Fisdom | Cyazer™

Fisdom

websitefisdom.com

Ellevest

iShares

parent coBlackRock

NerdWallet

Morningstar

parent coMansueto Ventures

regionChicago, Illinois

morningstar.com

Northwestern Mutual

regionMilwaukee, Wisconsin

northwesternmutual.com

Personal Capital

parent coEmpower

regionSan Francisco, CA

personalcapital.com

Raymond James

raymondjames.com

NAGA

Stash Wealth

est. 2013

stashwealth.com

CI Direct Investing

parent coCI Financial

regionVancouver, BC

cidirectinvesting.com

blooom

Minance

Nest Wealth

est. 2014

regionToronto, Canada

Gabelli Funds

HollisWealth

parent coScotiabank

regionCanada

holliswealth.com

IndexIQ

Fengate

regionToronto, Canada

Quadravest

regionToronto, Canada

Westwood

regionDallas, Texas

westwoodgroup.com

Aviso Wealth

regionToronto, Ontario

1st Prestige Wealth Management

regionUnited States

360F Advisory Revised

3AM Block Asset Management

3rd Eyes Analytics

AAAccell

Aberdeen Standard Investments

aberdeenstandard.com

Adam & Company

est. 1983

regionUnited Kingdom

adamandcompany.co.uk

Adams PLC

Addepar

est. 2009

regionMountain View, California

Additiv

Adviscent

Advisor360

AdvisorEngine

advisorengine.com

AGF Management

regionCanada

AIFMetrics

Aixigo

Aixigo,

AlgoDynamix

ALGOTrader

AllianceBernstein

alliancebernstein.com

Allianz Global Investors

est. 1890

parent coAllianz

Allianz Technology Trust

parent coAllianz Global Investors

allianztechnologytrust.com

Allvue

allvuesystems.com

Alpaca

regionSan Mateo, California

AlphaSwap

Alpima

ALPS

parent coDST

Anaxago

Ancora

parent coFocus Financial Partners

regionBeachwood, Ohio

APEX Clearing

apexclearing.com

Apollo Funds

apollofunds.com

Appway,

Artisan Partners

artisanpartners.com

ASB Financial

regionUnited States

asbfinancial.com

Assante Wealth Management

est. 1995

parent coCI Financial

regionToronto, Ontario

Asset+Map

Avaloq

parent coNEC

Bambu

BetaSmartz

BRITech

Brouwer & Janachowski

fundmastery.com

Brown Brothers Harriman

est. 1818

regionNew York, NY

BUX,

Callidus Capital

regionToronto, Canada

calliduscapital.ca

Cambridge Associates

cambridgeassociates.com

Cambridge Trust

Canopy Cloud

CashCalc

CFRA

Challenger

est. 1985

regionSydney NSW, Australia

challenger.com.au

Chatterton & Associates

Clever

cleveradviser.com

Clover Partners

est. 2000

regionDallas, Texas

cloverpartners.com

Co Investor

Contemi

Cordiant Capital

Croesus

Croft

Cygnetise

David Wealth Management

regionFairfax, Virginia

davidwealth.com

Delio

DiligenceVault

regionNew York City, NY

diligencevault.com

Direxion

est. 1997

direxioninvestments.com

Diverse Income Trust

parent coPremier Miton

diverseincometrust.com

Diversifikator

Door

Doxim

regionMarkham, Ontario

Dreamquark

Dynamic Funds

Echelon Wealth Partners

regionLondon, Ontario

echelonpartners.com

Elinvar

Elsen

Embark Group

Empower

parent coCanada Life

regionGreenwood Village, Colorado

Envizage

ETFmatic

Etops

EV

EValue

Everyone Invested

Evolve ETFs

regionCanada

Expersoft

FA Solution

Finatix

Fincite

Finhorizon

Fintech Automation

First Trust

est. 2010

ftportfolios.com

Forager Funds

regionAustralia

foragerfunds.com

Fortu

ForwardLane

FundCount

Fundipedia

Fundment

FundShop

FutureAdvisor

futureadvisor.com

GBST

regionAustralia

Global X Funds

globalxfunds.com

GMO

est. 1977

regionBoston, MA

GraniteShares

est. 2016

graniteshares.com

Growth Invest

Hamilton Capital

regionToronto, Canada

hamilton-capital.com

Harvest Portfolios

regionCanada

harvestportfolios.com

Harvest Savings & Wealth Technologies

parent coEnvestnet

Hearsay Systems

High Rock Capital Management

highrockcapital.ca

Horizons ETFs

horizonsetfs.com

Hostplus

hostplus.com.au

HubX

Huddlestock

HUTN

est. 2007

regionOhio, United States

iCapital Network

IG Wealth Management

est. 1926

parent coIGM Financial

regionCanada

Indexa Capital

INDEXPLUS Income Fund

parent coMiddlfield Funds

middlefield.com

Integration Alpha

Intellect Design

intellectdesign.com

InteractiveAdvisors

InvestCloud

InvestSuite

iPath

parent coBarclays

Iress,

Ironwood Wealth Management

ironwood-wealth.com

Jacobi

Janus

Johnson Brunetti

johnsonbrunetti.com

Kasisto,

KBS Capital Markets

est. 2006

Kidbrooke

Kirstal

Kristal

Lattice EM Strategy ETF

parent coLattice Strategies

hartfordfunds.com

Lattice Strategies

regionSan Francisco, California

Libra Wealth

regionSan Francisco

librawealth.com

LifeSite

LPL Financial

est. 1997

regionNevada City, California

Mackenzie Investments

mackenzieinvestments.com

Macroaxis

Macroaxis,,

Mako Fintech

makofintech.com

Masttro

Mawer

Maxim Group

Merrill Lynch

parent coBank of America

Merriman Capital

est. 1987

regionSan Francisco, California

MetLife Investment Management

investments.metlife.com

Middlefield Funds

middlefield.com

Middlfield Funds

middlefield.com

Moonfare

Morgan Stanley Wealth Management

parent coMorgan Stanley

morganstanleyclientserv.com

Morphic Ethical Equities Fund

parent coMorphic Asset Management

regionAustralia

morphicasset.com

Movius

Moxtra

Moxtra,

MSCI

parent coMorgan Stanley

regionNew York, NY

Mylo,

Myvest

Myvest,

National Bank Financial

parent coNational Bank

National Holdings

est. 1947

regionNew York, NY

yournational.com

Navellier & Associates

regionReno, Nevada

NaviPlan

parent coAdvicent

New Access

New Wealth

Nicola Wealth

nicolawealth.com

Nivesh

Northern Trust

northerntrust.com

Northland Securities

est. 1995

regionMinneapolis, Minnesota

northlandsecurities.com

Northland Wealth

est. 2011

regionOakville, Ontario

northlandwealth.com

Northwood

regionca-oakville

northwoodfamilyoffice.com

Novastone

Nucoro

Objectway

OnePM

OpusNebula

Ortec Finance

Oxford Funds

parent coOxford Square Capital

oxfordfunds.com

Oxford Risk

Pamplona Capital Management

regionLondon, UK

pamplonafunds.com

PassFort

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