|
SMALL EMPLOYER CATEGORY (15 - 29 U.S. EMPLOYEES)
|
|
|
Rank
|
Company |
|
1
|
Berman McAleer, LLC |
|
2
|
Legacy Wealth Management, Inc. |
|
3
|
CIC Wealth |
|
4
|
Richard P. Slaughter Associates, Inc |
|
5
|
Appleseed Capital |
|
6
|
Miracle Mile Advisors |
|
7
|
True North Advisors |
|
8
|
BSW Wealth Partners |
|
9
|
Center For Financial Planning |
|
10
|
Pensionmark Financial Group |
|
11
|
Per Stirling Capital Management, LLC |
|
12
|
Covington Capital Management |
|
13
|
NCA Financial Planners |
|
14
|
Private Ocean LLC |
|
15
|
Greenspring Wealth Management |
|
16
|
Provise Management Group, LLC |
|
17
|
Armstrong, Fleming & Moore Inc. |
|
18
|
Petersen Hastings Investment Management |
|
19
|
CJM Wealth Advisers, Ltd. |
|
20
|
West Financial Services, Inc. |
|
21
|
Lassus Wherley |
|
22
|
Halbert Hargrove Global Advisors, LLC |
|
23
|
Pell Wealth Partners |
|
24
|
Bartholomew & Company, Inc. |
|
MEDIUM EMPLOYER CATEGORY (30 - 49 U.S. EMPLOYEES)
|
|
|
Rank
|
Company |
|
1
|
JMG Financial Group |
|
2
|
Accredited Investors Wealth Management |
|
3
|
Cassaday & Company, Inc. |
|
4
|
MRA Associates |
|
5
|
Axial Financial Group |
|
6
|
Signature Family Wealth Advisors |
|
7
|
SYM Financial Advisors |
|
8
|
Fragasso Financial Advisors |
|
9
|
Exemplar Financial Network |
|
10
|
Carson Wealth Management Group |
|
11
|
AEPG Wealth Strategies |
|
12
|
Private Vista, LLC |
|
13
|
Merit Financial Advisors |
|
LARGE EMPLOYER CATEGORY (50 OR MORE U.S. EMPLOYEES)
|
|
|
Rank
|
Company |
|
1
|
Balasa Dinverno Foltz LLC |
|
2
|
Signature Estate & Investment Advisors |
|
3
|
Gurtin Municipal Bond Management |
|
4
|
Tolleson Wealth Management |
|
5
|
SignatureFD, LLC |
|
6
|
Cedar Brook Group |
|
7
|
The Colony Group |
|
8
|
Modera Wealth Management, LLC |
|
9
|
RegentAtlantic |
|
10
|
Adviser Investments LLC |
|
11
|
Savant Capital Management |
|
12
|
Moneta Group |
|
13
|
Bronfman Rothschild |
