Company Name

Industry

Location

Revenue

Employees

LifeStage Wealth Management

Financial Services

United States, Pennsylvania

$10M to $25M

1-10

Franklin Insurance Agency

Insurance

United States, Pennsylvania

$10M to $25M

1-10

Global Markets Advisory Group

Financial Services

United States, New York

$10M to $25M

1-10

Armed Forces Financial Network

Financial Services

United States, Florida

$10M to $25M

1-10

Utah Bankers Association

Banking

United States, Utah

$10M to $25M

1-10

The Conner Group

Financial Services

United States, Virginia

$10M to $25M

1-10

Christensen Insurance Agency

Financial Services

United States, Nebraska

$10M to $25M

1-10

Baron Wealth Management

Financial Services

United States, Michigan

$10M to $25M

1-10

The Laughton Company

Insurance

United States, Nevada

$10M to $25M

1-10

Pro America

Insurance

United States, Georgia

$10M to $25M

1-10

Infinex Financial Group

Financial Services

United States, Connecticut

$10M to $25M

1-10

Foresight Wealth Management Llc

Financial Services

United States, Utah

$10M to $25M

1-10

SEC Compliance Solutions

Financial Services

United States, Oregon

$10M to $25M

1-10

White Glove Partners

Insurance

United States, Texas

$10M to $25M

1-10

Royal Blue Capital

Investment Banking

United States, Kansas

$10M to $25M

1-10

Kyle Hedtke - State Farm Insurance Agent

Insurance

United States, Minnesota

$10M to $25M

1-10

Yates Insurance & Real Estate

Insurance

United States, Georgia

$10M to $25M

1-10

McRae Capital Management

Investment Management

United States, New Jersey

$10M to $25M

1-10

Cleveland Private Trust Company

Financial Services

United States, Delaware

$10M to $25M

1-10

First National Advisors

Financial Services

United States, Massachusetts

$10M to $25M

1-10