| 1. Thornburg Investment Management INC CRD 106357 · Corporation | SANTA FE, NM | $54.5B Mar 2026 | +$12.6B+30.2% | +$7.4B+15.7% | +$11.8B+27.6% | -$18.8B-25.7% | +16 employees+7.9% over 3Y | -84 accounts-11.7% over 3Y |
| 2. Sun Mountain Capital Advisors, LLC CRD 151477 · Limited Liability Company | SANTA FE, NM | $378.7M Mar 2026 | -$220.3M-36.8% | -$342.3M-47.5% | -$316.5M-45.5% | -$173.9M-31.5% | -2 employees-22.2% over 3Y | -1 accounts-10.0% over 3Y |
| 3. City Different Investments CRD 310982 · Limited Partnership | SANTA FE, NM | $244.4M May 2026 | -$21.4M-8.0% | +$87.5M+55.7% | +$48.9M+25.0% | — | +3 employees+23.1% over 3Y | +109 accounts+158.0% over 3Y |
| 4. Financial Partners, LLC CRD 170002 · Limited Liability Company | SANTA FE, NM | $181.7M Mar 2026 | +$36.1M+24.8% | +$82.2M+82.6% | -$8.3M-4.4% | +$80.7M+79.8% | 0 employees+0.0% over 3Y | -95 accounts-26.2% over 3Y |
| 5. Horizons Sustainable Financial Services, INC. CRD 164970 · Corporation | SANTA FE, NM | $151.2M Jan 2026 | +$17.1M+12.7% | +$35.6M+30.8% | — | +$32.6M+27.5% | 0 employees+0.0% over 3Y | -356 accounts-53.1% over 3Y |
| 6. Altamira Financial Group, LLC CRD 316907 · Limited Liability Company | SANTA FE, NM | $130.3M Mar 2026 | +$14.4M+12.4% | +$39.0M+42.7% | — | +$39.0M+42.7% | -1 employees-25.0% over 3Y | +12 accounts+6.1% over 3Y |
| 7. Santa Fe Advisors LLC CRD 170872 · Limited Liability Company | SANTA FE, NM | $116.1M Mar 2026 | -$61.3M-34.6% | -$66.4M-36.4% | -$36.5M-23.9% | +$2.2M+2.0% | +1 employees+25.0% over 3Y | -68 accounts-31.1% over 3Y |