| 1. Capacuity LLC CRD 297679 · Limited Liability Company | LAKE MARY, FL | $13.9B Mar 2026 | +$6.4B+86.8% | +$9.1B+194.0% | +$11.9B+612.2% | — | +10 employees+33.3% over 3Y | +137 accounts+169.1% over 3Y |
| 2. Newport Group Consulting, LLC CRD 140944 · Limited Liability Company | LAKE MARY, FL | $5.1B Mar 2026 | +$653.6M+14.9% | -$8.0B-61.2% | -$1.9B-27.4% | +$4.7B+1463.4% | -19 employees-38.0% over 3Y | +3,369 accounts+844.4% over 3Y |
| 3. Shariaportfolio, INC. CRD 173937 · Corporation | LAKE MARY, FL | $3.0B Apr 2026 | +$2.7B+1053.8% | +$2.6B+573.2% | +$2.8B+1507.3% | — | +10 employees+90.9% over 3Y | +1,347 accounts+75.8% over 3Y |
| 4. Jackson Wealth Management, LLC CRD 147642 · Limited Liability Company | LAKE MARY, FL | $1.1B Mar 2026 | +$248.7M+30.3% | +$263.7M+32.7% | +$522.8M+95.6% | +$804.9M+304.1% | +1 employees+11.1% over 3Y | -215 accounts-6.8% over 3Y |
| 5. Qtr Family Wealth, LLC CRD 331655 · Limited Liability Company | LAKE MARY, FL | $749.3M Mar 2026 | +$166.5M+28.6% | — | — | — | -1 employees-12.5% over 1Y | +155 accounts+24.0% over 1Y |
| 6. Collaborative Wealth CRD 142106 · Corporation | LAKE MARY, FL | $653.3M Mar 2026 | +$89.3M+15.8% | +$263.2M+67.5% | +$266.6M+69.0% | +$620.3M+1879.6% | +1 employees+8.3% over 3Y | +451 accounts+30.1% over 3Y |
| 7. Familywealth CRD 289193 · Limited Liability Company | LAKE MARY, FL | $394.6M Mar 2026 | +$78.3M+24.8% | +$131.3M+49.9% | +$145.6M+58.5% | — | -1 employees-7.1% over 3Y | +81 accounts+13.4% over 3Y |
| 8. Familywealth Asset Management CRD 147869 · Limited Liability Company | LAKE MARY, FL | $177.0M Mar 2026 | -$3.8M-2.1% | -$21.2M-10.7% | +$42.1M+31.2% | -$153.5M-46.4% | -1 employees-20.0% over 3Y | +1 accounts+0.1% over 3Y |
| 9. Bluestar Wealth Management CRD 337253 · Limited Liability Company | LAKE MARY, FL | $134.0M Feb 2026 | — | — | — | — | 0 employees+0.0% over Total | — |