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

Rank

Company

1

ML&R Wealth Management

2

Richard P Slaughter Associates, Inc.

3

Pell Wealth Partners

4

Willis Johnson & Associates

5

Armstrong, Fleming & Moore, Inc.

6

Greenspring Advisors

7

The Bahnsen Group

8

Zuckerman Investment Group

9

Wealthstream Advisors, Inc.

10

Legacy Wealth Management, Inc.

11

Hemington Wealth Management

12

Smith Anglin Financial LLC

13

BerganKDV Wealth Management

14

Mersberger Financial Group

15

Multnomah Group

16

Alesco Advisors LLC

17

Viewpoint Financial Network

18

The Welch Group, LLC

19

Financial Symmetry Inc.

20

CIC Wealth

21

BSW Wealth Partners, a Public Benefit Corporation

22

Skyeburst Wealth Management

23

Petersen Hastings

24

Burnham Gibson Wealth Advisors

25

Wacker Wealth Partners

26

Gibson Capital, LLC

27

The Planning Center, Inc.

28

Capstone Financial Advisors, Inc

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

Rank

Company

1

Strategic Financial Services, Inc

2

Morton Capital

3

Fragasso Financial Advisors

4

Wealthquest Corporation

5

Center for Financial Planning, Inc.

6

Westmount Asset Management, LLC

7

Per Stirling Capital Management, LLC.

8

True North Advisors

9

Miracle Mile Advisors

10

Integrated Partners

11

HoyleCohen LLC

12

RFG Advisory

13

Private Ocean Wealth Management

14

West Financial Services, Inc.

15

RTD Financial

16

Kuttin Wealth Management

17

Halbert Hargrove

18

Accredited Investors Wealth Management

19

Reilly Financial Advisors

20

Private Vista LLC

21

Provenance Wealth Advisors

22

SHP Financial, LLC

Rank

Company

1

Bridgeworth Wealth Management

2

Cassaday & Company, Inc.

3

SBSB Financial Advisors

4

Bailard

5

SignatureFD

6

Heritage Financial Consultants, LLC

7

Simon Quick Advisors

8

Balasa Dinverno Foltz LLC

9

Adviser Investments

10

Merit Financial Advisors

11

Strategic Retirement Partners

12

JMG Financial Group

13

CAPTRUST

14

Signature Estate & Investment Advisors, LLC (SEIA)

15

Allworth Financial

16

Krilogy

17

The Colony Group

18

Moneta

19

SYM Financial Advisors

20

Cerity Partners

21

McKinley Carter Wealth Services

22

Tolleson Wealth Management

23

Carson Wealth

24

Modera Wealth Management

25

Westwood Wealth Management