| 1. Jackson National Asset Management, LLC CRD 111079 · Limited Liability Company | LANSING, MI | $246.3B May 2026 | -$8.0B-3.1% | +$23.6B+10.6% | -$14.8B-5.7% | +$237.3B+2626.9% | -20 employees-11.4% over 3Y | +2 accounts+1.5% over 3Y |
| 2. Rehmann Wealth CRD 123047 · Limited Liability Company | LANSING, MI | $5.3B Mar 2026 | +$1.4B+37.0% | +$2.2B+73.2% | +$2.7B+104.0% | +$4.1B+361.4% | +5 employees+14.7% over 3Y | +878 accounts+17.1% over 3Y |
| 3. Washington Avenue Advisors CRD 307002 · Limited Liability Company | LANSING, MI | $336.9M May 2026 | +$50.4M+17.6% | +$145.4M+75.9% | +$176.9M+110.6% | +$216.9M+180.8% | +5 employees+83.3% over 3Y | +291 accounts+25.5% over 3Y |
| 4. Maner Wealth CRD 308146 · Limited Liability Company | LANSING, MI | $299.5M Apr 2026 | +$51.2M+20.6% | — | — | +$126.8M+73.4% | -1 employees-25.0% over 1Y | +125 accounts+11.1% over 1Y |
| 5. J W Korth & Company CRD 26455 · Limited Partnership | LANSING, MI | $228.7M Mar 2026 | +$3.1M+1.4% | +$26.5M+13.1% | +$34.7M+17.9% | +$101.7M+80.1% | +4 employees+25.0% over 3Y | +1 accounts+7.7% over 3Y |
| 6. Shotwell Rutter Baer INC CRD 122789 · Corporation | LANSING, MI | $183.9M Jan 2026 | +$39.0M+26.9% | +$46.5M+33.8% | +$74.2M+67.7% | +$74.2M+67.7% | +3 employees+75.0% over 3Y | +230 accounts+38.0% over 3Y |