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

Rank

Company

1

WPWealth LLP

2

BSW Wealth Partners, a Public Benefit Corporation

3

Wealthbridge Advisors

4

Tobias Financial Advisors

5

Tiras Wealth Management

6

CIC Wealth

7

Fiduciam Financial

8

Beaird Harris

9

Richard P. Slaughter Associates, Inc.

10

Glassman Wealth Services

11

Bouchey Financial Group, LTD

12

Center for Financial Planning, Inc.

13

Legacy Wealth Management, Inc.

14

Berman McAleer

15

Spectrum Investment Advisors

16

Wealthstream Advisors, Inc.

17

Elwood & Goetz Wealth Advisory Group

18

Mclean Asset Management Company

19

Financial Freedom Wealth Management Group LLC

20

Sanderson Wealth Management

21

Smith Anglin

22

Fross and Fross Wealth Management

23

Willis Johnson & Associates

24

ML&R Wealth Management

25

The Planning Center, Inc.

26

The Monitor Group LLC

27

Benchmark Wealth Management

28

Pennington Wealth Management

29

DBR & CO

30

Moisand Fitzgerald Tamayo, LLC

31

Weatherly Asset Management, LP

32

Dew Wealth Management

33

Corient Capital Partners, LLC

34

Pell Wealth Partners

35

Nadler Financial Group, Inc.

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

Rank

Company

1

Diversified

2

Miracle Mile Advisors

3

MONECO Advisors

4

SFMG Wealth Advisors

5

Westmount Asset Management

6

Evershore Financial Group

7

Halbert Hargrove

8

McKinley Carter Wealth Services

9

Integrated Partners

10

GenWealth Financial Advisors

11

Telemus Capital, LLC.

12

Coastal Wealth

13

Fragasso Financial Advisors

14

Gerber Kawasaki Wealth and Investment Management

15

Private Vista LLC

16

Per Stirling Capital Management

17

True North Advisors

18

Skyeburst Wealth Management

19

Wealthquest

20

Concurrent Advisors

21

Krilogy

22

BerganKDV Wealth Management

23

ProVise Management Group, LLC.

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

Rank

Company

1

Bridgeworth Wealth Management

2

Mission Wealth

3

Bailard

4

Pinnacle Investments, LLC

5

Strategic Retirement Partners

6

Barnum Financial Group

7

Merit Financial Advisors

8

Pacific Advisors

9

BDF LLC

10

Accredited Investors Wealth Management

11

SignatureFD

12

Dakota Wealth Management

13

SYM Financial Advisors

14

The Colony Group

15

Cassaday & Company, Inc.

16

JMG Financial Group

17

Morton Wealth