Strategic Partners

The following is a list of revenue-sharing partners as of September 2022:

Mutual Fund Companies

  • American Funds
  • Amundi Pioneer
  • BlackRock
  • Calvert Funds
  • Cantor Fitzgerald Asset Management
  • Columbia
  • DWS Securities
  • Eaton Vance
  • Federated
  • Fidelity Investments
  • Goldman Sachs
  • Invesco
  • J.P. Morgan
  • Lord Abbett
  • New York Life Mainstay
  • Pacific Life Mutual Funds
  • PGIM
  • PIMCO
  • Transamerica Mutual Funds
  • Virtus
  • Voya Investments

Exchange-Traded Funds

  • First Trust Advisors
  • GlobalX
  • WisdomTree Asset Management

Alternative Investment Companies

  • Apollo Global Securities, LLC
  • Ares Management Corp.
  • Blackstone
  • Bluerock
  • Cantor Fitzgerald
  • CNL Securities Corp
  • Conversus
  • Cottonwood Communities, Inc.
  • FS Investments
  • Griffin Capital
  • Hines Securities
  • iCapital*
  • Inland Securities
  • Intrinsic
  • KKR
  • MDS Energy Development, LLC
  • Mewbourn Holdings, Inc.
  • Orchard Securities
  • PREP
  • Sealy
  • Strat Cap Securities
  • Vinebrook/Nexpoint

Mutual Funds & Exchange Traded Funds

  • Capital Group
  • Franklin Templeton
  • John Hancock
  • Putnam

Annuity Carriers

  • AIG
  • Allianz
  • Athene
  • Brighthouse
  • CUNA
  • Delaware Life
  • Eagle Life
  • Equitable
  • F&G
  • Global Atlantic
  • Great American
  • Jackson
  • Lincoln
  • Mass Mutual
  • Nationwide
  • New York Life Insurance Annuity
  • Pacific Life
  • Protective
  • Prudential
  • Reliance Standard
  • Sammons Financial Group
  • Securian
  • Security Benefit
  • Symetra
  • The Standard
  • Transamerica

Insurance

  • Ash Brokerage
  • Crump
  • Nelson Financial Group

* iCapital provides a platform through which revenue is shared with the Firm from third party alternative investment companies.

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