投資資訊
最低初始投資500
最低初始投資，個人退休賬戶2
最低初始投資，自動投資計劃無
最低額外認購0
最低額外認購，個人退休賬戶無
最低額外認購，自動投資計劃無
可購入的經紀行
(Junk)CommonWealth PPS
Allowab (non-advisory)
Ameriprise Brokerage
Bear Stearns
Bear Stearns No-Load Transaction Fee
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC- PAM, PRIME, Premier
Cetera Advisors LLC
Cetera Advisors LLC- PAM, PRIME, Premier
Cetera Financial Specialists LLC- Premier
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Firstrade
H Beck Inc.
ING Financial Advisers - SAS Funds
ING Financial Partners Inc.
ING Financial Ptnrs PAM and PRIME Approv
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
Kestra Financial
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Pershing FundCenter
Pershing Retirement Plan Network
Pruco Securities LLC -PruChoice Mutual Funds
Pruco Securities LLC -PruUMA’s Mutual Funds
Raymond James
Robert W. Baird & Co.
Royal Alliance
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab OneSource & NTF (No Load & No Transaction Fee)
Schwab Retirement Only
Scottrade TF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Sterne, Agee & Leach, Inc.,
SunAmerica Securities Premier / Pinnacle
T. Rowe Price
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
Thrivent – Retail Eligible
Trade PMR Transaction Fee
Vanguard
Vanguard NTF
WFA Fdntl Choice/PIM Updated 8.1.23
WFA MF Advisory Updated 5.1.24
Waddell & Reed Choice MAP Flex
