Equity Trustees
"Waverly Advisors, LLC"·Boulder, Colorado
Mmc·San Diego, California·Hybrid
Ceritypartners·San Jose, California·Onsite
hancockwhitney·Dauphin Street, AL
Baker Boyer·Walla Walla, Washington
Mission Wealth·San Francisco, California
CBI Bank & Trust·Galesburg, Illinois
NMRK-Property Management-PM Northeast·Cork, Munster
Onedigital·Orlando, Florida
NMRK-Property Management-PM Northeast·Dublin, Leinster
OneAZ Credit Union·Arizona, US
"Waverly Advisors, LLC"·Dayton, Ohio
Mission Wealth·Newport Beach, California
Midlandsb·Weldon Spring, Missouri
ATB·Ponoka, Alberta
Macu·US
Sequoia Financial Group·Akron, Ohio +2
Argent Financial Group·Charlotte, North Carolina
UFCU·Austin, Texas
Ceritypartners·Houston, Texas·Onsite
Revolution Group·Omaha, Nebraska
hancockwhitney·Winter Park - Winter Park, FL +2
Ceritypartners·El Segundo, California·Hybrid
Ceritypartners·Lansdowne, Pennsylvania·Onsite
"Waverly Advisors, LLC"·Council Bluffs, Iowa
Simmonsbank·US
Ceritypartners·Philadelphia, Pennsylvania·Onsite
Cain Watters & Associates, LLC·Frisco, Texas·Hybrid
Service One Credit Union·Bowling Green, Kentucky
"Waverly Advisors, LLC"·Pensacola, Florida