Conference Sponsors

The following entities have provided conference sponsorship to Focus since January 1, 2023:

Advent Software, Inc. (includes SS&C)

BlackRock, Inc.

Blackstone Administrative Services Partnership L.P.

Capital Integration Systems LLC (CAIS)

Charles Schwab & Co., Inc.

Confluence Technologies Inc.

Eaton Vance Distributors, Inc. (includes Parametric Portfolio Associates)

FIAM LLC

Fidelity Brokerage Services LLC

Fidelity Distributors Company LLC

Flourish Financial LLC

Franklin Distributors, LLC (includes O’Shaughnessy Asset Management, L.L.C. (OSAM) and CANVAS)

K&L Gates LLP

Nuveen Securities, LLC

Orion Advisor Technology, LLC

Pinegrove Capital Partners LLC (includes Brookfield Oaktree Wealth Solutions)

Practifi, Inc.

Salus GRC, LLC

Stone Ridge Asset Management LLC

StoneCastle Network, LLC

The Vanguard Group, Inc.

TriState Capital Bank

UPTIQ, Inc.