Goldman Sachs    

goldmansachs.com

Bank of America    

bankofamerica.com

JPMorgan Chase    

jpmorganchase.com

Ellevest      

ellevest.com

iShares  

ishares.com

Prudential Financial    

prudential.com

NerdWallet    

nerdwallet.com

Morningstar    

morningstar.com

Wealthsimple    

wealthsimple.com

Tangerine  

tangerine.ca

Betterment  

betterment.com

Northwestern Mutual      

northwesternmutual.com

Personal Capital  

personalcapital.com

Raymond James      

raymondjames.com

Mirae Asset Global Investments        

am.miraeasset.com

Charles Schwab    

schwab.com

M1    

m1.com

DoubleLine

doubleline.com

NAGA  

naga.com

Ameriprise Financial  

ameriprise.com

Stash Wealth          

stashwealth.com

CI Direct Investing      

cidirectinvesting.com

blooom    

blooom.com

Minance  

minance.com

Prudential        

pru.co.uk

STIFEL  

stifel.com

Stephens      

stephens.com

Nest Wealth    

nestwealth.com

Piper Sandler & Co.        

pipersandler.com

Berkshire Bank  

berkshirebank.com

Gabelli Funds          

gabelli.com

iA Wealth  

iawealth.ca

IndexIQ  

indexiq.eu

Fengate  

Quadravest  

quadravest.com

Westwood  

westwoodgroup.com

Aviso Wealth  

aviso.ca

1st Prestige Wealth Management

360F Advisory Revised

3AM Block Asset Management

3rd Eyes Analytics

AAAccell

Aberdeen Standard Investments

aberdeenstandard.com

Adam & Company

adamandcompany.co.uk

Adams PLC

adamsplc.co.uk

Addepar    

addepar.com

Additiv

Adviscent

Advisor360

AdvisorEngine

advisorengine.com

AES International  

aesinternational.com

AGF Management

AIFMetrics

Aixigo

AlgoDynamix

ALGOTrader

Aliya

aliyacapitalpartners.com

AllianceBernstein

alliancebernstein.com

Allianz

allianz.com

Allianz Global Investors

allianzgi.com

Allianz Technology Trust

allianztechnologytrust.com

Allvue

allvuesystems.com

Alpaca

alpaca.markets

AlphaSwap

Alpima

ALPS

alpsfunds.com

Ameritas  

ameritas.com

Anaxago

Ancora

ancora.net

APEX Clearing

apexclearing.com

Apollo Funds

apollofunds.com

Appway

Artisan Partners

artisanpartners.com

ASB Financial

asbfinancial.com

Assante Wealth Management      

assante.com

Asset+Map

Atlas Financial  

atlasfinancial.com

Avaloq

AXA Insurance

axa.com

Bambu

BancorpSouth

bancorpsouth.com

Bank of Hope

bankofhope.com

BankFinancial

bankfinancial.com

Barings

barings.com

Beanstox  

beanstox.com

Berenberg

berenberg.de

BetaSmartz

BlackRock Investment Management

B.M.O. Nesbitt Burns

B.M.O. Private Wealth

bmo.com

BRITech

Brouwer & Janachowski

fundmastery.com

Brown Brothers Harriman

bbh.com

BUX

getbux.com

Callidus Capital

calliduscapital.ca

Cambria Investments

cambriainvestments.com

Cambridge Associates

cambridgeassociates.com

Cambridge Trust

Canaccord Genuity

canaccordgenuity.com

Canopy Cloud

canopy.cloud

Capital Research

CashCalc

CFRA

Challenger

challenger.com.au

Charles Stanley

charles-stanley.co.uk

Chatterton & Associates

CINDX

cindx.io

Clever

cleveradviser.com

Clover Partners

cloverpartners.com

CMI Mortgage Investments

canadianlending.ca

Co Investor

Comarch      

comarch.com

Contemi

Continental Stock

continentalstock.com

Cordiant Capital

Coutts & Co.

coutts.com

Credential

credential.com

Croesus

Croft  

croftgroup.com

Cygnetise

d1g1t

d1g1t.com

David Wealth Management

davidwealth.com

Delio

deliogroup.com

DiligenceVault      

diligencevault.com

Direxion

direxioninvestments.com

Diverse Income Trust

diverseincometrust.com

Diversifikator

Door

Doxim

doxim.com

Dreamquark

Dynamic Funds

dynamic.ca

Echelon Wealth Partners

echelonpartners.com

Edmond de Rothschild

edmond-de-rothschild.com

Edward Jones

edwardjones.com

Elinvar

Elsen

Embark Group

Empower

empower.com

Envizage

ETFmatic

Etops

EV

EValue

Everyone Invested

Evolve ETFs

evolveetfs.com

Expersoft

FA Solution

Fidelity Clearing & Custody Solutions (Fidelity Institutional)

clearingcustody.fidelity.com

Finatix

Fincite

Finhorizon

Fintech Automation

fintechautomation.com

First National 1870

firstnational1870.com

First Trust

ftportfolios.com

Fisdom

fisdom.com

Fisher Investments  

fisherinvestments.com

Flaherty & Crumrine

flaherty-crumrine.com

Forager Funds

foragerfunds.com

Fortu

ForwardLane

FundCount

Fundipedia

Fundment

FundShop

FutureAdvisor

futureadvisor.com

GBST

gbst.com

Genivity    

genivity.com

Geode

geodecapital.com

GIC

gic.com.sg

Global X Funds

globalxfunds.com

GMO

gmo.com

Goldman Sachs Asset Management

goldmansachsbdc.com

Good Financial Cents

goodfinancialcents.com

Grand Wealth Management  

GraniteShares

graniteshares.com

Gresham House

greshamhouse.com

Growth Invest

Guardian Capital

guardiancapital.com

Hamilton Capital

hamilton-capital.com

Hanlon  

hanlon.com

Harvest Portfolios

harvestportfolios.com

Harvest Savings & Wealth Technologies

harvestsw.com

Hearsay Systems

Hennessy Advisors

hennessyadvisors.com

High Rock Capital Management

highrockcapital.ca

Horizons ETFs

horizonsetfs.com

Hostplus

hostplus.com.au

HubX

Huddlestock

HUTN

iCapital Network

ICM Group

icm.limited

IG Wealth Management

ig.ca

IGROW Wealth Investments

igrow.co.za

Indexa Capital

INDEXPLUS Income Fund

middlefield.com

Integration Alpha

Intellect Design

intellectdesign.com

InteractiveAdvisors

InvestCloud

Investec

investec.com

InvestSuite

iPath

ipathetn.com

IPC Private Wealth

ipcprivatewealth.ca

Iress,

Ironwood Wealth Management

ironwood-wealth.com

Jackson

jackson.com

Jacobi

Janus

janus.com

Johnson Brunetti

johnsonbrunetti.com

JPMorgan Wealth Management

jpmorgan.com

Julius Bär

juliusbaer.com

Kasisto,

Kayne Anderson Capital Advisors

kaynecapital.com

KBS Capital Markets

kbs-cmg.com

KCM

Kensington Capital Partners

kcpl.ca

Kidbrooke

Kirstal

Kristal

Lattice EM Strategy ETF

hartfordfunds.com

Lattice Strategies

Libra Wealth

librawealth.com

LifeSite

LPL Financial        

lpl.com

Lument Finance Trust

lumentfinancetrust.com

Mackenzie Investments

mackenzieinvestments.com

Maclean Investment Group

macleaninvestmentgroup.com

Macroaxis

macroaxis.com

Macroaxis,,

macroaxis.com

Mako Fintech

makofintech.com

Marquest

Marret

marret.com

Masttro

masttro.com

Mawer

mawer.com

Maxim Group

maximgrp.com

Mercury Asset Management

Merrill Lynch

ml.com

Merrill Edge

merrilledge.com

Merriman Capital

merrimanco.com

MetLife Investment Management

investments.metlife.com

MFS

mfs.com

Middlefield Group

middlefield.com

Middlfield Funds

middlefield.com

Moonfare

Morgan Stanley Wealth Management

morganstanleyclientserv.com

Morphic Ethical Equities Fund

morphicasset.com

Mount Logan Capital

mountlogancapital.ca

Movius

Moxtra

Moxtra,

MSCI  

msci.com

Mylo,

Myvest

Myvest,

National Bank Financial

nbfwm.ca

National Holdings

yournational.com

Navellier & Associates

navellier.com

NaviPlan

NBI Private Wealth Management

nbfwm.ca

National Bank Independent Network (NBIN)

nbin.ca

New Access

New Wealth

NexGen Financial

nexgenfinancial.com

NFP

nfp.com

Nicola Wealth  

nicolawealth.com

Ninety One

Nivesh

Northern Trust

northerntrust.com

Northland Securities

northlandsecurities.com

Northland Wealth

northlandwealth.com

Northwood

northwoodfamilyoffice.com

Novastone

Nucoro

Objectway

OnePM

OpusNebula

Orion Advisor

orion.com

Orion Portfolio Solutions

orionportfoliosolutions.com

Ortec Finance

Oxford Funds

oxfordfunds.com

Oxford Risk

Pamplona Capital Management

pamplonafunds.com

Pantheon International

piplc.com

PassFort

Paxfamilia

Peaks

Pender

penderfund.com

Pictet

pictet.com

Pinnacle Investment Management

pinnacleinvestment.com

PlanPlus Global

Plenitude

Plentitude

Point72

point72.com

PortfolioAid

Practifi

Prime Quadrant

primequadrant.com

Private Banking 1859

privatebanking1859.ca

Privé Technologies

privetechnologies.com

Profile Software

Prometeia

prometeia.com

Provida

Public

public.com

Purefacts

Purpose Investments  

purposeinvest.com

Quantfolio

Quantifi

RBC Investor & Treasury Services

rbcits.com

RBC Wealth Managment

rbcwealthmanagement.com

Refinitiv

refinitiv.com

Republic Wealth Management

republicwealthmanagement.com

Riva,

Rockefeller Capital Management (RCM)

rcm.rockco.com

Rosecut

Rothenberg Wealth Management

rothenberg.ca

Rothschild Investment

rothschildinv.com

Sagard    

sagard.com

Sanostro

Sarwa

Schwab Advisor Services

advisorservices.schwab.com

Schwab Intelligent Portfolios

intelligent.schwab.com

Scotia Wealth Management

scotiawealthmanagement.com

Scotiabank Global Banking and Markets

gbm.scotiabank.com

Scripbox

Seccl

Seismic

seismic.com

Sequent Group

Sharesight

sharesight.com

Sharesight,

Sightline Wealth Management

sightlinewealthmanagement.com

Simply Safe Dividends

simplysafedividends.com

Smartleaf

smartleaf.com

Smartria

smart-ria.com

SMArtX Advisory Solutions

SPDR (S&P 500)

spdrs.com.au

Speechly Bircham

Sprott      

sprott.com

SS&C Advent

advent.com

SSgA

ssga.com

St. James's Place

sjp.co.uk

StashAway

stashaway.sg

State Street

statestreet.com

Stenner Wealth Partners

Stone Harbor Investment Partners

shiplpcef.com

Strategy Marketplace

Strathbridge

strathbridge.com

SunTrust

suntrust.com

Surfly

swissQuant

Envestnet Tamarac

tamaracinc.com

Tavistock Investments

tavistockinvestments.com

Taxdone

Tech CU          

techcu.com

TechRules

TelosTouch

telostouch.com

Third Point Investors

thirdpointlimited.com

Tickr

Tieto Evry

Tindeco

Tradesocio

Transamerica        

transamerica.com

TrueLayer,

Twenty Over Ten

UBS

ubs.com

Veo One (TD Ameritrade)

tdainstitutional.com

Verdence

verdence.com

Vestmark

vestmark.com

Vesttoo

vesttoo.com

VisibleCapital

Wall Street Horizon

WeAdvise

Wealth Dynamix

The Wealth Mosaic    

thewealthmosaic.com

WealthArc

Wealthbox

wealthbox.com

WealthMark

wealthmark.com

WealthObjects

WealthWizards

Weave

WisdomTree

wisdomtree.com

Wize by TW

Wunderlich

wunderlichsecurities.com

Xignite

xignite.com

Yarger Wealth

yargerwealth.com

YCharts

ycharts.com

Zoe Financial

zoefin.com