Company Name

Industry

Location

Revenue

Employees

Financial Resource Advisors

Financial Services

United States, Iowa

$10M to $25M

11-50

North American Insurance Services

Financial Services

United States, Texas

$10M to $25M

11-50

HomeLink Mortgage

Financial Services

United States, Florida

$10M to $25M

11-50

Biltmore Family Office

Financial Services

United States, North Carolina

$10M to $25M

11-50

Sterling Commercial Credit

Financial Services

United States, Michigan

$10M to $25M

11-50

Five Stone Tax Advisers

Financial Services

United States, Texas

$10M to $25M

11-50

Confluence Investment Management

Financial Services

United States, Missouri

$10M to $25M

11-50

Senior Planning Advisors

Financial Services

United States, Michigan

$10M to $25M

11-50

Financial Council

Financial Services

United States, Maryland

$10M to $25M

11-50

Turning Point Financial

Financial Services

United States, Maryland

$10M to $25M

11-50

Tallus Capital Management

Financial Services

United States, Washington

$10M to $25M

11-50

Velcor Leasing Corporation

Financial Services

United States, Wisconsin

$10M to $25M

11-50

Oxford Advisory Group

Financial Services

United States, Florida

$10M to $25M

11-50

Tiedemann Trust Company

Financial Services

United States, Delaware

$10M to $25M

11-50

Beach Community Mortgage

Financial Services

United States, Florida

$10M to $25M

11-50

Financial Information Incorporated

Financial Services

United States, New Jersey

$10M to $25M

11-50

Millyard Bank

Financial Services

United States, New Hampshire

$10M to $25M

11-50

JustiFi

Financial Services

United States, Minnesota

$10M to $25M

11-50

Bumped

Financial Services

United States, Oregon

$10M to $25M

11-50

PDQ Services

Financial Services

United States, Georgia

$10M to $25M

11-50