| 1. Capita Financial Network, LLC CRD 290558 · Limited Liability Company | DRAPER, UT | $2.3B Mar 2026 | +$474.3M+25.6% | +$1.2B+99.8% | +$1.8B+310.1% | +$2.1B+970.5% | +28 employees+90.3% over 3Y | +2,745 accounts+63.9% over 3Y |
| 2. Tower Arch Capital CRD 169057 · Limited Partnership | DRAPER, UT | $2.1B Mar 2026 | +$245.0M+13.1% | +$1.2B+137.8% | +$1.2B+139.9% | +$1.8B+680.6% | +7 employees+41.2% over 3Y | +2 accounts+40.0% over 3Y |
| 3. Healthequity Advisors CRD 167105 · Limited Liability Company | DRAPER, UT | $2.0B Mar 2026 | +$800.5M+67.0% | +$941.6M+89.4% | +$1.4B+252.9% | — | 0 employees+0.0% over 3Y | +82,242 accounts+85.5% over 3Y |
| 4. Navigate Private Wealth, LLC CRD 170774 · Limited Liability Company | DRAPER, UT | $529.2M Mar 2026 | +$66.7M+14.4% | +$190.3M+56.1% | +$152.6M+40.5% | — | -6 employees-35.3% over 3Y | -130 accounts-6.3% over 3Y |
| 5. Elevated Capital Advisors, LLC CRD 226721 · Limited Liability Company | DRAPER, UT | $499.1M Mar 2026 | +$66.1M+15.3% | +$187.2M+60.0% | +$273.9M+121.6% | +$398.8M+397.3% | +22 employees+275.0% over 3Y | +289 accounts+13.5% over 3Y |
| 6. Coign Capital Advisors LLC CRD 171306 · Limited Liability Company | DRAPER, UT | $472.9M Feb 2026 | +$185.1M+64.3% | +$156.6M+49.5% | +$254.7M+116.7% | — | 0 employees+0.0% over 3Y | +58 accounts+6.1% over 3Y |
| 7. Medicus Wealth Planning, INC. CRD 282904 · Corporation | DRAPER, UT | $160.8M May 2026 | +$30.6M+23.5% | — | — | +$59.9M+59.3% | 0 employees+0.0% over 1Y | +22 accounts+4.1% over 1Y |
| 8. Palisade Wealth Management CRD 147725 · Limited Liability Company | DRAPER, UT | $133.2M Apr 2026 | +$21.5M+19.3% | — | — | +$17.2M+14.8% | 0 employees+0.0% over 1Y | +4 accounts+2.9% over 1Y |
| 9. Lone Peak Advisers CRD 296772 · Limited Liability Company | DRAPER, UT | $125.4M Mar 2026 | +$6.4M+5.4% | -$22.6M-15.3% | -$16.7M-11.8% | +$6.4M+5.4% | -2 employees-20.0% over 3Y | +108 accounts+13.6% over 3Y |