Institutional Members

Aberdeen Asset Management
ACE Group
Advisor Software, Inc.
Advisor Websites
Aetna, Inc.
American Funds Distributors, Inc.
Ameriprise Financial
Appleseed Fund
BOK Financial Advisor Trust Services
Cambridge Investment Research, Inc.
Charles Schwab Advisor Services
CMG Capital Management Group, Inc.
Cole Real Estate Investments
Commonwealth Financial Network
Copytalk, LLC
Earth Integrate
EverBank Advisor Services
fi360
Finance Logix
First Command Financial Services
Fiserv 
FP Transitions
Frost Investment Advisors, LLC
Fujitsu Computer Products of America, Inc.
Guinness Atkinson Funds
Hancock Horizon Funds
Interactive Brokers
Jensen Investment Management
Junxure
Kaplan Financial Education
Keir Educational Resources
Kwanti
Laserfiche
Lincoln Financial Network
Litman Gregory Asset Management
LPL Financial
Markel Cambridge Alliance
Matthews Asia
Meridian-IQ
MetLife
Mimic Technologies, LLC
Money Tree Software
Money Guide Pro
Morningstar, Inc.
National Endowment for Financial Education
National Financial Strategy Group
NestWise
NFP Securities
Northwestern Mutual
Orion Advisor Services, LLC
Pacific Life Insurance Co.
PacTrust Bank- Advisor Lending Divison
Performance Trust
PlanPlus Inc.
Private College 529 Plan
Rainier Investment Management, Inc
Realty Capital Securities, LLC
Ryan Insurance Strategy Consultants
Scottrade Advisor Services
Security 1 Lending
SEI Investments
Shopoff Securities, Inc. 
Sincere & Co., LLC
Sol & Fin/Solidarieta'E Finanza Societa'Di Inter M SPA
SunGard
Symmetry Partners
T. Rowe Price
TCA TrustCorp America
TD Ameritrade Institutional
The Advisory Trust Company of Delaware
The Options Industry Council
The State Life Insurance Company
Thornburg Investment Management
Trust Builders Inc.
Trust Company of America
U.S. Global Investors, Inc.
Vanguard
Virginia 529 College Savings Plan
Waddell & Reed Financial Services, Inc.
Wealthcare Capital Management
WealthCounsel, LLC
Wells Fargo Advantage Funds
Westcore Funds
Wine Country Gift Baskets
Zeiders Enterprises, Inc
Zywave, Inc.

 

 

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