| 1. Truman Capital Advisors, LP CRD 156659 · Limited Partnership | ARMONK, NY | $462.0M Apr 2026 | -$69.8M-13.1% | +$49.5M+12.0% | -$231.5M-33.4% | +$299.1M+183.5% | -2 employees-11.8% over 3Y | +3 accounts+150.0% over 3Y |
| 2. Settanni Financial LLC CRD 298989 · Limited Liability Company | ARMONK, NY | $397.0M Apr 2026 | +$60.2M+17.9% | +$196.5M+98.0% | +$216.5M+119.9% | — | 0 employees+0.0% over 3Y | +89 accounts+24.2% over 3Y |
| 3. Silverberg Bernstein Capital Management CRD 327151 · Limited Liability Company | ARMONK, NY | $283.0M Mar 2026 | +$109.6M+63.2% | — | — | +$122.4M+76.2% | 0 employees+0.0% over 1Y | +51 accounts+66.2% over 1Y |
| 4. Forteris Wealth Management, INC. CRD 108314 · — | ARMONK, NY | $219.0M Mar 2026 | +$60.9M+38.5% | +$63.0M+40.4% | +$89.6M+69.3% | +$62.7M+40.1% | +1 employees+50.0% over 3Y | +119 accounts+27.9% over 3Y |
| 5. Income & Asset Advisory, INC. CRD 124955 · Corporation | ARMONK, NY | $174.8M Mar 2026 | +$38.8M+28.5% | +$66.0M+60.6% | +$62.1M+55.1% | +$77.7M+80.0% | -1 employees-20.0% over 3Y | +97 accounts+21.8% over 3Y |
| 6. Stuyvesant Capital Management Corporation CRD 111998 · Corporation | ARMONK, NY | $43.0M Mar 2026 | +$7.2M+20.2% | -$1.5M-3.3% | -$8.3M-16.2% | -$119.4M-73.5% | -1 employees-33.3% over 3Y | -11 accounts-18.6% over 3Y |