Company Name

Industry

Location

Revenue

Employees

LaSalle St. Securities

Financial Services

United States, Illinois

$50M to $100M

11-50

Total Wealth Planning

Financial Services

United States, Ohio

$50M to $100M

11-50

Drexel Hamilton

Financial Services

United States, New York

$50M to $100M

11-50

Save®

Financial Services

United States, Texas

$50M to $100M

11-50

Hilltop Wealth Solutions

Financial Services

United States, Indiana

$50M to $100M

11-50

Callahan & Associates

Financial Services

United States, District of Columbia

$50M to $100M

11-50

Fulcrum Financial Inquiry

Financial Services

United States, California

$50M to $100M

11-50

Mosaic Financial Markets

Financial Services

United States, New York

$50M to $100M

11-50

Blackmore Partners

Financial Services

United States, Illinois

$50M to $100M

11-50

Capital Choice Financial Group

Financial Services

United States, Georgia

$50M to $100M

11-50

Croem

Financial Services

United States, Florida

$50M to $100M

11-50

Family Benefit Services

Financial Services

United States, Florida

$50M to $100M

11-50

Financial Planning Association

Financial Services

United States, Colorado

$50M to $100M

11-50

NH Federal Credit Union

Financial Services

United States, New Hampshire

$50M to $100M

11-50

JSD Management Inc. dba James, Stevens & Daniels

Financial Services

United States, Delaware

$50M to $100M

11-50

BizX

Financial Services

United States, Washington

$50M to $100M

11-50

CCR Wealth Management

Financial Services

United States, Massachusetts

$50M to $100M

11-50

Francis Financial

Financial Services

United States, Florida

$50M to $100M

11-50

RTR Services

Financial Services

United States, Massachusetts

$50M to $100M

11-50

U.S. Marketing Corporation

Financial Services

United States, Wisconsin

$50M to $100M

11-50