- 1st Global
- 361 Capital
- Aberdeen Asset Management
- Advent Software, Inc.
- AdviceIQ
- Advisor Software, Inc.
- AdvisorAdit, LLC
- Aetna, Inc.
- American Funds Distributors, Inc.
- AmeriFunds Diversified Funding, LLC
- Ameriprise Financial
- Appleseed Funds
- Artio Global Investors
- ATBS
- BOK Financial Advisor Trust Services
- BridgePortfolio, Inc.
- BrightScope, Inc.
- Cambridge Investment Research, Inc.
- Charles Schwab Advisor Services
- CMG Capital Management Group, Inc.
- CNL Securities Corp.
- Cole Real Estate Investments
- College Savings Bank
- Commonwealth Financial Network
- Compass EMP Funds
- Cook & Bynum Capital Management, LLC
- Copytalk, LLC
- Davis Advisors
- Dicks and Nanton Celebrity Branding Agency
- DundeeWealth US, LP
- Equity Trust Company
- EverBank Advisor Services
- FactSet
- fi360
- Fidelity Investments
- Finance Logix
- FiPath, Inc.
- First Command Financial Services
- Fiserv Investment Services
- FPA Funds
- Frost Investment Advisors, LLC
- Genworth Financial Wealth Management
- Hancock Horizon Funds
- Institute for Divorce Financial Analysts
- Interactive Advisory Software, Inc.
- Interactive Brokers LLC
- iShares
- John Hancock Financial Network
- Junxure
- Kaplan Schweser
- KBR Capital Partners
- Keeley Funds, Inc.
- Keir Educational Resources
- Laserfiche
- Lennick Aberman Group
- Leuthold Funds
- Lincoln Financial Network
- Lincoln Trust
- LPL Financial
- MacroRisk Analytics
- Markel Cambridge Alliance
- Merk Investments LLC
- MetLife
- MFS Investment Management
- Money Concepts
- Money Tree Software
- MoneyGuidePro
- Morningstar, Inc.
- National Endowment for Financial Education
- Nationwide Financial
- NetWorth Services, Inc.
- OppenheimerFunds, Inc.
- Orion Advisor Services, LLC
- Pacific Life Insurance Co.
- Paychex Retirement Plan Services
- Peak Advisor Alliance
- PlanPlus Inc.
- Rainier Investment Management, Inc
- Realty Capital Securities, LLC
- Redtail Technology
- Ryan Insurance Strategy Consultants
- Saturna Capital Corporation
- Scottrade Advisor Services
- Security Benefit Corporation
- Security One Lending
- SEI Investments
- Sincere & Co., LLC
- Smarsh
- Sol & Fin/Solidarieta'E Finanza Societa'Di Inter M SPA
- SunGard
- Symetra Financial Corporation
- T. Rowe Price
- TD Ameritrade Institutional
- The Options Industry Council
- The Permanent Porfolio Family of Funds, Inc.
- The State Life Insurance Company
- Thornburg Investment Management
- TIAA-CREF
- Trust Builders Inc.
- Trust Company of America
- U.S. Global Investors, Inc.
- Virginia 529 College Savings Plan
- Waddell & Reed Financial Services, Inc.
- Wealthcare Capital Management, Inc.
- WealthCounsel, LLC
- Weitz Funds
- Wells Fargo Advantage Funds
- Westcore Funds
- XTRAC Solutions
- Zeiders Enterprises, Inc.
- Zywave, Inc.
