2019 Attendees

55ip Key Private Bank
AB Bernstein Kindur
Accenture Kotai Systems
Active Investment Management Consulting KPMG
Advicent Kurtosys
Advisor Innovation Labs Larsen & Toubro Infotech (LTI)
AllianceBernstein Learnvest
Allianz Life LendingTree
Ally LPL Financial
American Banker ManchesterStory Fund Management Grp.
American Bankers Association Manulife
American Century Investments Marakon | CRA
Appqway Marcus by Goldman Sachs®
Apprise Labs, LLC Markit Digital
Appway Massachusetts Mutual Life Insurance Company
Ardea Partners Merrill Edge
Assentis Millennium Trust Company
Assetmark Mirae Asset Global Investments
Atria Wealth Solutions Morgan Stanley
Bankrate MorningStar
Barclays Morningstar Inc.
Betterment Motley Fool Asset Management
BlackRock MT Newswires
Blue Rock Dravo Bay MyVest
BMO Nationwide -Advisory Solutions
Bond Wealth Management, LLC Navy Federal Financial Group
BondIT Neustar
Branch Banking & Trust Nexa Insights
Brinker Capital NextCapital
BRITECH Nikkei Inc.
Broadridge Northern Trust Asset Management
Bronfman Rothschild Northwestern Mutual
BTG Pactual Odgers Berndtson
Cafaro Greenleaf Old Mutual Colombia
Capco OpenInvest
Capgemini Oppenheimer Funds
Capital Group | American Funds Orion Advisor Services
Carson Group Parameter Insights
Cboe Park Avenue Securities
CGI Group Partners FCU
Chalice Financial Network Pershing
Charles Schwab Personal Capital
Chetu, Inc. Pinnacle Advisory
City National Rochdale Plynty
Clearnomics pocketnest
Cognizant Podcast
Columbia University PortfolioCloud
Commonwealth Financial Network PortfolioMetrix
Copytalk LLC Practifi
Corporate Insight Prime Capital Investment Advisors
Cutter Associates Principal Chile
CWC Research Private Client Resources
Deloitte Promontory Financial Group
DFA Prudential
Dialektic Consulting Public Pension Capital
Divisional President LPL Financial PWC
DNA Behavior Raymond James
Docupace RBC
Dotdash Finance Reilly Partners
Dow Jones RelPro
Doxim Ritholtz Wealth Management LLC
DriveWealth LLC Robertson Stephens
DST Systems / SSC Technologies Rockefeller Capital Management
Dynasty Financial Partners Salesforce
E*TRADE Samsung Asset Management
Edelman Financial Engines Schwab Advisor Services
Edward Jones Scotia Wealth Management
Egnyte, Inc. Security Benefit
Endava SenaHill Partners LP
Envestnet Shenson Consulting Services
Equifax | Data-driven Marketing SigFig
Equisoft Silver Lane Advisors
Evercore Partners Silver Wealth Technologies
Evergreen GaveKal Solstice
EY SourceMedia
Ezra Group Southwest Capital Bank
Facet Wealth SS&C Advent
FactSet Research Systems Stark
Farther Finance STRATA Trust Company
FiComm Partners, LLC Strycker View Capital
Fidelity Sumitomo Mitsui Financial Group
Fiduciary Trust Company International Sun Life Financial
Financial Planning Surveyor Capital
Fin-Comm, LLC SwissCom
First Rate Synpulse
First Republic Bank Syntoniq, Inc.
Fiserv Systelos
Flexpoint Ford T. Rowe Price
FormulaFolio Investments TD Ameritrade
Forrester Team Hewins, LLC
Franklin Templeton Investments The Capital Group Companies
Goldman Sachs The Guardian Life Insurance Company of America
Grapevine6 The Rieger Report LLC
Green Alpha Advisors, LLC The Rudin Group
Gregory FCA Communications TIAA
G-Rock Family Office Limited Timeline.co
Guardian Life Insurance Company Timelineapp Tech Limited
Harness Wealth Tolerisk
Hennion & Walsh, Inc. Tradeweb
HFM Wealth Management Trendrating
HOF Capital Trizic
Horizn U.S. Bank Wealth Management
Horizon Investments UBS Wealth Management
IA Capital Group Unified Trust Company, N.A.
IBM Union Bank & Trust
IFS United Capital
Ignites Univeris
IHS Markit Digital University of Toronto
Impact Financial Systems (IFS) Vanguard
Imprint Veriday
Income Discovery Vise AI
Intelliflo Limited Voya Financial
Invesco Washington Trust Bank
Investec Wealth Consulting Partners, LLC
Investment Metrics Wells Fargo & Company
Investopedia YCharts
IXI Services Zoe Financial
J.D. Power
Janney Montgomery Scott LLC
JPMorgan Chase