Mutual Fund Companies
- Amundi Pioneer
- BlackRock
- Calvert Funds
- Cantor Fitzgerald Asset Management
- Columbia Threadneedle
- DWS Securities
- Eaton Vance
- Federated Hermes
- Fidelity Investments
- Goldman Sachs
- Invesco
- J.P. Morgan
- Lord Abbett
- New York Life Mainstay
- Pacific Life Mutual Funds
- PGIM
- PIMCO
- Transamerica Mutual Funds
- Virtus
- Voya Investments
Alternative Investment Companies
- Apollo Global Securities, LLC
- Ares Management Corp.
- Blackstone
- Bluerock
- Cantor Fitzgerald
- CNL Securities Corp
- Conversus
- Cottonwood Communities, Inc.
- Franklin Templeton
- FS Investments
- Griffin Capital
- Hines Securities
- iCapital*
- Inland Securities
- Intrinsic
- KKR
- MDS Energy Development, LLC
- Mewbourn Holdings, Inc.
- Pacific Oak
- Preferred Capital Securities
- Sealy
Exchange-Traded Funds
- First Trust Advisors
- GlobalX
- WisdomTree Asset Management
Mutual Funds & Exchange Traded Funds:
- Capital Group
- Franklin Templeton
- John Hancock
- Putnam
Annuity Carriers
- Allianz
- Athene
- Brighthouse
- Corebridge Financial
- CUNA
- Delaware Life
- Eagle Life
- Equitable
- F&G
- Global Atlantic
- Jackson
- Lincoln
- Mass Mutual
- Mass Mutual Ascend
- Nationwide
- New York Life Insurance Annuity
- Pacific Life
- Protective
- Prudential
- Reliance Standard
- Sammons Financial Group
- Securian
- Security Benefit
- Symetra
- The Standard
- Transamerica
Insurance
- Ash Brokerage
- Crump
*iCapital provides a platform through which revenue is shared with the Firm from third-party alternative investment companies.