- 1st Global
- 361 Capital
- Aetna, Inc.
- Ameriprise Financial
- Arthur J. Gallagher
- Artio Global Investment Management LLC
- ATBS
- Ave Maria Mutual Funds
- Baceline Investments, LLC
- Bachrach & Associates, Inc.
- Black Diamond Performance Reporting
- Bofi Advisor, a division of Bank of Internet
- Bowen Enterprises LLC
- Cambridge Investment Research, Inc.
- Capital Analysts Incorporated
- Charles Schwab Advisor Services
- Chartis Private Client Group
- CNL Securities Corp.
- Commonwealth Financial Network
- Coventry
- Dundee Wealth US
- EISI
- Equilar Atlas
- Equinox Distributors
- Equity Trust Company
- EverBank Advisor Services
- FBR Asset Management
- Fidelity Investments Institutional Services Company, Inc.
- Finance Logix
- First Command Financial Services
- FirstPoint Partners
- Fiserv Investment Services
- Fortune Oil & Gas
- Golub Group, LLC
- Hahn Investment Stewards & Company, Inc.
- Hancock Horizon Funds
- Hodges Capital
- IMCA
- Insurance Technologies
- Interactive Advisory Software, Inc.
- John Hancock LTC Insurance
- Junxure
- Keir Educational Resources
- Laserfiche Document Management
- Legg Mason & Co, LLC
- Lincoln Financial Network
- LPL Financial
- Macro Risk Analytics
- Managers Investment Group, LLC
- Markel Cambridge Alliance
- Merk Investments LLC
- MetLife
- MetLife Bank
- MFS Investment Management
- Mirae Asset Global Investments (USA) LLC
- Money Tree Software
- Morningstar, Inc.
- National Endowment for Financial Education
- NetWorth Services, Inc.
- Oppenheimer Funds, LLC
- Orion Advisor Services, LLC
- Pacific Life Insurance Co.
- Pershing Advisor Solutions LLC
- PlanPlus Inc.
- Quantuvis Consulting
- Rainier Investment Management, Inc
- Real Estate Investment Securities Association
- Russell Investments
- Ryan Insurance Strategy Consultants
- SBauer Funds
- Scottrade Advisor Services
- Scout Investments
- Security One Lending
- SEI Investments
- Sol & Fin/Solidarieta'E Finanza Societa'Di Inter M SPA
- SunGard
- TD Ameritrade Institutional
- The Options Industry Council
- The Permanent Porfolio Family of Funds, Inc.
- The State Life Insurance Company
- Thornburg Investment Management
- Total Rebalance Expert
- T. Rowe Price
- Trust Company of America
- United Capital Advisers, LLC
- U.S. Global Investors, Inc.
- Waddell & Reed Financial Services, Inc.
- Weitz Funds
- Wells Fargo Advantage Funds
- Whitefrog Design, LLC
- William Blair & Company, L.L.C.
- YieldQuest Advisors, LLC
