Top Companies in the Financial Services Industry in 2025

Nielsen Co. Nielsen Co. Thrivent Thrivent The Allstate Corporation The Allstate Corporation American Express Company American Express Company American Honda Motor Co., Inc. American Honda Motor Co., Inc. TD Ameritrade Holding Corporation TD Ameritrade Holding Corporation New Avon LLC New Avon LLC BMW of North America, LLC BMW of North America, LLC JPMorgan Chase & Co. JPMorgan Chase & Co. Bank of America Corporation Bank of America Corporation Bankrate, Inc. Bankrate, Inc. Caterpillar, Inc. Caterpillar, Inc. Dow Jones & Company, Inc. Dow Jones & Company, Inc. Experian Information Solutions, Inc. Experian Information Solutions, Inc. Harley-Davidson, Inc. Harley-Davidson, Inc. Intuit, Inc. Intuit, Inc. Harland Clarke Harland Clarke Loews Corporation Loews Corporation MasterCard Worldwide, Inc. MasterCard Worldwide, Inc. McGraw Hill McGraw Hill Dotdash Meredith Dotdash Meredith Modern Woodmen of America Modern Woodmen of America Morgan Stanley Morgan Stanley SLM Corporation SLM Corporation ACI Worldwide, Inc. ACI Worldwide, Inc. Prudential Financial Prudential Financial The Charles Schwab Corporation The Charles Schwab Corporation Target Corporation Target Corporation Citi Citi MoneyGram International, Inc. MoneyGram International, Inc. Great-West Life & Annuity Insurance Co. Great-West Life & Annuity Insurance Co. Equitable Holdings, Inc. Equitable Holdings, Inc. Rocket Companies Rocket Companies Discover Financial Services, Inc. Discover Financial Services, Inc. Goldman Sachs Group, Inc. Goldman Sachs Group, Inc. Western Union Company Western Union Company FMC Corporation FMC Corporation Citizens Financial Group, Inc. Citizens Financial Group, Inc. FirstCash Financial Services, Inc. FirstCash Financial Services, Inc. Barclays Capital Barclays Capital Strategic Education Inc. Strategic Education Inc. Lennar Corporation Lennar Corporation Marsico Capital Management, LLC Marsico Capital Management, LLC Amerisave Mortgage Amerisave Mortgage Manulife Financial Corporation Manulife Financial Corporation PSCU PSCU AccessLex Institute AccessLex Institute Southern Development Bancorporation Southern Development Bancorporation STEMCO STEMCO U.S. Bancorp U.S. Bancorp Canada Life Canada Life Euronet Worldwide Euronet Worldwide Guaranteed Rate, Inc. Guaranteed Rate, Inc. TradeStation Securities, Inc. TradeStation Securities, Inc. Fairfax Financial Holdings Limited Fairfax Financial Holdings Limited Superior Plus Corporation Superior Plus Corporation Power Corporation of Canada Power Corporation of Canada TransForce Income Fund TransForce Income Fund Fortis, Inc. Fortis, Inc. Enerplus Resources Fund Enerplus Resources Fund Great-West Lifeco Inc. Great-West Lifeco Inc. H&R Block Canada, Inc. H&R Block Canada, Inc. USI Holdings Corporation USI Holdings Corporation TD Cowen TD Cowen TransUnion, LLC TransUnion, LLC Meta Platforms, Inc. Meta Platforms, Inc. Western Alliance Bancorporation Western Alliance Bancorporation GOSH Enterprises GOSH Enterprises TA Associates, Inc. TA Associates, Inc. LendingClub LendingClub Windes, Inc. Windes, Inc. Broadridge Financial Solutions, Inc. Broadridge Financial Solutions, Inc. Ent Federal Credit Union Ent Federal Credit Union Arthur Middleton Capital Holdings, Inc. Arthur Middleton Capital Holdings, Inc. Fred Alger Management, Inc. Fred Alger Management, Inc. Fisher Investments Inc. Fisher Investments Inc. J.G. Wentworth J.G. Wentworth StoneX Group Inc StoneX Group Inc Black Knight, Inc. Black Knight, Inc. BOKU BOKU Ossur Americas Ossur Americas Core Digital Media Core Digital Media Calypso Technology Calypso Technology Yodlee, Inc. Yodlee, Inc. Elevate Elevate SoFi SoFi Golub Capital Golub Capital DraftKings, Inc. DraftKings, Inc. EECU EECU DFCU Financial DFCU Financial Camelot Venture Group Camelot Venture Group Levine Leichtman Capital Partners Levine Leichtman Capital Partners Liberty Home Equity Solutions, Inc. Liberty Home Equity Solutions, Inc. MAX Credit Union MAX Credit Union BriteCap Financial BriteCap Financial New Day Financial, LLC New Day Financial, LLC H Mart H Mart Oportun, Inc. Oportun, Inc. Combined Insurance Combined Insurance Virginia Credit Union Virginia Credit Union Can Capital, Inc. Can Capital, Inc. Betterment LLC Betterment LLC Ingo Money, Inc. Ingo Money, Inc. Fundbox Fundbox Barings Barings National Debt Relief LLC National Debt Relief LLC Brighthouse Financial, Inc Brighthouse Financial, Inc Credible Labs, Inc. Credible Labs, Inc. Ellevest Ellevest eOriginal eOriginal BlackLine BlackLine Tortoise Capital Advisors, LLC Tortoise Capital Advisors, LLC DefenseStorm DefenseStorm Mortgage Capital Trading Mortgage Capital Trading Payrailz Payrailz Credit Sesame, Inc. Credit Sesame, Inc. CFA Institute CFA Institute College Ave. Student Loans LLC College Ave. Student Loans LLC Edelman Financial Engines, LLC Edelman Financial Engines, LLC Netspend Netspend Ripple Ripple Wauna Federal Credit Union Wauna Federal Credit Union Self Financial, Inc. Self Financial, Inc. Figure Figure MoneyLion MoneyLion Georgia United Credit Union Georgia United Credit Union Better Mortgage Corporation Better Mortgage Corporation Chime Chime Charlesbank Capital Partners Charlesbank Capital Partners Chalak Mitra Group Chalak Mitra Group Customers Bank Customers Bank High Bluff Capital Partners High Bluff Capital Partners Empower Empower Vista Equity Partners Vista Equity Partners West West The Jordan Company The Jordan Company Coinme Coinme TRI Pointe Group TRI Pointe Group Kraken Kraken KPS Capital Partners KPS Capital Partners Qapital Qapital SIF Partners SIF Partners Whittier Trust Whittier Trust Victor Capital Partners Victor Capital Partners Rokk3r Rokk3r NerdWallet NerdWallet Centre Lane Partners Centre Lane Partners Elliott Management Corporation Elliott Management Corporation Bryn Mawr Trust Bryn Mawr Trust Sound Royalties Sound Royalties Covered California Covered California Steward Steward Venmo Venmo Bellco Credit Union Bellco Credit Union Paysign Paysign Security Service Federal Credit Union Security Service Federal Credit Union Truist Financial Corporation Truist Financial Corporation Wellspring Capital Management Wellspring Capital Management Navient Corporation Navient Corporation Paycom Software, Inc. Paycom Software, Inc. Crescent Acquisition Corp Crescent Acquisition Corp Slalom Consulting Slalom Consulting Hiscox Hiscox Sycamore Partners Sycamore Partners CriticalPoint Capital CriticalPoint Capital Acorns Acorns Webull Financial LLC Webull Financial LLC SterlingRisk Insurance SterlingRisk Insurance Achieve Achieve Possible Possible Remitly Remitly Upstart Upstart CrowdStreet CrowdStreet Morning Brew Morning Brew System1 System1 Next Insurance Inc. Next Insurance Inc. You Need A Budget LLC You Need A Budget LLC AccrueMe, LLC AccrueMe, LLC Brex Brex PCS Retirement PCS Retirement Northstar Northstar Q2 Holdings, Inc. Q2 Holdings, Inc. Tomo Tomo Sootchy, Inc. Sootchy, Inc. LoanDepot LoanDepot Afterpay, Inc. Afterpay, Inc. Cash App Cash App Happy Money Happy Money Altruist Corp Altruist Corp Centerbridge Partners, L.P. Centerbridge Partners, L.P. Tally Tally Francisco Partners Francisco Partners HighRadius HighRadius BWG Strategy BWG Strategy USClaims USClaims Zip Co Zip Co Sezzle Sezzle Affirm Affirm Thingy Thing Inc. Thingy Thing Inc. TrueAccord TrueAccord Figo Pet Insurance Figo Pet Insurance Kawa Capital Management Kawa Capital Management Shore Capital Partners Shore Capital Partners Coinbase, Inc. Coinbase, Inc. Splash Financial Splash Financial Life360 Life360 Primis Primis M1 Finance M1 Finance StartEngine Crowdfunding, Inc. StartEngine Crowdfunding, Inc. BitPay BitPay Transact Campus Transact Campus Brigit Brigit SmartAsset SmartAsset Unest Unest DailyPay DailyPay FirstMark Horizon Acquisition Corp. FirstMark Horizon Acquisition Corp. BlockFi BlockFi Centage Centage Flex Flex AssetMark AssetMark Aerospike, Inc. Aerospike, Inc. Sage Intacct, Inc. Sage Intacct, Inc. NinjaTrader Group, LLC NinjaTrader Group, LLC Katapult Katapult Insignia Capital Group Insignia Capital Group NowAccount NowAccount RYVYL RYVYL Certinia Certinia LendingPoint LendingPoint Nitrogen Nitrogen Ria Financial Services Ria Financial Services IG Group IG Group United Mortgage Corp. United Mortgage Corp. BillGO BillGO Payroll Vault Payroll Vault Mojo Interactive, Inc. Mojo Interactive, Inc. AffiniPay AffiniPay WeGift WeGift RetireOne RetireOne i2c Inc. i2c Inc. First Tech Federal Credit Union First Tech Federal Credit Union Petal Card, Inc. Petal Card, Inc. Propel, Inc. Propel, Inc. Trust Stamp Trust Stamp Climb Credit, Inc. Climb Credit, Inc. United Federal Credit Union United Federal Credit Union Esusu Esusu X1 Inc. X1 Inc. TreviPay TreviPay Linqto Linqto Bench Accounting Bench Accounting Apple Bank Apple Bank Plaid Plaid Yieldstreet Yieldstreet Acrisure Acrisure Hashflow Hashflow GO Mortgage GO Mortgage Chargebee Chargebee Russell Investments Russell Investments Marqeta Marqeta Kearny Bank Kearny Bank LoanPro LoanPro Butterfly Equity Butterfly Equity New American Funding New American Funding Cred.ai Cred.ai Corebridge Financial Corebridge Financial Oanda Oanda Mercury Financial Mercury Financial Snap Finance Snap Finance Addition Financial Credit Union Addition Financial Credit Union goeasy Ltd. goeasy Ltd. Earnest Earnest Laurel Road Laurel Road Oppenheimer & Co Oppenheimer & Co Angelo Gordon Angelo Gordon Chainalysis Chainalysis Lukka Lukka Arsenal Capital Partners Arsenal Capital Partners Blockdaemon Blockdaemon PayCargo PayCargo Halo Investing Halo Investing Zero Hash Zero Hash The Mather Group The Mather Group Neo Financial Neo Financial Buckle Buckle Jeeves Jeeves Contra Contra CoinTracker CoinTracker Mission Lane Mission Lane Upgrade Upgrade AutoRABIT AutoRABIT Securitize Securitize Celo Celo Binance.US Binance.US Autograph Autograph Tala Tala Clearlake Capital Group Clearlake Capital Group LayerZero Labs LayerZero Labs Doodles Doodles Built Technologies Built Technologies Coin Metrics Coin Metrics Great Hill Partners Great Hill Partners Ava Labs Ava Labs Paxos Paxos Fireblocks Fireblocks ConsenSys ConsenSys Here Here Unit Unit ChargeAfter ChargeAfter Capchase Capchase Drip Capital Drip Capital Mysten Labs Mysten Labs TaskHuman TaskHuman Friday Health Plans Friday Health Plans FirstClose FirstClose MoonPay MoonPay Hummingbird Hummingbird Beacon Pointe Beacon Pointe Digits Digits MPOWER Financing MPOWER Financing EasyKnock EasyKnock Oxford Finance Oxford Finance Mercer Advisors Mercer Advisors Finxact Finxact TaxBit TaxBit New Mountain Capital New Mountain Capital Steward Partners Global Advisory Steward Partners Global Advisory Geneva Financial Geneva Financial FalconX FalconX Deserve Deserve EP Wealth Advisors EP Wealth Advisors Genesis Global Technology Genesis Global Technology Vouch Insurance Vouch Insurance Hibob Hibob Great Rock Capital Great Rock Capital Monroe Capital Monroe Capital Socotra Socotra Pipe Pipe Sole Source Capital Sole Source Capital TRM Labs TRM Labs Wealth Enhancement Group Wealth Enhancement Group Motto Mortgage Motto Mortgage EquityBee EquityBee Stax Stax Human Interest Human Interest Modern Treasury Modern Treasury Revalize Revalize Sana Benefits Sana Benefits Pave Pave 3Rivers Federal Credit Union 3Rivers Federal Credit Union SouthState Bank SouthState Bank BBVA in the USA BBVA in the USA Enterprise Bank & Trust Enterprise Bank & Trust PSECU PSECU Patelco Credit Union Patelco Credit Union Federal Deposit Insurance Corporation (FDIC) Federal Deposit Insurance Corporation (FDIC) Farm Credit Mid-America Farm Credit Mid-America Edward Jones Edward Jones Ryan Ryan HealthEquity HealthEquity Vantiv Integrated Payments Vantiv Integrated Payments Total Expert Total Expert Ascensus Ascensus First Merchants Corporation First Merchants Corporation Wellington Management Wellington Management Commonwealth Financial Network Commonwealth Financial Network eMoney Advisor eMoney Advisor Lendio Lendio Macquarie Group Macquarie Group Johnson Financial Group Johnson Financial Group Alumni Ventures Alumni Ventures S&T Bank S&T Bank Greenlight Greenlight Allspring Global Investments Allspring Global Investments Loomis, Sayles & Company Loomis, Sayles & Company Janney Montgomery Scott LLC Janney Montgomery Scott LLC IMA Financial Group, Inc. IMA Financial Group, Inc. Keenan Keenan Allied Solutions LLC Allied Solutions LLC Lockton Companies Lockton Companies Newfront Newfront Association Member Benefits Advisors (AMBA) Association Member Benefits Advisors (AMBA) United Wholesale Mortgage United Wholesale Mortgage BHG Financial BHG Financial C2FO C2FO Central Bank Central Bank Citadel Citadel CrossCountry Mortgage, LLC CrossCountry Mortgage, LLC Envestnet, Inc Envestnet, Inc First Command Financial Services, Inc. First Command Financial Services, Inc. Flywire Flywire Heartland Heartland Natixis Investment Managers Natixis Investment Managers InComm Payments InComm Payments MDRT MDRT Movement Mortgage Movement Mortgage MSCI Inc. MSCI Inc. Risk Placement Services, Inc. Risk Placement Services, Inc. Sammons Financial Group Companies Sammons Financial Group Companies SchoolsFirst Federal Credit Union SchoolsFirst Federal Credit Union Wealthfront Wealthfront Newrez Newrez 7 17 Credit Union 7 17 Credit Union AgCountry Farm Credit Services AgCountry Farm Credit Services AgFirst Farm Credit Bank AgFirst Farm Credit Bank Alliance Group Alliance Group Altra Federal Credit Union Altra Federal Credit Union American National Bank of Texas American National Bank of Texas American Savings Bank American Savings Bank AmeriCU Credit Union AmeriCU Credit Union Apple Federal Credit Union Apple Federal Credit Union Ascentium Capital Ascentium Capital Atlantic Union Bank Atlantic Union Bank Avidia Bank Avidia Bank Bangor Savings Bank Bangor Savings Bank Bank of Hawaii Bank of Hawaii Bank of Stockton Bank of Stockton BlueCross BlueShield of Nebraska BlueCross BlueShield of Nebraska Branch Branch Brightly Brightly Brown Advisory Brown Advisory California Coast Credit Union California Coast Credit Union Cambridge Associates Cambridge Associates Carson Group Carson Group Centennial Bank Centennial Bank Central Pacific Bank Central Pacific Bank Cerity Partners Cerity Partners Cherry Bekaert Cherry Bekaert Choice Home Warranty Choice Home Warranty CIM Group CIM Group Citizens & Northern Bank Citizens & Northern Bank Clear Capital Clear Capital ClearOne Advantage ClearOne Advantage CMG Financial CMG Financial Cohen & Company Cohen & Company Connexus Credit Union Connexus Credit Union Velera Velera Cornerstone League Cornerstone League Corpay Corpay Corporate Synergies Corporate Synergies Cottingham & Butler Cottingham & Butler CRC Insurance Services CRC Insurance Services Crump Life Insurance Services Crump Life Insurance Services Delta Community Credit Union Delta Community Credit Union DHI Mortgage DHI Mortgage Direct Mortgage Loans Direct Mortgage Loans Discover Global Network Discover Global Network Embroker Embroker Evolve Bank & Trust Evolve Bank & Trust Federal Home Loan Bank of New York Federal Home Loan Bank of New York Federal Reserve Bank of Atlanta Federal Reserve Bank of Atlanta FinFit FinFit First American Equipment Finance First American Equipment Finance First International Bank & Trust First International Bank & Trust First State Community Bank First State Community Bank Foundation Risk Partners Foundation Risk Partners Foundation Software Foundation Software Foundation Source Foundation Source GECU GECU German American German American Glatfelter Insurance Group Glatfelter Insurance Group Guideline, Inc. Guideline, Inc. Hamilton Lane Hamilton Lane Hexaware Technologies Hexaware Technologies Higginbotham Higginbotham HomeTrust Bank HomeTrust Bank Idaho Central Credit Union Idaho Central Credit Union Insight Partners Insight Partners Insurance Office of America Insurance Office of America Lake Michigan Credit Union Lake Michigan Credit Union Lendistry Lendistry Lendmark Financial Services Lendmark Financial Services Local Government Federal Credit Union Local Government Federal Credit Union NASCO NASCO Neighborhood Credit Union Neighborhood Credit Union Lighthouse Credit Union Lighthouse Credit Union Northwest Bank Northwest Bank OneUnited Bank OneUnited Bank Our Sunday Visitor Our Sunday Visitor PayNearMe PayNearMe Pelican State Credit Union Pelican State Credit Union Peoples State Bank Peoples State Bank PHH Mortgage PHH Mortgage Point72 Point72 Polen Capital Polen Capital Populus Financial Group Populus Financial Group Primary Residential Mortgage Primary Residential Mortgage Progressive Leasing Progressive Leasing Provident Credit Union Provident Credit Union QuoteWizard QuoteWizard RegEd RegEd Resilinc Resilinc Restaurant365 Restaurant365 SavvyMoney SavvyMoney Sequoia Capital Sequoia Capital Service Credit Union Service Credit Union Sheshunoff Consulting + Solutions Sheshunoff Consulting + Solutions Sound Credit Union Sound Credit Union Spotter Spotter State Department Federal Credit Union State Department Federal Credit Union SurePayroll SurePayroll Teamshares Teamshares The Bancorp The Bancorp The Brattle Group The Brattle Group The Oxford Club The Oxford Club The Word & Brown Companies The Word & Brown Companies Tinker Federal Credit Union Tinker Federal Credit Union Toppan Merrill Toppan Merrill TowneBank TowneBank Universal Property & Casualty Insurance Company Universal Property & Casualty Insurance Company University Bank University Bank USA Mortgage USA Mortgage uShip uShip Vantage West Credit Union Vantage West Credit Union Vestwell Vestwell VettaFi VettaFi Victory Capital Victory Capital Visual Lease Visual Lease Washington Trust Bank Washington Trust Bank West Bend Mutual Insurance West Bend Mutual Insurance Wrapbook Wrapbook Consumers Credit Union Consumers Credit Union Billd Billd Innovation Refunds Innovation Refunds Avantax Avantax Optimal Blue Optimal Blue Centier Bank Centier Bank Adyen Adyen Priority Technology Holdings, Inc. Priority Technology Holdings, Inc. Recurly Recurly Ascend Federal Credit Union Ascend Federal Credit Union Quicken, Inc. Quicken, Inc. Stone Point Capital Stone Point Capital Digital Federal Credit Union Digital Federal Credit Union Kapitus Kapitus Ramp Business Corporation Ramp Business Corporation Empower Finance, inc. Empower Finance, inc. Checkout.com Checkout.com UW Credit Union UW Credit Union Lendgo, Inc. Lendgo, Inc. OnDeck OnDeck Hennion & Walsh Hennion & Walsh American Advisors Group American Advisors Group Spot Pet Insurance Spot Pet Insurance Credit Union of Texas Credit Union of Texas Optima Tax Relief Optima Tax Relief Birch Gold Group Birch Gold Group Super.com Super.com Cover Genius Cover Genius Proshares Proshares Sunbit Sunbit Upbound Group Upbound Group Jackson Financial Jackson Financial Permian Resources Permian Resources Coburn Financial Coburn Financial Wealth Preservation Partners Wealth Preservation Partners Scranton Financial Group Scranton Financial Group Peak Mountain Advisors Peak Mountain Advisors FuturesPlanned FuturesPlanned Gent Financial Group Gent Financial Group GYL Financial Synergies GYL Financial Synergies Johnson Brunetti Johnson Brunetti Tumolo Financial Tumolo Financial NH Investment Management NH Investment Management Minichino Financial Group Minichino Financial Group Connecticut Capital Management Group Connecticut Capital Management Group TrinityPoint Wealth TrinityPoint Wealth Crestwood Advisors Crestwood Advisors Financial Sense Financial Sense Claddagh Claddagh The Connecticut Group The Connecticut Group Round Rock Advisors Round Rock Advisors American Strategic Advisors American Strategic Advisors Integra Global Advisors Integra Global Advisors RZH Advisors RZH Advisors NewEdge Wealth NewEdge Wealth Bleakley Financial Group Bleakley Financial Group Lifelong Investments Lifelong Investments JW Advisors JW Advisors Bautis Financial Bautis Financial Novin Cannon Financial Group Novin Cannon Financial Group Summit Financial Resources Summit Financial Resources Warren Wealth Associates Warren Wealth Associates Montville Financial Group Montville Financial Group Reshape Wealth Reshape Wealth HGK Asset Management HGK Asset Management Synergy Advisory Management Group Synergy Advisory Management Group Modera Wealth Management Modera Wealth Management Biond Financial Biond Financial Hudson Wealth Management Hudson Wealth Management ICG Next ICG Next Mid Atlantic Resource Group Mid Atlantic Resource Group Oujo Wealth Strategies Oujo Wealth Strategies Shapiro Financial Security Group Shapiro Financial Security Group Bennett Financial Bennett Financial MWM Financial MWM Financial Hampton Square Wealth Management Hampton Square Wealth Management Aurora Private Wealth Aurora Private Wealth Vishria Bird Financial Group Vishria Bird Financial Group Beacon Hill Private Wealth Beacon Hill Private Wealth Summit Place Financial Advisors Summit Place Financial Advisors The Investment Center The Investment Center Peapack Private Peapack Private Beacon Trust Beacon Trust Evergreen Financial Group Evergreen Financial Group Simon Quick Advisors Simon Quick Advisors Dergalis Associates Dergalis Associates Haddon Planning Group Haddon Planning Group WealthPilot Financial WealthPilot Financial Atrium Financial Associates Atrium Financial Associates Financial Capital Group Financial Capital Group HFM Investment Advisors HFM Investment Advisors Bala Financial Group Bala Financial Group Cadence Financial Management Cadence Financial Management Cooney Financial Advisors Cooney Financial Advisors DeCesare Retirement Specialists DeCesare Retirement Specialists The Straub Group Advantage The Straub Group Advantage Woloshin Investment Management Woloshin Investment Management Lo Thomas Lo Thomas Main Street Private Advisors Main Street Private Advisors Millstone Financial Group Millstone Financial Group Independence Wealth Partners Independence Wealth Partners Tandem Investment Partners Tandem Investment Partners White Knight Strategic Wealth Advisors White Knight Strategic Wealth Advisors Financial Futures Financial Futures Jalinski Advisory Group Jalinski Advisory Group Madden Wealth Advisors Madden Wealth Advisors Devji Wealth Management Devji Wealth Management Primary Financial Primary Financial Greco-Nader Wealth Navigation Greco-Nader Wealth Navigation Sirmium Capital Sirmium Capital Bone Fide Wealth Bone Fide Wealth Farther Farther Thinking Big Financial Thinking Big Financial Retirable Retirable CION Investments CION Investments National Financial Network National Financial Network Aventine Financial Group Aventine Financial Group RMR Wealth Management RMR Wealth Management Summit Trail Advisors Summit Trail Advisors Elite Financial Solutions Elite Financial Solutions MainStay Advisors MainStay Advisors Seven Bridges Advisors Seven Bridges Advisors Alliance Global Partners Alliance Global Partners Circle Wealth Management Circle Wealth Management Geller Advisors Geller Advisors The Hajdari Group The Hajdari Group Next Capital Management Next Capital Management Trusted Global Advisors Trusted Global Advisors Key Wealth Advisors Key Wealth Advisors BBR Partners BBR Partners Rockefeller Capital Management Rockefeller Capital Management Wealthstream Advisors Wealthstream Advisors Circle Advisers Circle Advisers Longwave Financial Longwave Financial Murray Financial Group Murray Financial Group Samalin Investment Counsel Samalin Investment Counsel Bedrock Wealth Strategies Bedrock Wealth Strategies True Abundance Advisors True Abundance Advisors Madison Park Consultants Madison Park Consultants Nardis Advisors Nardis Advisors KPL Financial Group KPL Financial Group Mundi Financial Mundi Financial Mahoney Asset Management Mahoney Asset Management Palumbo Wealth Management Palumbo Wealth Management Brooklin Financial Brooklin Financial Fredrickson Financial Planning Fredrickson Financial Planning McPherson Financial Advisors McPherson Financial Advisors Bradford Pine Wealth Group Bradford Pine Wealth Group Brixton Capital Wealth Advisors Brixton Capital Wealth Advisors DanDarah Wealth Management DanDarah Wealth Management First Financial Advisors Group First Financial Advisors Group American Portfolios American Portfolios ClientFirst Strategy ClientFirst Strategy Lighthouse Financial Network Lighthouse Financial Network The Katz Group The Katz Group Federmann Financial Advisors Federmann Financial Advisors Wolf Money Management Wolf Money Management Main Street Financial Group Main Street Financial Group Advisor Launchpad Advisor Launchpad American Capital Partners American Capital Partners Mitlin Financial Mitlin Financial Skye Harbor Financial Skye Harbor Financial Capital Financial Advisors of New York Capital Financial Advisors of New York Empire Asset Management Group Empire Asset Management Group Marathon Mission Wealth Management Marathon Mission Wealth Management Graypoint Graypoint The Atrium Financial Group The Atrium Financial Group IA Financial Advisors IA Financial Advisors DDO Advisory Services DDO Advisory Services Professional Financial Consultants Professional Financial Consultants Cornerstone Financial Cornerstone Financial Aurora Wealth Advisory Aurora Wealth Advisory Long Run Wealth Advisors Long Run Wealth Advisors Rockbridge Investment Management Rockbridge Investment Management Hearth Financial Partners Hearth Financial Partners Master Planners & Associates Master Planners & Associates The Nelson & Strife Financial Group The Nelson & Strife Financial Group Collins Advisors Collins Advisors Jensen , Marks , Langer & Vance Jensen , Marks , Langer & Vance Sandhill Investment Management Sandhill Investment Management Harbor Wealth Advisors Harbor Wealth Advisors Trubee Wealth Advisors Trubee Wealth Advisors Ahrens Financial Group Ahrens Financial Group McCollum Christoferson Group McCollum Christoferson Group United Professional Advisors United Professional Advisors Weller Group Weller Group LynnLeigh LynnLeigh RICP RICP Horizon Financial Horizon Financial Rochester Wealth Management Group Rochester Wealth Management Group Aligned Investor Aligned Investor William-Warren Associates William-Warren Associates Angelo Planning Group Angelo Planning Group Sage Rutty Sage Rutty The Retirement Optimization Group The Retirement Optimization Group Prentice Wealth Management Prentice Wealth Management Alsworth Capital Management Alsworth Capital Management H&H Financial Group H&H Financial Group Cornell Pochily Investment Advisors Cornell Pochily Investment Advisors Fingerlakes Wealth Management Fingerlakes Wealth Management Grandview Wealth Management Grandview Wealth Management Waldron Private Wealth Waldron Private Wealth Summit Wealth Design Summit Wealth Design Fortune Financial Services Fortune Financial Services Gibson Capital Gibson Capital Bentley Financial Planning Bentley Financial Planning Insight Global Wealth Strategies Insight Global Wealth Strategies Roble Belko Roble Belko Financial Foresight Group Financial Foresight Group Summit View Wealth Management Summit View Wealth Management Bridger Financial Group Bridger Financial Group Fort Pitt Capital Group Fort Pitt Capital Group GCSS Advisors GCSS Advisors T & D Advisors T & D Advisors The Musuneggi Financial Group The Musuneggi Financial Group PNC Riverarch Capital PNC Riverarch Capital Shorebridge Wealth Management Shorebridge Wealth Management The Coury Firm The Coury Firm Aquinas Wealth Advisors Aquinas Wealth Advisors InterGen Advisors InterGen Advisors Braun-Bostich & Associates Braun-Bostich & Associates Stein Wealth Advisors Stein Wealth Advisors PWR Planners PWR Planners Trustmont Financial Group Trustmont Financial Group Upstreet Financial Advisors Upstreet Financial Advisors Robert Javens Robert Javens Storehouse Investments Storehouse Investments Tempus Advisory Group Tempus Advisory Group Rearick Rearick McClarren Financial Advisors McClarren Financial Advisors VK Wealth VK Wealth Conte Wealth Conte Wealth Yocum Yocum Q4 Advisors Q4 Advisors Basildon Financial Basildon Financial Cool Hollow Financial Cool Hollow Financial Baker Financial Group Baker Financial Group Riggle & Associates Riggle & Associates Corto Financial Group Corto Financial Group Financial Network Financial Network Weaver Financial Weaver Financial Bare Wealth Advisors Bare Wealth Advisors Bednar Financial Group Bednar Financial Group Atwater Malick Atwater Malick Retirement Advisory Retirement Advisory Lancaster County Financial Group Lancaster County Financial Group Monocacy Wealth Partners Monocacy Wealth Partners Quadrant Private Wealth Quadrant Private Wealth Marmaras & Smith Marmaras & Smith Weyhill Investment Counsel Weyhill Investment Counsel Morton Brown Family Wealth Morton Brown Family Wealth Blake Martin Financial Blake Martin Financial Savage Financial Group Savage Financial Group Strategic Planning Associates Strategic Planning Associates Chancellor Financial Group Chancellor Financial Group Archetype Advisors Archetype Advisors Foundations Financial Partners Foundations Financial Partners Reiner Financial Group Reiner Financial Group BLB&B Advisors BLB&B Advisors Financial Compass Financial Compass Innova Wealth Partners Innova Wealth Partners Academy Wealth Advisers Academy Wealth Advisers Fuhrman Management Associates Fuhrman Management Associates RubinGoldman and Associates RubinGoldman and Associates The Leyens Group The Leyens Group Secure Planning Group Secure Planning Group Pitcairn Pitcairn Stone Pine Financial Partners Stone Pine Financial Partners Main Street Financial Solutions Main Street Financial Solutions Creative Financial Group Creative Financial Group Cumby , Spencer & Associates Cumby , Spencer & Associates Compass Financial Solutions Compass Financial Solutions Front Street Financial Front Street Financial Kades-Margolis Kades-Margolis McCloskey Financial Group McCloskey Financial Group Retirement Planning Specialists Retirement Planning Specialists Axcelus Financial Axcelus Financial Glenmede Trust Company Glenmede Trust Company McAdam McAdam Wescott Financial Advisory Group Wescott Financial Advisory Group myCIO Wealth Partners myCIO Wealth Partners Ellis Investment Partners Ellis Investment Partners Trinity Wealth Management Trinity Wealth Management Wealth Advisory Group Wealth Advisory Group Independence Wealth Services Independence Wealth Services Prowell Financial Management Prowell Financial Management Brandywine Oak Private Wealth Brandywine Oak Private Wealth CMG Capital Management Group CMG Capital Management Group Market Street Wealth Management Market Street Wealth Management Wedmont Private Capital Wedmont Private Capital Informed Family Financial Services Informed Family Financial Services Concentus Wealth Advisors Concentus Wealth Advisors Mill Creek Capital Advisors Mill Creek Capital Advisors Northstar Financial Companies Northstar Financial Companies Bernardo Wealth Planning Bernardo Wealth Planning Physicians Private Client Group Physicians Private Client Group Limerick Financial Group Limerick Financial Group Broadhurst Financial Advisors Broadhurst Financial Advisors Fisher Financial Associates Fisher Financial Associates The Good Life Companies Companies The Good Life Companies Companies Realta Wealth Realta Wealth Poole Locke Associates Poole Locke Associates Biddle Capital Management Biddle Capital Management Compass Investment Advisors Compass Investment Advisors Peter Oldziey & Associates Peter Oldziey & Associates Guardian Investments Guardian Investments Black Diamond Financial Solutions Black Diamond Financial Solutions Quadrant Advisory Quadrant Advisory Geometric Wealth Advisors Geometric Wealth Advisors Values Added Financial Values Added Financial District Capital Management District Capital Management CertIrium Group CertIrium Group Heritage Financial Heritage Financial Symphony Financial Symphony Financial WealthPort WealthPort Oak Hill Wealth Advisors Oak Hill Wealth Advisors Handford Financial Strategies Handford Financial Strategies Meridian Financial Partners Meridian Financial Partners Joyce Wealth Advisory Joyce Wealth Advisory Rowley Financial Rowley Financial Burney Wealth Management Burney Wealth Management Fountainhead Wealth Advisors Fountainhead Wealth Advisors Global Advisor Group Global Advisor Group Piedmont Wealth Advisory Piedmont Wealth Advisory Sunrise Wealth Partners Sunrise Wealth Partners Harris & Harris Wealth Management Group Harris & Harris Wealth Management Group Capital Harvest Wealth Partners Capital Harvest Wealth Partners Arlington Capital Partners Arlington Capital Partners TritonPoint Wealth TritonPoint Wealth Collins Investment Group Collins Investment Group Sandbox Financial Partners Sandbox Financial Partners Axiom Value Axiom Value Acacia Financial Advisors Acacia Financial Advisors Medallion Financial Group Medallion Financial Group Stratus Wealth Advisors Stratus Wealth Advisors Toler Financial Group Toler Financial Group Town Capital Town Capital Bay Harbor Wealth Management Bay Harbor Wealth Management Verdence Capital Advisors Verdence Capital Advisors Franklin Financial Group Franklin Financial Group Garrison Advisors Garrison Advisors Investment Watch Investment Watch WMS Partners WMS Partners Integrated Financial Solutions Integrated Financial Solutions Offit Advisors Offit Advisors Whitehouse Financial Group Whitehouse Financial Group Metropolitan Wealth Advisors Metropolitan Wealth Advisors Government Employee Benefit Association Government Employee Benefit Association Sortino Financial Group Sortino Financial Group Cassilly Financial Group Cassilly Financial Group LaBarge Financial LaBarge Financial InvestEd InvestEd Aegon Asset Management Aegon Asset Management Buttonwood Financial Advisors Buttonwood Financial Advisors Black Diamond Financial Black Diamond Financial WPG Financial Group WPG Financial Group ValueWealth Services ValueWealth Services Annapolis Financial Services Annapolis Financial Services Comprehensive Financial Solutions Comprehensive Financial Solutions InFocus Financial Advisors InFocus Financial Advisors Investment & Resource Planning Associates Investment & Resource Planning Associates Keen & Pocock Keen & Pocock McLean Wealth Partners McLean Wealth Partners Bogart Wealth Bogart Wealth Cassaday & Company Cassaday & Company Centurion Wealth Management Centurion Wealth Management Folio Investing Folio Investing Argent Bridge Advisors Argent Bridge Advisors Avenue Wealth Avenue Wealth Capitol Private Wealth Group Capitol Private Wealth Group Glassman Wealth Services Glassman Wealth Services Greenway Wealth Advisory Greenway Wealth Advisory KFA Private Wealth Group KFA Private Wealth Group Kurtz, Connor, Browning & Phillips Kurtz, Connor, Browning & Phillips McLean Asset Management McLean Asset Management Signature Financial Partners Signature Financial Partners Campbell Wealth Management Campbell Wealth Management Potomac Wealth Strategies Potomac Wealth Strategies Stock Plan Advisory Group Stock Plan Advisory Group Crestone Financial Advisors Crestone Financial Advisors Piedmont Capital Asset Management Piedmont Capital Asset Management Patina Wealth Patina Wealth Platt Financial Platt Financial Kinloch Capital Kinloch Capital River City Financial River City Financial The Main Street Group The Main Street Group Scott Reisenweaver Scott Reisenweaver Bay Rivers Group Wealth Partners Bay Rivers Group Wealth Partners Heritage Wealth Advisors Heritage Wealth Advisors SBK Financial SBK Financial Spark Financial Advisors Spark Financial Advisors Heron Creek Advisors Heron Creek Advisors Financial Consultants of America Financial Consultants of America Wealth Innovations Wealth Innovations Alpha Advisors Alpha Advisors Heartwood Wealth Advisors Heartwood Wealth Advisors Fitzwilliams Financial Fitzwilliams Financial First Landing Financial First Landing Financial Beacon Harbor Wealth Advisors Beacon Harbor Wealth Advisors Financial Security Group Financial Security Group Dominion Financial Solutions Dominion Financial Solutions NextPoint Financial NextPoint Financial Vector27 Financial Group Vector27 Financial Group Investors Financial Advisors Investors Financial Advisors Bennon & Thorpe Bennon & Thorpe ProTrust Advisors ProTrust Advisors Thomas Financial Advisory Group Thomas Financial Advisory Group Marzano Capital Group Marzano Capital Group Maestro Wealth Advisors Maestro Wealth Advisors Blakely Financial Blakely Financial The Normann Financial Group The Normann Financial Group Erickson Advisors Erickson Advisors Carolina Financial Advisors Carolina Financial Advisors Blueprint Financial Advisors Blueprint Financial Advisors Bettinger Financial Bettinger Financial Level Wealth Management Level Wealth Management Spartan Planning Group Spartan Planning Group JMK Wealth JMK Wealth Raleigh Wealth Solutions Raleigh Wealth Solutions Eton Advisors Eton Advisors Hilltop Wealth Advisors Hilltop Wealth Advisors Master Plan Wealth Management Master Plan Wealth Management Old Peak Finance Old Peak Finance SB Financial Group SB Financial Group June-Neri Financial June-Neri Financial Jessica C Lamb & Associates Jessica C Lamb & Associates Jackson Hill & Fish Private Wealth Advisors Jackson Hill & Fish Private Wealth Advisors Franklin Watkins Financial Group Franklin Watkins Financial Group Beacon Wealthcare Beacon 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