Company Name

Industry

Location

Revenue

Employees

C12 Capital Management

Investment Management

United States, New York

$1M to $5M

51-200

Bersot Capital Management

Investment Management

United States, California

Under $1M

51-200

Falcon Wealth Planning

Investment Management

United States, California

Under $1M

51-200

Springboard Asset Management

Investment Management

United States, Connecticut

Under $1M

51-200

Frist Capital

Investment Management

United States, Tennessee

Under $1M

51-200

AMO Holdings

Investment Management

United States, Nevada

Under $1M

51-200

Birch Investment Management, L.L.C.

Investment Management

United States, South Dakota

Under $1M

51-200

Nova Wealth Management

Investment Management

United States, Florida

Under $1M

51-200

FBG Capital

Investment Management

United States, Texas

Under $1M

51-200

Draggoo Financial Group

Investment Management

United States, Washington

Under $1M

51-200

Hedgewise

Investment Management

United States, California

Under $1M

51-200

Great Lakes Advisors®

Investment Management

United States, Illinois

Under $1M

51-200

LEYKAR Investments

Investment Management

United States, Florida

Under $1M

51-200

Florek Financial

Investment Management

United States, Massachusetts

Under $1M

51-200

ARK Holdings

Investment Management

United States, New Jersey

Under $1M

51-200

Clear Money Path

Investment Management

United States, Missouri

Under $1M

51-200

Way2Invest ™ Academy of Options

Investment Management

United States, Georgia

Under $1M

51-200

Kondracki Advisory, LLC Investment Management

Investment Management

United States, Massachusetts

Under $1M

51-200

Catholic Foundation of Southern Minnesota

Investment Management

United States, Minnesota

Under $1M

51-200

Piedmont Capital Asset Management Llc

Investment Management

United States, Virginia

Under $1M

51-200