News

2020 Community Service Award Winner Lee Health Foundation Arch Capital Advisory Group of Raymond James The Lee Health Foundation raises
Read More

2020 Community Service Award Finalist Lenape Valley Foundation Penn Wealth Planning LPL Financial Lenape Valley Foundation works with members of
Read More

2020 Catalyst Award Winner Rebirth Homes CPA Financial Advisors, Inc. Cetera Financial Specialists Rebirth Homes provides homes for survivors of
Read More

2020 Catalyst Award Finalist Peter Stuyvesant Little League, Inc. Morgan Stanley Private Wealth Management The Peter Stuyvesant Little League (PSLL)
Read More

2020 Catalyst Award Finalist Clean Slate Living Lincoln Investment Clean Slate Living is a New York-based nonprofit whose mission is
Read More

2020 Community Service Award Finalist Ronald McDonald House Charities of St. Louis Nexstep Financial Group, LLC Equitable Ronald McDonald House
Read More

2020 Global Impact Award Finalist David’s Hope International AOG Wealth Management Charles Schwab & TD Ameritrade Institutional David’s Hope International
Read More

2020 Global Impact Award Finalist Mission Madera Duphiney Financial Network LPL Financial Mission Madera strives to put faith into action
Read More

2020 Global Impact Award Winner Be Like Brit ELM Wealth Management at Raymond James Be Like Brit serves the children
Read More

2020 Volunteer of the Year Award Finalist Camp Ronald McDonald for Good Times Northwestern Mutual Camp Ronald McDonald for Good
Read More

2020 Volunteer of the Year Award Finalist Star Kids Scholarship Program RBC Wealth Management – U.S. Star Kids Scholarship Program
Read More

2020 Volunteer of the Year Award Winner The Florida Dream Center, Inc. UBS Financial Services, Inc. The Florida Dream Center
Read More

2020 Lifetime Achievement Award Finalist Children’s Musical Theatre of Bartlesville, Inc. Caughell Rodgers Investments Commonwealth Financial Network The Children’s Musical
Read More

2020 Lifetime Achievement Award Winner Western Michigan University Foundation Zhang Financial Charles Schwab, LPL Financial & TD Ameritrade Institutional Western
Read More

2020 Lifetime Achievement Award Finalist Houston Furniture Bank Raymond James Financial The Houston Furniture Bank’s mission is to furnish hope
Read More

Employees: 176 Location: Omaha, NE Broker-Dealer: Cetera Advisor Networks Custodian: TD Ameritrade Institutional Top Executive: Ron Carson, CEO and FounderCarson
Read More

Employees: 170 Location: Seattle, WA Broker-Dealer: N/A Custodian: Fidelity Clearing & Custody Solutions Top Executive: Jon Jones, CEOBrighton Jones of
Read More

Employees: 12 Location: Tyler, TX Broker-Dealer: Ameriprise Financial Services, Inc. Custodian: Broker-Dealer is Self Clearing Top Executive: Neal Vasso, Managing
Read More

Employees: 48 Location: McLean, VA Broker-Dealer: Advisor Group - Royal Alliance Custodian: Pershing, LLC Top Executive: Stephan Quinn Cassaday, Chairman
Read More

Employees: 18 Location: Greensboro, NC Broker-Dealer: N/A Custodians: Schwab Advisor Services & TD Ameritrade Institutional Top Executive: Patrick Rush, CEOTriad
Read More

Employees: 17 Location: Swansea, IL Broker-Dealer: Purshe Kaplan Sterling Investments Custodians: Pershing, LLC and TD Ameritrade Top Executive: James D.
Read More

Employees: 12 Location: Perrysburg, OH Broker-Dealer: N/A Custodian: TD Ameritrade Institutional Top Executives: Jeffery Bucher, President; Kevin Bucher, Vice PresidentCitizen
Read More

Employees: 161 Location: Dallas, TX Broker-Dealer: N/A Custodians: Pershing, Schwab Advisor Services, & Alternative Investments Top Executive: Carter Tolleson, CEOTolleson
Read More

Employees: 26 Location: San Antonio, TX Broker-Dealer: N/A Custodians: Fidelity Clearing & Custody Solutions & Schwab Advisor Services Top Executive:
Read More