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Attendees

Snapshot of companies confirmed to attend in 2019:

  • 3D Asset Management
  • 3EDGE Asset Management
  • Abraham Oyewo
  • Acquirers Funds LLC
  • Advanced Financial Strategies LLC
  • Adventist Health System
  • AdvisorShares
  • AGF Management Limited
  • AGFiQ Asset Management
  • Ahead of the Curve Property Management LLC
  • Alkire Financial Advisory Inc
  • Allied Capital Group
  • American Century Investments
  • Ameriprise Financial
  • ARK Investment Management
  • Arvest Wealth Management
  • Ascension Capital Advisors Inc
  • ASX Limited
  • Atherean Wealth Management LLC
  • Avant Capital LLC
  • Baltimore-Washington Financial Advisors
  • Bank of America Merrill Lynch
  • Bay Capital Advisors
  • Bellevue Asset Management
  • Bitwise Asset Management
  • BK Asset Management
  • Blue Square Wealth
  • Blue Tractor Group LLC
  • Boone Pickens Capital TriLine Index Solutions
  • Bouchey Financial Group Ltd
  • Bowen Asset Management LLC
  • Brinker Capital Inc
  • Cady-Kruse Family Office
  • Calgary Health Trust
  • Campbell Williams Inc
  • Capital Advisors
  • Capital Impact Advisors
  • Capstone Financial
  • CapTrust Financial Advisors
  • Carolina Investment Services LLC
  • Carson Group
  • Castleview Partners
  • Center for Financial Planning Inc
  • Cetera Advisors
  • Charles Schwab
  • Charlotte State Bank & Trust
  • CIBC
  • Citi
  • Clark Capital Management Group Inc
  • CMG Capital Management Group Inc
  • Commonwealth Financial Network
  • Compass Efficient Model Portfolios
  • Comprehensive Financial Partners
  • Country Financial
  • CP Advisors Inc
  • Creative Planning Strategies
  • Cumberland Advisors
  • Cushing Asset Management
  • Davis Advisors
  • Defiance ETFs
  • Desjardins Global Asset Management
  • Deutsche Bank AG
  • Diamond Hill Capital Management Inc
  • Dimensional Fund Advisors
  • Directed Trust Planning
  • Direxion Funds
  • Diversified Estate Services, LLC
  • Dover Investment Advisory Corp
  • DRUM
  • DWS Investments
  • Dynamic Wealth Solutions LLC
  • Edelman Financial Services
  • Edson Technology
  • Enduring Investments LLC
  • Envestnet Asset Management
  • EQM Capital and Indexes
  • Esposito Securities LLC
  • EsterV LLC
  • ETF Capital Management
  • Fairport Asset Management
  • Fidelity
  • Fiducia Optime
  • Fiduciary Wealth Advisors
  • Financial Architects LLC
  • Financial Guidance Group Inc
  • Financial Visions Group
  • Financiere des Professionnels
  • FinEx Capital Management
  • First Trust Canada
  • FIS Group
  • Foreside Financial Group
  • FPC Management Inc
  • Franklin Templeton Investments
  • George M Hiller Companies LLC
  • Glashofer Financial Advisors
  • Goldman Sachs
  • Green Line Capital
  • Greenberg Traurit
  • Greg Friedman
  • Gregory FCA
  • Guilford Financial Group Inc
  • Hah Family Group
  • Hana Financialgroup Inc
  • Harbor Lights Financial Group
  • Harvest Portfolios Group
  • Haugen Equity Signals
  • Heim Young and Associates
  • Helios Quantitative
  • High Wealth Solutions Raymond James
  • Highland Financial Advisors LLC
  • Hilliard Lyons Capital Management
  • Hillswick Asset Management LLC
  • Hilton Head Financial Advisors Inc
  • HNP Capital
  • Hygge Advisors LLC
  • Index Investing Associates
  • Indxx LLC
  • Inside ETFs
  • Integrated Financial Strategies LLC
  • Integrated Wealth Services
  • Invesco
  • Investor's Business Daily
  • Investors Financial Group LLC
  • Irenarch Investments
  • JHSC&S Enterprises Inc
  • JNS Capital
  • John Hancock
  • Johnson & White Wealth Management
  • JP Morgan Asset Management
  • JP Morgan Chase
  • JSE
  • Julex Capital Management
  • Juvonen Insurance & Financial Services
  • JW Cole Financial
  • Kapusta Financial Group
  • Key Investment Team
  • KHP Capital
  • Kingsview Asset Management
  • Kinsale Trading
  • Knaack & Associates
  • Knowledge Leaders Capital
  • Lampert & Associates LLC
  • Lee Capital Management
  • Lee W Hollingsworth CFA
  • Legg Mason
  • Linwood Investment Advisors
  • Little Harbor Advisors
  • LPL
  • Luken Investment Analytics
  • Lumen Capital
  • LVM Capital Management
  • LWH CFA
  • Lynchburg Wealth Management
  • Mackay Shields LLC
  • Macquarie Investment Management
  • Maier & Associates Financial Group
  • Manaber Investments Limited
  • Manulife Financial
  • Manulife Investments
  • Mark S Rushwald CFP
  • Martin. Martin
  • Mellon Capital Management
  • Members Trust Company
  • Mercadien Asset Management
  • Meridian Financial Advisors LLC
  • Merrill Lynch
  • Metropolitan Capital Strategies
  • Michael Bercovici
  • Minich MacGregor Wealth Management
  • Moodys Analytics
  • Morgan Family Office
  • Morgan Stanley
  • Morningstar Inc
  • Motley Fool Asset Management
  • MPC Advisers LLC
  • MSCI
  • MSO
  • Mullooly Asset Management Inc
  • Murray H Seltzer MD
  • NASDAQ
  • National Bank Financial
  • Nationwide
  • Natixis Investment Managers
  • New England Private Wealth Advisors
  • New York Life Investment Management
  • NFP Inc
  • Nikulski Financial Inc
  • Northern Trust
  • NR Holdings
  • Nushares from Nuveen
  • Object & Data Labs
  • OBP Capital
  • Octagon Wealth Management LLC
  • Olde Raleigh Financial
  • Open Book Capital
  • OppenheimerFunds
  • Optimum Advisors
  • Outvest Capital LLC
  • Overland Park Wealth Management
  • Owings & March Inc
  • Oxygen Financial
  • Pacer ETFs
  • Paradigm Advisors
  • Parallel Financial
  • Parks Capital
  • PDR Advisors
  • Penserra Capital Management LLC
  • Perella Weinberg Partners
  • Pinford Inc
  • Pinnacle Planning Advisors LLC
  • PNC Institutional Asset Management
  • PopulUS Markets Inc
  • Posimax Inc
  • Premia Global Advisors
  • Premise Capital
  • Principal
  • Prudential Financial
  • Quadratic
  • QuantZ Capital Management
  • Rai Algorithms Inc
  • Rational Investing LLC
  • Raymond James & Associates
  • RBC Dominion Securities
  • RBC Wealth Management
  • RE Endeavors
  • Reaves Asset Management
  • Regency Wealth Management
  • Research Financial Strategies
  • Resolute Investment Managers
  • Reuters
  • RIA Channel
  • Rick Ferri LLC
  • RiverFront Investment Group
  • Riverside Financial
  • RMR Wealth.com
  • SagePoint Financial
  • Saginaw Chippewa Indian Tribe
  • Schneider Downs Wealth Management
  • Scotia Wealth Management
  • Sector SPDRs
  • Select Sector SPDRs
  • Sheeley & Partners Wealth Management
  • Sheets Smith & Associates
  • Sherman Wealth Management LLC
  • SIA Wealth Management Inc
  • SL Advisors
  • SPAG Funds
  • Sterling Newton
  • Stifel
  • Stifel Nicolaus & Company Inc
  • Stoxx Ltd
  • Strategic Family Wealth Counselors
  • Strategic Planning Partners
  • Stratford Advisors Inc
  • Stringer Asset Management LLC
  • SugarKey LLC
  • Sun Life Global Investments Canada
  • Swan Global Investments
  • T Jackson & Company PC
  • T. Rowe Price
  • TD Ameritrade
  • TD Asset Management
  • Tennessee Consolidated Retirement System
  • Teucrium Trading LLC
  • The Avenue Wealth Management
  • The Mosaic Financial Group
  • The RIA Network Group LLC
  • Thomas Savone & Associates
  • Thompson Hine LLP
  • Thrivent Financial
  • TIAA
  • Timmons Wealth Management
  • Tortoise Capital Advisors
  • Transamerica Financial Advisors
  • Traphagen Financial Group
  • Twenty First Investors
  • UBS
  • UMB Fund Services
  • United Legal Benefits
  • United Planners Financial Services
  • US Global Investors
  • USAA
  • VanEck
  • Vanguard
  • Victory Capital Management
  • Virtu Financial
  • Vivaldi Asset Management
  • Walden Capital
  • Washington Capital Management
  • WealthCare Financial Planners LLC
  • Wealthsimple Trade
  • Webb Invest
  • Wedgewood Partners Inc
  • Wells Fargo
  • William Sempolinski
  • Willis Towers Watson
  • Wilmington Trust Investment Advisors
  • Windham Capital
  • Windhaven Investment Management
  • Winn Capital Management LLC
  • Winston Paul Capital Management
  • Wintrust
  • Witan Partners
  • Zone 7 Financial Services LLC
  • Zyfin Capital

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