- Abacus Planning Group, Columbia, SC
- Accredited Investors Wealth Management, Edina, MN
- Austin Asset, Austin, TX
- Brightworth, Atlanta, GA
- Buckingham Strategic Wealth, St. Louis, MO
- Budros, Ruhlin & Roe, Columbus, OH
- Foster & Motley, Cincinnati, OH
- Joel Isaacson & Co., New York, NY
- Lee Financial Corporation, Dallas, TX
- Modera Wealth Management, Westwood, NJ
- North American Management Corp., Boston, MA
- Parsec Financial, North Carolina
- Planning Alternatives, Bloomfield Hills, MI
- RegentAtlantic, Morristown, NJ
- Retirement Income Solutions, Ann Arbor, MI
- RTD Financial Advisors, Philadelphia, PA
- Stearns Financial Group, Inc., Greensboro, NC
- Strategic Wealth Partners, Deerfield, IL
- Summit Financial Strategies, Columbus, OH
- TCI Wealth Advisors, Inc., Tucson, AZ
- Truepoint Wealth Counsel, LLC, Blue Ash, OH
- Vista Wealth Management, San Francisco, CA
- Wescott Financial Advisory Group, Philadelphia, PA
- Wetherby Asset Management, San Francisco, CA
