| 1. Inspire Investing, LLC CRD 171988 · Limited Liability Company | MERIDIAN, ID | $4.0B Mar 2026 | +$1.1B+38.7% | +$1.9B+95.0% | +$2.6B+201.5% | +$3.9B+16314.8% | +10 employees+43.5% over 3Y | -973 accounts-68.1% over 3Y |
| 2. Inspire Advisors, LLC CRD 300279 · Limited Liability Company | MERIDIAN, ID | $1.3B May 2026 | +$298.8M+28.9% | +$811.4M+155.8% | +$1.0B+339.5% | — | +34 employees+117.2% over 3Y | +4,102 accounts+97.0% over 3Y |
| 3. Next Level Wealth Planning, LLC CRD 327644 · Limited Liability Company | MERIDIAN, ID | $322.7M Mar 2026 | +$64.2M+24.9% | — | — | — | +1 employees+25.0% over 1Y | +168 accounts+12.5% over 1Y |
| 4. Siddhi Capital, LLC CRD 314493 · Limited Liability Company | MERIDIAN, ID | $303.7M Mar 2026 | -$14.0M-4.4% | — | — | +$39.4M+14.9% | +1 employees+8.3% over 1Y | -1 accounts-8.3% over 1Y |
| 5. Doceo Wealth, LLC CRD 310415 · Limited Liability Company | MERIDIAN, ID | $274.0M Mar 2026 | +$31.2M+12.9% | +$148.6M+118.5% | +$171.9M+168.4% | — | +2 employees+40.0% over 3Y | -141 accounts-31.9% over 3Y |
| 6. Hawke Financial Group CRD 301733 · Limited Liability Company | MERIDIAN, ID | $269.6M Apr 2026 | +$15.3M+6.0% | +$86.0M+46.8% | +$119.9M+80.1% | — | -1 employees-33.3% over 3Y | +882 accounts+83.5% over 3Y |
| 7. Desert Rose Capital Management, INC. CRD 154331 · Corporation | MERIDIAN, ID | $192.1M Mar 2026 | +$112.6M+141.5% | +$40.4M+26.6% | — | +$40.4M+26.6% | +15 employees+214.3% over 3Y | +556 accounts+94.6% over 3Y |
| 8. Enduring Wealth Management, LLC CRD 337527 · Limited Liability Company | MERIDIAN, ID | $181.4M Mar 2026 | — | — | — | — | 0 employees+0.0% over Total | — |