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

Catg. Rank

Company

1

Apriem Advisors

2

CIC Wealth

3

Richard P. Slaughter Associates, Inc.

4

Beaird Harris

5

McLean Asset Management

6

Berman McAleer

7

Benchmark Wealth Management

8

Durbin Bennett Private Wealth Management, LLC

9

Diversified

10

Fiduciam Financial

11

Potomac Fund Management

12

Mersberger Financial Group, Inc.

13

Corient

14

BerganKDV Wealth Management

15

Hemington Wealth Management

16

Financial Freedom Wealth Management Group, LLC

17

Pell Wealth Partners

18

Zuckerman Investment Group

19

Spectrum Investment Advisors

20

Moisand Fitzgerald Tamayo, LLC

21

Gibson Capital, LLC

22

Smith Anglin Financial LLC

23

Bogart Wealth

24

Willis Johnson & Associates

25

Legacy Wealth Management, Inc.

26

BSW Wealth Partners

27

Center for Financial Planning

28

Nadler Financial Group, Inc.

29

Greystone Financial Group, LLC

30

Financial Symmetry Inc.

31

Waddell & Associates

32

Skyeburst Wealth Management

33

Wealthstream Advisors, Inc.

34

Vintage Financial Services, LLC

35

Wealthbridge Advisors

36

ProVise Management Group

37

Biondo Investment Advisors, LLC

38

Elwood & Goetz Wealth Advisory Group

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

Catg. Rank

Company

1

Private Ocean Wealth Management

2

Fragasso Financial Advisors

3

Wealthquest

4

Halbert Hargrove

5

Westmount Asset Management

6

Strategic Financial Services, Inc.

7

Per Stirling Capital Management

8

Goelzer Investment Management

9

Evershore Financial Group

10

Coastal Wealth

11

WealthSource Partners

12

Integrated Partners

13

Moneco Advisors

14

Private Vista LLC

15

True North Advisors

16

SHP Financial

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

Catg. Rank

Company

1

HoyleCohen, LLC

2

Mission Wealth Management, LP

3

Bridgeworth Wealth Management

4

SageView Advisory Group

5

BDF LLC

6

Bailard, Inc.

7

Accredited Investors Wealth Management

8

Adviser Investments

9

Cassaday & Company, Inc.

10

RFG Advisory

11

Morton Capital

12

Facet Wealth

13

JMG Financial Group

14

Signature Estate & Investment Advisors, LLC (SEIA)

15

Merit Financial Advisors

16

The Colony Group

17

Simon Quick Advisors

18

Pinnacle Investments

19

Carson Wealth

20

OneDigital

21

Cerity Partners