| 1. Andina Advisors CRD 151762 · Limited Liability Company | LOGAN, UT | $1.3B Jul 2026 | +$244.8M+24.1% | +$619.3M+96.4% | +$1.0B+388.8% | +$1.2B+1044.7% | -4 employees-23.5% over 3Y | +2,586 accounts+154.3% over 3Y |
| 2. Adams Wealth Advisors CRD 286087 · Limited Liability Company | LOGAN, UT | $565.8M Jul 2026 | -$143.3M-20.2% | +$122.0M+27.5% | +$243.7M+75.7% | — | -6 employees-25.0% over 3Y | +804 accounts+47.2% over 3Y |
| 3. Cachetech CRD 327688 · Corporation | LOGAN, UT | $547.4M Jun 2026 | -$124.3M-18.5% | — | — | +$47.4M+9.5% | -3 employees-30.0% over 1Y | +1,111 accounts+151.4% over 1Y |
| 4. Wasatch Equity Partners CRD 326762 · Limited Liability Company | LOGAN, UT | $337.3M Mar 2026 | +$25.8M+8.3% | — | — | +$25.8M+8.3% | -2 employees-22.2% over 1Y | 0 accounts+0.0% over 1Y |
| 5. Wasatch Investment Fund Manager, LLC CRD 325037 · Limited Liability Company | LOGAN, UT | $254.6M Mar 2026 | +$87.4M+52.2% | — | — | +$87.4M+52.2% | 0 employees+0.0% over 1Y | +1 accounts+25.0% over 1Y |
| 6. Harold Dance Investments CRD 1582 · Corporation | LOGAN, UT | $158.0M Mar 2026 | +$39.0M+32.8% | — | — | +$39.0M+32.8% | +1 employees+14.3% over 1Y | +202 accounts+97.6% over 1Y |
| 7. Riley S. Crosbie Advisory, LLC CRD 336507 · Limited Liability Company | LOGAN, UT | $118.9M Jun 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |