| 1. Tectonic Advisors LLC CRD 139713 · Limited Liability Company | FRISCO, TX | $5.1B Mar 2026 | +$795.1M+18.3% | +$2.5B+94.9% | +$3.3B+176.8% | +$4.1B+389.5% | -7 employees-53.8% over 3Y | +3,508 accounts+61.0% over 3Y |
| 2. Cain, Watters & Associates, LLC CRD 111521 · Limited Liability Company | FRISCO, TX | $5.0B Mar 2026 | +$1.5B+42.1% | +$2.3B+82.9% | +$2.9B+131.1% | +$4.0B+385.9% | +116 employees+51.6% over 3Y | +5,266 accounts+76.6% over 3Y |
| 3. Quadcap Wealth Management, LLC CRD 151490 · Limited Liability Company | FRISCO, TX | $1.3B Mar 2026 | +$570.8M+74.2% | +$701.9M+109.9% | +$781.9M+140.0% | +$1.2B+993.3% | +11 employees+91.7% over 3Y | +489 accounts+32.9% over 3Y |
| 4. Bsip Slp Gp, LLC CRD 298964 · Limited Liability Company | FRISCO, TX | $1.1B Mar 2026 | -$142.7M-11.9% | — | — | +$719.2M+213.2% | -3 employees-13.0% over 1Y | -1 accounts-5.6% over 1Y |
| 5. Brindle & Bay Financial Advisors, LLC CRD 291747 · Limited Liability Company | FRISCO, TX | $184.8M Mar 2026 | +$70.6M+61.9% | — | — | +$84.3M+83.9% | +1 employees+33.3% over 1Y | +159 accounts+34.0% over 1Y |
| 6. Kingstone Capital Partners Texas, LLC CRD 281593 · Limited Liability Company | FRISCO, TX | $182.3M Apr 2026 | +$24.2M+15.3% | +$56.8M+45.3% | +$60.0M+49.0% | +$75.3M+70.3% | -2 employees-20.0% over 3Y | +17 accounts+3.7% over 3Y |
| 7. Stonebridge Wealth Management, LLC CRD 146775 · Limited Liability Company | FRISCO, TX | $134.6M Feb 2026 | +$15.1M+12.6% | +$16.5M+14.0% | +$80.3M+147.8% | +$80.3M+147.8% | 0 employees+0.0% over 3Y | +6 accounts+5.0% over 3Y |
| 8. Wave Wealth Management, LLC CRD 285079 · Limited Liability Company | FRISCO, TX | $134.2M Feb 2026 | +$17.6M+15.1% | +$119.5M+813.4% | +$119.5M+813.4% | — | 0 employees+0.0% over 3Y | +401 accounts+871.7% over 3Y |