| 1. Cps Investment Advisors CRD 104914 · Corporation | LAKELAND, FL | $2.9B Mar 2026 | +$534.9M+22.7% | +$715.4M+32.9% | +$1.2B+69.7% | +$2.4B+498.0% | +44 employees+275.0% over 3Y | +514 accounts+7.5% over 3Y |
| 2. Agamerica Lending LLC CRD 164866 · Limited Liability Company | LAKELAND, FL | $1.4B Mar 2026 | -$501.0M-26.7% | -$19.0M-1.4% | +$633.0M+85.5% | +$1.2B+599.2% | -75 employees-54.7% over 3Y | +1 accounts+50.0% over 3Y |
| 3. Core Wealth Advisors, INC. CRD 174386 · Corporation | LAKELAND, FL | $702.1M May 2026 | +$131.6M+23.1% | +$290.2M+70.4% | +$377.3M+116.2% | — | +4 employees+44.4% over 3Y | +459 accounts+55.4% over 3Y |
| 4. Greenbridge Partners LLC CRD 304445 · Limited Liability Company | LAKELAND, FL | $433.1M Mar 2026 | +$254.4M+142.3% | — | — | +$317.7M+275.3% | 0 employees+0.0% over 1Y | +323 accounts+78.8% over 1Y |
| 5. Amerity Wealth Management, LLC CRD 322265 · Limited Liability Company | LAKELAND, FL | $338.8M Apr 2026 | +$61.5M+22.2% | +$334.7M+7994.5% | — | +$334.7M+7994.5% | +13 employees+325.0% over 3Y | +1,058 accounts+3412.9% over 3Y |
| 6. James I. Black & Company CRD 1249 · Corporation | LAKELAND, FL | $144.1M Feb 2026 | +$12.2M+9.3% | +$20.3M+16.4% | +$30.4M+26.7% | +$30.4M+26.7% | +1 employees+11.1% over 3Y | -36 accounts-21.7% over 3Y |
| 7. Capstone Wealth Management Corp. CRD 165359 · Corporation | LAKELAND, FL | $109.4M Mar 2026 | +$17.3M+18.8% | -$38.6M-26.1% | — | -$39.1M-26.3% | 0 employees+0.0% over 3Y | -12 accounts-3.2% over 3Y |