| 1. Carnegie Investment Counsel CRD 150488 · Limited Liability Company | PEPPER PIKE, OH | $7.5B Apr 2026 | +$993.1M+15.2% | +$4.0B+116.5% | +$4.6B+155.3% | +$7.1B+1558.5% | +15 employees+27.8% over 3Y | +1,658 accounts+24.1% over 3Y |
| 2. Peak Wealth Solutions CRD 127391 · Corporation | PEPPER PIKE, OH | $911.6M Mar 2026 | +$122.4M+15.5% | +$360.6M+65.5% | +$441.6M+94.0% | +$781.6M+601.2% | -1 employees-9.1% over 3Y | +300 accounts+15.9% over 3Y |
| 3. Virtera Partners LLC CRD 308187 · Limited Liability Company | PEPPER PIKE, OH | $451.8M Mar 2026 | +$104.9M+30.2% | +$266.1M+143.2% | +$402.0M+807.2% | — | +1 employees+25.0% over 3Y | +2 accounts+2.7% over 3Y |
| 4. Elizabeth Park Capital Management, LTD CRD 158416 · Limited Liability Company | PEPPER PIKE, OH | $393.9M Mar 2026 | +$52.6M+15.4% | -$4.5M-1.1% | -$6.0M-1.5% | +$227.8M+137.2% | +3 employees+42.9% over 3Y | 0 accounts+0.0% over 3Y |
| 5. Endeavor Wealth Advisors, LLC CRD 305348 · Limited Liability Company | PEPPER PIKE, OH | $252.8M Mar 2026 | +$31.2M+14.1% | +$93.3M+58.5% | — | +$114.5M+82.8% | +1 employees+50.0% over 3Y | +151 accounts+35.4% over 3Y |
| 6. 2 Knights Wealth Management, LLC CRD 307238 · Limited Liability Company | PEPPER PIKE, OH | $127.3M Apr 2026 | +$20.4M+19.1% | +$19.6M+18.2% | — | +$23.2M+22.3% | 0 employees+0.0% over 3Y | +11 accounts+21.6% over 3Y |