Company Name

Industry

Location

Revenue

Employees

PlanVision, Simple. Smart. Focused.

Investment Management

United States, North Carolina

Under $1M

1-10

URS Advisory

Investment Management

United States, Florida

Under $1M

1-10

Duff Capital

Investment Management

United States, Utah

Under $1M

1-10

Loomba Investment Group

Investment Management

United States, California

Under $1M

1-10

Kensington Investment Counsel

Investment Management

United States, California

Under $1M

1-10

Figure 8 Investment Strategies

Investment Management

United States, Idaho

Under $1M

1-10

Optimist Capital

Investment Management

United States, Florida

Under $1M

1-10

FLAIA

Investment Management

United States, Florida

Under $1M

1-10

Allos Investment Advisors®

Investment Management

United States, Kansas

Under $1M

1-10

Alpha Prime Capital

Investment Management

United States, Florida

Under $1M

1-10

Huff Insurance & Financial Services

Investment Management

United States, Colorado

Under $1M

1-10

Invicta Capital Management

Investment Management

United States, New York

Under $1M

1-10

Mercury Investment Group

Investment Management

United States, Tennessee

Under $1M

1-10

The Holben Group

Investment Management

United States, Colorado

Under $1M

1-10

LTG Capital

Investment Management

United States, Massachusetts

Under $1M

1-10

Private Wealth Management of NC

Investment Management

United States, North Carolina

Under $1M

1-10

Blue Haven Capital

Investment Management

United States, Illinois

Under $1M

1-10

GDM Private Financial Solutions

Investment Management

United States, Washington

Under $1M

1-10

Russian Tea Time

Investment Management

United States, Illinois

Under $1M

1-10

P/E Capital Investments

Investment Management

United States, Illinois

Under $1M

1-10