401 (k) Retirement Plans: Service

Envestnet | Retirement Solutions
Fidelity Investments
TD Ameritrade

401 (k) Retirement Plans: 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: Corporate Social Responsibility

Assetmark
State Street Global Advisors

Asset Managers: Equities

Morningstar, Inc.
Russell Investments

Asset Managers: ETF Strategists

CLS Investments
Envestnet
Pershing

Asset Managers: ETFs

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: Education Thought Leadership

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

Asset Managers: Product Enhancement Thought Leadership

Charles Schwab
Envestnet
J.P. Morgan
Morningstar, Inc.

Broker/Dealers: 1000+ Advisors Corporate Social Responsibility

Commonwealth Financial Network
Edward Jones
Voya Financial

Broker/Dealers: Fewer Than 1000 Advisors Corporate Social Responsibility

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

Broker/Dealers: 1000+ Advisors Practice Management

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

Broker/Dealers: Fewer Than 1000 Advisors Practice Management

NEXT Financial Group
Parkland Securities LLC.
Sigma Financial

Broker/Dealers: 1000+ Advisors Service

Advisor Group
Commonwealth Financial Network
National Planning Holdings

Broker/Dealers: Fewer Than 1000 Advisors Service

Independent Financial Group
Parkland Securities LLC.

Broker/Dealers: 1000+ Advisors Social Media

Raymond James
Wells Fargo Advisors

Broker/Dealers: Fewer Than 1000 Advisors Social Media

NEXT Financial Group
Wedbush Securities

Broker/Dealers: 1000+ Advisors Technology

Cetera Financial Group
Raymond James
Voya Financial
Wells Fargo

Broker/Dealers: Fewer Than 1000 Advisors Thought Leadership

PeachCap
Sigma Financial
TD Wealth

Broker/Dealers: Fewer Than 1000 Advisors Transition Support

NEXT Financial Group
Wedbush Securities

Compliance Law Firms

Anaford Attorneys
MarketCounsel
RIA in a Box

Custodians: Technology

Shareholders Service Group
Trust Company of America

Custodians: Practice Management

Charles Schwab
Fidelity Investments (2)
Schwab
TD Ameritrade

Custodians: Thought Leadership

Charles Schwab
Fidelity Investments
Pershing
SEI

Disruptors: Industry

361 Capital
AdvicePeriod
Carson Group
Finalytix, Inc.
Morningstar, Inc
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
Day Pitney LLP
Family Office Exchange
Key Family Wealth (2)

Hedge Fund Private Equity

CAIS Group
Gemini Cos.
iCapital Network

Insurance

Brighthouse Financial
AXA

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

TAMPs

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: New Applications Innovation

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

Technology Providers: Platform Innovation

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

Technology Providers: Portfolio Management

Envestnet
Nasdaq
SS&C Technologies
Tradeweb Direct

Technology Providers: Portfolio Reporting

Albridge
Evestnet Tamarac
InvestEdge
SS&C Advent

Technology Providers: Rebalancing

Evestnet Tamarac
Orion
Smartleaf
TD Ameritrade
Trade Warrior

Technology Providers: Risk Tolerance/ Client Profiling

FinMason, Inc.
PlanPlus Inc.
Riskalyze
The Advisor Lab

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

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