SMALL EMPLOYER CATEGORY (15 - 29 U.S. EMPLOYEES)

Catg. Rank

Company

1

Your Wealth Effect

2

Richard P Slaughter Associates

3

CIC Wealth

4

BSW Wealth Partners

5

Spectrum Investment Advisors

6

Rowling & Associates

7

Wealthquest

8

Pell Wealth Partners

9

Durbin Bennett Private Wealth Management

10

Legacy Wealth Management, Inc.

11

Hemington Wealth Management, LLC

12

Viewpoint Financial Network

13

Greenspring Advisors, LLC

14

Moisand Fitzgerald Tamayo, LLC

15

Miracle Mile Advisors

16

Vintage Financial Services, LLC

17

Center for Financial Planning, Inc.

18

Multnomah Group, Inc.

19

Petersen Hastings

20

Gerber Kawasaki Wealth & Investment Management

21

Burnham Gibson Wealth Advisors, Inc.

22

Alesco Advisors LLC

23

Smith Anglin Financial

24

The Planning Center

25

Mersberger Financial Group, Inc.

26

Rodgers & Associates, Ltd.

27

Cypress Point Wealth Management

28

Millennium Advisory Services, Inc.

29

SHP Financial, LLC

30

Willis Johnson & Associates

31

Fairway Wealth Management

MEDIUM EMPLOYER CATEGORY (30 - 49 U.S. EMPLOYEES)

Catg. Rank

Company

1

Mission Wealth Management, LP (MWM)

2

Integrated Partners

3

Concorde Investment Services

4

Strategic Financial Services

5

Per Stirling Capital Management

6

Morton Capital

7

RTD Financial

8

Ellenbecker Investment Group

9

Johnson Brunetti

10

West Financial Services, Inc.

11

True North Advisors

12

Halbert Hargrove

13

Mesirow Financial Wealth Advisors

14

Private Vista LLC

15

Fragasso Financial Advisors

16

Cornerstone Advisors Asset Management, LLC

17

Westmount Asset Management, LLC

18

Lakeside Wealth Management

19

Altfest Personal Wealth Management

LARGE EMPLOYER CATEGORY (50 OR MORE U.S. EMPLOYEES)

Company

1

Cassaday & Company, Inc.

2

Balasa Dinverno Foltz LLC

3

Bridgeworth Financial, LLC

4

Bailard, Inc.

5

Simon Quick Advisors

6

Strategic Retirement Partners, LLC.

7

MRA Associates

8

Facet Wealth

9

JMG Financial Group

10

SignatureFD

11

Sullivan, Bruyette, Speros & Blayney, LLC

12

Modera Wealth Management

13

Merit Financial Advisors

14

Abacus

15

Barnum Financial Group

16

Adviser Investments, LLC

17

Private Ocean Wealth Management

18

RegentAtlantic

19

Accredited Investors Wealth Management

20

Cerity Partners

21

Allworth Financial

22

Homrich Berg

23

Tolleson Wealth Management

24

Heritage Financial Consultants, LLC

25

SYM Financial Advisors