Company Name

Industry

Location

Revenue

Employees

Oak Capital Financial Advisors

Financial Services

United States, Louisiana

$25M to $50M

1-10

Cole Taylor Mortgage

Financial Services

United States, Michigan

$25M to $50M

1-10

Ferry

Financial Services

United States, New York

$25M to $50M

1-10

TrueNorth Wealth

Financial Services

United States, Utah

$10M to $25M

1-10

The Dowling Group

Financial Services

United States, Connecticut

$10M to $25M

1-10

CFA Society Los Angeles

Financial Services

United States, California

$10M to $25M

1-10

US Advisory Group

Financial Services

United States, Massachusetts

$10M to $25M

1-10

Align Business Advisory Services

Financial Services

United States, Florida

$10M to $25M

1-10

EQUITAX Inc. Property Tax Advisors, Atlanta GA

Financial Services

United States, Georgia

$10M to $25M

1-10

NetWork Kansas

Financial Services

United States, Kansas

$10M to $25M

1-10

Strategic Wealth Planning

Financial Services

United States, Texas

$10M to $25M

1-10

Cordasco Financial Network

Financial Services

United States, Florida

$10M to $25M

1-10

Covenant Wealth Advisors

Financial Services

United States, Virginia

$10M to $25M

1-10

Trilogy Capital Group

Financial Services

United States, Florida

$10M to $25M

1-10

Haven Wealth Group

Financial Services

United States, Texas

$10M to $25M

1-10

Clean Yield Asset Management

Financial Services

United States, Vermont

$10M to $25M

1-10

Gemmer Asset Management

Financial Services

United States, California

$10M to $25M

1-10

Guardian Wealth Management

Financial Services

United States, Tennessee

$10M to $25M

1-10

The Green Sheet

Financial Services

United States, California

$10M to $25M

1-10

TischlerBise

Financial Services

United States, Maryland

$10M to $25M

1-10