Company Name

Industry

Location

Revenue

Employees

Trellis Partners

Venture Capital & Private Equity

United States, Texas

$1M to $5M

1001-5000

Plan Concrete & Asphalt Llc

Insurance

United States, Georgia

$1M to $5M

1001-5000

Halifax America

Financial Services

United States, California

$1M to $5M

1001-5000

Curtis Moring Insurance Agency

Insurance

United States, California

$1M to $5M

1001-5000

Sitrin Capital Portfolio Management

Financial Services

United States, California

$1M to $5M

1001-5000

Trudeau & Trudeau Associates, Inc.

Financial Services

United States, Massachusetts

$1M to $5M

1001-5000

Schaeffer Financial LLC

Financial Services

United States, Maryland

$1M to $5M

1001-5000

Studemont Group, Lp

Financial Services

United States, Texas

$1M to $5M

1001-5000

Fidelity Home Mortgage Llc

Financial Services

United States, Colorado

$1M to $5M

1001-5000

Coalescence Partners

Investment Management

United States, Massachusetts

$1M to $5M

1001-5000

Fareed Wealth Management

Financial Services

United States, Tennessee

$1M to $5M

1001-5000

Spectrum Pension and Compensation, Inc.

Financial Services

United States, New York

$1M to $5M

1001-5000

TopOne Mortgage

Financial Services

United States, Maryland

$1M to $5M

1001-5000

Pathway Mortgage

Banking

United States, Georgia

$1M to $5M

1001-5000

The Rudd Company, Llc

Investment Management

United States, Texas

$1M to $5M

1001-5000

Trace Venture Associates

Financial Services

United States, California

$1M to $5M

1001-5000

Wmm Solutions

Insurance

United States, Kentucky

$1M to $5M

1001-5000

Morse Asset Management, Inc.

Investment Management

United States, New York

$1M to $5M

1001-5000

Lifetime Benefits Group

Insurance

United States, New Hampshire

$1M to $5M

1001-5000

Stanley Insurance

Insurance

United States, Ohio

$1M to $5M

1001-5000