+62.5% over 3Y |
| 2. Capstone Capital Wealth Advisors CRD 123764 · Limited Liability Company | HENDERSON, NV | $408.4M Feb 2026 | +$87.1M+27.1% | +$69.2M+20.4% | +$170.8M+71.9% | +$349.0M+587.4% | -3 employees-42.9% over 3Y | -269 accounts-32.8% over 3Y |
| 3. West Ridge Advisors CRD 282718 · Limited Liability Company | HENDERSON, NV | $396.0M Apr 2026 | +$127.9M+47.7% | +$242.7M+158.3% | +$252.9M+176.7% | +$295.7M+294.9% | +3 employees+30.0% over 3Y | +839 accounts+148.2% over 3Y |
| 4. Cassady Wealth & Retirement Planning L.l.c. CRD 309710 · Limited Liability Company | HENDERSON, NV | $292.1M May 2026 | +$136.3M+87.5% | — | — | +$187.0M+177.9% | -1 employees-16.7% over 1Y | +339 accounts+98.0% over 1Y |
| 5. Diazo, LLC CRD 324419 · Limited Liability Company | HENDERSON, NV | $221.6M Mar 2026 | +$43.7M+24.6% | — | — | — | +4 employees+80.0% over 3Y | +149 accounts+20.5% over 1Y |
| 6. Curtis Wealth Management LLC CRD 312245 · Limited Liability Company | HENDERSON, NV | $148.5M Mar 2026 | +$26.9M+22.2% | — | — | +$3.6M+2.5% | 0 employees+0.0% over 1Y | -215 accounts-41.5% over 1Y |
| 7. Bufferlabs CRD 337959 · Limited Liability Company | HENDERSON, NV | $62.3M Feb 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |