Ellevest

ellevest.com

iShares

parent coBlackRock

ishares.com

NerdWallet

nerdwallet.com

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

naga.com

Stash Wealth

stashwealth.com

CI Direct Investing

parent coCI Financial

regionVancouver, BC

cidirectinvesting.com

blooom

blooom.com

Minance

minance.com

Nest Wealth

regionToronto, Canada

nestwealth.com

Gabelli Funds

gabelli.com

HollisWealth

parent coScotiabank

regionCanada

holliswealth.com

IndexIQ

indexiq.eu

Fengate

regionToronto, Canada

Quadravest

regionToronto, Canada

quadravest.com

Westwood

regionDallas, Texas

westwoodgroup.com

Aviso Wealth

regionToronto, Ontario

aviso.ca

1st Prestige Wealth Management

regionUnited States

360F Advisory Revised

3AM Block Asset Management

3rd Eyes Analytics

AAAccell

Aberdeen Standard Investments

aberdeenstandard.com

Adam & Company

regionUnited Kingdom

adamandcompany.co.uk

Adams PLC

adamsplc.co.uk

Addepar

regionMountain View, California

addepar.com

Additiv

Adviscent

Advisor360

AdvisorEngine

advisorengine.com

AGF Management

regionCanada

AIFMetrics

Aixigo

Aixigo,

AlgoDynamix

ALGOTrader

AllianceBernstein

alliancebernstein.com

Allianz Global Investors

parent coAllianz

regionGermany

allianzgi.com

Allianz Technology Trust

parent coAllianz Global Investors

allianztechnologytrust.com

Allvue

allvuesystems.com

Alpaca

AlphaSwap

Alpima

ALPS

parent coDST

alpsfunds.com

Anaxago

Ancora

parent coFocus Financial Partners

regionBeachwood, Ohio

ancora.net

APEX Clearing

apexclearing.com

Apollo Funds

apollofunds.com

Appway,

Artisan Partners

artisanpartners.com

ASB Financial

regionUnited States

asbfinancial.com

Assante Wealth Management

parent coCI Financial

regionToronto, Ontario

assante.com

Asset+Map

Avaloq

parent coNEC

Bambu

BetaSmartz

BRITech

Brouwer & Janachowski

fundmastery.com

Brown Brothers Harriman

regionNew York, NY

bbh.com

BUX,

Callidus Capital

regionToronto, Canada

calliduscapital.ca

Cambridge Associates

cambridgeassociates.com

Cambridge Trust

Canopy Cloud

canopy.cloud

CashCalc

CFRA

Challenger

regionSydney NSW, Australia

challenger.com.au

Chatterton & Associates

Clever

cleveradviser.com

Clover Partners

regionDallas, Texas

cloverpartners.com

Co Investor

Contemi

Cordiant Capital

Croesus

Croft

croftgroup.com

Cygnetise

David Wealth Management

regionFairfax, Virginia

davidwealth.com

Delio

deliogroup.com

DiligenceVault

regionNew York City, NY

diligencevault.com

Direxion

direxioninvestments.com

Diverse Income Trust

parent coPremier Miton

diverseincometrust.com

Diversifikator

Door

Doxim

regionMarkham, Ontario

doxim.com

Dreamquark

Dynamic Funds

dynamic.ca

Echelon Wealth Partners

regionLondon, Ontario

echelonpartners.com

Elinvar

Elsen

Embark Group

Empower

parent coCanada Life

regionGreenwood Village, Colorado

empower.com

Envizage

ETFmatic

Etops

EV

EValue

Everyone Invested

Evolve ETFs

regionCanada

evolveetfs.com

Expersoft

FA Solution

Finatix

Fincite

Finhorizon

Fintech Automation

First Trust

ftportfolios.com

Fisdom

fisdom.com

Forager Funds

regionAustralia

foragerfunds.com

Fortu

ForwardLane

FundCount

Fundipedia

Fundment

FundShop

FutureAdvisor

futureadvisor.com

GBST,

Global X Funds

globalxfunds.com

GMO

regionBoston, MA

gmo.com

GraniteShares

graniteshares.com

Growth Invest

Hamilton Capital

regionToronto, Canada

hamilton-capital.com

Harvest Portfolios

regionCanada

harvestportfolios.com

Harvest Savings & Wealth Technologies

parent coEnvestnet

harvestsw.com

Hearsay Systems

High Rock Capital Management

highrockcapital.ca

Horizons ETFs

horizonsetfs.com

Hostplus

hostplus.com.au

HubX

Huddlestock

HUTN

regionOhio, United States

iCapital Network

IG Wealth Management

ig.ca

Indexa Capital

INDEXPLUS Income Fund

parent coMiddlfield Funds

middlefield.com

Integration Alpha

Intellect Design

intellectdesign.com

InteractiveAdvisors

InvestCloud

InvestSuite

iPath

parent coBarclays

ipathetn.com

Iress,

Ironwood Wealth Management

ironwood-wealth.com

Jacobi

Janus

janus.com

Johnson Brunetti

johnsonbrunetti.com

Kasisto,

KBS Capital Markets

kbs-cmg.com

Kidbrooke

Kirstal

Kristal

Lattice EM Strategy ETF

parent coLattice Strategies

hartfordfunds.com

Lattice Strategies

regionSan Francisco, California

Libra Wealth

regionSan Francisco

librawealth.com

LifeSite

Mackenzie Investments

mackenzieinvestments.com

Macroaxis

macroaxis.com

Macroaxis,,

macroaxis.com

Mako Fintech

makofintech.com

Masttro

masttro.com

Mawer

mawer.com

Maxim Group

maximgrp.com

Merrill Lynch

parent coBank of America

ml.com

Merriman Capital

regionSan Francisco, California

merrimanco.com

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

msci.com

Mylo,

Myvest

Myvest,

National Bank Financial

parent coNational Bank

nbfwm.ca

National Holdings

regionNew York, NY

yournational.com

Navellier & Associates

regionReno, Nevada

navellier.com

NaviPlan

parent coAdvicent

New Access

New Wealth

Nicola Wealth

nicolawealth.com

Nivesh

Northern Trust

regionGuernsey

northerntrust.com

Northland Securities

regionMinneapolis, Minnesota

northlandsecurities.com

Northland Wealth

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