Selling Agreements
- Atlas U.S. Tactical Income Fund Selling Agreement
- Boyar Value Fund, Inc. Selling Agreement
- CIM Selling Agreement
- Centerstone Investors Trust Selling Agreement
- Copeland Trust Selling Agreement
- DGI Investment Trust
- Grandeur Peak Global Trust Selling Agreement
- Miller Investment Trust Selling Agreement
- Mutual Fund Series Trust Selling Agreement
- Mutual Fund and Variable Insurance Trust Selling Agreement
- North Country Funds Selling Agreement
- Northern Lights Fund Trust II Selling Agreement
- Northern Lights Fund Trust III Selling Agreement
- Northern Lights Fund Trust IV Selling Agreement
- Northern Lights Fund Trust Selling Agreement
- OCM Mutual Fund Selling Agreement
- Princeton Everest Fund Selling Agreement
- Qualified Tuition Plans Selling Agreement
- Saratoga Advantage Trust Selling Agreement
- Tributary Funds Selling Agreement
- Two Roads Shared Trust Selling Agreement
- Zacks Trust Selling Agreement
Schedule of Funds
- Atlas U.S. Tactical Income Fund Schedule of Funds
- Boyar Value Fund, Inc. Schedule of Funds
- Centerstone Investors Trust Schedule of Funds (5.3.2016)
- Copeland Trust Schedule of Funds (1.1.2022)
- DGI Investment Trust Schedule of Funds (9.1.2023)
- Grandeur Peak Global Trust Schedule of Funds (6.13.2023)
- Miller Investment Trust Schedule of Funds (5.10.2024)
- Mutual Fund Series Trust Schedule of Funds (10.8.2024)
- Mutual Fund and Variable Insurance Trust Schedule of Funds (11.27.2024)
- North Country Funds Schedule of Funds (4.1.2022)
- Northern Lights Fund Trust II Schedule of Funds (9.27.2024)
- Northern Lights Fund Trust III Schedule of Funds (09.1.2024)
- Northern Lights Fund Trust IV Schedule of Funds (12.12.2023)
- Northern Lights Fund Trust Schedule of Funds (10.1.2024)
- OCM Mutual Fund Schedule of Funds (3.28.2023)
- Princeton Everest Fund Schedule of Funds (12.13.2022)
- Qualified Tuition Plans Schedule of Plans (7.23.2014)
- Saratoga Advantage Trust Schedule of Funds (7.1.2021)
- Tributary Funds Schedule of Funds (12.1.2022)
- Two Roads Shared Trust Schedule of Funds (11.4.2024)
- Zacks Trust Schedule of Funds (12.04.2023)
Executed Selling Agreements
- Absolute Capital Funds
- Axos Advisor Services
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- Absolute Investments Funds
- ADP Broker-Dealer, Inc.
- Ascensus, LLC
- BNY Mellon, N.A.
- Charles Schwab & Co., Inc
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- LPL Financial LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- StoneX Financial Inc.
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Wells Fargo Advisors Financial Network, LLC
- Al Frank Fund
- Ameriprise Financial Services, Inc.
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- LPL Financial LLC
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- AlphaCentric Funds
- Axos Advisor Services
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- U.S. Bank, N.A.
- Voya Financial Partners, LLC
- Altegris Funds
- Altegris Investments, Inc.
- American Enterprise Investment Services Inc.
- Ascensus, LLC
- AssetMark Trust Company
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- John Hancock Trust Company
- LPL Financial LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- VALIC Retirement Services Company
- Voya Financial Partners, LLC
- Anchor Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- RBC Capital Markets, LLC
- Voya Financial Partners, LLC
- Anfield & Affinity Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- UBS Financial Services Inc.
- Appleseed Funds
- Ameriprise Financial Services, Inc.
- Ameritas Investment Corp.
- Benefit Trust Company
- Centaurus Financial, Inc.
- Center Street Securities, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Commonwealth Financial Network
- D.A. Davidson & Co.
- Fidelity Brokerage Services LLC
- First Citizens Investor Services, Inc.
- Founders Financial Securities LLC
- Geneos Wealth Management, Inc.
- J.P. Morgan Securities LLC
- JPMorgan Chase & Co., N.A.
- Key Investment Services LLC
- LPL Financial LLC
- Lincoln Investment
- Madison Avenue Securities, LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- RBC Capital Markets, LLC
- RFS Partners
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Saturna Trust Company
- Securian Financial Services, Inc.
- Spire Securities, LLC
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- Vanderbilt Securities, LLC
- Vanguard Marketing Corporation
- Voya Financial Partners, LLC
- Wells Fargo Advisors Financial Network, LLC
- William Blair
- Astor Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- LPL Financial LLC
- Morgan Stanley Smith Barney LLC
- UBS Financial Services Inc.
- Athena Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- Atlas Funds
- Charles Schwab & Co., Inc
- First Southern, LLC
- Nationwide Planning Associates, Inc.
- Oriental Financial Services Corp.
- Pershing LLC
- UBS Financial Services Inc.
- Auer Funds
- Ameriprise Financial Services, Inc.
- Axos Advisor Services
- Charles Schwab & Co., Inc
- Comerica Bank, N.A.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- RBC Capital Markets, LLC
- Axxes Fund Solutions
- Insigneo Securities, LLC
- BFS Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- SEI Private Trust Company
- BTS Funds
- BTS Securities Corporation
- Cabot Lodge Securities LLC
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- RBC Capital Markets, LLC
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Beacon Pointe Multi-Alternative Fund
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- SEI Private Trust Company
- Belmont Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Pershing LLC
- Biondo Funds
- American Enterprise Investment Services Inc.
- Ameriprise Financial Services, Inc.
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- UBS Financial Services Inc.
- Blue Current Funds
- Arkadios Capital
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- UBS Financial Services Inc.
- Blueprint Funds
- Cadaret, Grant & Co., Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Cuso Financial Services, L.P.
- Fidelity Brokerage Services LLC
- LPL Financial LLC
- NEXT Financial Group, Inc.
- Sorrento Pacific Financial, LLC
- Booster Funds
- Fidelity Brokerage Services LLC
- Boyar Value Fund
- Altruist Financial LLC
- Charles Schwab & Co., Inc
- Cutter & Company, Inc.
- Fidelity Brokerage Services LLC
- Investacorp, Inc.
- J.P. Morgan Securities LLC
- Janney Montgomery Scott LLC
- KMS Financial Services, Inc.
- LPL Financial LLC
- Ladenburg Thalmann & Co. Inc.
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Osaic Wealth, Inc.
- Pershing LLC
- Securities Service Network, LLC
- Stifel, Nicolaus & Company, Incorporated
- Vanguard Marketing Corporation
- Wells Fargo Clearing Services, LLC
- Boyd Watterson Limited Duration Enhanced Income Fund
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- John Hancock Trust Company
- Morgan Stanley Smith Barney LLC
- CIM Funds
- AAG Capital, Inc
- American Trust Investment Services, Inc.
- Apex Clearing Corporation
- Arkadios Capital
- Ausdal Financial Partners, Inc.
- Buckman, Buckman & Reid, Inc.
- CCO Capital, LLC
- Calton & Associates, Inc.
- Centaurus Financial, Inc.
- Charles Schwab & Co., Inc
- Crown Capital Securities, L.P.
- Dempsey Lord Smith, LLC
- Fidelity Brokerage Services LLC
- Folio Investments, Inc.
- Garden State Securities, Inc.
- Geneos Wealth Management, Inc.
- Great Point Capital LLC
- Hilltop Securities Inc.
- IBN Financial Services, Inc.
- J.P. Morgan Securities LLC
- LPL Financial LLC
- MG Trust Company, LLC D/B/A Matrix Trust Company
- Ni Advisors
- Packerland Brokerage Services, Inc.
- Pershing LLC
- RBC Capital Markets, LLC
- The Strategic Financial Alliance, Inc.
- Wedbush Securities Inc.
- CM Advisors Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- First National Bank of Omaha
- J.P. Morgan Securities LLC
- JPMorgan Chase & Co., N.A.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- Pershing LLC
- UMB Bank, N.A.
- Wells Fargo Advisors Financial Network, LLC
- Wells Fargo Bank, N.A.
- Canterbury Funds
- Axos Advisor Services
- Charles Schwab & Co., Inc
- Cantor Fitzgerald Funds
- Ameriprise Financial Services, Inc.
- Ameritas Investment Corp.
- Capital Investment Group, Inc.
- Centaurus Financial, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Commonwealth Financial Network
- Crown Capital Securities, L.P.
- Edward Jones
- Ensemble Financial Services, Inc.
- Fidelity Brokerage Services LLC
- First Command Brokerage Services, Inc.
- Founders Financial Securities LLC
- GWN Securities, Inc.
- Geneos Wealth Management, Inc.
- Hazard & Siegel, Inc.
- Independence Capital Co., Inc.
- J.P. Morgan Securities LLC
- Key Investment Services LLC
- Kovack Securities, Inc.
- LPL Financial LLC
- LaSalle St. Securities, L.L.C.
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- MML Investors Services, LLC
- Morgan Stanley Smith Barney LLC
- Nationwide Securities, LLC
- OneAmerica Securities, Inc.
- Pershing LLC
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Robert W. Baird & Co. Incorporated
- Securian Financial Services, Inc.
- Signal Securities, Inc.
- StoneX Financial Inc.
- The Investment Center, Inc.
- Vanguard Marketing Corporation
- Wells Fargo Clearing Services, LLC
- Cantor Fitzgerald Sustainable Infrastructure Fund
- A.G.P. / Alliance Global Partners
- AAG Capital, Inc
- Altruist Financial LLC
- American Trust Investment Services, Inc.
- Arkadios Capital
- Aurora Securities, Inc
- Ausdal Financial Partners, Inc.
- Avantax Investment Services, Inc.
- Axos Advisor Services
- Axos Clearing LLC
- Cabin Securities, Inc.
- Cabot Lodge Securities LLC
- Calton & Associates, Inc.
- Cambridge Investment Research, Inc.
- Centaurus Financial, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Colorado Financial Service Corporation
- DMK Advisor Group, Inc.
- Dempsey Lord Smith, LLC
- Emerson Equity LLC
- Equifinancial LLC
- Fidelity Brokerage Services LLC
- Fortune Securities, Inc.
- Grove Point Investments, LLC
- Herbert J. Sims & Co. Inc.
- Hilltop Securities Inc.
- Infinity Financial Services
- KCD Financial, Inc.
- Kingswood Capital Partners, LLC
- LPL Financial LLC
- MG Trust Company, LLC D/B/A Matrix Trust Company
- MML Distributors, LLC
- Money Concepts Capital Corp
- Nationwide Planning Associates, Inc.
- Ni Advisors
- Peak Brokerage Services, LLC
- Pershing LLC
- Realta Equities, Inc.
- Reliance Trust Company
- SEI Private Trust Company
- Southeast Investments, N.C. Inc.
- TCFG Wealth Management, LLC
- The Strategic Financial Alliance, Inc.
- United Planners' Financial Services of America
- Wedbush Securities Inc.
- World Equity Group, Inc.
- Catalyst Funds
- Ascensus, LLC
- Axos Advisor Services
- Charles Schwab & Co., Inc
- Cornerstone Financial Services
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- McNally Financial Services Corporation
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- U.S. Bank, N.A.
- Vanguard Marketing Corporation
- Voya Financial Partners, LLC
- Wells Fargo Clearing Services, LLC
- Centerstone Funds
- ADP Broker-Dealer, Inc.
- Alight Financial Solutions, LLC
- Ausdal Financial Partners, Inc.
- Axos Advisor Services
- B. Riley Wealth Management
- Cadaret, Grant & Co., Inc.
- Capital Management Securities, Inc.
- Capitol Securities Management, Inc.
- Charles Schwab & Co., Inc
- Commonwealth Financial Network
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- Harbor Investment Advisory, LLC
- Hilltop Securities Inc.
- Interactive Brokers LLC
- Investacorp, Inc.
- J.P. Morgan Securities LLC
- KMS Financial Services, Inc.
- Kestra Investment Services, LLC
- LPL Financial LLC
- Lantern Investments, Inc.
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Investment
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- Mutual Securities, Inc.
- National Securities Corporation
- Oppenheimer & Co. Inc.
- Osaic Wealth, Inc.
- PNC Bank, N.A.
- Parkland Securities, LLC
- Pershing LLC
- Pyramid Funds Corporation
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Reliance Trust Company
- SEI Private Trust Company
- Sanders Morris LLC
- Securities Service Network, LLC
- Shareholders Service Group, Inc.
- Sigma Financial Corporation
- Stifel, Nicolaus & Company, Incorporated
- TCFG Wealth Management, LLC
- The GMS Group, LLC
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Wells Fargo Clearing Services, LLC
- York Securities, Inc.
- Channel Funds
- Charles Schwab & Co., Inc
- Pershing LLC
- Wells Fargo Advisors Financial Network, LLC
- Chesapeake Funds
- Allegheny Investments, Ltd.
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- JPMorgan Chase & Co., N.A.
- Lincoln Investment
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- PNC Investments LLC
- Pershing LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Robert W. Baird & Co. Incorporated
- SEI Private Trust Company
- TIAA-CREF Individual & Institutional Services, LLC
- Vanguard Marketing Corporation
- Wells Fargo Advisors Financial Network, LLC
- Wells Fargo Bank, N.A.
- Commonwealth International Series Trust
- American Global Wealth Management, Inc.
- Ameriprise Financial Services, Inc.
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Vanguard Marketing Corporation
- Wells Fargo Clearing Services, LLC
- Conestoga Funds
- American Enterprise Investment Services Inc.
- BNY Mellon, N.A.
- Cadaret, Grant & Co., Inc.
- Cambridge Investment Research, Inc.
- Centaurus Financial, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Concorde Investment Services, LLC
- Concourse Financial Group Securities, Inc.
- Cuso Financial Services, L.P.
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- JPMorgan Chase Bank, N.A.
- John Hancock Trust Company
- LPL Financial LLC
- Lincoln Retirement Services Company, LLC/State Street Bank & Trust
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- NEXT Financial Group, Inc.
- PNC Bank, N.A.
- Pershing LLC
- Principal Securities, Inc.
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Reliance Trust Company
- SEI Private Trust Company
- Sorrento Pacific Financial, LLC
- Synovus Securities, Inc.
- TIAA-CREF Trust Company, FSB
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- VALIC Retirement Services Company
- Valic Financial Advisors, Inc.
- Vanguard Marketing Corporation
- Voya Retirement Insurance and Annuity Company/Voya Institutional Trust Company
- Wells Fargo Advisors Financial Network, LLC
- Wells Fargo Bank, N.A.
- Connors Fund
- Charles Schwab & Co., Inc
- Pershing LLC
- Copeland Funds
- Altruist Financial LLC
- Ameriprise Financial Services, Inc.
- Apex Clearing Corporation
- Arthur W. Wood Company, Inc.
- Axos Advisor Services
- Axos Clearing LLC
- BBVA Compass Investment Solutions, Inc.
- BMO Bank N.A.
- Benefit Trust Company
- Benjamin F. Edwards & Company, Inc.
- Boenning & Scattergood, Inc.
- Brown Brothers Harriman & Co.
- Calton & Associates, Inc.
- Cambridge Investment Research, Inc.
- Capitol Securities Associates, Inc.
- Capitol Securities Management, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Crown Capital Securities, L.P.
- Cuso Financial Services, L.P.
- Deutsche Bank Securities, Inc.
- DriveWealth, LLC
- Empower Financial Services, Inc.
- Essex Financial Services, Inc.
- Fidelity Brokerage Services LLC
- First Allied Securities, Inc.
- First Republic Securities Company, LLC
- Girard Securities, Inc.
- Hilltop Securities Inc.
- IFP Securities, LLC
- Innovation Partners LLC
- Investacorp, Inc.
- J.P. Morgan Securities LLC
- JPMorgan Chase Bank, N.A.
- James I. Black & Company
- Janney Montgomery Scott LLC
- KMS Financial Services, Inc.
- Kovack Securities, Inc.
- LPL Financial LLC
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Moors & Cabot, Inc.
- Morgan Keegan & Company, Inc.
- Morgan Stanley Smith Barney LLC
- Oppenheimer & Co. Inc.
- Osaic Institutions, Inc.
- Osaic Wealth, Inc.
- Pershing LLC
- Principal Life Insurance Company
- Principal Securities, Inc.
- Prospera Financial Services, Inc.
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Reliance Trust Company
- Robert W. Baird & Co. Incorporated
- SEI Private Trust Company
- Sanctuary Securities, Inc.
- Saturna Brokerage Services, Inc.
- Securities Service Network, LLC
- Shareholders Service Group, Inc.
- Signator Investors, Inc.
- Snowden Account Services LLC
- Stephens
- Stifel, Nicolaus & Company, Incorporated
- Summit Brokerage Services, Inc.
- Sunbelt Securities, Inc.
- TIAA-CREF Individual & Institutional Services, LLC
- Trade-PMR, Inc.
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- Wells Fargo Clearing Services, LLC
- Western International Securities, Inc.
- Winslow, Evans & Crocker, Inc.
- York Securities, Inc.
- Copley Fund
- Charles Schwab & Co., Inc
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Nationwide Planning Associates, Inc.
- Pershing LLC
- Counterpoint Funds
- Axos Advisor Services
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Voya Financial Partners, LLC
- Crawford Funds
- Charles Schwab & Co., Inc
- Comerica Bank, N.A.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- JPMorgan Chase & Co., N.A.
- LPL Financial LLC
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Retirement Services Company, LLC/State Street Bank & Trust
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- VALIC Retirement Services Company
- Vanguard Marketing Corporation
- Wells Fargo Clearing Services, LLC
- Cutler Funds
- Charles Schwab & Co., Inc
- D.A. Davidson & Co.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- JPMorgan Chase & Co., N.A.
- LPL Financial LLC
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- Vanguard Marketing Corporation
- Wells Fargo Advisors Financial Network, LLC
- DGI Funds
- First Southern, LLC
- Oriental Financial Services Corp.
- Pershing LLC
- Dana Funds
- Ameriprise Financial Services, Inc.
- B. C. Ziegler and Company
- Benefit Trust Company
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- LPL Financial LLC
- Lincoln Retirement Services Company, LLC/State Street Bank & Trust
- Morgan Stanley Smith Barney LLC
- PNC Bank, N.A.
- PNC Investments LLC
- Pershing LLC
- Principal Life Insurance Company
- TD Private Client Wealth LLC
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Wells Fargo Advisors Financial Network, LLC
- Davenport Funds
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Davenport & Company LLC
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- John Hancock Trust Company
- LPL Financial LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- Register Financial Associates, Inc.
- Securian Financial Services, Inc.
- State Farm VP Management Corp.
- Summit Brokerage Services, Inc.
- Vanguard Marketing Corporation
- Voya Financial Partners, LLC
- Dean Funds
- Ameriprise Financial Services, Inc.
- Charles Schwab & Co., Inc
- Comerica Bank, N.A.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- Key Investment Services LLC
- LPL Financial LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- RBC Capital Markets, LLC
- Securian Financial Services, Inc.
- Standard Insurance Company
- U.S. Bank, N.A.
- UMB Bank, N.A.
- Wells Fargo Advisors Financial Network, LLC
- Donoghue Forlines Funds
- Ameriprise Financial Services, Inc.
- Axos Advisor Services
- Charles Schwab & Co., Inc
- DST Market Services, LLC
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- Security Distributors, LLC
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- EBS Funds
- Charles Schwab & Co., Inc
- Empiric Funds
- Charles Schwab & Co., Inc
- Empiric Distributors, Inc.
- Morgan Stanley Smith Barney LLC
- Eventide Funds
- American Enterprise Investment Services Inc.
- BNY Mellon, N.A.
- Charles Schwab & Co., Inc
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- U.S. Bank, N.A.
- ValMark Securities, Inc.
- Vanguard Marketing Corporation
- Voya Financial Partners, LLC
- Wells Fargo Clearing Services, LLC
- Evolutionary Tree Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Fisher Investments
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- MG Trust Company, LLC D/B/A Matrix Trust Company
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Mid Atlantic Clearing & Settlement Corporation
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- UBS Financial Services Inc.
- Flat Rock Global Funds
- Altruist Financial LLC
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- LPL Financial LLC
- Pershing LLC
- SEI Private Trust Company
- U.S. Bank, N.A.
- Wells Fargo Advisors Financial Network, LLC
- Wells Fargo Bank, N.A.
- Fort Pitt Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- Wells Fargo Clearing Services, LLC
- Foundry Funds
- Axos Advisor Services
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- D.A. Davidson & Co.
- International Assets Advisory, LLC
- Leerink Swann LLC
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Investment
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Muriel Siebert & Co., Inc.
- Securities Research, Inc.
- Stephens
- The Strategic Financial Alliance, Inc.
- Watermark Securities, Inc.
- Fulcrum Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- LPL Financial LLC
- Pershing LLC
- RBC Capital Markets, LLC
- UBS Financial Services Inc.
- Gator Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- Morgan Stanley DW Inc.
- Pershing LLC
- RBC Capital Markets, LLC
- UBS Financial Services Inc.
- UMB Bank, N.A.
- Vanguard Marketing Corporation
- Wells Fargo Advisors Financial Network, LLC
- Government Street Funds
- Ascensus Trust Company
- BMO Bank N.A.
- BNY Mellon, N.A.
- Charles Schwab & Co., Inc
- Davenport & Company LLC
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Principal Securities, Inc.
- Reliance Trust Company
- SEI Private Trust Company
- Wells Fargo Advisors Financial Network, LLC
- Grandeur Peak Funds
- ADP Broker-Dealer, Inc.
- Altruist Financial LLC
- Ascensus Broker Dealer Services, LLC
- Ascensus Trust Company
- Ascensus, LLC
- BNY Mellon, N.A.
- Charles Schwab & Co., Inc
- DFPG Investments, Inc.
- Edward Jones
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- Fiduciary Trust Company International
- Interactive Brokers LLC
- J.P. Morgan Securities LLC
- John Hancock Trust Company
- LPL Financial LLC
- MG Trust Company, LLC D/B/A Matrix Trust Company
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Mid Atlantic Clearing & Settlement Corporation
- Morgan Stanley Smith Barney LLC
- PNC Bank, N.A.
- Pershing LLC
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Reliance Trust Company
- SEI Private Trust Company
- T. Rowe Price Investment Services, Inc.
- The Northern Trust Company
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Voya Financial Partners, LLC
- Wells Fargo Bank, N.A.
- Guardian Capital Funds
- Charles Schwab & Co., Inc
- Commonwealth Financial Network
- Fidelity Brokerage Services LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- HVIA Funds
- Pershing LLC
- Hodges Funds
- American Enterprise Investment Services Inc.
- Charles Schwab & Co., Inc
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- LPL Financial LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- Principal Life Insurance Company
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Hussman Funds
- APW Capital, Inc.
- Alight Financial Solutions, LLC
- Altruist Financial LLC
- American Century Investment Services, Inc.
- Ameriprise Financial Services, Inc.
- Apex Clearing Corporation
- Ascensus Trust Company
- Axos Clearing LLC
- B. Riley Wealth Management
- BMO Bank N.A.
- BNP Paribas Securities Corp.
- BNY Mellon Securities Corporation
- BOK Financial Securities, Inc.
- Bankers Life Securities, Inc.
- Benefit Trust Company
- Benjamin F. Edwards & Company, Inc.
- Bernardi Securities, Inc.
- Berthel, Fisher & Company Financial Services, Inc.
- Cadaret, Grant & Co., Inc.
- Calton & Associates, Inc.
- Cambridge Investment Research, Inc.
- Capitol Securities Management, Inc.
- Cary Street Partners LLC
- Centaurus Financial, Inc.
- Central States Capital Markets, LLC
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- City National Bank
- Comerica Bank, N.A.
- Comerica Securities, Inc.
- Commonwealth Financial Network
- Community Bank, N.A.
- Concourse Financial Group Securities, Inc.
- CreativeOne Securities, LLC
- Crown Capital Securities, L.P.
- Cuso Financial Services, L.P.
- D.A. Davidson & Co.
- Davenport & Company LLC
- Deutsche Bank Securities, Inc.
- Empower Financial Services, Inc.
- Ensemble Financial Services, Inc.
- Equitable Advisors, LLC
- Essex Financial Services, Inc.
- Fidelity Brokerage Services LLC
- Fiduciary Trust Company International
- First Command Brokerage Services, Inc.
- First Heartland Capital, Inc.
- First National Bank
- Foreside Funds Distributors LLC
- GWN Securities, Inc.
- Geneos Wealth Management, Inc.
- Goldman Sachs Custody Solutions
- Grove Point Investments, LLC
- Hand Securities, Inc.
- Harbor Investment Advisory, LLC
- Harbour Investments, Inc.
- Hennion & Walsh, Inc.
- Herndon Plant Oakley, LTD.
- Hilltop Securities Inc.
- Hornor, Townsend & Kent, LLC
- Hunter Associates LLC
- Huntleigh Securities Corporation
- Imperial Capital, LLC
- Independent Financial Group, LLC
- Interactive Brokers LLC
- J.P. Morgan Securities LLC
- JPMorgan Chase Bank, N.A.
- Janney Montgomery Scott LLC
- Jefferies LLC
- Keybanc Capital Markets Inc.
- LPL Enterprise, LLC
- LPL Financial LLC
- Lincoln Investment
- M Holdings Securities, Inc.
- MG Trust Company, LLC D/B/A Matrix Trust Company
- MMC Securities Corp.
- MWA Financial Services Inc.
- Maplewood Investments, Inc.
- Maxim Group LLC
- Mclaughlin Ryder Investments, Inc.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Mesirow Financial, Inc.
- Mid Atlantic Clearing & Settlement Corporation
- Midland Securities, Ltd
- Money Concepts Capital Corp
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- NBC Securities, Inc.
- Nations Financial Group, Inc.
- NewEdge Securities, Inc.
- Northern Lights Distributors, LLC
- Northwestern Mutual Investment Services, LLC
- Oppenheimer & Co. Inc.
- Oriental Financial Services Corp.
- Osaic Institutions, Inc.
- Osaic Services, Inc.
- Osaic Wealth, Inc.
- PNC Bank, N.A.
- Pershing LLC
- Portsmouth Financial Services
- Principal Securities, Inc.
- R. Seelaus & Co., LLC
- R.M. Stark & Co., Inc.
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Regal Securities, Inc.
- Regulus Financial Group, LLC
- Reliance Trust Company
- SEI Private Trust Company
- Sanctuary Securities, Inc.
- Sanders Morris LLC
- Securian Financial Services, Inc.
- Shareholders Service Group, Inc.
- Smith Capital Investments, LLC
- Smith, Moore & Co.
- Sorrento Pacific Financial, LLC
- Sorsby Financial Corp.
- Southstate|DuncanWilliams Securities Corp.
- Stanford Group Company
- Stephens
- Stifel, Nicolaus & Company, Incorporated
- StoneX Financial Inc.
- T. Rowe Price Investment Services, Inc.
- TIAA-CREF Individual & Institutional Services, LLC
- The Investment Center, Inc.
- The O.N. Equity Sales Company
- The Strategic Financial Alliance, Inc.
- Trade-PMR, Inc.
- U.S. Bancorp Investments, Inc.
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- UMB Bank, N.A.
- Union Capital Company
- United Planners' Financial Services of America
- ValMark Securities, Inc.
- Vanguard Marketing Corporation
- Voya Financial Advisors, Inc.
- Wall Street Access
- Wedbush Securities Inc.
- Wells Fargo Advisors Financial Network, LLC
- Wells Fargo Bank, N.A.
- Westminster Financial Securities, Inc.
- William Blair
- World Equity Group, Inc.
- World Investments, Inc.
- York Securities, Inc.
- Innealta Capital Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- UBS Financial Services Inc.
- Voya Financial Partners, LLC
- Investment House Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- First National Bank of Omaha
- J.P. Morgan Securities LLC
- JPMorgan Chase & Co., N.A.
- LPL Financial LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- U.S. Bank, N.A.
- Wells Fargo Advisors Financial Network, LLC
- James Advantage Funds
- Ameriprise Financial Services, Inc.
- Charles Schwab & Co., Inc
- Commonwealth Financial Network
- Cutter & Company, Inc.
- Edward Jones
- Fidelity Brokerage Services LLC
- Ingalls & Snyder, LLC
- J.P. Morgan Securities LLC
- LPL Financial LLC
- Lincoln Financial Advisors Corporation
- Lincoln Financial Distributors, Inc.
- Lincoln Financial Securities Corporation
- Lincoln Investment
- Lincoln Retirement Services Company, LLC/State Street Bank & Trust
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- Purshe Kaplan Sterling Investments
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Voya Financial Partners, LLC
- Wells Fargo Advisors Financial Network, LLC
- Kempner Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- RBC Capital Markets, LLC
- SEI Private Trust Company
- LS Funds
- Axos Advisor Services
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Comerica Securities, Inc.
- Fidelity Brokerage Services LLC
- Financial Telesis Inc
- J.P. Morgan Securities LLC
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Investment
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- Pershing LLC
- RBC Capital Markets, LLC
- Vanguard Marketing Corporation
- Wells Fargo Clearing Services, LLC
- Lind Capital Fund
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Lyrical Funds
- BNY Mellon, N.A.
- Charles Schwab & Co., Inc
- Family Management Securities, LLC
- Fidelity Brokerage Services LLC
- GMS Group
- J.P. Morgan Securities LLC
- JPMorgan Chase Bank, N.A.
- LPL Financial LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- Uhlmann Price Securities, LLC
- Wells Fargo Clearing Services, LLC
- Marshfield Funds
- Charles Schwab & Co., Inc
- D.A. Davidson & Co.
- LPL Financial LLC
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- RBC Capital Markets, LLC
- UBS Financial Services Inc.
- Voya Retirement Insurance and Annuity Company/Voya Institutional Trust Company
- Wells Fargo Clearing Services, LLC
- Meehan Funds
- Charles Schwab & Co., Inc
- Wells Fargo Clearing Services, LLC
- Miller Funds
- APW Capital, Inc.
- Alight Financial Solutions, LLC
- Altruist Financial LLC
- American Enterprise Investment Services Inc.
- Ameriprise Financial Services, Inc.
- Arvest Wealth Management
- Ascensus Broker Dealer Services, LLC
- Axos Advisor Services
- BB&T Securities, LLC
- BHK Securities, LLC
- BNY Mellon Securities Corporation
- Benefit Trust Company
- Benjamin F. Edwards & Company, Inc.
- CRI Securities, LLC
- Cadaret, Grant & Co., Inc.
- Cambridge Investment Research, Inc.
- Capital Investment Group, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Comerica Bank, N.A.
- Commonwealth Financial Network
- Community Bank, N.A.
- Concorde Investment Services, LLC
- D.A. Davidson & Co.
- Deutsche Bank Securities, Inc.
- Empower Financial Services, Inc.
- Essex Securities LLC
- Fidelity Brokerage Services LLC
- Fiduciary Trust Company International
- First Allied Securities, Inc.
- First Republic Securities Company, LLC
- Folio Investments, Inc.
- Girard Securities, Inc.
- Glen Eagle Wealth, LLC
- Hand Securities, Inc.
- Harbor Investment Advisory, LLC
- Harbour Investments, Inc.
- Hilltop Securities Inc.
- Hornor, Townsend & Kent, LLC
- IFP Securities, LLC
- Interactive Brokers LLC
- Investacorp, Inc.
- J.P. Morgan Securities LLC
- JPMorgan Chase Bank, N.A.
- Janney Montgomery Scott LLC
- Jefferies LLC
- LPL Financial LLC
- Landaas & Company, LLC
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Investment
- M Holdings Securities, Inc.
- Mesirow Financial, Inc.
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Money Concepts Capital Corp
- Morgan Keegan & Company, Inc.
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- Oppenheimer & Co. Inc.
- Osaic Services, Inc.
- Osaic Wealth, Inc.
- Pershing LLC
- Prospera Financial Services, Inc.
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Reliance Trust Company
- SEI Private Trust Company
- Sanctuary Securities, Inc.
- Securian Financial Services, Inc.
- Securities Service Network, LLC
- Sentinel Securities, Inc.
- Shareholders Service Group, Inc.
- Spire Securities, LLC
- Stephens
- Stifel, Nicolaus & Company, Incorporated
- StoneX Financial Inc.
- Summit Brokerage Services, Inc.
- Sunset Financial Services, Inc.
- The Baker Group, LP
- The Strategic Financial Alliance, Inc.
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Wells Fargo Clearing Services, LLC
- Wilmington Trust Company
- Wilmington Trust Retirement & Institutional Services Company
- Winslow, Evans & Crocker, Inc.
- York Securities, Inc.
- Mutual Fund Series Trust
- &Partners, LLC
- ACP Securities, LLC
- APW Capital, Inc.
- Alight Financial Solutions, LLC
- Allegheny Investments, Ltd.
- Allen, Mooney & Barnes Brokerage Services, LLC
- Allstate Financial Services, LLC
- Altruist Financial LLC
- American Century Investment Services, Inc.
- American Investors Company
- Ameriprise Financial Services, Inc.
- Ameritas Investment Corp.
- Apex Clearing Corporation
- Applied Capital, LLC
- Arkadios Capital
- Arlington Securities, Inc.
- Arvest Wealth Management
- Ascensus Broker Dealer Services, LLC
- Ascensus Trust Company
- Ashton Thomas Securities, LLC
- Aurora Securities, Inc
- Ausdal Financial Partners, Inc.
- Avantax Investment Services, Inc.
- Axos Advisor Services
- Axos Clearing LLC
- B. C. Ziegler and Company
- B. Riley Wealth Management
- B.B. Graham & Co., Inc.
- BB&T Securities, LLC
- BCG Securities, Inc.
- BMO Bank N.A.
- BNP Paribas New York Branch
- BNY Mellon Securities Corporation
- BNY Mellon, N.A.
- Beech Hill Securities, Inc.
- Benefit Trust Company
- Benjamin F. Edwards & Company, Inc.
- Berthel, Fisher & Company Financial Services, Inc.
- Boenning & Scattergood, Inc.
- Bristol Financial Services, Inc
- CFD Investments, Inc.
- CIBC World Markets Corp.
- CRI Securities, LLC
- Cabot Lodge Securities LLC
- Cadaret, Grant & Co., Inc.
- Calton & Associates, Inc.
- Cambridge Investment Research, Inc.
- Cantella & Co., Inc.
- Capital Financial Services, Inc.
- Capital Investment Group, Inc.
- Capital Management Securities, Inc.
- Capitol Securities Management, Inc.
- Carty & Company, Inc.
- Cary Street Partners LLC
- Celadon Financial Group LLC
- Centaurus Financial, Inc.
- Centennial Securities Company, Inc.
- Center Street Securities, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Chalice Capital Partners, LLC
- Charles Schwab & Co., Inc
- Comerica Bank, N.A.
- Commonwealth Financial Network
- Community Bank, N.A.
- Concorde Investment Services, LLC
- Concourse Financial Group Securities, Inc.
- Coordinated Capital Securities, Inc.
- CoreCap Investments, Inc.
- Cowen Prime Services LLC
- CreativeOne Securities, LLC
- Credit Suisse Securities (USA) LLC
- Crestone Securities LLC
- Crown Capital Securities, L.P.
- Cuso Financial Services, L.P.
- Cutter & Company, Inc.
- D.A. Davidson & Co.
- D.H. Hill Securities, LLLP
- DST Retirement Solutions, LLC
- Davenport & Company LLC
- David Lerner Associates, Inc.
- Dempsey Lord Smith, LLC
- Deutsche Bank Securities, Inc.
- Dorsey & Company, Inc.
- Duncan-Williams, Inc.
- EK Riley Investments, LLC
- Eastern Point Securities, Inc.
- Edward Jones
- Eltekon Securities, LLC
- Emerson Equity LLC
- Empower Financial Services, Inc.
- Equitable Advisors, LLC
- Essex Financial Services, Inc.
- Fidelity Brokerage Services LLC
- Fieldpoint Private Securities, LLC
- First Allied Securities, Inc.
- First Asset Financial Inc.
- First Financial Equity Corporation
- First Heartland Capital, Inc.
- First Republic Securities Company, LLC
- Folio Investments, Inc.
- Fortune Financial Services, Inc.
- Founders Financial Securities LLC
- Frontier Solutions, LLC
- G.A. Repple & Company
- GWN Securities, Inc.
- Geneos Wealth Management, Inc.
- Girard Securities, Inc.
- Gold Coast Securities, Inc.
- Gradient Securities, LLC
- Grant Williams L.P.
- Grove Point Investments, LLC
- Halliday Financial, LLC
- Hand Securities, Inc.
- Harbor Investment Advisory, LLC
- Harbour Investments, Inc.
- Henley & Company LLC
- Herbert J. Sims & Co. Inc.
- Herndon Plant Oakley, LTD.
- Highlander Capital Group, Inc.
- Hilltop Securities Inc.
- Hornor, Townsend & Kent, LLC
- Hunter Associates LLC
- Huntleigh Securities Corporation
- IBN Financial Services, Inc.
- IFP Securities, LLC
- Independent Financial Group, LLC
- Infinity Financial Services
- Innovation Partners LLC
- Institutional Securities Corporation
- Integrity Alliance, LLC
- InterCarolina Financial Services, Inc.
- Interactive Brokers LLC
- International Assets Advisory, LLC
- International Research Securities, Inc.
- Investacorp, Inc.
- J. Alden Associates, Inc.
- J.A. Glynn Investments, LLC.
- J.P. Morgan Securities LLC
- J.W. Cole Financial, Inc.
- JPMorgan Chase Bank, N.A.
- Jacques Financial, LLC
- James I. Black & Company
- Janney Montgomery Scott LLC
- Jefferies LLC
- KMS Financial Services, Inc.
- Kalos Capital, Inc.
- Kestra Investment Services, LLC
- Key Investment Services LLC
- Kingswood Capital Partners, LLC
- Kovack Securities, Inc.
- L.M. Kohn & Company
- LPL Financial LLC
- LaBrunerie Financial Services, Inc.
- Lantern Investments, Inc.
- Larson Financial Securities, LLC
- Lieblong & Associates, Inc.
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Investment
- Lincoln Retirement Services Company, LLC/State Street Bank & Trust
- Lion Street Financial, LLC
- Lombard Securities Incorporated
- M Holdings Securities, Inc.
- M.S. Howells & Co.
- MG Trust Company, LLC D/B/A Matrix Trust Company
- MWA Financial Services Inc.
- Madison Avenue Securities, LLC
- Maxim Group LLC
- McDonald Partners LLC
- McNally Financial Services Corporation
- Mesirow Financial, Inc.
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Ministry Partners Securities, LLC
- Monere Investments, Inc.
- Money Concepts Capital Corp
- Moors & Cabot, Inc.
- Mora WM Securities, LLC
- Morgan Keegan & Company, Inc.
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- Mutual Securities, Inc.
- Mutual Trust Company of America Securities
- NEXT Financial Group, Inc.
- NPB Financial Group LLC
- National Securities Corporation
- Nationwide Planning Associates, Inc.
- North Ridge Securities Corp.
- Northland Securities, Inc.
- OneAmerica Securities, Inc.
- Oppenheimer & Co. Inc.
- Osaic Institutions, Inc.
- Osaic Wealth, Inc.
- PHX Financial, Inc.
- PNC Bank, N.A.
- Packerland Brokerage Services, Inc.
- Park Avenue Securities LLC
- Parkland Securities, LLC
- Peak Brokerage Services, LLC
- Pershing LLC
- Pinnacle Investments, LLC
- PlanMember Securities Corporation
- Presidential Brokerage, Inc.
- Principal Securities, Inc.
- Private Client Services, LLC
- Private Portfolio, Inc.
- Prospera Financial Services, Inc.
- Purshe Kaplan Sterling Investments
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Realta Equities, Inc.
- Register Financial Associates, Inc.
- Regulus Financial Group, LLC
- Reliance Trust Company
- Rhodes Securities, Inc.
- Robert W. Baird & Co. Incorporated
- Ross, Sinclaire & Associates, LLC
- Rothschild Investment LLC
- SA Stone Wealth Management Inc.
- SCF Securities, Inc.
- SEI Private Trust Company
- Sanctuary Securities, Inc.
- Sanders Morris LLC
- Saturna Trust Company
- Saxony Securities, Inc.
- Securian Financial Services, Inc.
- Securities Capital Corporation
- Securities Service Network, LLC
- Shareholders Service Group, Inc.
- Sigma Financial Corporation
- Signator Investors, Inc.
- Silver Oak Securities, Incorporated
- Smith Capital Investments, LLC
- Smith, Moore & Co.
- Snowden Account Services LLC
- Sorrento Pacific Financial, LLC
- Spire Securities, LLC
- St. Bernard Financial Services, Inc.
- Stephens
- Stern Brothers & Co.
- Stifel, Nicolaus & Company, Incorporated
- StoneX Financial Inc.
- Stonecrest Capital Markets, Inc.
- Summit Brokerage Services, Inc.
- Sunbelt Securities, Inc.
- T. Rowe Price Investment Services, Inc.
- T.S. Phillips Investments, Inc.
- TIAA-CREF Individual & Institutional Services, LLC
- Teckmeyer Financial Services, L.L.C.
- The GMS Group, LLC
- The Investment Center, Inc.
- The Leaders Group, Inc.
- The O.N. Equity Sales Company
- The Strategic Financial Alliance, Inc.
- Thurston, Springer, Miller, Herd & Titak, Inc.
- Trade-PMR, Inc.
- Traderfield Securities Inc.
- Transamerica Financial Advisors, Inc.
- U.S. Bancorp Investments, Inc.
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- UMB Bank, N.A.
- USA Financial Securities Corporation
- United Brokerage Services, Inc
- United Planners' Financial Services of America
- Vanderbilt Securities, LLC
- Variable Investment Advisors, Inc.
- Voya Financial Advisors, Inc.
- Waddell & Reed, Inc.
- Wedbush Securities Inc.
- Wellington Shields & Co., LLC
- Wells Fargo Bank, N.A.
- Wells Fargo Clearing Services, LLC
- Western International Securities, Inc.
- William Blair
- Wilmington Trust Retirement & Institutional Services Company
- Winslow, Evans & Crocker, Inc.
- Woodmen Financial Services, Inc.
- World Capital Brokerage, Inc.
- World Equity Group, Inc.
- World Investments, Inc.
- York Securities, Inc.
- Mutual Fund and Variable Insurance Trust
- APW Capital, Inc.
- Allegheny Investments, Ltd.
- Altruist Financial LLC
- American Century Investment Services, Inc.
- Arvest Wealth Management
- Ascensus Trust Company
- Axos Advisor Services
- B. Riley Wealth Management
- BB&T Securities, LLC
- BCI Securities, Inc.
- Beech Hill Securities, Inc.
- Benjamin F. Edwards & Company, Inc.
- Broadridge Business Process Outsourcing, LLC
- CIM Securities, LLC
- CRI Securities, LLC
- Cadaret, Grant & Co., Inc.
- Calton & Associates, Inc.
- Cambridge Investment Research, Inc.
- Cantella & Co., Inc.
- Capital Investment Brokerage, Inc.
- Capital Investment Group, Inc.
- Carty & Company, Inc.
- Cary Street Partners LLC
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- CreativeOne Securities, LLC
- Crown Capital Securities, L.P.
- Cuso Financial Services, L.P.
- DMK Advisor Group, Inc.
- Davenport & Company LLC
- Devenir, LLC
- First Allied Securities, Inc.
- First Citizens Investor Services, Inc.
- Folio Investments, Inc.
- Forethought Life Insurance Company
- Fortune Financial Services, Inc.
- GWN Securities, Inc.
- Gold Coast Securities, Inc.
- Grove Point Investments, LLC
- Hand Securities, Inc.
- Harbor Investment Advisory, LLC
- Harbour Investments, Inc.
- Hunter Associates LLC
- Huntleigh Securities Corporation
- IFP Securities, LLC
- Independent Financial Group, LLC
- Innovation Partners LLC
- Interactive Brokers LLC
- Janney Montgomery Scott LLC
- Kovack Securities, Inc.
- L.M. Kohn & Company
- LPL Financial LLC
- Lara, May & Associates, LLC
- Lieblong & Associates, Inc.
- Lincoln Investment
- Lion Street Financial, LLC
- Maxim Group LLC
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Money Concepts Capital Corp
- Morgan Stanley Smith Barney LLC
- NEXT Financial Group, Inc.
- Nationwide Planning Associates, Inc.
- OneAmerica Securities, Inc.
- Osaic Institutions, Inc.
- PNC Bank, N.A.
- Park Avenue Securities LLC
- Pershing LLC
- Principal Securities, Inc.
- Private Client Services, LLC
- RBC Capital Markets, LLC
- Reliance Trust Company
- SCF Securities, Inc.
- SEI Private Trust Company
- Securian Financial Services, Inc.
- Securities Equity Group
- Shareholders Service Group, Inc.
- Snowden Account Services LLC
- Sorrento Pacific Financial, LLC
- St. Bernard Financial Services, Inc.
- Stifel, Nicolaus & Company, Incorporated
- The Investment Center, Inc.
- Trade-PMR, Inc.
- Trident Partners LTD.
- U.S. Bank, N.A.
- USA Financial Securities Corporation
- United Planners' Financial Services of America
- Vanderbilt Securities, LLC
- Wedbush Securities Inc.
- Wellington Shields & Co., LLC
- Western International Securities, Inc.
- Woodmen Financial Services, Inc.
- York Securities, Inc.
- New Age Alpha Funds
- Ascensus, LLC
- Empower Financial Services, Inc.
- GWN Securities, Inc.
- Geneos Wealth Management, Inc.
- Great American Investors, Inc.
- Kovack Securities, Inc.
- OFG Financial Services, Inc.
- OneAmerica Securities, Inc.
- Principal Life Insurance Company
- Silver Oak Securities, Incorporated
- UBS Financial Services Inc.
- Nia Funds
- BNY Mellon, N.A.
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Pershing LLC
- UBS Financial Services Inc.
- North Country Funds
- Alight Financial Solutions, LLC
- American Century Brokerage, Inc.
- Ameritas Investment Corp.
- BNP Paribas Securities Corp.
- Benefit Trust Company
- Cambridge Investment Research, Inc.
- Commonwealth Securities and Investments, Inc.
- Crown Capital Securities, L.P.
- Harrisdirect LLC
- LPL Financial LLC
- M Holdings Securities, Inc.
- MG Trust Company, LLC D/B/A Matrix Trust Company
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- Pershing LLC
- Portsmouth Financial Services
- Reliance Trust Company
- SEI Private Trust Company
- TIAA-CREF Individual & Institutional Services, LLC
- The Strategic Financial Alliance, Inc.
- Northern Lights Fund Trust
- &Partners, LLC
- ADP Broker-Dealer, Inc.
- APW Capital, Inc.
- Advisory Group Equity Services LTD.
- Alight Financial Solutions, LLC
- Allegheny Investments, Ltd.
- Allegis Investment Services, LLC
- Allstate Financial Services, LLC
- Altruist Financial LLC
- American Century Investment Services, Inc.
- American Enterprise Investment Services Inc.
- American Equity Investment Corporation
- American Independent Securities Group, LLC
- American Investors Company
- American Trust Investment Services, Inc.
- American Wealth Management, Inc.
- Ameriprise Financial Services, Inc.
- Ameritas Investment Corp.
- Apex Clearing Corporation
- Arete Wealth Management, LLC
- Arkadios Capital
- Arque Captial, LTD.
- Arthur W. Wood Company, Inc.
- Arvest Wealth Management
- Ascensus Broker Dealer Services, LLC
- Ascensus Trust Company
- AssetMark Trust Company
- Ausdal Financial Partners, Inc.
- Avantax Investment Services, Inc.
- Avisen Securities, Inc.
- Axos Advisor Services
- Axos Clearing LLC
- B. C. Ziegler and Company
- B. Riley Wealth Management
- BB&T Investment Services, Inc.
- BB&T Securities, LLC
- BBVA Compass Investment Solutions, Inc.
- BCG Securities, Inc.
- BFT Financial Group, LLC
- BMO Bank N.A.
- BNY Mellon Securities Corporation
- BNY Mellon, N.A.
- BOK Financial Securities, Inc.
- Bancnorth Investment Group, Inc
- Bankers Life Securities, Inc.
- Barclays Capital Inc.
- Beech Hill Securities, Inc.
- Benefit Trust Company
- Benjamin F. Edwards & Company, Inc.
- Berthel, Fisher & Company Financial Services, Inc.
- Biondo Asset Management, LLC
- Bolton Global Capital
- BrownCo LLC
- Buckman, Buckman & Reid, Inc.
- C. L. King & Associates, Inc.
- CFD Investments, Inc.
- CGIS Securities LLC
- CRI Securities, LLC
- Cadaret, Grant & Co., Inc.
- Calton & Associates, Inc.
- Cambridge Investment Research, Inc.
- Camden Financial Services
- Cantella & Co., Inc.
- CapFinancial Securities, LLC
- Capital Financial Services, Inc.
- Capital Investment Brokerage, Inc.
- Capital Investment Group, Inc.
- Capitol Securities Management, Inc.
- Cary Street Partners LLC
- Cascade Financial Management, Inc.
- Centaurus Financial, Inc.
- Center Street Securities, Inc.
- Ceros Financial Services, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Citigroup Global Markets Inc.
- City National Bank
- Coburn & Meredith, Inc.
- Comerica Bank, N.A.
- Comerica Securities, Inc.
- Commonwealth Financial Network
- Community Bank, N.A.
- Concorde Investment Services, LLC
- Concourse Financial Group Securities, Inc.
- Coordinated Capital Securities, Inc.
- CoreCap Investments, Inc.
- Cowen Prime Services LLC
- CreativeOne Securities, LLC
- Credit Suisse Securities (USA) LLC
- Cresap, Inc.
- Crews & Associates, Inc.
- Crown Capital Securities, L.P.
- Cuso Financial Services, L.P.
- Cutter & Company, Inc.
- D.A. Davidson & Co.
- D.H. Hill Securities, LLLP
- D.M. Kelly & Company
- DMK Advisor Group, Inc.
- DST Retirement Solutions, LLC
- Davenport & Company LLC
- Dempsey Lord Smith, LLC
- Deutsche Bank Securities, Inc.
- Digital Retirement Solutions, Inc.
- Dinosaur Financial Group, L.L.C
- Dominick & Dominick LLC
- Dorsey & Company, Inc.
- Dougherty & Company LLC
- Duncan-Williams, Inc.
- E*Trade Clearing LLC
- Eastern Point Securities, Inc.
- Emerson Equity LLC
- Empower Financial Services, Inc.
- Ensemble Financial Services, Inc.
- Equity Services, Inc.
- Essex Financial Services, Inc.
- Essex Securities LLC
- FMN Capital Corporation
- Family Management Securities, LLC
- Fiduciary Trust Company International
- Fieldpoint Private Securities, LLC
- Financial Telesis Inc
- First Allied Securities, Inc.
- First Asset Financial Inc.
- First Citizens Securities Corporation
- First Financial Equity Corporation
- First Heartland Capital, Inc.
- First Liberties Financial
- First Manhattan Co
- First National Bank of Omaha
- First Republic Securities Company, LLC
- First Tennessee Brokerage, Inc.
- First Western Securities, Inc.
- Folio Investments, Inc.
- Fortune Financial Services, Inc.
- Founders Financial Securities LLC
- G.A. Repple & Company
- GWN Securities, Inc.
- Garden State Securities, Inc.
- Gary Goldberg & Co., Inc.
- Geneos Wealth Management, Inc.
- Girard Securities, Inc.
- Glen Eagle Wealth, LLC
- Gradient Securities, LLC
- Grant Williams L.P.
- Grove Point Investments, LLC
- HBW Securities LLC
- HSBC Securities (USA) Inc.
- Halliday Financial, LLC
- Hand Securities, Inc.
- Harbour Investments, Inc.
- Harold Dance Investments
- Hazard & Siegel, Inc.
- Hefren-Tillotson, Inc.
- Herbert J. Sims & Co. Inc.
- Hilltop Securities Inc.
- Hornor, Townsend & Kent, LLC
- Huckin Financial Group, Inc.
- IBN Financial Services, Inc.
- IFP Securities, LLC
- Independent Financial Group, LLC
- Infinity Financial Services
- Innovation Partners LLC
- Integrated Financial Planning Services
- Integrity Alliance, LLC
- Interactive Brokers LLC
- International Assets Advisory, LLC
- International Research Securities, Inc.
- Intervest International Equities Corporation
- Investacorp, Inc.
- Investment Architects, Inc.
- Investment Planners, Inc.
- J K R & Company, Inc.
- J.J.B. Hilliard, W.L. Lyons, LLC
- J.K. Financial Services, Inc.
- J.P. Morgan Securities LLC
- J.W. Cole Financial, Inc.
- JPMorgan Chase & Co., N.A.
- Janney Montgomery Scott LLC
- Jefferies LLC
- KMS Financial Services, Inc.
- Kalos Capital, Inc.
- Kestra Investment Services, LLC
- Key Investment Services LLC
- KeyBank NA
- Kovack Securities, Inc.
- L.M. Kohn & Company
- LPL Financial LLC
- LaSalle St. Securities, L.L.C.
- Landaas & Company, LLC
- Lara, May & Associates, LLC
- Larson Financial Securities, LLC
- Lazard Capital Markets LLC
- Liberty Group, LLC
- Lincoln Douglas Investments, LLC
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Investment
- Lion Street Financial, LLC
- Lowell & Company, Inc.
- M Holdings Securities, Inc.
- M.S. Howells & Co.
- MG Trust Company, LLC D/B/A Matrix Trust Company
- MHA Financial Corp
- MMC Securities Corp.
- MML Investors Services, LLC
- MWA Financial Services Inc.
- Madison Avenue Securities, LLC
- Managed Account Services, LLC
- Maplewood Investments, Inc.
- McDonald Partners LLC
- McNally Financial Services Corporation
- MerCap Securities, LLC
- Mesirow Financial, Inc.
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Minnesota Valley Investments
- Money Concepts Capital Corp
- Moors & Cabot, Inc.
- Mora WM Securities, LLC
- Morgan Keegan & Company, Inc.
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- Mutual Securities, Inc.
- Mutual of Omaha Investor Services, Inc.
- NBC Securities, Inc.
- NEXT Financial Group, Inc.
- NPB Financial Group LLC
- National Independent Trust Company
- National Pension & Group Consultants, Inc
- National Securities Corporation
- Nations Financial Group, Inc.
- Nationwide Planning Associates, Inc.
- Newbridge Securities Corporation
- Ni Advisors
- North Ridge Securities Corp.
- OneAmerica Securities, Inc.
- Oppenheimer & Co. Inc.
- Oriental Financial Services Corp.
- Osaic Institutions, Inc.
- Osaic Services, Inc.
- Osaic Wealth, Inc.
- PNC Investments LLC
- Packerland Brokerage Services, Inc.
- Papamarkou Wellner & Co., Inc.
- Park Avenue Securities LLC
- Parkland Securities, LLC
- Parsonex Securities, Inc.
- Paulson Investment Company LLC
- Peak Brokerage Services, LLC
- Pershing LLC
- Petersen Investments, Inc.
- Phillips & Company
- Pinnacle Investments, LLC
- PlanMember Securities Corporation
- Portfolio Brokerage Services, Inc.
- Portfolio Resources Group, Inc.
- Presidential Brokerage, Inc.
- Principal Securities, Inc.
- Private Client Services, LLC
- Prospera Financial Services, Inc.
- Purshe Kaplan Sterling Investments
- R.M. Stark & Co., Inc.
- RBC Capital Markets, LLC
- RIM Securities LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Regional Investment Services, Inc.
- Regulus Financial Group, LLC
- Reliance Trust Company
- Rhodes Securities, Inc.
- Ridge Clearing & Outsourcing Solutions, Inc.
- Robert W. Baird & Co. Incorporated
- Ryan, Beck & Co.
- SA Stone Wealth Management Inc.
- SCF Securities, Inc.
- SEI Private Trust Company
- Sammons Financial Network, LLC
- Sanctuary Securities, Inc.
- Sanders Morris LLC
- Sandlapper Securities, LLC
- Santander Securities LLC
- Saturna Brokerage Services, Inc.
- Saxony Securities, Inc.
- Scottrade, Inc.
- Searle & Co.
- Securian Financial Services, Inc.
- Securities Equity Group
- Securities Management & Research, Inc.
- Securities Research, Inc.
- Securities Service Network, LLC
- Sentinel Securities, Inc.
- Shareholders Service Group, Inc.
- Sigma Financial Corporation
- Signator Financial Services, Inc.
- Signator Investors, Inc.
- Silver Oak Securities, Incorporated
- Smith Capital Investments, LLC
- Smith, Moore & Co.
- Snowden Account Services LLC
- Somerset Securities, Inc.
- Sorrento Pacific Financial, LLC
- Southeast Investments, N.C. Inc.
- Spencer Clarke LLC
- St. Bernard Financial Services, Inc.
- Stanford Group Company
- Stephens
- Steward Partners Investment Solutions, LLC
- Stifel, Nicolaus & Company, Incorporated
- StoneX Financial Inc.
- Summit Brokerage Services, Inc.
- Summit Equities, Inc.
- Sunbelt Securities, Inc.
- Sunset Financial Services, Inc.
- Symphonic Securities LLC
- T. Rowe Price Investment Services, Inc.
- T.R. Winston & Company, LLC
- TCFG Wealth Management, LLC
- TD Private Client Wealth LLC
- TIAA-CREF Individual & Institutional Services, LLC
- TIAA-CREF Trust Company, FSB
- The Bank of New York Mellon
- The GMS Group, LLC
- The Investment Center, Inc.
- The Jeffrey Matthews Financial Group, L.L.C.
- The Leaders Group, Inc.
- The O.N. Equity Sales Company
- The Strategic Financial Alliance, Inc.
- The Tavenner Company
- Thurston, Springer, Miller, Herd & Titak, Inc.
- Tocqueville Securities L.P.
- Trade-PMR, Inc.
- TradeStation Securities, Inc.
- Transamerica Financial Advisors, Inc.
- TrustCore Investments, Inc.
- U.S. Bancorp Investments, Inc.
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- UMB Bank, N.A.
- UMPQUA Investments, Inc.
- USA Financial Securities Corporation
- United Planners' Financial Services of America
- Valic Financial Advisors, Inc.
- Vanderbilt Securities, LLC
- Vanguard Group, Inc.
- Variable Investment Advisors, Inc.
- Vestor Capital Securities, LLC
- Victory Capital Services, Inc.
- Voya Financial Advisors, Inc.
- WRP Investments, Inc.
- Wedbush Securities Inc.
- Wells Fargo Bank, N.A.
- Wells Fargo Clearing Services, LLC
- WestPark Capital, Inc.
- Western Equity Group, Inc.
- Western International Securities, Inc.
- Whitehall-Parker Securities, Inc.
- Wilbanks Securities, Inc.
- William Blair
- Wilmington Trust Company
- Wilmington Trust Retirement & Institutional Services Company
- Winslow, Evans & Crocker, Inc.
- World Equity Group, Inc.
- World Investments, Inc.
- York Securities, Inc.
- Northern Lights Fund Trust II
- &Partners, LLC
- AOS, Inc. dba TradingBlock and MoneyBlock
- Advisory Group Equity Services LTD.
- Alight Financial Solutions, LLC
- Altruist Financial LLC
- American Enterprise Investment Services Inc.
- American Equity Investment Corporation
- American Investors Company
- Ameriprise Financial Services, Inc.
- Ameritas Investment Corp.
- Apex Clearing Corporation
- Ascensus Broker Dealer Services, LLC
- Ascensus Trust Company
- Ausdal Financial Partners, Inc.
- Avantax Investment Services, Inc.
- Avisen Securities, Inc.
- Axos Advisor Services
- Axos Clearing LLC
- BB&T Securities, LLC
- BCG Securities, Inc.
- BMO Bank N.A.
- BNP Paribas New York Branch
- BNY Mellon, N.A.
- Beech Hill Securities, Inc.
- Benefit Trust Company
- Benjamin F. Edwards & Company, Inc.
- Berthel, Fisher & Company Financial Services, Inc.
- CIG Securities, Inc.
- CRI Securities, LLC
- Cadaret, Grant & Co., Inc.
- Calton & Associates, Inc.
- Cambridge Investment Research, Inc.
- Cantella & Co., Inc.
- Capital Investment Brokerage, Inc.
- Capital Investment Group, Inc.
- Capitol Securities Management, Inc.
- Cascade Financial Management, Inc.
- Centaurus Financial, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Comerica Bank, N.A.
- Commonwealth Financial Network
- Concorde Investment Services, LLC
- Cowen Execution Services LLC
- CreativeOne Securities, LLC
- Credit Suisse Securities (USA) LLC
- Crown Capital Securities, L.P.
- Cuso Financial Services, L.P.
- D.A. Davidson & Co.
- Deutsche Bank Securities, Inc.
- Dinosaur Financial Group, L.L.C
- Dominick & Dominick LLC
- Dougherty & Company LLC
- Empower Financial Services, Inc.
- Essex Securities LLC
- First Allied Securities, Inc.
- First Citizens Securities Corporation
- First Dallas Securities Inc
- First Liberties Financial
- First Republic Securities Company, LLC
- Folio Investments, Inc.
- Fortune Financial Services, Inc.
- G.A. Repple & Company
- GWN Securities, Inc.
- Geneos Wealth Management, Inc.
- Girard Securities, Inc.
- Gradient Securities, LLC
- Grant Williams L.P.
- Grove Point Investments, LLC
- Hand Securities, Inc.
- Harbour Investments, Inc.
- Hazard & Siegel, Inc.
- Hilltop Securities Inc.
- Hunter Associates LLC
- IFP Securities, LLC
- Independent Financial Group, LLC
- Innovation Partners LLC
- Integrity Alliance, LLC
- Interactive Brokers LLC
- International Assets Advisory, LLC
- Intervest International Equities Corporation
- Investment Planners, Inc.
- J K R & Company, Inc.
- J.P. Morgan Securities LLC
- JPMorgan Chase Bank, N.A.
- Janney Montgomery Scott LLC
- Jefferies LLC
- KMS Financial Services, Inc.
- Kalos Capital, Inc.
- Kovack Securities, Inc.
- L.M. Kohn & Company
- LPL Financial LLC
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Investment
- Lion Street Financial, LLC
- Lombard Securities Incorporated
- M Holdings Securities, Inc.
- MG Trust Company, LLC D/B/A Matrix Trust Company
- Madison Avenue Securities, LLC
- Mesirow Financial, Inc.
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Money Concepts Capital Corp
- Morgan Keegan & Company, Inc.
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- Mutual Securities, Inc.
- NEXT Financial Group, Inc.
- NPB Financial Group LLC
- Newbridge Securities Corporation
- North Star Investment Services, Inc.
- OneAmerica Securities, Inc.
- Oppenheimer & Co. Inc.
- Osaic Institutions, Inc.
- Osaic Services, Inc.
- Osaic Wealth, Inc.
- Pershing LLC
- Petersen Investments, Inc.
- PlanMember Securities Corporation
- Portfolio Resources Group, Inc.
- Principal Securities, Inc.
- Private Client Services, LLC
- Prospera Financial Services, Inc.
- Pruco Securities, LLC.
- R.J. O'Brien Securities, LLC
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Realta Equities, Inc.
- Regulus Financial Group, LLC
- Reliance Trust Company
- Rhodes Securities, Inc.
- Rothschild Investment LLC
- SCF Securities, Inc.
- SEI Private Trust Company
- Sanctuary Securities, Inc.
- Sanders Morris LLC
- Saxony Securities, Inc.
- Scottrade, Inc.
- Securian Financial Services, Inc.
- Securities Management & Research, Inc.
- Securities Service Network, LLC
- Sentinel Securities, Inc.
- Shareholders Service Group, Inc.
- Signator Investors, Inc.
- Sorrento Pacific Financial, LLC
- Stifel, Nicolaus & Company, Incorporated
- StoneX Financial Inc.
- Summit Brokerage Services, Inc.
- Sunbelt Securities, Inc.
- TD Private Client Wealth LLC
- TIAA-CREF Individual & Institutional Services, LLC
- The GMS Group, LLC
- The O.N. Equity Sales Company
- The Strategic Financial Alliance, Inc.
- Thurston, Springer, Miller, Herd & Titak, Inc.
- Trade-PMR, Inc.
- TradeStation Securities, Inc.
- U.S. Bancorp Investments, Inc.
- U.S. Bank, N.A.
- UMB Bank, N.A.
- Uhlmann Price Securities, LLC
- United Planners' Financial Services of America
- Voya Financial Advisors, Inc.
- Wedbush Securities Inc.
- Wells Fargo Clearing Services, LLC
- Western International Securities, Inc.
- Wilmington Trust Retirement & Institutional Services Company
- Winslow, Evans & Crocker, Inc.
- World Equity Group, Inc.
- York Securities, Inc.
- Northern Lights Fund Trust III
- ADP Broker-Dealer, Inc.
- AOS, Inc. dba TradingBlock and MoneyBlock
- Advisory Group Equity Services LTD.
- Alight Financial Solutions, LLC
- Allegis Investment Services, LLC
- Allen, Mooney & Barnes Brokerage Services, LLC
- Altruist Financial LLC
- American Investors Company
- Ameriprise Financial Services, Inc.
- Apex Clearing Corporation
- Arkadios Capital
- Arvest Wealth Management
- Ascensus Broker Dealer Services, LLC
- Ascensus Trust Company
- Ausdal Financial Partners, Inc.
- Avantax Investment Services, Inc.
- Axos Advisor Services
- Axos Clearing LLC
- B. Riley Wealth Management
- BB&T Securities, LLC
- BMO Bank N.A.
- BNY Mellon Securities Corporation
- BNY Mellon, N.A.
- BOK Financial Securities, Inc.
- Beaconsfield Financial Services, Inc.
- Beech Hill Securities, Inc.
- Benefit Trust Company
- Benjamin F. Edwards & Company, Inc.
- Berthel, Fisher & Company Financial Services, Inc.
- Bolton Global Capital
- CFD Investments, Inc.
- CRI Securities, LLC
- Cadaret, Grant & Co., Inc.
- Calton & Associates, Inc.
- Cambridge Investment Research, Inc.
- Cantella & Co., Inc.
- Capital Financial Services, Inc.
- Capital Investment Brokerage, Inc.
- Capital Investment Group, Inc.
- Capital Management Securities, Inc.
- Capitol Securities Management, Inc.
- Centaurus Financial, Inc.
- Center Street Securities, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Comerica Bank, N.A.
- Commonwealth Financial Network
- Community Bank, N.A.
- Concorde Investment Services, LLC
- Concourse Financial Group Securities, Inc.
- Cowen Prime Services LLC
- CreativeOne Securities, LLC
- Credit Suisse Securities (USA) LLC
- Crown Capital Securities, L.P.
- Cuso Financial Services, L.P.
- Cutter & Company, Inc.
- D.A. Davidson & Co.
- DFPG Investments, Inc.
- DMK Advisor Group, Inc.
- Davenport & Company LLC
- Dempsey Lord Smith, LLC
- Deutsche Bank Securities, Inc.
- Emerson Equity LLC
- Empower Financial Services, Inc.
- FSIC
- First Allied Securities, Inc.
- First Asset Financial Inc.
- First Heartland Capital, Inc.
- First Republic Securities Company, LLC
- First Southern, LLC
- Folio Investments, Inc.
- Fortune Financial Services, Inc.
- Founders Financial Securities LLC
- GW & Wade Asset Management Company, LLC
- GWM Group, Inc.
- GWN Securities, Inc.
- Geneos Wealth Management, Inc.
- Girard Securities, Inc.
- Gradient Securities, LLC
- Grant Williams L.P.
- Grove Point Investments, LLC
- Hand Securities, Inc.
- Harbor Investment Advisory, LLC
- Harbour Investments, Inc.
- Hazard & Siegel, Inc.
- Herbert J. Sims & Co. Inc.
- Hilltop Securities Inc.
- Huntleigh Securities Corporation
- IFP Securities, LLC
- Independent Financial Group, LLC
- Infinity Financial Services
- Innovation Partners LLC
- Insight Securities, Inc.
- Integrity Alliance, LLC
- Interactive Brokers LLC
- International Assets Advisory, LLC
- Investacorp, Inc.
- Investment Planners, Inc.
- J.J.B. Hilliard, W.L. Lyons, LLC
- J.P. Morgan Securities LLC
- J.W. Cole Financial, Inc.
- JPMorgan Chase Bank, N.A.
- Jacques Financial, LLC
- Janney Montgomery Scott LLC
- Jefferies LLC
- KCD Financial, Inc.
- KMS Financial Services, Inc.
- Kalos Capital, Inc.
- Kestra Investment Services, LLC
- Key Investment Services LLC
- Kovack Securities, Inc.
- L.M. Kohn & Company
- LPL Financial LLC
- LaSalle St. Securities, L.L.C.
- Lantern Investments, Inc.
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Investment
- Lion Street Financial, LLC
- M Holdings Securities, Inc.
- MG Trust Company, LLC D/B/A Matrix Trust Company
- MWA Financial Services Inc.
- Madison Avenue Securities, LLC
- Maxim Group LLC
- McDonald Partners LLC
- MerCap Securities, LLC
- Mesirow Financial, Inc.
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Moloney Securities Co., Inc.
- Money Concepts Capital Corp
- Moors & Cabot, Inc.
- Morgan Keegan & Company, Inc.
- Mutual Securities, Inc.
- NEXT Financial Group, Inc.
- NPB Financial Group LLC
- National Securities Corporation
- Nationwide Planning Associates, Inc.
- Newbridge Securities Corporation
- North Ridge Securities Corp.
- Oppenheimer & Co. Inc.
- Osaic Institutions, Inc.
- Osaic Services, Inc.
- Osaic Wealth, Inc.
- PNC Bank, N.A.
- Park Avenue Securities LLC
- Parkland Securities, LLC
- Peak Brokerage Services, LLC
- Pershing LLC
- PlanMember Securities Corporation
- Portsmouth Financial Services
- Premier Securities of America, Inc.
- Presidential Brokerage, Inc.
- Principal Securities, Inc.
- Private Portfolio, Inc.
- Prospera Financial Services, Inc.
- Purshe Kaplan Sterling Investments
- Pyramid Funds Corporation
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Raymond James (USA) Ltd.
- Realta Equities, Inc.
- Regulus Financial Group, LLC
- Reliance Trust Company
- Rhodes Securities, Inc.
- Robert W. Baird & Co. Incorporated
- Ross, Sinclaire & Associates, LLC
- SCF Securities, Inc.
- SEI Private Trust Company
- Sage, Rutty & Co., Inc.
- Sanctuary Securities, Inc.
- Santander Securities LLC
- Saxony Securities, Inc.
- Securian Financial Services, Inc.
- Securities Service Network, LLC
- Sentinel Securities, Inc.
- Shareholders Service Group, Inc.
- Sigma Financial Corporation
- Smith Capital Investments, LLC
- Smith, Moore & Co.
- Snowden Account Services LLC
- Sorrento Pacific Financial, LLC
- Southeast Investments, N.C. Inc.
- Spire Securities, LLC
- Steward Partners Investment Solutions, LLC
- Stifel, Nicolaus & Company, Incorporated
- StoneX Financial Inc.
- Stonnington Group, LLC
- Summit Brokerage Services, Inc.
- Sunbelt Securities, Inc.
- Symphonic Securities LLC
- Syndicated Capital, Inc.
- T. Rowe Price Investment Services, Inc.
- T.R. Winston & Company, LLC
- TIAA-CREF Individual & Institutional Services, LLC
- The Baker Group, LP
- The GMS Group, LLC
- The O.N. Equity Sales Company
- The Strategic Financial Alliance, Inc.
- Trade-PMR, Inc.
- TradeStation Securities, Inc.
- U.S. Bank, N.A.
- UMB Bank, N.A.
- USA Financial Securities Corporation
- United Brokerage Services, Inc
- United Planners' Financial Services of America
- ValMark Securities, Inc.
- Valic Financial Advisors, Inc.
- Vanderbilt Securities, LLC
- Voya Financial Advisors, Inc.
- Wedbush Securities Inc.
- Wells Fargo Clearing Services, LLC
- Western International Securities, Inc.
- Wilmington Trust Retirement & Institutional Services Company
- Winslow, Evans & Crocker, Inc.
- World Capital Brokerage, Inc.
- World Equity Group, Inc.
- World Investments, Inc.
- York Securities, Inc.
- Northern Lights Fund Trust IV
- Altruist Financial LLC
- Apex Clearing Corporation
- Axos Advisor Services
- BMO Bank N.A.
- BNY Mellon, N.A.
- Beech Hill Securities, Inc.
- Benchmark Investments, LLC
- Benefit Trust Company
- Benjamin F. Edwards & Company, Inc.
- Berthel, Fisher & Company Financial Services, Inc.
- CRI Securities, LLC
- Cadaret, Grant & Co., Inc.
- Calton & Associates, Inc.
- Cambridge Investment Research, Inc.
- Centaurus Financial, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- CreativeOne Securities, LLC
- Cuso Financial Services, L.P.
- E*Trade Securities LLC
- Empower Financial Services, Inc.
- First Allied Securities, Inc.
- First Citizens Investor Services, Inc.
- First Financial Equity Corporation
- Folio Investments, Inc.
- Fortune Financial Services, Inc.
- GWN Securities, Inc.
- Grove Point Investments, LLC
- H. C. Denison Co.
- Harbour Investments, Inc.
- Hilltop Securities Inc.
- IFP Securities, LLC
- Independent Financial Group, LLC
- Interactive Brokers LLC
- J.P. Morgan Securities LLC
- Janney Montgomery Scott LLC
- KMS Financial Services, Inc.
- LPL Financial LLC
- Landaas & Company, LLC
- Lincoln Investment
- MG Trust Company, LLC D/B/A Matrix Trust Company
- Maxim Group LLC
- McNally Financial Services Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Muriel Siebert & Co., Inc.
- NEXT Financial Group, Inc.
- NPB Financial Group LLC
- Osaic Institutions, Inc.
- Osaic Services, Inc.
- Osaic Wealth, Inc.
- Pershing LLC
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Reliance Trust Company
- SCF Securities, Inc.
- SEI Private Trust Company
- Sanders Morris LLC
- Securian Financial Services, Inc.
- Shareholders Service Group, Inc.
- Sorrento Pacific Financial, LLC
- Stifel, Nicolaus & Company, Incorporated
- U.S. Bank, N.A.
- United Planners' Financial Services of America
- Wells Fargo Bank, N.A.
- Wells Fargo Clearing Services, LLC
- Western International Securities, Inc.
- World Equity Group, Inc.
- OCM Funds
- Altruist Financial LLC
- Ameriprise Financial Services, Inc.
- Apex Clearing Corporation
- Ascensus Trust Company
- Axos Advisor Services
- Axos Clearing LLC
- BB&T Securities, LLC
- BancWest Investment Services, Inc.
- Cadaret, Grant & Co., Inc.
- Charles Schwab & Co., Inc
- Crews & Associates, Inc.
- Davenport & Company LLC
- E*Trade Clearing LLC
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- First Financial Equity Corporation
- G.A. Repple & Company
- GWN Securities, Inc.
- Geneos Wealth Management, Inc.
- General Securities Corp
- Girard Securities, Inc.
- Grove Point Investments, LLC
- Hapoalim Securities USA, Inc.
- Hilltop Securities Inc.
- Institutional Securities Corporation
- Interactive Brokers LLC
- Investors Brokerage of Texas, Ltd.
- J.P. Morgan Securities LLC
- JPMorgan Chase Bank, N.A.
- LPL Financial LLC
- Leerink Swann LLC
- Mesirow Financial, Inc.
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Morgan Stanley & Co. Incorporated
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- Mutual Securities, Inc.
- NEXT Financial Group, Inc.
- Osaic Wealth, Inc.
- Pershing LLC
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Reliance Trust Company
- Ridge Clearing & Outsourcing Solutions, Inc.
- SEI Private Trust Company
- Scottrade, Inc.
- Securities Service Network, LLC
- Shareholders Service Group, Inc.
- Stifel, Nicolaus & Company, Incorporated
- StoneX Financial Inc.
- Summit Equities, Inc.
- Syndicated Capital, Inc.
- The Securities Center, Inc.
- Trade-PMR, Inc.
- UBS Financial Services Inc.
- UMB Bank, N.A.
- Waddell & Reed, Inc.
- Wedbush Securities Inc.
- Wells Fargo Clearing Services, LLC
- York Securities, Inc.
- ONEFUND
- Charles Schwab & Co., Inc
- Geneos Wealth Management, Inc.
- J.P. Morgan Securities LLC
- LPL Financial LLC
- Morgan Stanley Smith Barney LLC
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Oak Associates Funds
- Ameriprise Financial Services, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- LPL Financial LLC
- Lombard Securities Incorporated
- Massachusetts Mutual Life Insurance Company
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- PlanMember Securities Corporation
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Voya Financial Partners, LLC
- Wedbush Securities Inc.
- Wells Fargo Advisors Financial Network, LLC
- Oak Harvest Funds
- Charles Schwab & Co., Inc
- Papp Fund
- Charles Schwab & Co., Inc
- J.P. Morgan Securities LLC
- JPMorgan Chase & Co., N.A.
- Morgan Stanley Smith Barney LLC
- Q3 Funds
- Axos Advisor Services
- Centaurus Financial, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Intervest International Equities Corporation
- LPL Financial LLC
- Pershing LLC
- Wells Fargo Clearing Services, LLC
- RM Greyhawk Fund
- Fidelity Brokerage Services LLC
- Reynders McVeigh Funds
- Fidelity Brokerage Services LLC
- SBH Funds
- American Enterprise Investment Services Inc.
- Ascensus Broker Dealer Services, LLC
- Axos Advisor Services
- BNY Mellon, N.A.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Davenport & Company LLC
- Edward Jones
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- Geneos Wealth Management, Inc.
- J.P. Morgan Securities LLC
- John Hancock Trust Company
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Investment
- Lincoln Retirement Services Company, LLC/State Street Bank & Trust
- Lombard Securities Incorporated
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- Pershing LLC
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Sorrento Pacific Financial, LLC
- The GMS Group, LLC
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Voya Financial Advisors, Inc.
- Voya Retirement Insurance and Annuity Company/Voya Institutional Trust Company
- Wells Fargo Advisors Financial Network, LLC
- Saratoga Funds
- &Partners, LLC
- 1st Discount Brokerage, Inc.
- APW Capital, Inc.
- Abramenko & Company, Inc.
- Advisory Group Equity Services LTD.
- Alight Financial Solutions, LLC
- American Century Brokerage, Inc.
- American Global Wealth Management, Inc.
- American Investors Company
- American Municipal Securities Inc
- Ameriprise Financial Services, Inc.
- Aon Securities Corporation
- Arkadios Capital
- Arlington Securities, Inc.
- Ascensus Broker Dealer Services, LLC
- Aurum Securities Corp
- Avantax Investment Services, Inc.
- Axos Advisor Services
- Axos Clearing LLC
- B. C. Ziegler and Company
- B. Riley Wealth Management
- B.B. Graham & Co., Inc.
- BB&T Investment Services, Inc.
- BB&T Securities, LLC
- BHK Securities, LLC
- BNP Paribas New York Branch
- BNY Mellon Securities Corporation
- BOK Financial Securities, Inc.
- BancWest Investment Services, Inc.
- Bancnorth Investment Group, Inc
- Barclays Capital Inc.
- Beaconsfield Financial Services, Inc.
- Beech Hill Securities, Inc.
- Benefit Trust Company
- Berthel, Fisher & Company Financial Services, Inc.
- BestVest Investments, Ltd.
- Blaylock Van, LLC
- Boenning & Scattergood, Inc.
- Bolton Global Capital
- Brazos Securities Inc
- Brill Securities, Inc.
- Broker Dealer Financial Services Corp.
- Brown Brothers Harriman & Co.
- BrownCo LLC
- Buell Securities Corp.
- Burpee Del Simone Capital Markets LLC
- CFD Investments, Inc.
- CRI Securities, LLC
- CV Brokerage, Inc.
- Cabot Lodge Securities LLC
- Cadaret, Grant & Co., Inc.
- Calton & Associates, Inc.
- Cambridge Investment Research, Inc.
- Cantella & Co., Inc.
- Cape Securities Inc.
- Capital Financial Services, Inc.
- Capital Investment Brokerage, Inc.
- Capital Investment Group, Inc.
- Capital Securities Investment Corporation
- Centaurus Financial, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Chelsea Financial Services
- Clark Dodge & Co Inc
- Commonwealth Financial Network
- Compass Securities Corporation
- Concorde Investment Services, LLC
- CreativeOne Securities, LLC
- Credit Suisse Securities (USA) LLC
- Crown Capital Securities, L.P.
- D.A. Davidson & Co.
- Davenport & Company LLC
- David Lerner Associates, Inc.
- Deutsche Bank Securities, Inc.
- Dreyfus Service Corporation
- E*Trade Clearing LLC
- Eastern Point Securities, Inc.
- Emerson Equity LLC
- Empower Financial Services, Inc.
- Equity Services, Inc.
- FSIC
- Fenwick Securities, Inc.
- Fidelity Brokerage Services LLC
- First Allied Securities, Inc.
- First Citizens Investor Services, Inc.
- First Financial Equity Corporation
- First Heartland Capital, Inc.
- First Manhattan Co
- First Republic Securities Company, LLC
- Five Star Investment Services, Inc.
- Folio Investments, Inc.
- Fortune Financial Services, Inc.
- G.A. Repple & Company
- GWN Securities, Inc.
- Geneos Wealth Management, Inc.
- General Securities Corp
- Girard Securities, Inc.
- Gradient Securities, LLC
- Great Eastern Securities Inc
- Gregory, Zent & Swanson, Inc.
- Grove Point Investments, LLC
- HSBC Securities (USA) Inc.
- Halliday Financial, LLC
- Hapoalim Securities USA, Inc.
- Harbour Investments, Inc.
- Harrisdirect LLC
- Hazard & Siegel, Inc.
- Hefren-Tillotson, Inc.
- Herbert J. Sims & Co. Inc.
- Heritage Financial Systems, Inc.
- Herndon Plant Oakley, LTD.
- Hilltop Securities Inc.
- Hornor, Townsend & Kent, LLC
- Huntleigh Securities Corporation
- IFP Securities, LLC
- IFS Securities
- Independent Financial Group, LLC
- Integrity Alliance, LLC
- Interactive Brokers LLC
- International Assets Advisory, LLC
- Intervest International Equities Corporation
- Investacorp, Inc.
- Investment Architects, Inc.
- Investment Management Corporation
- Investment Security Corporation
- J K R & Company, Inc.
- J.J.B. Hilliard, W.L. Lyons, LLC
- J.K. Financial Services, Inc.
- J.P. Morgan Securities LLC
- JPMorgan Chase & Co., N.A.
- Jacques Financial, LLC
- Janney Montgomery Scott LLC
- Jefferies LLC
- John James Investments, LTD.
- Johnson Securities, Inc.
- KCD Financial, Inc.
- KMS Financial Services, Inc.
- Kalos Capital, Inc.
- Kensington Capital Corp.
- Key Investment Services LLC
- Kobren Insight Brokerage, Inc.
- Kovack Securities, Inc.
- L.M. Kohn & Company
- LPL Financial LLC
- LaSalle St. Securities, L.L.C.
- Lantern Investments, Inc.
- Leigh Baldwin & Co., LLC
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Investment
- Lombard Securities Incorporated
- M Holdings Securities, Inc.
- M&I Brokerage Services, Inc.
- M&T Securities, Inc
- MMA Securities LLC
- Mark Stewart Securities, Inc.
- Maxim Group LLC
- Merrimac Corporate Securities, Inc.
- MetLife Securities Inc.
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- MidSouth Capital, Inc.
- Miller, Johnson Steichen Kinnard, Inc.
- Monarch Capital Group, LLC
- Money Concepts Capital Corp
- Moors & Cabot, Inc.
- Morgan Keegan & Company, Inc.
- Morgan Stanley DW Inc.
- Morgan Stanley Smith Barney LLC
- Mountain River Securities
- Muriel Siebert & Co., Inc.
- Mutual Securities, Inc.
- NBC Securities, Inc.
- NEXT Financial Group, Inc.
- NPB Financial Group LLC
- National Clearing Corp
- National Pension & Group Consultants, Inc
- National Securities Corporation
- Nationwide Planning Associates, Inc.
- Neidiger, Tucker, Bruner, Inc.
- Ni Advisors
- Northwestern Mutual Investment Services, LLC
- OFG Financial Services, Inc.
- Oppenheimer & Co. Inc.
- Oriental Financial Services Corp.
- Osaic Services, Inc.
- Osaic Wealth, Inc.
- Oshima & Associates
- PNC Investments LLC
- Packerland Brokerage Services, Inc.
- Patrick Capital Markets, LLC
- Percival Financial Partners, LTD.
- Pershing LLC
- Peter Elish Investments Securities
- Piper Jaffray & Co
- Planners Financial Services, Inc.
- Presidential Brokerage, Inc.
- Principal Securities, Inc.
- Private Client Services, LLC
- Professional Asset Management, Inc.
- Prospera Financial Services, Inc.
- Purshe Kaplan Sterling Investments
- Queens Road Securities LLC
- R.M. Stark & Co., Inc.
- RBC Capital Markets, LLC
- Raphael Aryeh and Associates
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Realta Equities, Inc.
- Reliance Trust Company
- Robert W. Baird & Co. Incorporated
- Ross, Sinclaire & Associates, LLC
- Rothschild Investment LLC
- Royal Securities Company
- Ryan, Beck & Co.
- SCF Securities, Inc.
- SEI Private Trust Company
- Sanctuary Securities, Inc.
- Sanders Morris LLC
- Scottrade, Inc.
- Scottsdale Capital Advisors Corp
- Securian Financial Services, Inc.
- Securities Management & Research, Inc.
- Securities Service Network, LLC
- Seven Points Capital, LLC
- Shareholders Service Group, Inc.
- Sigma Financial Corporation
- Signal Securities, Inc.
- Signator Investors, Inc.
- Silber Bennett Financial, Inc.
- Smith Capital Investments, LLC
- Smith, Moore & Co.
- Sorrento Pacific Financial, LLC
- Spencer Clarke LLC
- Spire Securities, LLC
- Stifel, Nicolaus & Company, Incorporated
- StoneX Financial Inc.
- Summit Brokerage Services, Inc.
- Sunset Financial Services, Inc.
- Supreme Alliance LLC
- T. Rowe Price Investment Services, Inc.
- TIAA-CREF Individual & Institutional Services, LLC
- The GMS Group, LLC
- The Investment Center, Inc.
- The Leaders Group, Inc.
- The Strategic Financial Alliance, Inc.
- Thompson Davis & Co., Inc.
- Thornhill Securities Inc
- Trade-PMR, Inc.
- U.S. Bank, N.A.
- U.S. Brokerage, Inc.
- U.S. Trust Company of New York
- UBS Financial Services Inc.
- UMB Bank, N.A.
- USA Financial Securities Corporation
- USAllianz Securities, Inc.
- USI Securities Inc.
- United Planners' Financial Services of America
- Vanderbilt Securities, LLC
- Vanguard Marketing Corporation
- VectorGlobal WMG, Inc.
- Voya Financial Advisors, Inc.
- Voya Financial Partners, LLC
- W.R. Hambrecht & Co., LLC
- WRP Investments, Inc.
- Wall Street Access
- Webster Investment Services, Inc.
- Wells Fargo Advisors Financial Network, LLC
- Wells Fargo Bank, N.A.
- Wells Fargo Clearing Services, LLC
- Western Growers Financial Services, Inc.
- Western International Securities, Inc.
- Westminster Financial Securities, Inc.
- Whitehall-Parker Securities, Inc.
- Wilbanks Securities, Inc.
- Winslow, Evans & Crocker, Inc.
- Wintrust Investments LLC
- World Equity Group, Inc.
- York Securities, Inc.
- Sound Mind Investing Funds
- Ameriprise Financial Services, Inc.
- Ashton Thomas Securities, LLC
- Bernardi Securities, Inc.
- CBRE Capital Advisors, Inc.
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- GMS Group
- GWN Securities, Inc.
- Huntleigh Securities Corporation
- J.P. Morgan Securities LLC
- MMC Securities Corp.
- Morgan Stanley Smith Barney LLC
- Rothschild Investment LLC
- Securian Financial Services, Inc.
- TR Winston & Company, LLC
- Vanguard Marketing Corporation
- Wells Fargo Advisors Financial Network, LLC
- Sphere Funds
- ADP Broker-Dealer, Inc.
- Alight Financial Solutions, LLC
- Ascensus Broker Dealer Services, LLC
- Interactive Brokers LLC
- MG Trust Company, LLC D/B/A Matrix Trust Company
- Mid Atlantic Clearing & Settlement Corporation
- Pershing LLC
- Reliance Trust Company
- SEI Private Trust Company
- Vanguard Marketing Corporation
- Standpoint Funds
- Axos Advisor Services
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- LPL Financial LLC
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- Vanguard Marketing Corporation
- Voya Financial Partners, LLC
- Wells Fargo Advisors Financial Network, LLC
- Summitry Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Massachusetts Mutual Life Insurance Company
- Vanguard Marketing Corporation
- Texas Capital Funds Trust
- Pershing LLC
- Towpath Funds
- Charles Schwab & Co., Inc
- Wells Fargo Advisors Financial Network, LLC
- Tributary Funds
- Alight Financial Solutions, LLC
- Altruist Financial LLC
- Ameriprise Financial Services, Inc.
- Arvest Wealth Management
- Ascensus Broker Dealer Services, LLC
- Ascensus Trust Company
- Axos Advisor Services
- B. C. Ziegler and Company
- BB&T Securities, LLC
- BMO Bank N.A.
- BNP Paribas Securities Corp.
- Bancnorth Investment Group, Inc
- Bankers Life Securities, Inc.
- Benefit Trust Company
- Benjamin F. Edwards & Company, Inc.
- CRI Securities, LLC
- Cadaret, Grant & Co., Inc.
- Cambridge Investment Research, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Comerica Bank, N.A.
- Comerica Securities, Inc.
- Concourse Financial Group Securities, Inc.
- Cuso Financial Services, L.P.
- D.A. Davidson & Co.
- Devenir, LLC
- Edward Jones
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- Fieldpoint Private Securities, LLC
- First Allied Securities, Inc.
- First Command Brokerage Services, Inc.
- First National Bank of Omaha
- Grove Point Investments, LLC
- Harbor Investment Advisory, LLC
- Hornor, Townsend & Kent, LLC
- Independent Financial Group, LLC
- J K R & Company, Inc.
- J.P. Morgan Securities LLC
- JPMorgan Chase Bank, N.A.
- Janney Montgomery Scott LLC
- LPL Financial LLC
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lion Street Financial, LLC
- M Holdings Securities, Inc.
- MG Trust Company, LLC D/B/A Matrix Trust Company
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- NEXT Financial Group, Inc.
- Osaic Institutions, Inc.
- Osaic Services, Inc.
- Osaic Wealth, Inc.
- PNC Bank, N.A.
- PNC Investments LLC
- Pershing LLC
- PlanMember Securities Corporation
- RBC Capital Markets, LLC
- RFS Partners
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Raymond James (USA) Ltd.
- Reliance Trust Company
- SEI Private Trust Company
- Sanctuary Securities, Inc.
- Securian Financial Services, Inc.
- Shareholders Service Group, Inc.
- Sorrento Pacific Financial, LLC
- TCBI Securities, Inc
- TD Private Client Wealth LLC
- TIAA-CREF Individual & Institutional Services, LLC
- The Bank of New York Mellon
- The O.N. Equity Sales Company
- U.S. Bank, N.A.
- UBS Financial Services Inc.
- Vanguard Marketing Corporation
- Voya Financial Partners, LLC
- Wells Fargo Bank, N.A.
- Wells Fargo Clearing Services, LLC
- World Investments, Inc.
- York Securities, Inc.
- Two Roads Shared Trust
- APW Capital, Inc.
- Alight Financial Solutions, LLC
- Allen & Company of Florida, Inc.
- Altruist Financial LLC
- Apex Clearing Corporation
- Arete Wealth Management, LLC
- Ascensus Trust Company
- Axiom Capital Management, Inc.
- Axos Advisor Services
- Axos Clearing LLC
- B. Riley Wealth Management
- BB&T Securities, LLC
- BMO Bank N.A.
- BNY Mellon, N.A.
- Beech Hill Securities, Inc.
- Benefit Trust Company
- Benjamin F. Edwards & Company, Inc.
- Bolton Global Capital
- CFD Investments, Inc.
- CIBC World Markets Corp.
- CRI Securities, LLC
- Cadaret, Grant & Co., Inc.
- Calton & Associates, Inc.
- Cambridge Investment Research, Inc.
- Capital Investment Brokerage, Inc.
- Capital Investment Group, Inc.
- Centaurus Financial, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Commonwealth Financial Network
- Community Bank, N.A.
- CreativeOne Securities, LLC
- Crews & Associates, Inc.
- Crown Capital Securities, L.P.
- Cuso Financial Services, L.P.
- Cutter & Company, Inc.
- D.M. Kelly & Company
- DMK Advisor Group, Inc.
- DST Retirement Solutions, LLC
- Davenport & Company LLC
- Empower Financial Services, Inc.
- Equity Services, Inc.
- Essex Securities LLC
- First Allied Securities, Inc.
- First Manhattan Co
- First Republic Securities Company, LLC
- Folio Investments, Inc.
- GWN Securities, Inc.
- Geneos Wealth Management, Inc.
- Girard Securities, Inc.
- Gradient Securities, LLC
- Grove Point Investments, LLC
- Hand Securities, Inc.
- Harbour Investments, Inc.
- Hilltop Securities Inc.
- IFP Securities, LLC
- Independent Financial Group, LLC
- Integrity Alliance, LLC
- Interactive Brokers LLC
- International Assets Advisory, LLC
- Investacorp, Inc.
- J K R & Company, Inc.
- J.P. Morgan Securities LLC
- JPMorgan Chase Bank, N.A.
- Janney Montgomery Scott LLC
- KMS Financial Services, Inc.
- Kestra Investment Services, LLC
- LPL Financial LLC
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Investment
- Lion Street Financial, LLC
- M Holdings Securities, Inc.
- MG Trust Company, LLC D/B/A Matrix Trust Company
- Madison Avenue Securities, LLC
- McDonald Partners LLC
- Mercury Securities, LLC
- Mid Atlantic Capital Corporation
- Mid Atlantic Clearing & Settlement Corporation
- Money Concepts Capital Corp
- Morgan Stanley Smith Barney LLC
- Mutual Securities, Inc.
- NEXT Financial Group, Inc.
- NPB Financial Group LLC
- National Securities Corporation
- Oppenheimer & Co. Inc.
- Osaic Institutions, Inc.
- Osaic Services, Inc.
- Osaic Wealth, Inc.
- PNC Bank, N.A.
- Park Avenue Securities LLC
- Parkland Securities, LLC
- Pershing LLC
- Portsmouth Financial Services
- Presidential Brokerage, Inc.
- Principal Securities, Inc.
- Prospera Financial Services, Inc.
- Purshe Kaplan Sterling Investments
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Reliance Trust Company
- SCF Securities, Inc.
- SEI Private Trust Company
- Sanctuary Securities, Inc.
- Sanders Morris LLC
- Securian Financial Services, Inc.
- Securities Service Network, LLC
- Shareholders Service Group, Inc.
- Sigma Financial Corporation
- Signator Investors, Inc.
- Smith, Moore & Co.
- Sorrento Pacific Financial, LLC
- Stephens
- Stifel, Nicolaus & Company, Incorporated
- StoneX Financial Inc.
- Summit Brokerage Services, Inc.
- Sunbelt Securities, Inc.
- TCFG Wealth Management, LLC
- The Investment Center, Inc.
- The O.N. Equity Sales Company
- The Strategic Financial Alliance, Inc.
- Tigress Financial Partners, LLC
- Trade-PMR, Inc.
- TradeStation Securities, Inc.
- Transamerica Financial Advisors, Inc.
- U.S. Bank, N.A.
- UMB Bank, N.A.
- Uhlmann Price Securities, LLC
- United Planners' Financial Services of America
- Wedbush Securities Inc.
- Wells Fargo Clearing Services, LLC
- WestPark Capital, Inc.
- Westminster Financial Securities, Inc.
- Wilmington Trust Retirement & Institutional Services Company
- Winslow, Evans & Crocker, Inc.
- Worden Capital Management LLC
- World Investments, Inc.
- York Securities, Inc.
- VELA Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- Vanguard Marketing Corporation
- Valued Advisers Trust
- Charles Schwab & Co., Inc
- Pershing LLC
- Wavelength Funds
- Axos Advisor Services
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Geneos Wealth Management, Inc.
- Interactive Brokers LLC
- J.P. Morgan Securities LLC
- LPL Financial LLC
- Morgan Stanley Smith Barney LLC
- Northern Lights Distributors, LLC
- Pershing LLC
- Waycross Funds
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- Pershing LLC
- Westwood Funds
- Ages Financial Services, Ltd.
- Alight Financial Solutions, LLC
- American Enterprise Investment Services Inc.
- American Investors Company
- Ameriprise Financial Services, Inc.
- Ameritas Investment Corp.
- Arkadios Capital
- Ascensus, LLC
- Ausdal Financial Partners, Inc.
- BNY Mellon, N.A.
- Centaurus Financial, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Commonwealth Financial Network
- Crown Capital Securities, L.P.
- Edward Jones
- Emerson Equity LLC
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- Four Points Capital Partners LLC
- Global Brokerage Services, Inc.
- Gramercy Securities, Inc.
- J. Alden Associates, Inc.
- J.P. Morgan Securities LLC
- J.W. Cole Financial, Inc.
- Jacques Financial, LLC
- John Hancock Trust Company
- Kestra Investment Services, LLC
- Kovack Securities, Inc.
- Lincoln Financial Advisors Corporation
- Lincoln Financial Securities Corporation
- Lincoln Retirement Services Company, LLC/State Street Bank & Trust
- Yorktown Funds
- ADP Broker-Dealer, Inc.
- Allegheny Investments, Ltd.
- Alterna Securities, Inc.
- American Enterprise Investment Services Inc.
- American Global Wealth Management, Inc.
- Arvest Wealth Management
- Avantax Investment Services, Inc.
- Axos Advisor Services
- BBVA Securities Inc.
- Bankers Life Securities, Inc.
- Beaconsfield Financial Services, Inc.
- Bolton Global Capital
- CFD Investments, Inc.
- Cabot Lodge Securities LLC
- Cape Securities Inc.
- Capital Brokerage Corporation
- Capital Investment Brokerage, Inc.
- Capital Investment Group, Inc.
- Capital Synergy Partners
- Capitol Securities Management, Inc.
- Centaurus Financial, Inc.
- Cetera Advisor Networks LLC
- Cetera Advisors LLC
- Cetera Financial Specialists LLC
- Cetera Investment Services LLC
- Charles Schwab & Co., Inc
- Citigroup Global Markets Inc.
- Commonwealth Financial Network
- Community Bank, N.A.
- Concorde Investment Services, LLC
- Concourse Financial Group Securities, Inc.
- CreativeOne Securities, LLC
- Crown Capital Securities, L.P.
- Cuso Financial Services, L.P.
- Cutter & Company, Inc.
- D.A. Davidson & Co.
- D.H. Hill Securities, LLLP
- Davenport & Company LLC
- Dominion Investor Services, Inc.
- Edward Jones
- Equity Services, Inc.
- Fidelity Brokerage Services LLC
- Finance 500, Inc.
- Founders Financial Securities LLC
- Four Points Capital Partners LLC
- G.A. Repple & Company
- GWN Securities, Inc.
- Geneos Wealth Management, Inc.
- Herbert J. Sims & Co. Inc.
- Hilltop Securities Inc.
- Insight Securities, Inc.
- Institutional Securities Corporation
- InterCarolina Financial Services, Inc.
- Intercoastal Capital Markets, Inc.
- Intervest International Equities Corporation
- John Hancock Trust Company
- L.M. Kohn & Company
- LPL Enterprise, LLC
- LPL Financial LLC
- LaSalle St. Securities, L.L.C.
- Lincoln Financial Advisors Corporation
- Lincoln Investment
- MHA Financial Corp
- MM Ascend Life Investor Services, LLC
- Madison Avenue Securities, LLC
- Mesirow Financial, Inc.
- Metlife Investors Distribution Company
- Midland Securities, Ltd
- Monex Securities, Inc.
- Morgan Stanley Smith Barney LLC
- Muriel Siebert & Co., Inc.
- NBC Securities, Inc.
- Nations Financial Group, Inc.
- Nationwide Planning Associates, Inc.
- Network 1 Financial Securities Inc.
- Newbridge Securities Corporation
- Packerland Brokerage Services, Inc.
- Peak Brokerage Services, LLC
- Pershing LLC
- Peter Elish Investments Securities
- PlanMember Securities Corporation
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Realta Equities, Inc.
- Robert W. Baird & Co. Incorporated
- Rothschild Investment LLC
- SS&C Market Services, LLC
- Saxony Securities, Inc.
- Securian Financial Services, Inc.
- Securities Service Network, LLC
- Silver Oak Securities, Incorporated
- Smith, Moore & Co.
- Southeast Investments, N.C. Inc.
- Stoever, Glass & Company
- StoneX Financial Inc.
- Sycamore Financial Group
- TCFG Wealth Management, LLC
- The Tavenner Company
- Transitional Broker LLC
- Truist Investment Services, Inc.
- UBS Financial Services Inc.
- USA Financial Securities Corporation
- United Planners' Financial Services of America
- Voya Financial Advisors, Inc.
- Watermark Securities, Inc.
- Wedbush Securities Inc.
- Wells Fargo Clearing Services, LLC
- Westminster Financial Securities, Inc.
- World Capital Brokerage, Inc.
- Zacks Funds
- Altruist Financial LLC
- Beech Hill Securities, Inc.
- Charles Schwab & Co., Inc
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- LBMZ Securities, Inc.
- LPL Financial LLC
- MG Trust Company, LLC D/B/A Matrix Trust Company
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley Smith Barney LLC
- Pershing LLC
- RBC Capital Markets, LLC
- Raymond James & Associates, Inc./Raymond James Financial Services, Inc.
- Reliance Trust Company
- SEI Private Trust Company
- UBS Financial Services Inc.
- Vanguard Marketing Corporation