Awards and Recognition
Honored to be named this year’s InvestmentNews Broker-Dealer of the Year* in recognition of exceptional performance and commitment to advisors
Amy Webber (CEO of the Year), Tammy Robbins (Enterprise Executive of the Year), and Sean Van Moorleghem (CTO of the Year) earn top honors1
Press Release
CEO Amy Webber,
Presidents Colleen Bell and Jeff Vivacqua
recognized at 2024 ThinkAdvisor
Luminaries Awards2
Press Release
Recipient of Top Workplace Iowa (16),
Top Workplace USA (6), and Top
Workplace Arizona (1) awards3
Based on total account assets. Ranking received in 2026 Financial Planning Magazine IBD Elite rankings
Rankings
Ranking received in 2026 Financial Planning Magazine IBD Elite rankings, based on revenue growth5
Rankings
*InvestmentNews Awards Broker-Dealer of the Year 2026. Nominations can be from any wealth management professional or organization and is determined by the InvestmentNews Awards team, who conduct research and draw on the knowledge and information gained through InvestmentNews. Winners announced on June 24, 2026. For more information, please see https://investmentnewsawards.com/
1WealthManagement.com Industry Awards, 2026. Winners in the categories of CEO of the Year (Broker-Dealers, 1,000+ Advisors), Enterprise Executive of the Year (Recruiters), and CTO of the Year were selected by a 19-member independent panel. Winners named September 10, 2026. Learn more at https://informaconnect.com/wealth-management-industry-awards/
2ThinkAdvisor LUMINARIES Awards Class of 2024: CEO and Co-Chairman Amy Webber (Executive of the Year), President Colleen Bell (Luminaries with a Heart), and President Jeff Vivacqua (Thought Leader of the Year). Winners and honorees are chosen based on nominations. Awards received December 11, 2024. To learn more about the award criteria, visit https://event.thinkadvisor.com/luminaries-awards/criteria.
3The Top Workplace in Iowa, 2011-2026; The Top Workplace USA, 2021-2026; and The Top Workplace Arizona, 2026, recognitions are determined by associate feedback through an anonymous survey conducted by Energage, an independent research company. More information on the methodology to qualify can be found at https://topworkplaces.com/resources/national top workplaces methodology/
4Based on total account assets. Ranking received in the 2026 InvestmentNews Financial Planning IBD Elite rankings.
5Based on revenue growth. Ranking received in the 2026 Financial Planning IBD Elite rankings.