| 1 | | 3205 NW 63rd St | Oklahoma City |  US | | Investment Management | N/A | N/A | N/A |
| 2 | | Primary | Bucks County | US | | Investment Management | N/A | KAMLESH BHAGAT | Wealth Manager at Zen Investments |
| 3 | | 710 S 6th St | Philadelphia | US | | Investment Management | N/A | N/A | N/A |
| 4 | | Primary 320 YORK RD | TOWSON | US | | Investment Management | N/A | Ting Li, CPA | Accounting Manager at DLA Piper |
| 5 | | Primary 370 Highland Ave Suite 200 | Piedmont | US | | Investment Management | N/A | Dean Shin | N/A |
| 6 | | Primary 3 First National Plaza 70 West Madison Suite 1400 | Chicago | US | | Investment Management | N/A | Jonathan Kingan | N/A |
| 7 | | Primary | Riverside | US | | Investment Management | N/A | N/A | N/A |
| 8 | | Primary 275 Sacramento Street 8th Floor | San Francisco | US | | Investment Management | N/A | Wade Pitts | Working with families in tech who have unique balance sheets (concentrated equity, company ownership) |
| 9 | | Primary 55 Lexington Avenue | New York | US | | Investment Management | N/A | Camilla Chung | Experienced in Client Relationship Management with Interest in Financial Markets |
| 10 | | 99 10th Ave S | Waite Park | US | | Investment Management | N/A | N/A | N/A |
| 11 | | Primary 5313 Johns Rd Suite 202 | Tampa | US | | Investment Management | N/A | N/A | N/A |
| 12 | | Primary 78 North Van Dien Ave. | Ridgewood | US | | Investment Management | N/A | N/A | N/A |
| 13 | | 1301 Dove St # 400 | Newport Beach | US | | Investment Management | N/A | michael grifa | Director |
| 14 | | Primary 13890 Bishops Dr. Ste 405 | Brookfield | US | | Investment Management | N/A | N/A | N/A |
| 15 | | Primary | Reno | US | | Investment Management | N/A | N/A | N/A |
| 16 | | Primary 21 North Ave | Burlington | US | | Investment Management | N/A | Peter Rothschild | Co-Founder and Chief Technology Officer at Viken Detection |
| 17 | | Primary Brickstone Square | Andover | US | | Investment Management | N/A | Bhavneesh Sharma, MBBS, MD, MBA (NYU, Finance) | Biotechnology Investment management | Deep learning/AI research (computer vision) | UX/UI Research/Design |
| 18 | | Primary | New York | US | | Investment Management | N/A | Harry Almquist | Co-Founder, Partner - Commercial Mortgage Strategies |
| 19 | | Primary | United States | US | | Investment Management | N/A | David Wilkinson | N/A |
| 20 | | Primary 2435 N Holton St | Milwaukee | US | | Investment Management | N/A | Marc Clingaman | Director Ejecutivo-Logiscool MX |
