| 1. Capitol Securities Management, INC. CRD 14169 · Corporation | GLEN ALLEN, VA | $2.2B Mar 2026 | +$343.6M+18.9% | +$876.4M+68.2% | +$1.1B+97.6% | +$1.9B+613.2% | -5 employees-2.9% over 3Y | +768 accounts+24.0% over 3Y |
| 2. The Capital Management Corporation CRD 112242 · Corporation | GLEN ALLEN, VA | $710.1M Jun 2025 | +$145.5M+25.8% | +$111.3M+18.6% | +$252.7M+55.2% | +$449.0M+171.9% | +1 employees+12.5% over 3Y | +77 accounts+13.6% over 3Y |
| 3. The Main Street Group CRD 175502 · Corporation | GLEN ALLEN, VA | $515.3M May 2026 | +$100.6M+24.3% | +$291.2M+129.9% | +$308.6M+149.3% | +$376.4M+271.1% | 0 employees+0.0% over 3Y | +840 accounts+51.0% over 3Y |
| 4. Steelhead Wealth Management CRD 338410 · Limited Liability Company | GLEN ALLEN, VA | $341.9M Mar 2026 | — | — | — | — | +6 employees+600.0% over Total | — |
| 5. Claris Financial, LLC CRD 168503 · Limited Liability Company | GLEN ALLEN, VA | $330.2M Mar 2026 | +$44.3M+15.5% | +$92.9M+39.1% | +$167.9M+103.4% | +$224.8M+213.2% | 0 employees+0.0% over 3Y | +14 accounts+1.4% over 3Y |
| 6. Kinloch Capital, LLC CRD 300735 · Limited Liability Company | GLEN ALLEN, VA | $301.1M Mar 2026 | +$48.7M+19.3% | +$81.2M+36.9% | +$135.3M+81.6% | — | +1 employees+25.0% over 3Y | +161 accounts+29.6% over 3Y |
| 7. Atlantic Union Municipal Advisors, INC CRD 329425 · Corporation | GLEN ALLEN, VA | $134.3M May 2026 | -$51.1M-27.6% | — | — | -$61.1M-31.3% | 0 employees+0.0% over 1Y | -7 accounts-87.5% over 1Y |