Category I | Category II | Category III | Category IV | Category V | Category VI | Category VII |
---|---|---|---|---|---|---|
Advisor-Directed Managed Models | Affinity | Ladenburg Thalmann | Bright Portfolios | Astor | Bristol Gate | CreativeOne Wealth - Option Based Strategies |
VEGA ETF | CreativeOne Wealth | Advisor 123 | Stance Capital | Henry James | Chatham Capital | |
M+ Funds | GeoWealth | Dorsey Wright | M Capital | Chilton Capital | ||
Global X | Maryland Capital | Victoria Capital | ||||
J.P. Morgan | SineWave | |||||
Oceans Park | Zacks | |||||
PIMCO | Jensen | |||||
State Street | Glenmede | |||||
FirstTrust | ||||||
Dimensional | ||||||
Main Management |
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