- Alliance Global Partners
- Affiliated Managers Group
- Arcady Bay Partners
- B Group
- Bank Of America
- Barclays Investment Bank
- Business Capital
- BlackRock
- Bank Of Montreal (BMO)
- BMO Capital Markets
- Bridge Bank
- BroadOak Capital Partners
- Canaccord Genuity Group
- Cascadia Capital
- CIBC
- CIT Group
- Clearbanc
- City National Bank
- Community Bank
- The Co-Operators Insurance Group
- Cowen Group
- Credit Suisse NEXT Investors
- DAK Capital
- Everest Group
- Evolution Financial Group
- ExCapsa Group
- FE International
- Fidelity
- FirePower Capital
- First Republic Bank
- Fort Capital
- Financial Technology Partners
- Goldman Sachs
- Guggenheim Partners
- HSBC Bank
- Hyde Park Capital
- Index Capital
- Janus Capital Group
- Jefferies
- JPMorgan Partners (JPMP)
- Keybank
- Loop Capital
- MAI Capital Management
- Manulife Financial
- MetaBank
- Mizuho Capital
- Merrill Lynch
- Morgan Stanley
- New Era Cap
- Piper Jaffray
- RBC Capital
- ROTH Capital Partners
- Salem Partners
- Charles Schwab
- Stephens
- Stony Lonesome Group
- SunTrust Bank
- Silicon Valley Bank
- Toronto Dominion Bank Group
- TD Bank
- The Provident Bank
- U.S. Bancorp
- Washington Capital
- Webster Bank
- Wellington Management
- Wells Fargo
- William Blair
- Windsor Private Capital