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- Sample of 2017 Attending Firms
- 1650 Wealth Management
- Abu Dhabi Investment Authority
- Accuvest Global Advisors
- Adriatic Capital Partners
- AdvicePeriod
- Aeon Fund
- Airlie Funds Management
- Alpha Architect
- AlphaFlow
- ALPS
- Ameriprise Financial
- Anamark Capital Advisors
- Andrew Marshall Financial, LLC
- Apriem Advisors
- Arnold & Porter Kaye Scholer LLP
- Astor Investment Management
- ATB Investment Management Inc.
- Aviva Investors
- AXA Investment Managers
- Ball State University Foundation
- Bank of America
- Barclays
- Barings
- Bats Global Markets
- BCA Research
- Beacon Hill Wealth Management
- Beam Capital Management
- Betterment
- Billions Finance
- BlackRock
- Bloomberg
- BMO Private Bank
- BNY Mellon
- Bradley Wealth Management
- Bridgeway Capital Management
- Broadmark Asset Management, LLC
- Brockovich Research & Consulting
- Butler County, Pennsylvania
- Cal Poly Pomona
- Calculated Risk
- California Fintech Network
- California Institute of Technology
- California State University
- CalPERS
- CalSTRS
- Cambria Investment Management
- Camden Capital
- Canterbury Consulting
- Cantor Comparative Advantage
- Capital Growth, Inc.
- Capital Management Analytics
- CBOE
- CFA Society of California
- Chamberlain Associates
- Chapman University
- Charles Schwab & Co.
- Chase Wealth Management
- Churchill Management Group
- CIBC World Markets
- City and County of San Francisco ERS
- City National Bank
- City National Rochdale
- City of Austin Deferred Compensation
- City of Ocala Firefighters Retirement Plan
- City of Sacramento and Land/Henschel Endowment Fund
- Citywire USA
- Clearsight Wealth Management, Inc.
- Cohen-McBride
- Columbia Threadneedle Investments
- CPMG
- Credit Suisse
- CRSP
- Cumberland Advisors
- D.A. Davidson & Co.
- David and Diana Sun Foundation
- DCO Wealth Management
- Define Financial
- Del Mar Investment Management, Inc.
- Denali Advisors
- Derive Wealth
- Deutsche Asset Management
- Digital Wealth, LLC
- DiMascio Venture Management, Inc
- Dimensional Fund Advisors
- DoubleLine Capital
- Dow Global Advisors
- DTCC
- Duttenhofer Advisory Group
- Dwyer Financial
- Edward Jones
- Efficient Alpha Capital LLC
- Efficient Market Advisors
- Elevate Financial
- Employees Retirement System of Texas
- EQM Capital LLC
- eSecLending
- ETF Trends
- ETF.com
- ETFGI
- ETFguide.com
- Eurex Exchange
- Exponential ETFs
- FAIQ/The Financial Times
- Fairbanks Capital Management Inc
- FAIRR Initative
- FHFA
- Financial Architects
- Financial Products Research
- FINRA
- First Financial Equity Corporation
- First Foundation
- First Trust Advisors, L.P.
- Florentez Investment Management
- FM Capital Group
- Focus262 Advisors
- Fortune
- Foundation FinLit
- Fresno County Employees Retirement Association
- FTSE Russell
- GBMhomebroker
- Gerald L Ray & Associates, Ltd.
- Global Wealth Management
- Golden State Wealth Management
- GraniteShares ETFs
- Greene Wealth Management
- Greenleaf Trust
- Gregory FCA
- Grey Capital Advisory
- Hall Private Wealth Advisors
- Hartford Investment Management Company
- Hidden Brook Investments, LLC
- Hollencrest Capital Management
- HPM Partners LLC
- IATSE 33 Pension Trust
- ICE Data Services
- Index Industry Association (IIA)
- Institutional Investor Journals
- Invesco PowerShares
- J.P. Morgan
- Jade Investments
- Janiczek Wealth Management
- JK Financial Services
- JM Tsai Asset Management
- Johannesburg Stock Exchange
- Joshua Doore Capital Group
- K2 Advisors
- KCG
- KFICO
- Koch Industries
- KWB Wealth Managers
- LACERS
- Legacy Wealth Partners
- LHA Capital
- Liberty Partners
- Life and Liberty Indexes
- Lincoln Financial Advisors
- Liolios
- Longboard Asset Management
- Lori McKnight Consulting LLC
- Los Angeles Water & Power Employees' Retirement Plan
- LPL Financial
- LS Investment Advisors
- Luby Asset Management
- Lucas Mendoza Wealth Advisors
- M Wealth Management
- Madison Avenue Securities
- MCF Advisors
- Mendham Wealth Partners
- Mercer Advisors
- Merrill Lynch Wealth Management
- MH & Associates
- MILE Wealth Management
- Milliman
- Modiri Asset Management
- Morell Family Office
- Morgan Stanley
- Morningstar
- Moscow Exchange
- MSCI
- MSIA
- NAREIT
- Natixis Asset Management
- NBCUniversal
- New York Stock Exchange
- Newfound Research
- NextShares Solutions LLC
- NFP
- NGAM Advisors L.P
- Northwest Financial & Tax Solutions
- NuShares from Nuveen
- NWF Advisory
- OFI SteelPath
- OppenheimerFunds
- Optimal Asset Management
- Optimus Advisory Group
- Oregon State Treasury
- Orin Green Financial
- Pacific Asset Management
- Pacific Life
- Pacific Private Fund Advisors LLC
- Palo Capital
- Panoramic Financial Advice
- Parkwood
- Penserra Capital Management LLC
- Performance Investment Management
- PFA Associates
- Phocus Financial
- PIMCO
- Pragmatic Capitalism
- Principal Global Investors
- Private Asset Management, Inc.
- Private Ocean
- Publica Press
- Purview Investments
- QHEE M&A
- Raymond James
- Regis Media
- Research Affiliates
- Ridgecrest Investments
- Riskalyze
- Ritholtz Wealth Management
- Robo Global
- Rutter Hamilton Wealth Management Group
- S Network Global Indexes, Inc.
- S&P Dow Jones Indices
- SageView Advisory Group
- Saints New York
- Salt River Project-Funds Administration
- San Bernardino County Employees' Retirement Association
- San Diego County Employees Retirement Association
- San Francisco City College Foundation
- Sanctuary Wealth Management
- Santa Clara University
- SASB - Sustainability Standards Board
- Shore Capital Research LLC, DePaul University
- Signature Estate & Investment Advisors, LLC
- SilverOak Investments
- Simpson Gumpertz & Heger
- Slome Family Office
- S-Network Global Indexes, Inc.
- Solstein Capital
- South County Financial Planning
- Spinnaker Investment Group, LLC
- State Street Global Advisors
- Stone Steps Financial
- Studdard Financial, LLC
- Sun Capital Management
- Sun Group Wealth Partners
- Surya Capital, LLC
- SVL Investment Management
- Synergy Wealth Management
- Syntax
- Syzygy Financial LLC
- Tarbox Family Office
- Tax & Financial Group
- Teachers Retirement System of Illinois
- Tee Investment Services, LLC
- The Capital Group Companies
- The Certus Financial Group
- The Chicago Financial Planner
- The Collaborative Fund
- The Cregg Group at Morgan Stanley Wealth Management
- The Doylestown Private Wealth Group
- The Emerging Markets Internet ETF (EMQQ)
- The Headlands Group, Inc
- The Wall Street Journal
- ThirtyNorth Investments
- Thrivent Asset Management
- Thrivent Financial
- TMX
- TOBAM
- Tortoise Capital Advisors
- Transamerica Funds
- Truepoint Wealth Counsel
- U.S. Bancorp Fund Services, LLC
- UBS
- UC San Diego Student Foundation Endowment Fund
- Unify Investments and Insurance
- United Capital Financial Partners
- University of Arizona
- University of Oregon
- University of Utah
- USAA
- USCF
- Utah Educational Savings Plan
- Van Eck Global
- Verus Investments
- Victory Capital
- VictoryShares
- Virtus Investment Partners
- Vivaldi Asset Management
- W.E. Donoghue
- Waddell & Reed
- WallachBeth Capital LLC
- Warren Street Wealth Advisors
- WE Donoghue
- Wealth Consulting Group
- Wealth Logic, LLC
- Wedbush Securities Inc.
- Wells Fargo
- Western Digital
- White Oak Global Advisors
- Wilshire Associates
- WJ Interests, LLC
- Womack Wealth Management, Inc.
- World Asset Management
- World Gold Council
- X and Y Advisors, Inc.
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