C-PORT Competitors

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

TruStage® is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them. We believe a brighter financial future should be accessible to everyone, and our products and solutions help people confidently make financial decisions that work for them at every stage of life. With a culture rooted and focused on creating a more equitable financial system, we are deeply committed to giving back to our communities and improving the lives of those we serve today, and tomorrow. For more information, visit www.trustage.com. Follow our showcase pages: TruStage|Financial Services, TruStage| Insurance and TruStage Ventures to learn more about our integrated products and solutions. Please read and abide by our social media community guidelines: https://bit.ly/3Te7Ree TruStage™ is the marketing name for TruStage Financial Group, Inc. Its subsidiaries and affiliates. Insurance products are issued by CMFG Life Insurance Company, MEMBERS Life Insurance Company, CUMIS Insurance Society Inc., CUMIS Specialty Insurance Company Inc., American Memorial Life Insurance Company, and Union Security Insurance Company. CORP-7948569.1-0525-0627

We believe a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society. In 2021, CUNA Mutual Group donated $7.9 million dollars to support more than 90 community partners and organizations, including several credit union foundations. For more information, visit cunamutual.com. Please read and abide by our Community Guidelines: https://bit.ly/3IgyD0O