For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.

TradePMR is a subsidiary of Robinhood Markets, Inc.

All third parties mentioned and TradePMR are unaffiliated companies.

1. The Cerulli Report — U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024, Cerulli Associates, December 5, 2024.