| 1. Amplius Wealth Advisors CRD 312463 · Limited Liability Company | BLUE BELL, PA | $1.7B May 2026 | +$206.5M+13.5% | +$727.6M+71.8% | — | — | +2 employees+18.2% over 3Y | +613 accounts+27.4% over 3Y |
| 2. Blue Bell Private Wealth Management, LLC CRD 134184 · Limited Liability Company | BLUE BELL, PA | $1.1B Mar 2026 | +$450.5M+67.2% | +$586.4M+109.6% | +$603.5M+116.6% | +$931.9M+492.3% | +3 employees+30.0% over 3Y | +545 accounts+32.0% over 3Y |
| 3. Northstar Asset Management Company, LLC CRD 328279 · Limited Liability Company | BLUE BELL, PA | $659.8M Mar 2026 | +$42.7M+6.9% | — | — | +$92.0M+16.2% | 0 employees+0.0% over 1Y | +2 accounts+0.5% over 1Y |
| 4. Borer Denton & Associates, INC. CRD 135729 · Corporation | BLUE BELL, PA | $403.0M Mar 2026 | +$1.7M+0.4% | +$46.8M+13.1% | +$129.8M+47.5% | +$300.0M+291.3% | -2 employees-33.3% over 3Y | +33 accounts+17.6% over 3Y |
| 5. Persimmon Capital Management CRD 334563 · Limited Partnership | BLUE BELL, PA | $368.5M Mar 2026 | — | — | — | +$27.2M+8.0% | +2 employees+200.0% over 1Y | +38 accounts+6.6% over Total |
| 6. Amplius Asset Management, LLC CRD 334991 · Limited Liability Company | BLUE BELL, PA | $247.3M Mar 2026 | — | — | — | — | 0 employees+0.0% over 1Y | — |
| 7. Coombs Wealth Advisory, LLC CRD 281132 · Limited Liability Company | BLUE BELL, PA | $139.6M Feb 2026 | -$5.6M-3.9% | — | — | -$5.6M-3.9% | 0 employees+0.0% over 1Y | +2 accounts+2.2% over 1Y |