Broker Information

For information specific to a broker, click on the applicable link below. If your broker is not listed, please emai us.

AMG Funds         TBD
AXA Advisors, LLC         TBD
Alger Funds         TBD
AllianceBernstein         TBD
Ally Invest        
American Century Brokerage         TBD
American Century Investments         TBD
American Funds         TBD
Ameriprise Financial        
Apex Clearing Corp        
Ariel Mutual Funds        
Artisan Funds         TBD
AssetMark Trust Company         TBD
BBVA Compass Investment Solutions         TBD
BNY Mellon         TBD
BNY Mellon Cash Management Access Account (CMAA)         TBD
Baron Funds         TBD
Bel Air Securities LLC.         TBD
BlackRock         TBD
COR Clearing         TBD
CRI Securities, LLC.         TBD
CUNA Brokerage Services, Inc.         TBD
Capital Markets Elite Group        
Chase Investments        
Citi Personal Wealth Mgmt.         TBD
Citi Private Bank         TBD
Columbia Threadneedle Investments         TBD
Computershare         TBD
Credit Suisse Securities (USA) LLC         TBD
D.A. Davidson & Co.         TBD
DWS Investments         TBD
Davenport & Company LLC         TBD
David Lerner Associates         TBD
Davis Funds         TBD
Delaware Funds by Macquarie         TBD
Dodge & Cox Funds        
E*Trade (Etrade Securities LLC)      
Eaton Vance Funds         TBD
Edward Jones        
Federated Investors         TBD
Fidelity Investments        
First Clearing (Wells Fargo Clearing Services)         TBD
First Command Financial Planning         TBD
First Eagle Funds         TBD
First Republic Securities Company, LLC         TBD
First Southwest         TBD
Folio Investing        
Franklin Templeton Investments         TBD
Gabelli Funds         TBD
Guggenheim         TBD
Harbor Funds         TBD
Hartford Mutual Funds         TBD
Hefren-Tillotson, Inc.         TBD
Heritage         TBD
Hilliard Lyons         TBD
Hilltop Securities Inc.         TBD
Homestead Funds         TBD
Infinisource         TBD
Interactive Brokers        
Invesco         TBD
Investor 360         TBD
Ivy Funds         TBD
J.P. Morgan Clearing Corp.         TBD
J.P. Morgan Private Banking         TBD
J.P. Morgan Securities         TBD
JP Morgan         TBD
Janney Montgomery Scott         TBD
Janus         TBD
John Hancock Funds         TBD
LPL Financial         TBD
Legg Mason Funds         TBD
Lending Club        
Lightspeed Trading         TBD
Loomis Sayles Funds         TBD
Lord Abbett         TBD
MFS Investment Management         TBD
MainStay         TBD
Merrill Edge        
Merrill Lynch        
Metropolitan West Funds         TBD
Morgan Stanley         TBD
Morningstar         TBD
Motif Investing        
Motley Fool Funds         TBD
NMIS, LLC         TBD
National Financial Services        
Natixis Funds         TBD
Net Exchange Client         TBD
Oakmark Funds         TBD
Oppenheimer & Co. Inc.         TBD
Oppenheimer Funds Inc         TBD
OptionsHouse         TBD
PIMCO Institutional         TBD
PIMCO Retail         TBD
PNC Funds         TBD
PNC Investments         TBD
Pershing Advisor Solutions         TBD
Pioneer Investments         TBD
Primerica         TBD
Principal Funds         TBD
Prudential Mutual Fund Services         TBD
RBC         TBD
RS Investments         TBD
Raymond James        
Raymond James Bank        
Robert W. Baird & Co.         TBD
Royce Funds         TBD
Securian Financial Services, Inc         TBD
Selected Funds         TBD
Sentinel Investments         TBD
Share Builder         TBD
SoFi Invest        
Solium Capital        
Stash Capital        
Sterne Agee         TBD
Stifel Nicolaus         TBD
Stock Cross Financial Services Inc.         TBD
SureTrader         TBD
T. Rowe Price Brokerage        
T. Rowe Price Mutual Fund Accounts         TBD
TCW Alternative Funds         TBD
TD Ameritrade      
TIAA-CREF Brokerage         TBD
The Investment Center, Inc.         TBD
Third Avenue Funds         TBD
Third Party Trade        
Thrivent Mutual Funds         TBD
TradeKing Ally Financial        
TradeStation         TBD
Trust Company of America         TBD
Tweedy, Browne Fund, Inc.         TBD
U.S. Bancorp Investments         TBD
Vanguard Brokerage        
Vanguard Group Mutual Fund Accounts         TBD
Virtus Mutual Funds         TBD
Voya Investment Management         TBD
Waddell & Reed         TBD
Weitz Funds         TBD
Wells Fargo Advantage Funds        
Wells Fargo Advisors        
William Blair Funds         TBD
Wise Banyan        

If you have more up-to-date information, let us know.