| 1. Goldstone Financial Group, LLC CRD 222520 · Limited Liability Company | OAKBROOK TERRACE, IL | $1.1B Mar 2026 | +$256.5M+32.2% | +$678.5M+180.7% | +$856.4M+433.2% | — | +35 employees+437.5% over 3Y | +2,933 accounts+193.6% over 3Y |
| 2. Harvest Investment Services, LLC CRD 159390 · Limited Liability Company | OAKBROOK TERRACE, IL | $758.4M May 2026 | +$224.2M+42.0% | +$504.1M+198.3% | +$492.8M+185.6% | — | +9 employees+31.0% over 3Y | +963 accounts+39.1% over 3Y |
| 3. Sage Private Wealth Group, LLC CRD 173399 · Limited Liability Company | OAKBROOK TERRACE, IL | $440.8M Mar 2026 | +$76.3M+20.9% | +$86.5M+24.4% | +$153.0M+53.2% | +$153.0M+53.2% | +3 employees+25.0% over 3Y | -575 accounts-54.5% over 3Y |
| 4. Cypress Investment Management, LLC CRD 327810 · Limited Liability Company | OAKBROOK TERRACE, IL | $302.2M Mar 2026 | +$10.0M+3.4% | — | — | +$37.9M+14.3% | +1 employees+20.0% over 1Y | +15 accounts+13.4% over 1Y |
| 5. Pandora Wealth, INC. CRD 331816 · Corporation | OAKBROOK TERRACE, IL | $285.0M Mar 2026 | +$79.9M+38.9% | — | — | +$79.9M+38.9% | +3 employees+75.0% over 1Y | -289 accounts-72.6% over 1Y |
| 6. Cypress Wealth Management CRD 324524 · Limited Liability Company | OAKBROOK TERRACE, IL | $282.7M Mar 2026 | +$46.9M+19.9% | — | — | +$67.7M+31.5% | +1 employees+20.0% over 1Y | -14 accounts-21.9% over 1Y |
| 7. Parkview Asset Management, INC. CRD 307977 · Corporation | OAKBROOK TERRACE, IL | $206.1M Mar 2026 | +$45.5M+28.4% | +$103.5M+100.9% | — | — | 0 employees+0.0% over 3Y | +38 accounts+15.3% over 3Y |