(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
ADP Access Tier 0
ADP Access Tier 1
ADP Access Tier 2
ADP Advisor Access 3(21) Tier 0
ADP Advisor Access 3(21) Tier 1
ADP Advisor Access 3(21) Tier 2
ADP Advisor Access 3(21) Tier 3
ADP Advisor Access 3(38) Tier 1
ADP Advisor Access 3(38) Tier 2
ADP Advisor Access Tier 0
ADP Advisor Access Tier 1
ADP Advisor Access Tier 2
ADP SPS 3(38) Tier 2
ADP UBS 3(38) - Alternate
Allowab (non-advisory)
Ameritas NTFN
Avantax
Comerica Bank
CommonWealth NTF
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Fidelity Advisor 401(k) A Shares
Fidelity Advisor 401(k) ACT Shares
Fidelity Advisor 401(k) I Shares
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fidelity Retail FundsNetwork-NTF
H Beck Inc.
HD Vest
HD Vest - Vest Advisor
JP MORGAN LOAD
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JP Morgan No Load
JPMorgan
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Lincoln Investment Planning
MSWM Brokerage
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Morgan Stanley Select UMA
Morgan Stanley TRAK Fund Solution
Nationwide Retirement Flexible Advantage
Pershing Retirement Plan Network
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Existing Shareholders Only
Schwab Institutional
Schwab Institutional Only
Schwab OneSource & NTF (No Load & No Transaction Fee)
Schwab Retirement Only
Scottrade TF
Securities America Advisors
Securities America Inc.
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
Thrivent – Retail Eligible
Vanguard
Vanguard NTF
Vanguard TF
WFA Fdntl Choice/PIM Updated 8.7.24
WFA MF Advisory Updated 8.7.24