| 1. Bridge Investment Group CRD 159127 · Limited Liability Company | SANDY, UT | $49.3B Apr 2026 | +$282.9M+0.6% | +$6.0B+13.8% | +$24.1B+95.6% | +$49.2B+35621.8% | -1,640 employees-72.9% over 3Y | +66 accounts+54.1% over 3Y |
| 2. Diversify Advisory Services, LLC CRD 326060 · Limited Liability Company | SANDY, UT | $4.6B Apr 2026 | +$1.4B+45.0% | — | — | +$2.6B+131.3% | +35 employees+20.5% over 1Y | +4,633 accounts+55.7% over 1Y |
| 3. Diversify Wealth Management, LLC CRD 329878 · Limited Liability Company | SANDY, UT | $4.1B Mar 2026 | +$1.8B+79.6% | — | — | +$3.7B+796.9% | +49 employees+106.5% over 1Y | +2,185 accounts+13.9% over 1Y |
| 4. Bridge Net Lease Fund Manager LLC CRD 316623 · Limited Liability Company | SANDY, UT | $843.3M Mar 2026 | +$120.7M+16.7% | — | — | +$143.4M+20.5% | -1,543 employees-72.4% over 1Y | -2 accounts-66.7% over 1Y |
| 5. Net Worth Advisory Group, LLC CRD 126983 · Limited Liability Company | SANDY, UT | $838.4M Mar 2026 | +$120.0M+16.7% | +$313.9M+59.9% | +$339.5M+68.1% | +$699.8M+505.0% | +4 employees+25.0% over 3Y | +761 accounts+30.5% over 3Y |
| 6. New Millennium Group CRD 299249 · Limited Liability Company | SANDY, UT | $257.0M Apr 2026 | +$56.4M+28.1% | +$142.6M+124.7% | +$138.6M+117.1% | +$138.6M+117.1% | +5 employees+38.5% over 3Y | +739 accounts+55.8% over 3Y |
| 7. Olympus Peaks Financial, LLC CRD 283040 · Limited Liability Company | SANDY, UT | $141.4M Jan 2026 | — | — | — | +$19.4M+15.9% | 0 employees+0.0% over Total | +94 accounts+32.0% over Total |