| 1. Flat Rock Global CRD 288551 · Limited Liability Company | JACKSON, WY | $1.6B Mar 2026 | +$735.0M+88.2% | +$1.2B+285.2% | +$1.4B+663.6% | +$1.5B+5127.0% | +3 employees+30.0% over 3Y | 0 accounts+0.0% over 3Y |
| 2. Integrity Financial Corporation CRD 137125 · Corporation | JACKSON, WY | $868.1M Mar 2026 | +$318.9M+58.1% | +$405.4M+87.6% | +$507.2M+140.5% | +$750.5M+638.4% | 0 employees+0.0% over 3Y | -26 accounts-1.8% over 3Y |
| 3. Greybull Advisors, LLC CRD 317767 · Limited Liability Company | JACKSON, WY | $513.6M Mar 2026 | +$250.4M+95.1% | +$272.7M+113.2% | — | +$335.3M+188.1% | +3 employees+33.3% over 3Y | +2 accounts+100.0% over 3Y |
| 4. Income Focus Portfolio Management CRD 165477 · Limited Liability Company | JACKSON, WY | $362.5M Feb 2026 | +$28.3M+8.5% | +$117.4M+47.9% | +$178.2M+96.7% | +$263.8M+267.4% | 0 employees+0.0% over 3Y | +93 accounts+18.3% over 3Y |
| 5. Founders Equity Partners CRD 282022 · Limited Liability Company | JACKSON, WY | $309.4M Mar 2026 | +$95.5M+44.6% | +$118.5M+62.1% | — | +$100.8M+48.3% | 0 employees+0.0% over 3Y | +2 accounts+50.0% over 3Y |
| 6. Grupp Financial LLC CRD 168436 · Limited Liability Company | JACKSON, WY | $100.1M Jan 2026 | +$18.4M+22.5% | -$3.9M-3.8% | +$92.6M+1248.7% | +$92.6M+1248.7% | -1 employees-25.0% over 3Y | +9 accounts+32.1% over 3Y |