| 1. Advisory Alpha, LLC CRD 158282 · Limited Liability Company | HOLLAND, MI | $4.4B Mar 2026 | +$905.5M+26.1% | +$2.6B+144.9% | +$3.6B+446.2% | +$4.3B+7094.1% | +14 employees+26.9% over 3Y | +10,690 accounts+78.0% over 3Y |
| 2. Captrust Wealth Advisors CRD 173736 · Limited Liability Company | HOLLAND, MI | $2.0B Mar 2026 | +$113.3M+6.0% | +$486.5M+32.1% | +$485.4M+32.0% | — | +2 employees+8.3% over 3Y | +282 accounts+10.4% over 3Y |
| 3. Lvz, INC. CRD 124228 · Corporation | HOLLAND, MI | $1.1B Mar 2026 | +$250.6M+28.7% | +$207.7M+22.6% | +$463.0M+69.9% | +$942.2M+514.7% | +6 employees+33.3% over 3Y | +944 accounts+19.1% over 3Y |
| 4. West Michigan Advisors CRD 312073 · Limited Liability Company | HOLLAND, MI | $781.3M Jul 2026 | +$166.9M+27.2% | +$501.5M+179.2% | +$528.4M+208.9% | — | +10 employees+76.9% over 3Y | +799 accounts+36.4% over 3Y |
| 5. S.a. Mason, LLC CRD 151440 · Limited Liability Company | HOLLAND, MI | $528.7M Mar 2026 | -$107.4M-16.9% | +$74.4M+16.4% | +$48.8M+10.2% | +$358.8M+211.3% | +1 employees+50.0% over 3Y | +223 accounts+33.9% over 3Y |
| 6. Db & C Advisors, LLC CRD 155645 · Limited Liability Company | HOLLAND, MI | $252.2M Mar 2026 | +$21.1M+9.1% | +$92.0M+57.4% | +$89.7M+55.2% | +$123.3M+95.6% | +3 employees+37.5% over 3Y | -391 accounts-53.3% over 3Y |