Teams with 150 or more plans
More than 250
Associated Trust Company
Laura Grass, Beth Kohlman, Ray Gardner, Denis Burgess, Jeff Marwitz, Nick Megurdichian, Jan Sharp
Manitowoc, WI
Pensionmark Retirement Group
Troy Hammond, Mike Woods, Devyn Duex, Krista Hauser, Laura Battle, Deanna Bamford, Tony Winkeljohn, Michele Lantz, Jeffrey Seymour, Ted Steinkamp, Janice Brewer, Bryant Strickland, Ed Jaeger, Michael Devlin, Craig Christo, Christine Powell, Blanton Garnett, Sean O'Flaherty, Daniel Shapiro, Andre Kaluna
Santa Barbara, CA
SageView Advisory Group
Irvine, CA