| 1. Diversify Advisory Services, LLC CRD 326060 · Limited Liability Company | SOUTH JORDAN, UT | $4.6B Aug 2026 | +$1.4B+45.0% | +$2.6B+131.3% | — | +$2.6B+131.3% | +50 employees+32.1% over 3Y | +2,309 accounts+21.7% over 3Y |
| 2. Diversify Wealth Management, LLC CRD 329878 · Limited Liability Company | SOUTH JORDAN, UT | $4.1B Aug 2026 | +$1.6B+62.6% | — | — | +$3.7B+796.9% | +47 employees+97.9% over 1Y | +5,143 accounts+40.3% over 1Y |
| 3. Ashworth Wealth, LLC CRD 116950 · Limited Liability Company | SOUTH JORDAN, UT | $377.8M Feb 2026 | +$89.8M+31.2% | +$130.7M+52.9% | +$210.4M+125.8% | +$250.6M+197.0% | -2 employees-28.6% over 3Y | +132 accounts+17.9% over 3Y |
| 4. Elysium Wealth Management, LLC CRD 312068 · Limited Liability Company | SOUTH JORDAN, UT | $352.3M Aug 2026 | +$193.1M+121.3% | — | — | +$236.3M+203.6% | +9 employees+69.2% over 1Y | +576 accounts+63.6% over 1Y |
| 5. Tencap Wealth Coaching CRD 166130 · Limited Liability Company | SOUTH JORDAN, UT | $285.0M Mar 2026 | +$167.8M+143.2% | — | — | +$167.8M+143.2% | -8 employees-53.3% over 1Y | +1,062 accounts+103.6% over 1Y |
| 6. Jrs Wealth Management LLC CRD 306294 · Limited Liability Company | SOUTH JORDAN, UT | $135.0M Feb 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |