Ameriprise Brokerage
Bear Stearns
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC- PAM, PRIME, Premier
Cetera Advisors LLC
Cetera Advisors LLC- PAM, PRIME, Premier
CommonWealth PPS
CommonWealth Universe
DailyAccess Corporation FRIAG
DailyAccess Corporation Matrix
E TRADE Financial
EP Comm Large
EP Comm Small
EP Fee Large
EP Fee Small
ETrade Load Fee
ETrade No Load Fee
Edward Jones
Federated TrustConnect
Fidelity Institutional FundsNetwork
Fidelity Retail FundsNetwork
Firstrade
H&R Block Financial Advisors Inc
ING Financial Partners Inc.
ING Financial Ptnrs PAM and PRIME Approv
JP MORGAN LOAD
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
JPMorgan INVEST
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
MSWM Brokerage
Matrix Financial Solutions
Merrill Edge
Merrill Lynch
Met Life Resources MFSP Alliance List
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Pershing FundCenter
Pershing FundVest NTF
Protected Investors of America
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Robert W. Baird & Co.
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Schwab OneSource & NTF (No Load & No Transaction Fee)
Schwab Retirement Only
Scottrade Load
Scottrade TF
Securities America Inc.
Shareholders Services Group
Sterne, Agee & Leach, Inc.,
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TIAA-CREF Brokerage Services
TIAA-CREF NTF
Thrivent – Advisory Eligible
Trade PMR NTF
Trade PMR Transaction Fee
UBS Financial Services Inc
Vanguard Load
Vanguard TF
WFA Fdntl Choice/PIM Updated 4.3.24
WFA MF Advisory Updated 8.7.24