| 1. Old Mission Investment Company, LLC CRD 140381 · Limited Liability Company | TRAVERSE CITY, MI | $929.0M Mar 2026 | +$38.2M+4.3% | +$326.8M+54.3% | +$422.3M+83.4% | +$646.4M+228.7% | 0 employees+0.0% over 3Y | +324 accounts+19.3% over 3Y |
| 2. Centennial Wealth Advisory, LLC CRD 138054 · Limited Liability Company | TRAVERSE CITY, MI | $397.1M Apr 2026 | +$86.0M+27.6% | +$166.6M+72.3% | +$221.7M+126.4% | +$241.1M+154.5% | +4 employees+40.0% over 3Y | +827 accounts+35.4% over 3Y |
| 3. Stonepath Wealth Management CRD 328977 · Limited Liability Company | TRAVERSE CITY, MI | $299.5M May 2026 | +$73.7M+32.6% | — | — | — | +1 employees+8.3% over 1Y | -492 accounts-44.7% over 1Y |
| 4. Blueprint Partners LLC CRD 312902 · Limited Liability Company | TRAVERSE CITY, MI | $292.9M Feb 2026 | +$35.1M+13.6% | +$137.9M+89.0% | — | — | 0 employees+0.0% over 3Y | -269 accounts-44.4% over 3Y |
| 5. Hemming& Wealth Management, INC. CRD 300918 · Corporation | TRAVERSE CITY, MI | $292.6M May 2026 | +$39.5M+15.6% | +$114.9M+64.6% | +$140.8M+92.7% | — | 0 employees+0.0% over 3Y | +106 accounts+7.0% over 3Y |
| 6. Up North Financial, LLC CRD 150996 · Limited Liability Company | TRAVERSE CITY, MI | $203.8M Mar 2026 | +$17.7M+9.5% | +$75.3M+58.6% | +$96.6M+90.2% | +$152.6M+297.9% | +2 employees+100.0% over 3Y | +143 accounts+15.5% over 3Y |
| 7. Independent Wealth Management, LLC CRD 124242 · Limited Liability Company | TRAVERSE CITY, MI | $203.0M May 2026 | +$27.6M+15.8% | +$63.8M+45.8% | +$79.1M+63.8% | +$159.5M+366.3% | -2 employees-40.0% over 3Y | -6 accounts-1.2% over 3Y |
| 8. Black Walnut Wealth Management CRD 337606 · Limited Liability Company | TRAVERSE CITY, MI | $136.8M May 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 9. Optimal Capital Advisors, LLC CRD 144719 · Limited Liability Company | TRAVERSE CITY, MI | $119.9M Mar 2026 | +$3.3M+2.8% | +$7.5M+6.7% | -$166.1M-58.1% | +$40.2M+50.4% | -1 employees-33.3% over 3Y | -145 accounts-39.4% over 3Y |