Company Name

Industry

Location

Revenue

Employees

CFS Wealth Management

Investment Management

United States, Georgia

Under $1M

1-10

Decisive Investor

Investment Management

United States, Utah

Under $1M

1-10

Terra Blue Wealth Management

Investment Management

United States, California

Under $1M

1-10

CleverAlpha Asset Management

Investment Management

United States, California

Under $1M

1-10

Valley Oak Investments

Investment Management

United States, Texas

Under $1M

1-10

Booth Creek Capital Management LP

Investment Management

United States, Colorado

Under $1M

1-10

OppoQuest

Investment Management

United States, Texas

Under $1M

1-10

Reynolds Investment Management

Investment Management

United States, South Carolina

Under $1M

1-10

Group 206

Investment Management

United States, California

Under $1M

1-10

The Zaf Group

Investment Management

United States, Illinois

Under $1M

1-10

GlobalMacro

Investment Management

United States, Illinois

Under $1M

1-10

Rathnam Capital

Investment Management

United States, Virginia

Under $1M

1-10

UTXO Management

Investment Management

United States, Tennessee

Under $1M

1-10

Belforti Investments

Investment Management

United States, Massachusetts

Under $1M

1-10

Newport Harbor Wealth Management

Investment Management

United States, California

Under $1M

1-10

Prostrollo Wealth Advisors

Investment Management

United States, Minnesota

Under $1M

1-10

Speiro Investments

Investment Management

United States, California

Under $1M

1-10

Capital Trust Advisors

Investment Management

United States, California

Under $1M

1-10

Lynchburg Wealth Management

Investment Management

United States, Virginia

Under $1M

1-10

V2M® Capital

Investment Management

United States, Maryland

Under $1M

1-10