| 1. Next Level Private LLC CRD 313247 · Limited Liability Company | HARRISON, NY | $1.4B Jul 2026 | +$315.2M+29.9% | +$726.6M+112.9% | — | — | +5 employees+45.5% over 3Y | +866 accounts+47.4% over 3Y |
| 2. Freshford Capital Management, LLC CRD 158448 · Limited Liability Company | HARRISON, NY | $581.8M Mar 2026 | -$182.0M-23.8% | -$377.0M-39.3% | -$340.6M-36.9% | -$367.0M-38.7% | -3 employees-27.3% over 3Y | -1 accounts-25.0% over 3Y |
| 3. Welch Capital Partners LLC CRD 106721 · Limited Liability Company | HARRISON, NY | $506.2M Apr 2026 | +$25.3M+5.3% | +$166.9M+49.2% | +$137.5M+37.3% | +$164.9M+48.3% | +1 employees+33.3% over 3Y | +2 accounts+4.7% over 3Y |
| 4. Sykon Capital LLC CRD 326728 · Limited Liability Company | HARRISON, NY | $350.1M Jul 2026 | +$19.6M+5.9% | — | — | — | +3 employees+60.0% over 3Y | -44 accounts-6.2% over 1Y |
| 5. Lightedway Advisory Services, INC. CRD 312712 · Corporation | HARRISON, NY | $115.0M Feb 2026 | +$38.0M+49.4% | +$45.0M+64.3% | — | — | 0 employees+0.0% over 3Y | +53 accounts+24.5% over 3Y |
| 6. Bespoke Investment Group, LLC CRD 144080 · Limited Liability Company | HARRISON, NY | $101.3M Mar 2026 | +$50.1M+97.8% | +$46.9M+86.3% | +$57.0M+128.5% | +$57.2M+129.6% | +1 employees+20.0% over 3Y | +40 accounts+50.6% over 3Y |