| 1. Fort Sheridan Advisors LLC CRD 151139 · Limited Liability Company | HIGHLAND PARK, IL | $1.0B Apr 2026 | +$125.9M+13.9% | +$625.0M+152.5% | +$732.8M+242.6% | -$605.2M-36.9% | +3 employees+42.9% over 3Y | +973 accounts+484.1% over 3Y |
| 2. New Vernon Wealth Management LLC CRD 164775 · Limited Liability Company | HIGHLAND PARK, IL | $781.0M Mar 2026 | +$153.1M+24.4% | +$350.2M+81.3% | +$341.9M+77.9% | +$353.2M+82.6% | -2 employees-20.0% over 3Y | +50 accounts+12.7% over 3Y |
| 3. Walled Lake Planning & Wealth Management, LLC CRD 299595 · Limited Liability Company | HIGHLAND PARK, IL | $732.2M Mar 2026 | +$175.6M+31.6% | +$198.2M+37.1% | +$349.6M+91.4% | — | +2 employees+33.3% over 3Y | +626 accounts+40.8% over 3Y |
| 4. Precise Investment Management, INC. CRD 282557 · Corporation | HIGHLAND PARK, IL | $186.3M Feb 2026 | +$117.3M+170.0% | +$113.6M+156.1% | — | +$185.9M+44111.4% | -1 employees-14.3% over 3Y | +1 accounts+2.6% over 3Y |
| 5. New Vernon Investment Management LLC CRD 160247 · Limited Liability Company | HIGHLAND PARK, IL | $115.5M Apr 2026 | -$1.4M-1.2% | +$17.9M+18.4% | +$26.6M+29.9% | -$51.7M-30.9% | -2 employees-20.0% over 3Y | -1 accounts-8.3% over 3Y |
| 6. Insight Securities, INC. CRD 5611 · Corporation | HIGHLAND PARK, IL | $94.2M Oct 2025 | -$53.5M-36.2% | -$68.7M-42.2% | -$75.5M-44.5% | -$18.1M-16.1% | +1 employees+4.2% over 3Y | -174 accounts-78.4% over 3Y |