| 1. Foguth Wealth Management, LLC. CRD 327434 · Limited Liability Company | BRIGHTON, MI | $825.1M Apr 2026 | +$385.5M+87.7% | — | — | — | +13 employees+17.3% over 1Y | +1,904 accounts+51.7% over 1Y |
| 2. Caitlin John, LLC CRD 154494 · Limited Liability Company | BRIGHTON, MI | $214.9M Mar 2026 | +$71.6M+49.9% | +$101.6M+89.6% | +$29.4M+15.8% | +$111.9M+108.6% | +6 employees+30.0% over 3Y | +343 accounts+42.1% over 3Y |
| 3. Patrick Financial Group LLC. CRD 124610 · Limited Liability Company | BRIGHTON, MI | $170.4M Mar 2026 | +$26.2M+18.2% | +$25.7M+17.7% | -$6.1M-3.5% | +$58.4M+52.2% | 0 employees+0.0% over 3Y | -616 accounts-50.5% over 3Y |
| 4. Old Oak Financial Planning, INC. CRD 122500 · Corporation | BRIGHTON, MI | $160.3M Mar 2026 | +$25.6M+19.0% | +$47.5M+42.1% | +$35.5M+28.5% | +$107.6M+204.0% | 0 employees+0.0% over 3Y | +96 accounts+17.2% over 3Y |
| 5. A Smarter Way To Invest CRD 166170 · Corporation | BRIGHTON, MI | $150.0M Mar 2026 | +$65.2M+76.9% | +$57.4M+62.0% | +$91.5M+156.4% | — | +5 employees+250.0% over 3Y | +300 accounts+55.9% over 3Y |
| 6. Pinnacle Wealth Management, INC. CRD 166853 · Corporation | BRIGHTON, MI | $118.1M Mar 2026 | -$3.8M-3.1% | -$2.2M-1.8% | — | -$2.2M-1.8% | -2 employees-33.3% over 3Y | -243 accounts-25.4% over 3Y |
| 7. Strickler Investment Services, LLC CRD 332778 · Limited Liability Company | BRIGHTON, MI | $107.3M Feb 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |