401 (k) Retirement Plan Support Services; 401K Service

Envestnet | Retirement Solutions
Fidelity Investments
TD Ameritrade

401 (k) Retirement Plan Support Services; 401K Technology

Morningstar, Inc.
NextCapital
Retirement Readiness Solutions
RiXtrema
Vestwell

Asset Managers; Alternatives

John Hancock Investments
LJM Funds
Mercury Capital Advisors
Winston Art Group

Asset Managers; Corp Social Resp

Assetmark
State Street Global Advisors

Asset Managers; Equities

Morningstar, Inc.
Russell Investments

Asset Managers; ETF Strategists

CLS Investments
Envestnet
Pershing

Asset Managers; ETF’s

Morningstar, Inc.
Schwab
SEI

Asset Managers; Fixed Income

Guggenheim Investments
John Hancock Investments
Asset Managers; Separate Accounts
Envestnet
Natixis

Asset Managers; Social Media

361 Capital
Columbia Threadneedle Investments
John Hancock Investments
J.P. Morgan Asset Management

Asset Managers; SRI

Athena Capital
John Hancock Investments
Morningstar, Inc.
Natixis
Wells Fargo

Asset Managers; Thought Leadership Education

BMO Global Asset Management
CIBC Atlantic Trust Private Wealth Management
Cohen & Steers
Deardorff
Fidelity Investments
OppenheimerFunds
State Street Global Advisors

Asset Managers; Thought Leadership Product

Envestnet
jpmorgan
Morningstar, Inc.
Schwab

Broker Dealer 1000+Corp Social Resp

Commonwealth Financial Network
Edward Jones
Voya Financial

Broker Dealer 1000+ Practice Management

Advisor Group
Cetera Financial Group
Kestra Financial
Raymond James
Voya Financial
Wells Fargo Advisors

Broker Dealer 1000+ Service

Advisor Group
Commonwealth Financial Network
National Planning Holdings

Broker Dealer 1000+ Social Media

Raymond James
Wells Fargo Advisors

Broker Dealer 1000+ Technology

Cetera Financial Group
Raymond James
Voya Financial
Wells Fargo

Broker Dealer < 1000 Corp Social Responsibility

1st Global
NEXT Financial Group
Parkland Securities LLC.
Sigma Financial

Broker Dealer < 1000 Practice Management

NEXT Financial Group
Parkland Securities LLC.
Sigma Financial

Broker Dealer < 1000 Service

Independent Financial Group
Parkland Securities LLC.

Broker Dealer < 1000 Social Media

NEXT Financial Group
Wedbush Securities

Broker Dealer < 1000 Thought Leadership

Peach Capital
Sigma Financial
TD Wealth

Broker Dealer < 1000 Transition

NEXT Financial Group
Wedbush Securities

Compliance Law Firms

Anaford Attorneys
MarketCounsel
RIA in a Box

Custodians Emerging Less than 25 Billion Technology

Shareholders Service Group
Trust Company of America

Custodians Established over 25 Billion Practice Management

Fidelity Investments
Fidelity Investments
Schwab
TD Ameritrade

Custodians Established over 25 Billion Thought Leadership

BNY Mellon’s Pershing
Fidelity Investments
Schwab
SEI

Disruptors Industry

361 Capital
AdvicePeriod
Carson Group
finalytix, inc.
Morningstar
PIETech, Inc.

Disruptors Technology

Apex Clearing
Envestnet
Investment POD
Riskalyze
United Capital Financial Advisers, LLC.

Family Office Client Initiative

Bruderman Asset Management
CIBC Atlantic Trust Private Wealth Management
Family Office Exchange
Day Pitney LLP
Key Family Wealth
Key Family Wealth

Hedge Fund Private Equity

CAIS Group
iCapital Network
Gemini Cos.

Insurance

Brighthouse Financial
Retirement 360

Investment Banks/ Lenders/ Succession Planning Consultants

Echelon Partners
Live Oak Bank
RIA Valuations

Non-Custodial RIA Support Platforms

AdvicePeriod
Dynasty Financial Partners
Halbert Hargrove

Succession/Ownership Transition Services – Non-Custodian/Broker-Dealer

AdvicePeriod
Carson Group
Focus Financial Partners

TAMP’s

AssetMark
Brinker Capital
Envestnet
First Ascent Asset Management
Pershing

Technology Providers; Account Aggregation

Broadridge Financial Solutions, Inc.
Envestnet
Quovo
Wealth Access, Inc.

Technology Providers; Client Portals

Advicent
Envestnet | Tamarac
Envision Financial Systems, Inc.
First Rate
InvestEdge

Technology Providers; Compliance

Advicent
Fi360
MMxCHANGE
New Constructs, LLC
Orion

Technology Providers; CRM

Grendel
Junxure
Redtail Technology
Wealth Dynamix

Technology Providers; Digital Advisors (Robo)

Emotomy
Marstone
Next Capital
PlanPlus Inc.
Vestmark

Technology Providers; Document Management

BaseVenture
Docupace
Laserfiche ECM
Seismic

Technology Providers; Financial Planning

Advizr
eMoney
Envestnet
FIS
PIETech, Inc.

Technology Providers; Innovation New Applications

eMoney Advisor
Envestnet
FinMason, Inc.
Morningstar, Inc.
Pershing
Smartleaf
TruValue Labs
Wealth Access, Inc.

Technology Providers; Innovation Platform

Beyondly, Inc.
eMoney Advisor
Fiserv
Hearsay
InvestCloud, Inc.
Orion
SS&C Advent
Tradeweb
Xtiva Financial Systems

Technology Providers; Portfolio Management

Envestnet
Nasdaq
SS&C Technologies
Tradeweb

Technology Providers; Portfolio Reporting

Albridge
InvestEdge
SS&C Advent
Tamarac

Technology Providers; Rebalancing

Orion
Smartleaf
Tamarac
TD Ameritrade
Trade Warrior

Technology Providers; Risk Tolerance/ Client Profiling

FinMason, Inc.
Riskalyze
PlanPlus Inc.

Technology Providers; Social Media Thought Leadership

Broadridge Financial Solutions, Inc.
Smarsh

Technology Providers; Thought Leadership

Accenture
Envestnet
Freewheel Marketing
PIETech, Inc.
Smarsh

Technology Providers; Wealth Reporting/ Personal Finance Managers

Envestnet
finalytix, inc.
Oranj
Private Wealth Systems
Wealth Access, Inc.

Trusts

CIBC Atlantic Trust Private Wealth Management
Fiduciary Trust Company