| 1. Tfo Wealth Partners CRD 124407 · Limited Liability Company | MAUMEE, OH | $5.7B Apr 2026 | +$808.1M+16.7% | +$2.4B+75.6% | +$2.8B+95.2% | +$4.7B+514.3% | +11 employees+19.6% over 3Y | +763 accounts+16.7% over 3Y |
| 2. The Retirement Guys Formula CRD 168561 · Limited Liability Company | MAUMEE, OH | $276.9M Feb 2026 | -$23.7M-7.9% | +$89.3M+47.6% | +$165.3M+148.1% | — | -6 employees-46.2% over 3Y | +264 accounts+16.5% over 3Y |
| 3. Camelot Portfolios, LLC CRD 145918 · Limited Liability Company | MAUMEE, OH | $272.2M Apr 2026 | -$23.1M-7.8% | -$13.7M-4.8% | -$152.8M-36.0% | +$112.2M+70.1% | 0 employees+0.0% over 3Y | -1,130 accounts-35.2% over 3Y |
| 4. Munn Wealth Management, LLC CRD 174414 · Limited Liability Company | MAUMEE, OH | $242.3M May 2026 | +$32.7M+15.6% | +$78.2M+47.7% | +$53.3M+28.2% | — | +3 employees+42.9% over 3Y | -348 accounts-18.6% over 3Y |
| 5. Atlantis Wealth Advisors LLC CRD 169956 · Limited Liability Company | MAUMEE, OH | $150.2M Mar 2026 | +$3.5M+2.4% | +$14.3M+10.5% | +$8.3M+5.8% | — | -2 employees-33.3% over 3Y | +71 accounts+10.1% over 3Y |
| 6. Camelot Event-Driven Advisors, LLC CRD 291798 · Limited Liability Company | MAUMEE, OH | $107.8M Feb 2026 | +$2.3M+2.2% | +$58.0M+116.5% | +$73.3M+212.4% | +$86.6M+409.1% | 0 employees+0.0% over 3Y | -3 accounts-60.0% over 3Y |
| 7. Beacon Associates Wealth Management, LLC CRD 318651 · Limited Liability Company | MAUMEE, OH | $101.1M Mar 2026 | — | — | — | +$242.3K+0.2% | 0 employees+0.0% over Total | +2 accounts+0.2% over Total |