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

Rank

Organization

1

Winthrop Wealth

2

Richard P Slaughter Associates Inc

3

VLP Financial Advisors

4

Wealthstream Advisors, Inc.

5

Zuckerman Investment Group

6

Financial Synergies Wealth Advisors, Inc.

7

Beaird Harris Wealth Management, LLC

8

Burton Enright Welch

9

Glassman Wealth Services

10

WPWealth LLP

11

Mclean Asset Management Company

12

Gibson Capital, LLC

13

Berman McAleer

14

Austin Asset

15

Sensible Money LLC

16

Willis Johnson & Associates

17

Sanderson Wealth Management

18

Armstrong, Fleming & Moore, Inc.

19

Affirm Wealth Advisors, Ameriprise Financial

20

Hemington Wealth Management

21

Spectrum Investment Advisors

22

Tobias Financial Advisors

23

Legacy Wealth Management, Inc.

24

MOISAND FITZGERALD TAMAYO, LLC

25

Pennington Wealth Management

26

BSW Wealth Partners

27

The Planning Center, Inc.

28

Adams Wealth Management

29

Financial Freedom

30

Condor Capital Wealth Management

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

Rank

Organization

1

Center for Financial Planning, Inc.

2

Diversified LLC

3

Wealthquest

4

Moran Wealth Management

5

Private Vista LLC

6

McKinley Carter Wealth Services

7

Northwest Asset Management / RIA Innovations

8

Skyeburst Wealth Management

9

True North Advisors

10

Westmount Asset Management

11

Smith Anglin Financial LLC

12

RTD Financial

13

SFMG Wealth Advisors

14

Halbert Hargrove

15

Fragasso Financial Advisors

16

Capstone Financial Advisors

17

Gerber Kawasaki Wealth and Investment Management

18

SHP Financial

19

West Financial Services, Inc.

20

Altfest Personal Wealth Management

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

Rank

Organization

1

Bailard

2

Pinnacle Investments, LLC

3

Mission Wealth

4

Bridgeworth Wealth Management

5

MONECO Advisors

6

Cassaday & Company, Inc.

7

Morton Wealth

8

Simon Quick Advisors

9

Accredited Investors Wealth Management

10

RFG Advisory

11

Strategic Retirement Partners

12

Krilogy

13

Fortis Lux Financial

14

Provenance Wealth Advisors

15

SignatureFD

16

Integrated Partners

17

Dakota Wealth Management

18

SYM Financial Advisors

19

Envisage Wealth

20

Waverly Advisors

21

Telemus Capital

22

JMG Financial Group

23

Merit Financial Advisors

24

The Colony Group

25

Kuttin Wealth Management