Strategic Partners

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Ameritas Advisory Services, LLC (AAS) is a Registered Investment Advisor with the Securities and Exchange Commission (SEC); and Ameritas Investment Company, LLC (AIC) is a Registered Broker/Dealer with the SEC.  Both AAS and AIC are members of the Financial Regulaory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).


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National Financial Services LLC

Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services.*


Fidelity Institutional Asset Management

Fidelity Institutional Asset Management is one of the largest investment management organizations serving the U.S. institutional marketplace.* It works with financial advisors and advisory firms, offering them resources to help investors plan and achieve their goals; it also works with institutions and consultants to meet their varying and custom investment needs.

*Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $7.4 trillion, including managed assets of $2.7 trillion, as of March 31, 2019.





Charles Schwab

The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with more than 365 offices and 12.1 million active brokerage accounts, 1.7 million corporate retirement plan participants, 1.4 million banking accounts, and $3.77 trillion in client assets as of September 30, 2019. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC,, and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products.


TD Ameritrade Institutional


TD Ameritrade Institutional

TD Ameritrade provides investing services and education to approximately 12 million client accounts totaling approximately $1.3 trillion in assets, and custodial services to more than 7,000 registered investment advisors. TD Ameritrade is a leader in U.S. retail trading, executing an average of approximately 800,000 trades per day, more than a quarter of which come from mobile devices. The company has a proud history of innovation, dating back to its start in 1975, and today its team of 10,000-strong is committed to carrying it forward, leveraging the latest in cutting edge technologies and one-on-one client care to transform lives, and investing, for the better.







The Orion companies deliver a range of innovative financial technology, investment, and support solutions that empower firms of any shape or size to realize their vision for success.





Since the company's founding in 1999, Albridge Solutions, Inc. (Albridge) has established itself as a leading provider of data management and financial technology solutions for financial services companies.   In July 2010, Albridge was acquired by BNY Mellon from PNC Financial Services Group and became an affiliate of Pershing. Albridge is a leading provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.