Company Name

Industry

Location

Revenue

Employees

Helium Advisors

Investment Management

United States, Washington

Under $1M

1-10

Bey-Douglas Investment Counsel

Investment Management

United States, Georgia

Under $1M

1-10

Hummingbird Wealth Management

Investment Management

United States, Maryland

Under $1M

1-10

Lazari Capital Management

Investment Management

United States, California

Under $1M

1-10

Scenic Capital Advisors

Investment Management

United States, Texas

Under $1M

1-10

Newport Wealth Management

Investment Management

United States, New Jersey

Under $1M

1-10

Kimball Creek Partners

Investment Management

United States, Washington

Under $1M

1-10

Kensington Investment Counsel

Investment Management

United States, California

Under $1M

1-10

Finley Wealth Advisors

Investment Management

United States, Florida

Under $1M

1-10

Christian Service Foundation

Investment Management

United States, Indiana

Under $1M

1-10

Aristides Capital

Investment Management

United States, Ohio

Under $1M

1-10

Cerda Munoz Advisors

Investment Management

United States, California

Under $1M

1-10

Know My Plan

Investment Management

United States, North Carolina

Under $1M

1-10

Evolution Accelerator

Investment Management

United States, California

Under $1M

1-10

The Real Asset Investor

Investment Management

United States, Pennsylvania

Under $1M

1-10

Schenley Capital

Investment Management

United States, Pennsylvania

Under $1M

1-10

Materra Farming Company

Investment Management

United States, California

Under $1M

1-10

Stout Capital Management

Investment Management

United States, California

Under $1M

1-10

Ballast Asset Management

Investment Management

United States, Texas

Under $1M

1-10

Trevian Wealth Management

Investment Management

United States, Massachusetts

Under $1M

1-10