| 1. Schwartz Investment Counsel INC CRD 104693 · Corporation | PLYMOUTH, MI | $3.8B Mar 2026 | +$135.3M+3.7% | +$915.8M+31.9% | +$986.3M+35.2% | +$2.9B+321.0% | 0 employees+0.0% over 3Y | -4 accounts-4.9% over 3Y |
| 2. Ipex, INC. CRD 124337 · Corporation | PLYMOUTH, MI | $2.7B Jun 2026 | +$415.5M+18.6% | +$840.4M+46.3% | +$706.1M+36.2% | +$2.5B+2412.3% | -2 employees-40.0% over 3Y | +12 accounts+28.6% over 3Y |
| 3. Jlb & Associates INC CRD 104655 · Corporation | PLYMOUTH, MI | $892.7M Apr 2026 | +$44.3M+5.2% | +$154.6M+20.9% | +$178.0M+24.9% | +$499.6M+127.1% | -1 employees-20.0% over 3Y | +256 accounts+87.1% over 3Y |
| 4. Gem Asset Management, LLC CRD 124332 · Limited Liability Company | PLYMOUTH, MI | $628.1M Mar 2026 | +$97.6M+18.4% | +$238.6M+61.3% | +$287.8M+84.6% | +$525.2M+510.7% | -1 employees-20.0% over 3Y | +260 accounts+23.7% over 3Y |
| 5. Peak Wealth Management, LLC CRD 166944 · Limited Liability Company | PLYMOUTH, MI | $446.0M Mar 2026 | +$94.0M+26.7% | +$224.0M+100.9% | +$291.0M+187.7% | +$325.0M+268.6% | 0 employees+0.0% over 3Y | +1,074 accounts+89.5% over 3Y |
| 6. Pinnacle Wealth Management Group, INC. CRD 281935 · Corporation | PLYMOUTH, MI | $243.7M Mar 2026 | +$30.9M+14.5% | +$63.3M+35.1% | +$114.9M+89.2% | +$118.9M+95.3% | 0 employees+0.0% over 3Y | +83 accounts+15.5% over 3Y |