| 1. Keating Investment Counselors INC CRD 110134 · Corporation | DELRAY BEACH, FL | $383.1M Apr 2026 | +$39.6M+11.5% | +$61.0M+18.9% | +$113.7M+42.2% | +$200.3M+109.5% | 0 employees+0.0% over 3Y | +39 accounts+11.9% over 3Y |
| 2. Forman Capital, LLC CRD 329537 · Limited Liability Company | DELRAY BEACH, FL | $350.5M Mar 2026 | +$226.8M+183.3% | — | — | +$226.8M+183.3% | +6 employees+75.0% over 1Y | 0 accounts+0.0% over 1Y |
| 3. Trellus Management Company, LLC CRD 137537 · Limited Liability Company | DELRAY BEACH, FL | $156.3M Apr 2026 | +$58.2M+59.3% | +$58.2M+59.3% | +$58.2M+59.3% | -$118.5M-43.1% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 4. Maclendon Wealth Management, LLC CRD 157819 · Limited Liability Company | DELRAY BEACH, FL | $129.6M Jul 2026 | -$147.4K-0.1% | +$13.7M+11.8% | -$43.3M-25.1% | -$15.4M-10.6% | 0 employees+0.0% over 3Y | -123 accounts-78.3% over 3Y |
| 5. Sundial Wealth LLC CRD 321900 · Limited Liability Company | DELRAY BEACH, FL | $125.8M Jul 2026 | — | — | — | -$13.3M-9.5% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 6. Golden Eagle Strategies, LLC CRD 169362 · Limited Liability Company | DELRAY BEACH, FL | $50.5M Mar 2026 | — | — | — | +$10.0M+24.5% | +1 employees+16.7% over Total | +1 accounts+33.3% over Total |
| 7. Alpha Growth Management LLC CRD 316760 · Limited Liability Company | DELRAY BEACH, FL | $19.6M May 2026 | +$1.1M+6.1% | +$14.9M+319.8% | — | — | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |