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

Catg. Rank

Company

1

Berman McAleer

2

CIC Wealth

3

Legacy Wealth Management, Inc.

4

Richard P. Slaughter Associates, Inc.

5

Miracle Mile Advisors

6

BSW Wealth Partners

7

True North Advisors

8

Wealthquest

9

Center For Financial Planning

10

MOISAND FITZGERALD TAMAYO, LLC

11

Viewpoint Financial Network

12

Integrated Financial Partners

13

Tycor Benefit Administrators, Inc.

14

Petersen Hastings Investment Management

15

Investmark Advisory Group

16

Multnomah Group

17

Hemington Wealth Management, LLC

18

Armstrong, Fleming & Moore Inc.

19

SHP Financial, LLC

20

AEPG Wealth Strategies

21

Lassus Wherley, a Subsidiary of Peapack-Gladstone Bank

22

Greenspring Advisors, LLC

23

NCA Financial Planners

24

Wacker Wealth Partners

25

Smith Anglin Financial LLC

26

Bartholomew & Company, Inc.

27

Willis Johnson & Associates

28

Meyer Capital Group

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

Catg. Rank

Company

1

Cassaday & Company, Inc.

2

Morton Capital

3

Per Stirling Capital Management, LLC

4

Executive Wealth Management

5

Private Ocean

6

Accredited Investors Wealth Management

7

Halbert Hargrove Global Advisors, LLC

8

Provise Management Group

9

RTD Financial

10

Provenance Wealth Advisors

11

McKinley Carter Wealth Services, Inc.

12

RegentAtlantic

13

West Financial Services, Inc.

14

Private Vista LLC

15

Concorde Investment Services

16

TDC Investment Advisory

17

Fragasso Financial Advisors

18

Westmount Asset Management, LLC

19

Frontier Investment Mgmt Co

20

Altfest Personal Wealth Management

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

Company

1

Massey, Quick, Simon & Co., LLC

2

Merit Financial Advisors

3

Balasa Dinverno Foltz LLC

4

Sullivan Bruyette Speros & Blayney

5

MRA Associates

6

Allen & Company of Florida, Inc

7

JMG Financial Group

8

Cresset

9

Bridgeworth, LLC

10

SignatureFD

11

Barnum Financial Group

12

Steward Partners Global Advisory

13

SYM Financial Advisors

14

Adviser Investments, LLC

15

Cedar Brook Group

16

Strategies for Wealth

17

Signature Estate & Investment Advisors, LLC.

18

Modera Wealth Management

19

Forward Investment Services

20

Carson Wealth Management Group

21

Moneta

22

Tolleson Wealth Management

23

Advance Capital Management

24

Westwood Wealth Management, a division of Westwood Holdings Group (WHG)

25

Bronfman Rothschild

26

CAPTRUST

27

Synergy Wealth Solutions, a MassMutual Agency